Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go until the closing bell on stocks higher here as the rally resumes on Wall Street.This time driven by the Dow. Let's welcome in now ENZ Fere over the touch. Joining us to break down the headlines.Enz, what are you seeing in the markets. Josh, we are looking at session highs here with the Dow up 1.3%, the Nasdaq also higher, flipping into green territory because it was in the red earlier in ...

来源：市场资讯 （来源：金科之家网） 2025年11月，巴菲特旗下伯克希尔·哈撒韦在三季度财报中首次披露建仓谷歌母公司Alphabet，持仓规模 达43亿美元。 这一动作引发全球资本市场震动——这位以"不懂科技"自称的95岁投资大师，为何在AI赛道狂飙两年后 突然入场？ 答案可能藏在谷歌最新发布的Gemini 3.0大模型，以及AI行业从"算力军备竞赛"向"应用价值兑现"的关 键转折中。 一、巴菲特为何选择此时入场？ 这种闭环生态，可能是巴菲特看重的"持久竞争力"。正如他在股东信中所言："真正的护城河，是数 据、算力与智能反馈形成的飞轮。" 2. AI从"烧钱"到"赚钱"的转折点 谷歌云服务收入年增34%至152亿美元，AI驱动的积压订单达1550亿美元。更关键的是，其AI业务营收 占比已升至35%，技术已转化为实实在在的现金流。 对比OpenAI等初创公司，谷歌的"耐力优势"显著：当后者因模型研发烧钱、用户推理成本高昂而不得 不持续融资时，谷歌的核心搜索广告业务仍是现金牛，且通过AI概览、AI搜索等模式稳固了搜索大本 营。 这种"业务自我造血+技术全栈体系"的能力，非常契合巴菲特"长期持有并安心睡觉"的资产 ...

Nvidia Corp. (NASDAQ:NVDA) , the leader in AI hardware, issued a masterclass in competitive positioning on Tuesday by simultaneously praising rival Google while boldly reaffirming its own technological supremacy. NVDA stock is down. See the real-time price action here. In a social media post, Nvidia's Newsroom said that it is “delighted by Google's success” and acknowledges the “great advances in AI” made by Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) , while at the same time noting that it remains a key su ...

It's up more than 68% year-to date. It has outperformed every other U Mag 7 stock including Nvidia. By the way, the market was so concerned about China getting ahead of Nvidia.And here we are with Alphabet with these TPUs. This is an interesting sort of scenario when you talk about the rivalry now between these two companies. >> And in case you're wondering out there, TPUs stands for Tensor Processing Units.I mean, we got to decode the stuff in real time. And I made a note to myself a couple weeks ago when ...

Investors are growing increasingly excited by Google's AI capability, and that includes its chips.Alphabet (GOOG +1.46%) stock continued its strong run with the shares up as high as 3.2% in early morning trading. The move today comes as news broke that Meta is reportedly in talks with Alphabet's Google to buy AI chips from it. Alphabet is the highest quality AI play.The news highlights the attractiveness of Alphabet stock as a means to capitalize on the AI boom. A quick look at its cash flow and remarkable ...

Are some of Nvidia's biggest customers on the verge of a revolt that will upend the AI industry?Nvidia (NVDA 4.01%) stock is pulling back in Tuesday's trading as investors react to some big news in the tech sector. The artificial intelligence (AI) hardware leader's share price was down 4.3% as of 2:30 p.m. ET and had been down as much as 7.1% earlier in the session. According to a new report from The Information, Meta Platforms is lining up to purchase Alphabet's tensor processing units (TPUs). Should Nvidi ...

For more, let's bring in Low Tony, founding managing partner of Plexo Capital. He's also a CNBC contributor. So, Low, let's talk about the full stack, the soup to nuts aspect, and whether it is rightfully so that Alphabet is being anointed, this kind of new upand cominging king of the AI race.>> Yeah. Well, first, thanks for having me. And I think yes, we're seeing the story right now is that the AI narrative is shifting towards Google.And it starts with the infrastructure layer. And my core thesis has alwa ...

Core Insights - The AI landscape is rapidly evolving, with Google gaining significant momentum through its custom AI chips and execution of Gemini 3, shifting from a struggling position to a favored one in a short time frame [2][3] - The competition is not solely between Google and Nvidia; rather, it involves Google against other hyperscalers like Amazon and Microsoft, particularly in the context of custom silicon [5][4] Google’s AI Strategy - Google is effectively leveraging its custom AI chips, known as TPUs, which are designed to operate within its cloud ecosystem, providing a competitive edge in distribution [3][4] - The narrative surrounding TPUs suggests they may not easily surpass Nvidia's offerings due to their restrictive nature, which limits flexibility for enterprises [4] Amazon’s Position - Amazon, as the largest cloud computing player, is expected to lead in AI but is currently perceived to be lagging behind Google in terms of custom chip development and AI model recognition [6][7] - The disappointment surrounding Amazon's custom AI chip, Tranium, indicates a gap in momentum compared to Google, with Amazon's AI models not gaining significant traction in the market [7][8]

Core Viewpoint - Nvidia remains confident in its market position despite concerns about competition from Google, asserting that it is a generation ahead in AI technology and is the only platform capable of running every AI model across all computing environments [1][3]. Company Insights - Nvidia's stock experienced a decline of over 3% following reports that Meta is considering a partnership with Google to invest billions in Google's chips for its data centers [2]. - Nvidia expressed satisfaction with Google's advancements in AI and reaffirmed its ongoing supply relationship with Google [2][3]. - Nvidia reported strong earnings for the third quarter, which initially alleviated market fears regarding an AI bubble, although concerns resurfaced shortly thereafter [5]. Industry Dynamics - Google is experiencing increasing demand for both its custom TPUs and Nvidia GPUs, indicating a collaborative approach in the AI sector [4]. - Google's recent launch of Gemini 3 has received positive feedback, showcasing its competitive edge in the AI race [4]. - Google benefits from a "full-stack" advantage, allowing it to manage the entire AI process from research to cloud hosting [4].

US markets delivered a mixed but telling performance on Tuesday, with the S&P 500 up 0.6%, the Nasdaq Composite climbing 0.3%, and the Dow Jones Industrial Average rising 1.18%. Behind those gains lie... ...