本报记者 袁传玺 当地时间1月12日，苹果与谷歌同步宣布达成多年期合作协议，苹果下一代基础模型将直接采用谷歌Gemini模型及 GoogleCloud基础设施，首批落地场景为"预计今年晚些时候推出的新版Siri"。消息公布后，谷歌美股股价当日上涨1.09%，收 于332.73美元/股，市值首次突破4万亿美元。 苹果方面表示，谷歌的技术为苹果基础模型提供了最强大的支撑，公司非常期待它为用户带来的创新体验。 双方深化合作 苹果与谷歌的"交情"可追溯至2002年，当年Safari首次把谷歌设为默认搜索引擎。三年后，双方合作升级为收入分成协 议，谷歌以广告分成换得"独家默认"席位。2014年起，谷歌每年向苹果支付约200亿美元，占苹果服务收入近两成，成为其搜 索广告的核心流量入口。 人工智能层面，两家公司的谈判早在2025年8月份就浮出水面。苹果拟每年掏10亿美元换取GeminiAI对Siri的底层赋能；11 月份进一步传出消息，新版Siri锁定2026年春季发布。 "然而，此举也进一步加深了外界的忧虑，在生成式AI时代，操作系统与智能助手等关键入口正日益被少数科技巨头垄 断。"上述人士表示。 值得关注的是，Chat ...

Planet Labs just racked up a new deal, and Wedbush's Dan Ives thinks its stock is poised to benefit from the "intersection of space and AI.†...

当地时间1月12日，谷歌在其官方博客发布一则联合声明，官宣将与苹果公司合作。 声明称，苹果和谷歌已达成多年合作协议，在此框架下，下一代苹果基础模型将基于谷歌的Gemini模型 和云技术。这些模型将助力未来的苹果人工智能功能，包括在今年将对Siri（苹果智能语音助手）进行 一次更"个性化"的升级。 声明还提到，经过仔细评估，苹果认定谷歌的AI技术为苹果基础模型提供了最强大的基础，并对其为 苹果用户解锁的创新体验充满期待。苹果智能将继续在苹果设备和私有云计算上运行，同时保持苹果行 业领先的隐私标准。 对此，苹果表示，"经过慎重评估，我们认为谷歌的技术为Apple Foundation Models提供了最强大的基 础，我们也对这将为用户解锁的全新创新体验感到兴奋。"此外，苹果承诺用户数据不会直接接触谷歌 系统。 转自：北京日报客户端 值得一提的是，这项合作引起了马斯克的不满，他在社交媒体X上写道，"考虑到Google已经拥有 Android和Chrome，这似乎是一种不合理的权力集中。" 据上证报报道，去年8月，曾有多家媒体报道苹果与谷歌的谈判，苹果计划每年支付约10亿美元使用 Gemini技术。随着协议落地，谷 ...

Core Insights - Google co-founder Larry Page has purchased two waterfront estates in Miami for a total of $173.4 million, indicating a strategic move to distance himself from California amid a proposed wealth tax targeting billionaires [1][5]. Group 1: Real Estate Transactions - Page acquired a 4.5-acre waterfront compound on Biscayne Bay for $101.5 million in December, followed by a $71.9 million purchase of a nearby estate [3]. - The $101.5 million estate features two primary residences, one dating back to the 1920s and another built in 2002, which includes luxury amenities such as a gym, spa, and resort-style pool [4]. Group 2: Tax Implications - A proposed ballot initiative in California aims to impose a one-time 5% tax on billionaire assets, retroactive to January 1, which has prompted wealthy individuals to expedite their relocation [2]. - The urgency among ultra-wealthy residents is reflected in the increased activity of buyers from the San Francisco area seeking properties in Miami [4]. Group 3: Business Relocation - Page has been shifting multiple business entities out of California in anticipation of the 2026 Billionaire Tax Act, with some operations now based in Delaware and new principal addresses in Florida or Texas [5]. - A source indicated that Page has already left California, with residency determined by the nature of personal and business ties to the state [6].

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Google stock surged on Tuesday after Apple announced a landmark multi-year partnership to integrate Google's Gemini AI models into Siri and other Apple Intelligence features. The announcement lifted A... ...

If you have been following the tech market lately, you have probably noticed that the Magnificent 7, the top companies in the U.S. technology sector, are commanding attention like never before. But what if you could stay invested in these companies and also collect extra income along the way? That is exactly what Vanguard's Global X Nasdaq 100 Covered Call ETF (NASDAQ:GPIX) aims to do. By blending stock ownership with a covered call strategy, GPIX gives income-seeking investors a new way to play tech growth ...

为了追赶AI进度，苹果将橄榄枝抛向谷歌，选择Gemini模型来运行Siri。这意味着，长期坚持自研路线的苹果，在生成式人工智能的"核心引擎"层面，首次 正式引入来自最大竞争对手之一的基础模型技术，但这也加剧了外界对"AI时代入口被少数巨头瓜分"的担忧。与此同时，这场合作还助攻谷歌成为目前2家 市值4万亿美元公司之一，仅次于英伟达。 消息传出后，市场对两大巨头接下来有了新的期待。从目前的分析和预测来看，今年春季新版Siri会跟随iOS26.4的更新正式发布，此外，苹果还很可能会在 这次更新中升级"健康"模块，打造"AI健康代理"切入AI医疗赛道。 过去，对大多数iPhone用户来说，Siri功能有限，人们多数时候只会用来设置闹钟或者播放歌曲，而不是将其看作一个真正的数字助手。但如今，生成式人 工智能版本的Siri有望得到重要更新。 "过渡"选择 当地时间1月12日，苹果和谷歌联合宣布，双方已达成多年协议，苹果将使用谷歌Gemini大模型驱动其下一代基础模型，包括即将推出的改款Siri。双方在声 明中表示："经过仔细评估，苹果认定谷歌的AI技术能够为苹果基础模型提供最强底层技术，我们很高兴它将为我们的用户带来创新 ...

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities experienced a strong momentum in 2025 and marked their second consecutive year of double-digit gains. The market witnessed one of the fastest recoveries following its dip into bear territory in April. Market leadership continued to narrow as Mega-cap stocks and AI-driven companies dominated the lands ...

U.S. stock markets are experiencing a dynamic Tuesday, January 13, 2026, as investors digest crucial inflation data, kick off the fourth-quarter earnings season, and contend with persistent geopolitical concerns. While major indexes closed at record highs on Monday, premarket trading suggested a more cautious start, with futures initially slipping before finding some stability as the Consumer Price Index (CPI) report largely met expectations.Premarket Activity and Futures MovementsEarly Tuesday, U.S. stock ...