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Google Sees Surge in Sales of Gemini AI Models
PYMNTS.com· 2026-01-20 20:05
Google has reportedly seen a surge in sales of its Gemini artificial intelligence (AI) models.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.This uptick indicates an improvement in the quality of those models, acc ...
Google-backed AI drug discovery startup Isomorphic Labs delays clinical trial timeline
Reuters· 2026-01-20 19:54
Isomorphic Labs, which uses artificial intelligence for drug discovery, expects to have its first clinical trials by the end of 2026, founder and CEO Demis Hassabis said on Tuesday. ...
Alger Capital Appreciation Fund Q4 2025 Portfolio Update
Seeking Alpha· 2026-01-20 17:58
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Has Alphabet Stock Hit Its Top at $4 Trillion?
Schaeffers Investment Research· 2026-01-20 17:22
Subscribers to Chart of the Week received this commentary on Sunday, January 18.This past week Google parent Alphabet (GOOGL) crossed the $4 trillion market cap level, joining Nvidia (NVDA) in rarified air. The company has been wheeling and dealing across AI specter, kicking off 2026 by penning a multi-year partnership with Apple (AAPL) to power the iPhone’s AI technology. The ‘Magnificent Seven’ name also enjoyed tailwinds when its Gemini AI model curtailed broader concerns surrounding OpenAI’s marketplace ...
Why Alphabet and Meta investors shouldn't sweat ChatGPT's ad launch — for now
MarketWatch· 2026-01-20 16:01
While ChatGPT's entry into the ad market marks a pivotal moment for the company, analysts argue Google and Meta face little immediate threat to their advertising empires. ...
Google Stock Delivers $350 Billion To Shareholders
Forbes· 2026-01-20 15:35
15 January 2026, Bavaria, Munich: The Google logo and lettering can be seen on the façade of the company's Munich headquarters building in Munich (Bavaria). The company's development center is located in Arnulfpark. More than 2500 employees work for the US company at various locations in Germany. The parent company of Google LLC is Alphabet Inc. (symbol image, symbol photo, illustration, symbolic photo, illustrative photo, theme image, general image, theme photo) Photo: Matthias Balk/dpa (Photo by Matthias ...
深夜,全线大跌!外围,“大风暴”突袭
Sou Hu Cai Jing· 2026-01-20 15:10
有分析指出,美国总统特朗普强硬推动收购格陵兰岛,重新点燃市场对美欧可能爆发"贸易战"的担忧。 另外,日本政坛也飞出"黑天鹅",投资者对日本首相高市早苗在选战中提出的"下调食品税"主张投下反 对票,日债遭遇史诗级崩盘。有分析认为,日本央行或被迫启动紧急购债干预并加快加息进程,进一步 加剧了全球金融市场的不确定性。 全线大跌,丹麦一养老基金拟清仓美国国债 1月20日,美股开盘后,三大指数大幅走低,道指低开1.28%,标普500指数低开1.33%,纳指低开 1.59%。美股大型科技股普跌,英伟达、谷歌、亚马逊、博通、特斯拉、Meta均大跌超2%。 正在交易的欧洲股市亦全线走低,主要指数跌幅持续扩大,截至北京时间22:30,欧洲斯托克50指数、 德国DAX30指数、英国富时100指数、法国CAC 40指数、意大利富时MIB指数、西班牙IBEX35指数均 大跌超1%。 有分析指出,特朗普计划对部分欧洲国家征收关税以推进收购格陵兰岛的计划,重新引发市场对其政府 政策不可预测性的担忧,目前几乎看不到任何一方准备让步的迹象。 外围市场突然掀起"大风暴"。 受特朗普政府最新的关税威胁影响,1月20日,美股三大指数期货全线大跌, ...
美股三大指开盘均跌超1%,英伟达、谷歌跌超2%
Feng Huang Wang Cai Jing· 2026-01-20 14:46
1月20日,美股三大指数大幅低开,道指跌1.28%,标普500指数跌1.33%,纳指跌1.59%。 英伟达、谷歌、亚马逊、博通均跌超2%。 联电大涨超14%,今年以来已累涨18%,SuperFlash第四代技术正式投产。3M公司公布年度利润预期低 于市场预估后,其股价下跌4.9%。 【AI应用牛股Applovin遭做空机构突袭】 截至发稿,Applovin美股盘前跌超7%。做空机构Capitalwatch此前发布做空报告,指控该公司核心股东 结构涉嫌系统性合规风险和重大金融犯罪。 【德国重启电动汽车购车补贴】 德国政府1月19日宣布,对新购入电动汽车的家庭提供最高可达6000欧元的补贴,以推动其国内电动汽 车产业发展。这是德国在2023年底终止原有电动汽车购车补贴政策后,再次提供类似补贴。 【索尼将剥离电视业务 与TCL建立合资公司】 索尼周二宣布与TCL签署备忘录,双方将成立一家合资公司承接索尼的家庭娱乐业务,包括电视机、家 庭音响等产品,其中TCL持股51%、索尼持股49%。新公司将在全球范围内运营,并沿用索尼、Bravia 品牌。 其他消息 【量子计算公司Quantinuum据传正推进IPO】 周二有消 ...
Investors’ Confidence Boosted Alphabet (GOOG) in Q4
Yahoo Finance· 2026-01-20 14:13
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equity market ended the fourth quarter on a strong note, with the S&P surging 2.7%, maintaining its steady upward momentum. Investors' optimism was supported by better-than-expected corporate earnings, the US Federal Reserve’s further interest rate easing stance, and a resilient macroeconomic backdrop. Improving clarity on trade p ...
2026年第3周计算机行业周报:看好AI应用及国产算力两条主线-20260120
Changjiang Securities· 2026-01-20 14:11
Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7] Core Viewpoints - The report expresses optimism regarding AI applications and domestic computing power investment opportunities, highlighting the acceleration of AI applications and the potential for industry upgrades in the long term [6][40] - The introduction of the Universal Commerce Protocol (UCP) by Google is seen as a significant development that could reshape the e-commerce landscape, facilitating seamless transactions and enhancing user experience [21][24][28] - The report emphasizes the importance of data element value release in 2026, marking it as a pivotal year for the digital economy and data market reforms [30][35][38] Summary by Sections Market Performance - Last week, the computer sector experienced a high and then a pullback, with an overall increase of 4.14%, ranking first among major industries in the Yangtze River region, and accounting for 11.21% of total market turnover [2][4][15] Key Recommendations - The report recommends focusing on: 1. Domestic large model manufacturers 2. Major domestic cloud service providers 3. Vertical scenario agent manufacturers 4. The domestic computing power supply chain, particularly AI chip companies like Haiguang Information and Cambrian [6][40] AI and E-commerce Developments - The UCP aims to create a standardized communication framework for AI agents, merchants, and platforms, potentially transforming the e-commerce industry by reducing decision-making time and enhancing transaction efficiency [21][24][28] - The report notes that AI-assisted shopping is expected to become mainstream, with significant growth projected in the AI e-commerce market from 23.93 billion yuan in 2020 to 50.44 billion yuan by 2024, with a compound annual growth rate of 20.50% [29] Data Element Value Release - The report highlights that 2026 is designated as the "Year of Data Element Value Release," with a focus on market-oriented reforms and the establishment of data standards to facilitate the flow and utilization of data [30][35][38] - The establishment of a data property rights registration system is anticipated to enhance data circulation and unlock value within the data economy [37][38]