Google Cloud appears to be emerging as the earnings driver for Alphabet Inc. ( GOOGL , GOOG ) since it surpassed the $70 billion run rate with operating margins at 30%. Operating income growthHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spott ...

The Value Pendulum is an Asian equity market specialist with over a decade of experience on both the buy and sell sides.He is the author of the investing group Asia Value & Moat Stocks, providing ideas for value investors seeking investment opportunities listed in Asia, with a particular focus on the Hong Kong market. He hunts for deep value balance sheet bargains and wide moat stocks and provides a range of watch lists with monthly updates within his investing group.Analyst’s Disclosure: I/we have no stock ...

Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the compani ...

This morning, I woke up to a stunning report that Google is gearing up to sell a 100-year bond. That follows a similar move in early November, when Google issued a 50-year bond.Investors are giving this company billions and are willing to wait up to a century to get it back. In contrast, the US government usually borrows money for a maximum of 30 years. And the interest rates Google is paying are not that much more than what the US Treasury pays. For the 50-year bond, Google paid about 1 percentage point ...

Autodesk公司（Autodesk）已对谷歌提起诉讼，指控后者侵犯其 "Flow" 商标，使用该名称推广用于电 影、电视剧及电子游戏制作的竞争性 AI 软件。 在周五提交至美国旧金山联邦法院的起诉书中，Autodesk表示，公司自 2022 年 9 月起便将 "Flow" 用于 视觉特效、制作管理及其他相关产品。而谷歌在 2025 年 5 月面向同一类客户推出 Flow 软件，此举令 Autodesk感到意外。 Autodesk称，谷歌曾向其保证不会将 Flow 商业化，却在当月就在南太平洋岛国汤加申请了该名称的商 标注册，而汤加的商标申请通常不对公众公开。 起诉书显示，谷歌利用在汤加的申请，试图在美国为 Flow 申请同类商标保护，并在圣丹斯电影节等行 业活动中推广 Flow 软件。 上月，Autodesk宣布将裁员约 1000 人，占员工总数的 7%，以将资金转向云平台与人工智能业务。 责任编辑：郭明煜 Autodesk公司（Autodesk）已对谷歌提起诉讼，指控后者侵犯其 "Flow" 商标，使用该名称推广用于电 影、电视剧及电子游戏制作的竞争性 AI 软件。 在周五提交至美国旧金山联邦法院的起诉 ...

Alphabet's $15 billion bond deal may have a highly unusual component - MarketWatch## Market Extra# Alphabet's $15 billion bond deal may have a highly unusual component## As tech companies look to finance their hefty spending plans, they've been offering bonds with longer maturitiesPublished: Feb. 9, 2026 at 11:57 a.m. ETShareResize---Listen(3 min)Google parent Alphabet is looking to raise up to $15 billion in the bond market on Monday Photo: Justin Sullivan/Getty ImagesAlphabet shocked Wall Street last week ...

当前科技巨头的"垂直整合"策略并非新概念。20世纪60年代，国际商业机器公司就采用这一模式取得了 巨大成功。IBM实现了从底层硬件、操作系统到应用软件的全部自主生产。 这种模式在20世纪90年代因专业化分工而式微。但随着生成式AI对算力需求的爆炸性增长，科技巨头 为了摆脱对单一供应商的依赖，重新拥抱了自研硬件的道路。 02 资本浪潮：2026年的豪赌 巨头们为了自研芯片投入的真金白银正不断刷新纪录。亚马逊宣布将2026年资本支出上调至2000亿美 元，CEO安迪·贾西解释称这是应对"强劲且持续的需求信号"。AWS云部门同比增长24%，订单积压量 已达2440亿美元。谷歌也不甘示弱，预计2026年资本支出将在1750至1850亿美元之间，几乎是2025年的 两倍。 微软虽然没有公布具体数字，但也对AI需求表示"极度乐观"。而Meta则计划将其资本支出翻倍至1350亿 美元。 03 芯片博弈：从依赖到自主的艰难转型 当硅谷巨头们大举投资自研芯片与数据中心时，半个世纪前席卷产业的模式，正在人工智能浪潮下悄然 回归。亚马逊将其年度资本支出预期猛增50%，高达2000亿美元。谷歌母公司Alphabet的计划支出几乎 翻 ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Google has been sued by Autodesk for allegedly infringing its "Flow" trademark to market competing AI-enabled software used to make movies, TV shows and video games. ...

兄弟姐妹们啊，今晚继续简单关注一下海外市场的表现。 甲骨文的上涨主要受到D.A. Davidson上调评级的提振。 瑞银金融服务美国股票首席投资官David Lefkowitz表示，市场对亚马逊和Alphabet给出的资本开支指引反应负面，因为其水平"明显高于"市 场一致预期，这也"掩盖了两家公司强于预期的云业务增长"。 英伟达CEO黄仁勋表示，考虑到对算力的需求"极其旺盛"，科技行业为AI基础设施投入不断攀升是合理的。 分析师认为，超大规模云厂商的资本开支仍有上行空间。 摩根士丹利报告称："随着每月处理的token量呈指数级增长，GCP/AWS/Azure的云收入增速加快，数据中心承诺规模扩大，数据中心组件 供应商也强调需求正在加速，我们认为超大规模云厂商资本开支预估将持续面临上行压力。" 2月9日晚间，美股三大指数低开高走，持续拉升，道指转涨，纳斯达克指数涨约0.8%，标普指数涨约0.5%。 在上周由人工智能引发的科技股暴跌之后，科技公司再度反弹，带动股市在一系列关键经济数据出炉前走高——这些数据将帮助塑造市场 对美联储政策前景的判断。 科技股普遍上涨，英伟达股价大涨超3%，甲骨文股价一度涨超10%。 | ...