An updated edition of the Dec. 31, 2025 article.The global streaming content industry has evolved from a niche add-on to a core pillar of media consumption, fundamentally reshaping how audiences access entertainment and information. Subscription video, free ad-supported streaming TV (FAST), live streaming and digital audio collectively form a multibillion-dollar ecosystem supported by widespread broadband penetration and connected TV adoption. This structural shift has opened meaningful opportunities for pl ...

Key Takeaways Alphabet's Google Cloud revenues jumped 35.8% in 2025, with backlog surging 55% to $240 billion. GOOGL is riding strong AI demand, with Gen AI product revenue up nearly 400% in Q4 2025. Alphabet plans $175B-$185B in 2026 capex as it battles Amazon and Microsoft in cloud. Alphabet (GOOGL) is riding on a strong Google Cloud prospect, which accounts for 14.6% of GOOGL’s 2025 revenues. Google Cloud revenues jumped 35.8% over 2025’s reported figure to $58.71 billion. The top line benefited from gro ...

Google said in a blog post that Nano Banana 2 has advanced world knowledge, pulling real-time information from Gemini for more accurate renderings. The company also highlighted the new model's increased speed, enhanced instruction following and more precise text renderings for "marketing mockups or greeting cards."The company launched the first Nano Banana in August, and the service quickly went viral. Nano Banana Pro hit the market in November, built on Gemini 3 Pro.Google on Thursday rolled out Nano Banan ...

谷歌周四发布了此前爆红的 AI 图像生成模型Nano Banana的升级版，强调其性能更快，旨在为这家搜 索引擎巨头吸引更多用户使用其 AI 工具。 责任编辑：郭明煜 谷歌周四发布了此前爆红的 AI 图像生成模型Nano Banana的升级版，强调其性能更快，旨在为这家搜 索引擎巨头吸引更多用户使用其 AI 工具。 这家隶属于字母表（Alphabet）旗下的公司表示，这款名为Nano Banana 2的模型将陆续接入旗下多款 产品，包括 Gemini 应用、搜索中的 AI 模式和 Lens 功能，以及其 AI 视频工具 Flow。 这家隶属于字母表（Alphabet）旗下的公司表示，这款名为Nano Banana 2的模型将陆续接入旗下多款 产品，包括 Gemini 应用、搜索中的 AI 模式和 Lens 功能，以及其 AI 视频工具 Flow。 此次发布是谷歌一系列举措中的最新动作，这些举措已将该公司推至 AI 竞赛的前沿，帮助其在最初遭 遇一系列尴尬失利后，更好地与 OpenAI 的 ChatGPT 竞争。这一系列成功推动其股价在过去六个月大涨 47%。 谷歌于去年 8 月推出 Nano Banana A ...

发布初代Nano Banana六个月后，谷歌升级了这一爆款AI图像生成工具，它将更快地生成更优质的图 像，发布当天即上线Gemini的App和谷歌搜索的AI模式。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Woman suing Meta, YouTube over social media addiction expected to take stand at trial | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Item 1 of 3 Plaintiff Kaley G.M. arrives to take the stand at a trial in a key test case accusing Meta and Google's YouTube of harming children's mental health through addictive social media platforms, in Los Angeles, California, U.S., February 25, 2026. REUTERS/Mike Blake[1/3]Plaintiff Kaley G.M. ar ...

Group 1 - Billionaire hedge fund managers' investment moves can provide valuable insights for generating investment ideas, particularly when focusing on those with a long-term mindset [1][2] - Stanley Druckenmiller, a notable hedge fund manager, has a strong track record of outperforming the market and is currently bullish on Amazon and Alphabet [2][4] - During Q4, Druckenmiller significantly increased his holdings in Amazon from 437,000 shares to nearly 740,000 shares, representing a 69% increase, indicating strong confidence in the stock [4] - Druckenmiller also increased his position in Alphabet by 277%, from 102,000 shares to 385,000 shares, showcasing a strong bullish sentiment towards the company [5] Group 2 - Amazon's stock is currently cheaper than it was during Q4, suggesting that if Druckenmiller was bullish then, he likely remains bullish now, especially after strong Q4 results [7] - The latest Form 13F filings provide insights into hedge fund activities, but there is a delay in reporting, which can affect the timeliness of investment decisions [5][6]

Google rolls out Nano Banana 2 after viral success of AI image generation tool | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A pedestrian walks past the Google offices in London, Britain, August 14, 2025. REUTERS/Suzanne Plunkett [Purchase Licensing Rights, opens new tab]Feb 26 (Reuters) - Google on Thursday unveiled a successor to its viral Nano Banana image generation model, touting faster performance as the search-engine behem ...

Google today announced the latest version of its popular image generation model, Nano Banana 2. The new model, which is technically Gemini 3.1 Flash Image, can create more realistic images than its predecessor. The model will also now become the default in the Gemini app for its Fast, Thinking, and Pro modes.The company first released Nano Banana in August 2025, prompting people to generate millions of images in the Gemini app, especially in countries like India. In November, the company released Nano Banan ...

Key Takeaways Nebius' AI cloud revenue jumped 830% YoY with positive adjusted EBITDA and 24% margins.NBIS secured a $4B Q1 2026 pipeline and plans up to 1 GW of new data center capacity.Alphabet's Google Cloud grew 35.8% YoY, with AI products driving 400% revenue growth in Q4 2025.The rapid rise of artificial intelligence (AI) has transformed the cloud computing landscape, making AI enabled infrastructure a central focus for investors. Nebius Group N.V. (NBIS) and Alphabet Inc. (GOOGL) represent two distinc ...