Getty Images Renewal The Value Fund posted a return of +0.4% for 2025. (1) Our results were significantly dampened by currency headwinds; specifically, the weakening U.S. dollar created a drag of approximately -4.3% on full-year returns. While we maintain a long-term policy of not hedging currency fluctuations to avoid high transaction costs, years like 2025 demonstrate the short-term volatility this can introduce to our results. We remain committed to this “long game” approach, as the cost savings of r ...

Core Insights - Apple has chosen to partner with Google for the next generation of its voice assistant, Siri, after evaluating options with Anthropic and OpenAI [1][2][3] Group 1: Partnership Details - Apple declined to partner with Anthropic due to their request for "several billion dollars annually over multiple years" [2] - OpenAI opted out of a deal with Apple as both companies are becoming competitors in the AI space [2] - The partnership with Google involves Apple paying "billions of dollars over the life of the deal" to utilize Google's Gemini and cloud technology for Siri [3][4] Group 2: Future Developments - Apple plans to enhance Siri's capabilities, transforming it into an AI chatbot later this year, with Google providing the custom AI model [4] - Apple will maintain its AI system, Apple Intelligence, on its devices while ensuring privacy standards are upheld [4] - Reports indicate that Apple had previously considered using AI models from Anthropic or OpenAI for Siri, but ultimately decided against it [5] Group 3: Competitive Landscape - There are indications that Apple and OpenAI are competing in various business areas, including AI search tools [6] - OpenAI is reportedly planning to collaborate with manufacturers that supply Apple for its own device production [6]

Both indexes hit their highest levels in more than a week and registered their longest string of advances since December. Gains in a handful of mega-cap names did most of the heavy lifting for the S&P 500, with Apple, Microsoft , Alphabet, Meta and Broadcom offering the ‌benchmark's top boosts. Apple, Meta, ‌Microsoft and Tesla are slated to report quarterly results later this week, setting up a key test for a rally powered by euphoria around AI. Investors will look for signs of measurable payoffs from Liv ...

公众号记得加星标⭐️，第一时间看推送不会错过。 微软发布了新一代人工智能芯片 Maia 200，这款芯片有望成为英伟达领先处理器以及亚马逊和谷歌 等云服务竞争对手产品的潜在替代品。 Maia 200 的发布距离微软宣布开发首款人工智能芯片 Maia 100 已过去两年，但 Maia 100 从未向云 客户开放租赁。微软云和人工智能执行副总裁 Scott Guthrie 周一在一篇博客文章中表示，这款新芯 片"未来将面向更广泛的客户群体"。 Guthrie 称 Maia 200 是"微软迄今为止部署的最高效的推理系统"。开发者、学者、人工智能实验室 以及开源人工智能模型贡献者均可申请软件开发工具包的预览版。 微软表示，由 Mustafa Suleyman 领导的超级智能团队将使用这款新芯片。此外，面向商业生产力软 件套装的 Microsoft 365 Copilot 插件以及用于构建人工智能模型的 Microsoft Foundry 服务也将使 用该芯片。 云服务提供商面临着来自 Anthropic 和 OpenAI 等生成式人工智能模型开发商以及基于这些热门模 型构建人工智能代理和其他产品的公司的激增需求。数 ...

Core Viewpoint - Google has agreed to pay $68 million to settle claims that its voice assistant illegally spied on users for advertising purposes without their consent [1][2]. Group 1: Settlement Details - The settlement is part of a class-action case where Google was accused of "unlawful and intentional interception and recording of individuals' confidential communications without their consent" [2]. - Google did not admit to any wrongdoing as part of the settlement [2]. Group 2: Allegations and Context - The case involved allegations of "false accepts," where Google Assistant allegedly activated and recorded user communications without a wake word prompt [2]. - There is a growing concern among Americans regarding privacy, with similar claims leading to legal actions against other tech companies, such as Apple, which settled for $95 million in 2021 over similar allegations regarding its Siri assistant [3]. Group 3: Previous Legal Issues - Google has faced other privacy-related litigation, including a $1.4 billion settlement with the state of Texas for violating data privacy laws [4].

