Core Viewpoint - The analysis of Alphabet Inc. (GOOG) has shifted from a bullish perspective to a more cautious stance, with the stock currently rated as a "Hold" [1] Group 1: Company Analysis - The focus is on high-quality companies that can outperform the market over the long term due to competitive advantages and high levels of defensibility [1] - The analysis is concentrated on European and North American companies, without constraints regarding market capitalization, covering both large cap and small cap companies [1] Group 2: Analyst Background - The analyst has an academic background in sociology, holding a Master's Degree in Sociology with an emphasis on organizational and economic sociology, as well as a Bachelor's Degree in Sociology and History [1]

Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025.Alphabet's debt sale keeps getting bigger.The company is close to finalizing a global bond issuance in excess of $30 billion, according to two people familiar with the deal, an increase from the $20 billion it raised on Monday.On Tuesday morning, Alphabet went to the European market to raise roughly $11 billion in sterling and Swiss francs, said the peopl ...

据媒体报道，有消息人士透露，美国已通过多个渠道，要求韩国批准谷歌将该国高精度地图数据出口至海外。 另据韩国政府及信息通信业界2月5日消息，谷歌已向韩方提交高精度地图数据外传申请的补充材料。 韩国政府曾在去年11月第三次暂缓审批谷歌高精度地图数据外传申请，并要求其在今年2月5日前补齐材料。 谷歌在此次提交的材料中表示，将接受韩方要求：对地图卫星图像中的韩国涉密设施进行遮蔽、删除境内经纬度坐标信息，并说明了相关地图数据处理技 术，但未提及在韩设立数据中心事宜。 韩国政府将召开 "测绘成果外传协商机制" 会议，依据补充材料研究是否批准谷歌高精度地图数据外传申请，预计审批结果或将数月后公布。 同时，美国贸易代表贾米森·格里尔对韩国的非关税壁垒表示强烈担忧。 韩国政府内部越来越认为，即便韩国加快加大对美投资，若不解决美方对非关税壁垒的担忧，也难以化解潜在的加征关税风险。 据了解，美国副贸易代表里克·斯威策定于近日访问韩国，就非关税壁垒相关问题进行磋商。 百耀留学，高考后升学新出路 了解详情 中韩翻译，拯救论文和报告书 了解详情 此前谷歌曾分别于2007年和2016年两次申请地图数据外传，均因境外服务器存在信息外泄风险被 ...

Google's business unit is offering voluntary exit packages to some employees.In an email sent to staff on Tuesday, Google's chief business officer, Philipp Schindler, said employees on certain teams within the global business organization (GBO) could voluntarily leave the company with a severance package. "We're starting the year in a strong position thanks to everything you accomplished in 2025," Schindler wrote in the memo, which Business Insider viewed. "But the game is dynamic, the pace is electric, and ...

本文源自：金融界AI电报 芝商所（CME）：新增现金结算期货合约，将纳入包括Alphabet、Meta、英伟达和特斯拉在内的50多只 美国顶级个股。 ...

Core Viewpoint - The combination of the expansion of artificial intelligence data centers and favorable tax provisions from recent legislation is expected to result in significantly lower tax bills for major tech companies in 2025, enhancing their profitability [1][2]. Tax Bill Reductions - Amazon's tax bill is projected to decrease from approximately $9 billion in 2024 to $1.2 billion in 2025 [3]. - Meta Platforms anticipates a reduction in its tax bill from about $9.6 billion in 2024 to $2.8 billion in 2025 [3]. - Alphabet's combined federal and state tax obligations are expected to drop from around $21.1 billion in 2024 to $13.8 billion in 2025 [3]. Profit Increases - Amazon's domestic profits are expected to rise to nearly $90 billion in 2025, reflecting an over 40% increase from 2024 [4]. - Alphabet's domestic profits are projected to increase by over 32% to $143.6 billion [4]. - Meta's profits are anticipated to reach $79.6 billion, marking a 20% increase [4]. Investment and Tax Strategy - Amazon reported investments exceeding $340 billion in the US last year, including significant allocations towards AI innovation [8]. - Meta's CFO indicated that the company is experiencing substantial cash tax savings due to the new US tax laws, which are beneficial given their investments in infrastructure and R&D [8].

2月10日，据媒体援引知情人士透露，谷歌母公司Alphabet已启动其首次瑞士法郎债券发行。此次发行包含3年、6年、10年、15年和25年期债券，预计将 在今日晚些时候定价。同时，谷歌母公司Alphabet也启动首次英镑债券发行。此次交易分为3年、6年、15年、32年和100年期债券，预计将在今日晚些时 候定价。 当地时间2月10日，美股开盘三大指数涨跌不一，截至发稿已全部转涨，道指涨0.7%再创新高，纳指和标普500指数则由跌转涨，分别涨0.09%和0.2%。 美股科技股普跌，费城半导体指数开盘跳水，一度跌超1%。美股"科技七姊妹"中，谷歌一度跌超2%，英伟达、Meta下跌，特斯拉、微软、亚马逊上涨。 台积电涨1.49%再创新高。 | 1 | | 英伟达 | 189.120 | -0.48% | | --- | --- | --- | --- | --- | | | | NVDA | | | | 2 | | 特斯拉 | 421.030 | +0.89% | | | | TSLA | | | | 3 | | 美光 | 380.640 | -0.75% | | ▲1 | | MU | | | | 4 | S | ...

记者|杜波 编辑|段炼 杜恒峰 校对|何小桃 当地时间2月10日，美股开盘三大指数涨跌不一，截至发稿已全部转涨，道指涨0.7%再创新高，纳指和 标普500指数则由跌转涨，分别涨0.09%和0.2%。 美股科技股普跌，费城半导体指数开盘跳水，一度跌超1%。美股"科技七姊妹"中，谷歌一度跌超2%， 英伟达、Meta下跌，特斯拉、微软、亚马逊上涨。台积电涨1.49%再创新高。 | 1 | 英伟达 | 189.120 | -0.48% | | --- | --- | --- | --- | | | NVDA | | | | 2 | 特斯拉 | 421.030 | +0.89% | | | TSLA | | | | 3 | 美光 | 380.640 | -0.75% | | ▲1 | MU | | | | 4 | 闪迪 S | 565.170 | -3.12% | | - 1 | SNDK | | | | 5 | 台积电 | 360.700 | +1.49% | | ▼2 | TSM | | | | 6 | 谷歌 A | 318.780 | -1.73% | | | GOOG | | | | | 阿里巴巴 | 166. ...

Alphabet's Google gained unconditional EU antitrust approval on Tuesday for its $32 billion acquisition of cybersecurity company Wiz, its biggest ever deal, after regulators said the deal would not ra... ...

Let's just talk about what they issued and how oversubscribed that debt issue was. Well, thank you very much. There's no two ways about it. Yes, and everyone's ready for it and everyone's willing to buy that as well. We've had 32 weeks of consecutive funds into your investment grade funds. Investment managers here is flush with cash. They want supply. There isn't supply, obviously, from the domestic players, but they the amount of CapEx that we want to see from HYPERSCALERS is well beyond what you get from ...