Core Insights - The Supreme Court's ruling against most of President Trump's tariffs has positively impacted digital advertising stocks, including Alphabet, Pinterest, and Meta, leading to significant gains in their share prices [1][1][1] Digital Advertising Impact - Digital advertisers are expected to benefit from the easing of tariffs, as clients may redirect refunds into increased advertising spending, according to marketing research firm EMARKETER [1][1] - Shares of Pinterest rose by 6%, while Alphabet's stock climbed by 4%, marking them among the best performers on the S&P 500 and Nasdaq [1][1] - Companies like Snap and Pinterest have faced challenges due to reduced ad spending from retail clients affected by higher costs from tariffs, with both stocks losing approximately half their value over the past year [1][1] Competitive Landscape - Meta and Alphabet have reported strong ad sales and have not experienced the same level of pressure as Pinterest, which has a higher proportion of large retail clients [1][1] - Analysts at Bank of America noted that Pinterest may have lost market share to larger competitors, while companies like Meta are investing in AI-enhanced advertising to mitigate tariff-related challenges [1][1]

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greifeld taking you through to that closing bell. It's a global simulcast.Carol Massar and Emily Graffeo Join us now. Welcome to our audiences across all of our bloomberg platforms, television, radio, our partnership with YouTube here on a big day, at least if you're into the Supreme Court, which I'm told is hot these days. Carol Massar a big Supreme Court ruling against those Liberation Day tariffs, the mar ...

周五美股成交额第1名英伟达收高1.02%，成交334.21亿美元。据媒体报道，作为OpenAI酝酿已久的融 资轮的一部分，英伟达接近向OpenAI投资300亿美元。彭博此前曾报道，英伟达将在本轮融资中投资 200亿美元。 该报道称，这项投资实际上将取代两家公司之前计划的一项更大的协议。此前有媒体最初在1月底报道 称，英伟达在9月宣布的对OpenAI高达1000亿美元的投资，因首席执行官黄仁勋私下对这家ChatGPT制 造商的批评而"停滞"。 第2名特斯拉收高0.03%，成交236.77亿美元。周五一名联邦法官驳回了特斯拉的请求，维持针对该公司 一起 2019 年致命车祸的2.43 亿美元判决。涉事车辆为搭载自动驾驶系统（Autopilot）的 Model S。 在周五公开的裁决中，迈阿密联邦地区法官贝丝-布鲁姆表示，庭审证据 "完全足以支持" 该判决，而特 斯拉未能提出任何新的理由来推翻判决。 贝尔德（Baird）分析师本卡洛周五将标普500成分股特斯拉的股票评级上调至"跑赢大盘"，目标价548 美元。卡洛认为，一系列"不太出色的季度"并未动摇特斯拉股价，表明投资者的"焦点已日益转向特斯 拉的未来。最近提出的 ...

从企业层面来看，亚马逊、Alphabet、微软和Meta等公司均将人工智能列为核心战略方向，大幅提高资本支出预算。EasyMarkets易信留意到，部分企业甚 至通过扩大债务融资来支持长期建设计划，使资产负债表规模同步扩张。芯片制造商英伟达在这一轮算力升级中成为关键受益方，而苹果则采取相对谨慎 的策略，通过与外部技术伙伴合作强化自身人工智能能力，以降低一次性重资产投入压力。不同路径体现出企业在风险控制与增长节奏上的差异。 EasyMarkets易信关注到，全球科技巨头正掀起新一轮人工智能基础设施投资浪潮，年度资本开支规模创下历史高位。各大企业将资金集中投向数据中心 扩建、高性能芯片采购以及云计算平台升级，推动算力资源迅速扩张。在生成式人工智能需求持续升温的背景下，企业普遍选择提前布局，希望在未来几 年占据技术与市场制高点。这种高强度投入不仅改变科技行业格局，也对全球资本市场情绪产生显著影响。 easyMarkets 尽管市场普遍认可人工智能的长期潜力，但投资者对回报兑现节奏保持审慎态度。当前人工智能相关收入增速尚未完全匹配庞大的资本开支规模，未来盈 利能力仍需时间验证。与此同时，数据中心建设带来的能源成本、硬 ...

At first glance, Alphabet (NASDAQ:GOOG) stock looks not-so-magnificent: shares are down 3% year-to-date and 7.5% over the past month.Yet GOOG has a lot going for it in early 2026 and has a robust case to be made that the stock is set for a long-term run-up.It keeps improving its AI offerings, its main business lines are defying Wall Street’s negative consensus and growing rapidly, and the company keeps innovating.Here are three key factors that should boost GOOG shares this year.A New Gemini ModelGoogle ann ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Group 1 - The breakthrough in AI technology is seen as redefining human work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - A specific under-owned company is highlighted as pivotal to the AI revolution, with its technology posing a competitive threat to rivals [4][6] - Notable billionaires, including Bill Gates and Warren Buffett, recognize AI as a significant technological advancement with the potential for substantial social benefits [8] Group 2 - The article emphasizes the importance of investing in AI technology, suggesting that future investors may regret not owning shares in a particular company [9] - A subscription service is offered, providing access to detailed reports and insights on the identified AI stock, along with additional investment resources [10][11] - The subscription includes a 30-day money-back guarantee, encouraging potential investors to act quickly before the opportunity is widely recognized [12][14]

谷歌正在探索扩大其人工智能芯片市场的新方式，试图利用自身的资金实力构建更广泛的AI生态系 统，以更好地与市场领导者英伟达竞争。 该公司的芯片正在获得更广泛的AI工作负载采用，包括初创公司Anthropic在内的客户都在使用。但据 知情人士透露，谷歌在扩张过程中面临诸多挑战，包括制造合作伙伴的产能瓶颈，以及来自云计算竞争 对手的兴趣有限——而这些竞争对手正是英伟达处理器的最大买家之一。 为扩大潜在市场，谷歌正加大对数据中心合作伙伴网络的财务支持，使其能够向更广泛的客户群体提供 算力。 据知情人士称，谷歌正洽谈向云计算初创公司Fluidstack投资约1亿美元，该交易对Fluidstack的估值约为 75亿美元。Fluidstack是越来越多"新云（neocloud）"公司之一，这类公司向AI企业等客户提供计算服 务。CoreWeave是此类新云运营商中规模较大的之一，主要提供来自英伟达的图形处理器（GPU）资 源。 知情人士表示，谷歌希望放大Fluidstack的增长潜力，并鼓励更多算力提供商使用其AI芯片。谷歌的AI 芯片被称为张量处理单元（TPU）。 此外，谷歌还与其他数据中心合作伙伴讨论扩大财务承诺，可能 ...

The chip maker's investment is a hedge against Google and a way to keep demand for its chips, an analyst says. ...

据报道，谷歌为自家 AI芯片扩大市场寻找方法，考虑将TPU部门重组为一个单独的部门，但还没有相 应的计划；正商谈向初创公司Fluidstack投资约1亿美元，希望放大Fluidstack的增长潜力。 ...

Core Viewpoint - As more AI companies consider utilizing Google's chips, the company aims to leverage partnerships with external entities to broaden its market potential [1] Group 1 - The increasing interest from AI companies in Google's chips indicates a growing demand for advanced hardware solutions in the AI sector [1] - Google's strategy involves forming deals with external partners, which could enhance its competitive position in the AI hardware market [1] - The expansion of partnerships may lead to increased revenue opportunities for Google as it taps into the AI industry's growth [1]