⑥美油主力合约收跌0.39%，报60.83美元/桶；布油主力合约跌0.26%，报64.9美元/桶； ⑦纽约尾盘，美元指数跌0.48%报97.0244，离岸人民币对美元跌2.5个基点报6.9490； ⑧伦敦基本金属多数上涨，LME期锌涨2.78%报3351.0美元/吨，LME期铝涨0.84%报3195.5美元/吨， LME期铜涨0.52%报13183.0美元/吨，LME期铅涨0.49%报2036.0美元/吨，LME期镍跌0.89%报18590.0美 元/吨，LME期锡跌4.09%报54495.0美元/吨； ⑨美债收益率集体下跌，2年期美债收益率跌0.18个基点报3.588%，3年期美债收益率跌0.27个基点报 3.654%，5年期美债收益率跌0.17个基点报3.819%，10年期美债收益率跌0.99个基点报4.211%，30年期 美债收益率跌2.13个基点报4.801%； ⑩欧债收益率集体下跌，英国10年期国债收益率跌1.5个基点报4.496%，法国10年期国债收益率跌5.8个 基点报3.434%，德国10年期国债收益率跌3.9个基点报2.865%，意大利10年期国债收益率跌4.7个基点报 3.464%，西班牙 ...

Alphabet had an excellent year in 2025, but 2026 is not yet a given.After a strong 2025, Alphabet (GOOGL +1.63%) (GOOG +1.53%) enters 2026 from a position of confidence. Artificial intelligence (AI) transitioned from narrative to real deployment, Google Cloud gained traction, and the company demonstrated that its core businesses continue to scale profitably. But for long-term investors, the bar now rises.This year is no longer about vision. It's about proof.Alphabet needs to demonstrate that its biggest str ...

欧盟负责科技事务的专员Henna Virkkunen表示："未经同意针对女性和儿童进行的深度伪造色情内容， 是一种暴力且不可接受的贬损形式。"该案件将受到欧盟的网络内容监管框架《数字服务法》管辖。该 法案针对网络上的有害和非法内容设置了严格的防护栏。 第3名苹果收高2.97%，成交140.45亿美元。苹果公司即将公布财报。摩根大通上调苹果目标价，预测其 iPhone 17强劲需求与成本控制将推动业绩超预期。 摩根大通表示，iPhone需求好于预期以及运营支出下降，可能推动苹果业绩超出市场预期。该行重申对 这家科技巨头的"增持"评级，并将目标价从305美元上调至315美元。苹果将于周四公布26财年第一季度 业绩报告。 分析师Chatterjee称："我们认为，与iPhone 17系列强劲需求相关的积极数据信号，被投资者对前所未有 的存储器成本上涨对毛利率的影响、iPhone需求可能存在的价格弹性问题，以及季度内部分App Store服 务增长数据偏软的温和担忧所掩盖。" 周一美股成交额第1名英伟达收跌0.64%，成交231.68亿美元。据报道，微软发布最新人工智能芯片，旨 在减少对英伟达依赖。 微软公司推出第二 ...

Sector Performance - Communications Services sector leads with a gain of 1.77%, followed by Technology at 1.01% and Materials at 0.77% due to a surge in gold prices above $5100 [1] - Consumer Staples, Energy, and Consumer Discretionary sectors are trading lower [1] Market Sentiment - It is perceived as a stock picker's day, with investors positioning ahead of upcoming megacap earnings reports [2] - Major contributors to the S&P 500 Index include Apple and Meta, both up over 2%, while Alphabet, Broadcom, and Microsoft rose over 1.5% each [2] Megacap Earnings - Key companies reporting mid-week include Apple, Meta, Microsoft, and Tesla, with a focus on the impact of AI on earnings results [3] - The upcoming earnings reports are expected to influence sentiment around the AI trade and the tech sector, alongside the Federal Reserve's announcement [3] Earnings Performance - As of Friday, 79.7% of the 64 S&P 500 companies that reported earnings exceeded analyst expectations [4] Market Movers - Notable losers include Intel, which experienced a 5% decline today following a 17% drop on Friday [5] - Airline stocks are facing challenges due to weather disruptions, with United Airlines down 1.2% and JetBlue down 2.8% [5]

Google has reportedly agreed to a preliminary settlement in a class action lawsuit that alleged that the firm’s Google Assistant spied on smartphone users.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The propose ...