Loblaw and Gemini Mobile phone screenshots depicting the customer experience Google and Loblaw Logos for Loblaw Companies Limited and Google BRAMPTON, Ontario, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Loblaw Companies Limited (TSX: L) today announced a new collaboration with Google that will offer Canadians a brand new way to shop through conversational AI. Loblaw will soon allow Canadians to shop for their favourite health, beauty and apparel products directly through AI Mode in Google Search and Google’s ...

When you don't know what to pay for a stock you tend to sell it. Right now, we have people selling technology shares left and right because they are unsure of what they own and what it might be worth. They are looking at the incredible shrinking price-to-earnings ratio — the "multiple" — and they are saying get me out of here. I see it. And not just in tech. What do we pay for Danaher when it buys a company , Masimo, that we have long since disliked, ever since its litigation with Apple over patent infringe ...

本文转载自第一财经 值班编辑 | 江江 视觉 | 诺言 根据美股机构投资者13F持仓披露情况，截至2025年底，段永平管理的H&H International Investment持仓 总市值约174.89亿美元，折合人民币超1200亿元。 在大幅减持第一大重仓股苹果的同时，段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓"试水"三家极具代 表性的AI垂直领域公司，CoreWeave、Credo Technology、Tempus Ai，持仓分别占比0.12%、0.12%、 0.04%。 此外，段永平还增持了谷歌、拼多多，并大幅减持了光刻机巨头阿斯麦（减持幅度87.63%）。 星标关注《盐财经》 洞察趋势，睿智人生 /// 大家都在看 /// 点 在看 把盐撒给更多的人 | Stock | History | Sector | Shares Held or | Market | % of | Previous | | Change in | 9/2 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Principal | ...

Core Insights - Google and Sea Ltd have formed a strategic partnership to develop AI tools for e-commerce and gaming, specifically focusing on creating an AI agentic shopping prototype for Sea's Shopee platform [1] - This collaboration is part of a broader trend among global tech firms to monetize AI capabilities beyond basic functions, aiming to enhance various tasks including shopping and workflow management [1] - Shopee holds a dominant position in Southeast Asia's e-commerce market with a 52% market share in 2024, indicating significant competitive strength [1] E-commerce Developments - The partnership will explore the development of AI tools specifically for Shopee, enhancing the shopping experience through advanced AI capabilities [1] - Competitor Alibaba has also introduced a new AI model aimed at the e-commerce sector, highlighting the competitive landscape in Southeast Asia [1] Gaming Sector Innovations - Google and Sea's gaming unit, Garena, will leverage AI solutions to improve productivity in game development, indicating a focus on innovation within the gaming industry [1] - This collaboration follows a previous partnership between Shopee and YouTube, emphasizing the ongoing integration of technology and e-commerce [1]

克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 刚刚，Gemini摇身一变，成了专业的"唱作人"。 谷歌把最新的Lyria 3模型塞进了Gemini，直接在对话框里招呼一声，Gemini就能现场给你攒个乐团。 这套玩法主打一个有手就行，给它打一段天马行空的文字，或者干脆甩过去一张刚拍的照片，它几秒钟内就能根据你的想法，吐出一首带歌 词、旋律甚至人声演唱的完整作品，整个过程快得惊人。 而且还顺便拉来了Nano Banana模型当帮手，曲子刚生成完，一张风格特搭的专辑封面也就跟着出炉了。 总之，从你想出点子到拿到带封面的专属BGM，中间的步骤简化到了极点。 网友评价，48kHz的立体声质量，加上根据照片生成音乐的功能，可见DeepMind这一波非常注重创意工作流程。 你的照片能开口唱歌了 硬指标上，Lyria 3的音频采样率来到了48KHz的高保真级别。这种规格让生成的曲子底气特别足，每一声琴鸣都显得非常扎实，有了这个音 质底座，看图唱曲的功能才更有发挥空间。 你随手上传一张在森林徒步的照片，AI就能瞬间捕捉到那种静谧感，转手给你配上一段对味的民谣，让原本静止的风景瞬间有了自己的声音。 这下，你的朋友圈也 ...

Core Insights - Google and Apple are integrating music-focused generative AI features into their consumer applications, highlighting the mainstream adoption of advanced AI tools [1] Group 1: Google Developments - Google's Gemini AI assistant can create 30-second music tracks based on user-uploaded text, photos, or videos using the Lyria 3 model, available to users over 18 in multiple languages [2] - The Gemini AI will also generate custom cover art through its Nano Banana model, enhancing the sharing experience for users [3] - Google aims to strengthen its consumer offerings amid competition with OpenAI's ChatGPT, following positive reception of its Gemini 3 AI model [4] - The AI-driven music creation feature will have usage limits, allowing free users to generate 10 tracks per day, while paying users can create between 20 to 100 tracks daily based on their subscription tier [7] - Google has implemented safeguards to prevent the AI from using specific artists' content, ensuring compliance with intellectual property and privacy regulations [9] Group 2: Apple Developments - Apple is introducing a feature called Playlist Playground in Apple Music, enabling users to create playlists from text prompts, which will include cover art, descriptions, and 25 songs [5] - This new feature is part of iOS 26.4, currently in beta, and will be more widely available in the spring [5] - Apple is working to enhance its AI capabilities across its applications, although updates to its Siri virtual assistant may face delays [6] Group 3: Industry Context - The music industry has expressed concerns regarding generative AI tools, viewing them as potential threats to business and intellectual property [8] - Major music companies have taken legal action against AI startups for copyright infringement, with some reaching settlements to ensure proper licensing and controls [8]

Core Viewpoint - The artificial intelligence (AI) boom is thriving, as evidenced by the latest earnings reports from major tech companies like Amazon and Alphabet, which indicate strong growth in their cloud computing segments driven by AI investments [1][2][3]. Company Summaries Amazon - Amazon's Q4 sales increased by 14% year over year to $213.4 billion, with its cloud computing segment, Amazon Web Services (AWS), reporting a 24% revenue growth to $35.6 billion, marking the fastest growth in 13 quarters [5][7]. - The company also saw broad-based financial momentum, with advertising revenue rising 23% to $21.3 billion, subscription services revenue increasing 14% to $13.1 billion, third-party seller services revenue up 11% to $52.8 billion, and online stores revenue climbing 10% to $83.0 billion [8]. - Amazon anticipates a strong long-term return on invested capital from approximately $200 billion in capital expenditures by 2026 [9]. Alphabet - Alphabet's Q4 revenue grew by 18% year over year, with its cloud computing segment, Google Cloud, experiencing a significant 48% revenue increase, up from 34% growth in Q3 [11]. - Despite its faster growth, Alphabet's business is more concentrated in advertising, with over 72% of its total Q4 revenue of about $114 billion coming from this segment [11]. - Alphabet's cloud business, while smaller in overall revenue contribution, is growing at a much faster rate compared to Amazon's, and the company benefits from higher-margin revenue streams [12]. Investment Considerations - Both Amazon and Alphabet are similarly valued, with Amazon's price-to-earnings ratio at 28.6 and Alphabet's at 28.1, making Alphabet a potentially higher-reward option due to its faster growth rate in cloud computing [14]. - Investors with a lower risk tolerance may prefer Amazon due to its more established business model, while those seeking higher returns might lean towards Alphabet [14].

美东时间周三，美国三大股指全线收涨。 国际油价18日显著上涨。截至当天收盘，纽约商品交易所3月交货的轻质原油期货价格上涨2.86美元， 收于每桶65.19美元，涨幅为4.59%；4月交货的伦敦布伦特原油期货价格上涨2.93美元，收于每桶70.35 美元，涨幅为4.35%。 来源：@中新经纬 截至收盘，道指涨129.47点，涨幅0.26%；纳指涨175.25点，涨幅0.78%；标普500指数涨38.09点，涨幅 0.56%。 "七巨头"集体走高，亚马逊涨近2%，英伟达涨超1%，微软涨0.69%，脸书涨0.61%，谷歌涨0.43%，苹 果涨0.18%，特斯拉涨0.14%。 ...

周三（2月18日）美股盘中，谷歌在官网博客中宣布， Gemini应用已配备公司最先进的音乐生成模型Lyria 3，用户可使用文本或图像制作30秒的音 乐片段。 新闻稿称，"只需描述一个想法或上传一张照片，Gemini就能在几秒钟内将其转化为一首高质量、朗朗上口的歌曲。为了进一步拓展创意空间，您甚 至可以让Gemini从上传的内容中汲取灵感。" 生成式AI工具在音乐行业一直受到谨慎甚至敌视的对待，许多从业者认为其可能威胁商业模式和知识产权。 谷歌在博客中强调，其系统设有保护措施，禁止AI直接挪用特定艺术家的作品。如果用户点名真实音乐人，Gemini只会将其视为"广泛的创作灵感来 源"，生成风格或氛围与之相似的曲目。 谷歌提到， Lyria的音频生成功能采用了公司最新的隐私和安全特性，所有生成的曲目都使用SynthID技术添加了不易察觉的水印，可以检测音乐是 否由人工智能创作或编辑。 消息公布后，欧美主流流媒体音乐服务平台Spotify（股票代码：SPOT）股价回吐了日内近5%的涨幅，Sirius XM（股票代码：SIRI）也一度转跌。 有分析表示，虽然谷歌的音乐生成模型预计不会成为Spotify的致命打击，但这 ...

Core Insights - H&H International Investment, managed by Duan Yongping, reported a total portfolio value of approximately $17.49 billion, equivalent to over 120 billion RMB, as of the end of 2025 [2] - The firm significantly reduced its position in Apple, its largest holding, while increasing its stake in NVIDIA by over 1,100% in Q4 [2][3] - Duan Yongping also made initial investments in three AI-focused companies: CoreWeave, Credo Technology, and Tempus AI, with respective portfolio allocations of 0.12%, 0.12%, and 0.04% [2][3] Investment Changes - Apple (AAPL) saw a reduction in shares held from 32,358,507 to 29,887,907, decreasing its portfolio percentage from 60.42% to 50.30% [3] - NVIDIA (NVDA) shares increased from 7,237,100 to 23,876,400, raising its portfolio percentage from 0.76% to 7.72% [3] - Google (GOOG) and Pinduoduo (PDD) were both increased, with PDD seeing a 34.55% increase in shares held [2][3] New Investments - CoreWeave (CRWV) is a cloud service provider focused on AI and high-performance computing, with a portfolio allocation of 0.12% [2][3] - Credo Technology (CRDO) specializes in high-speed connectivity solutions for AI data centers, also holding a 0.12% portfolio allocation [2][3] - Tempus AI (TEM) is a leader in AI-driven precision medicine, with a 0.04% allocation in the portfolio [2][3] Significant Reductions - A substantial reduction of 87.63% was made in ASML, indicating a strategic shift away from this position [2][3] - The firm also reduced its stake in OXY by 2.83% [3] Future Outlook - Duan Yongping expressed a strong interest in understanding AI technologies, indicating a potential for further investment in this sector [4]