Alphabet has emerged as a new competitor of Nvidia's.Nvidia (NVDA +1.50%) was the gold standard of AI investing up until a few weeks ago. Now, that notion is being challenged by an unlikely source: Alphabet (GOOG 2.31%) (GOOGL 2.51%). Alphabet isn't what investors think of when they think about AI computing hardware, but recent developments may be pushing Alphabet in that direction.Furthermore, Alphabet has other AI endeavors that could push it over the edge to make it a better stock pick than Nvidia. Howev ...

Core Insights - Waymo has increased its weekly robotaxi rides to 450,000, nearly double the 250,000 rides reported six months ago [1][2] - The company is planning to expand its service to 12 additional cities by 2026, including Dallas, Denver, Houston, Nashville, and San Diego [3] Company Performance - Waymo's current weekly ride count reflects significant growth and operational scaling [2] - The increase in rides is part of an aggressive rollout strategy, indicating strong demand and operational capacity [3] Future Expansion - Waymo is set to expand its commercial robotaxi services from five cities to a total of 17 cities by 2026 [3] - The expansion plan highlights the company's commitment to increasing its market presence and service availability [3]

PresentationOperator Good morning, ladies and gentlemen, and thank you for standing by. Welcome to today's call announcing the acquisition of US Salt by ContextLogic and the formation of a new business ownership platform backed by Abrams Capital and BC Partners. [Operator Instructions] There'll not be a question-and-answer session at the conclusion of today's call. However, a recording and a transcript will be made available online, and management will make themselves available to the investor community ov ...

Group 1: Nvidia and Skild AI - Nvidia's stock rose by 1.73% with a trading volume of $35.394 billion, as it is in talks with SoftBank Group for a financing round exceeding $1 billion for Skild AI, potentially valuing the company at approximately $14 billion [1][10] - Skild AI's valuation increased nearly twofold from $4.7 billion during its $500 million Series B funding earlier this year [1][10] - The company launched its first general-purpose AI model in July, adaptable to various tasks from logistics to household chores [10] Group 2: Tesla - Tesla's stock fell by 3.39% with a trading volume of $30.133 billion, as Morgan Stanley downgraded its rating for the first time in two and a half years, citing overvaluation [1][10] - Tesla's stock is trading at approximately 210 times its expected earnings for the next 12 months, making it the second most expensive company in the S&P 500 index [2][10] Group 3: Broadcom and Microsoft - Broadcom's stock increased by 2.78% with a trading volume of $12.041 billion, as Microsoft is in discussions to collaborate on designing future custom chips, potentially shifting from its current supplier, Marvell Technology [1][10] Group 4: Google - Google's Class A shares (GOOGL) declined by 2.29% with a trading volume of $10.512 billion, as the company announced plans to develop two types of AI glasses to compete with Meta's products [1][11] - The first AI glasses are expected to launch in 2026, with early hardware partners including Samsung Electronics and Warby Parker [11] Group 5: Netflix and Warner Bros Discovery - Netflix's stock dropped by 3.44% with a trading volume of $9.614 billion, as Paramount Global launched a $108.4 billion hostile bid for Warner Bros Discovery, complicating Netflix's recent acquisition of the company [1][13] - Netflix had previously won a bidding war to acquire Warner Bros Discovery's assets for $72 billion [13] Group 6: Micron Technology - Micron's stock rose by 4.09% with a trading volume of $4.942 billion, as Goldman Sachs anticipates strong quarterly performance due to increased investment in AI-related data center infrastructure [5][14] - Goldman Sachs projects Micron's Q3 revenue to reach $13.2 billion, exceeding Wall Street's consensus of $12.7 billion [14] Group 7: IBM and Confluent - Confluent's stock surged by 29.08% with a trading volume of $4.283 billion, as IBM announced plans to acquire the data streaming platform for approximately $11 billion [5][15] - This acquisition is expected to enhance IBM's capabilities in real-time data processing and is based on a five-year collaboration between the two companies [15]

Core Insights - The race among Wall Street firms to implement AI agents for end-to-end task management is intensifying, with BNY integrating Google Cloud's agentic AI technology into its internal AI platform, Eliza [1][6] Group 1: AI Integration and Functionality - BNY is embedding Google's Gemini 3 into Eliza, which already utilizes multiple large language models, aiming to enhance employee efficiency in daily tasks [2][6] - The integration of agentic AI is expected to streamline tedious processes like client onboarding by breaking tasks into smaller components and orchestrating workflows [2][3] - Gemini 3 can interpret various data formats, including text, images, tables, PDFs, and audio, allowing for a comprehensive analysis of mixed financial materials [3] Group 2: AI Development and Training - BNY's generative AI initiatives accelerated in 2023, with Eliza now supporting over 120 automated tasks, and nearly all employees have completed training in generative and responsible AI [4] - The bank's CEO highlighted the deployment of over 100 "digital employees" working alongside staff on tasks such as payment validations and code repairs, emphasizing the significant AI opportunity [5] Group 3: Competitive Positioning - BNY aims to position itself as an early adopter of AI technologies, having previously partnered with OpenAI and deployed an AI supercomputer powered by NVIDIA to enhance processing capabilities [6]

Core Viewpoint - Alphabet is experiencing a resurgence in 2025, primarily due to the launch of its advanced large language model, Gemini 3, which is seen as a strong competitor to OpenAI's ChatGPT [1][3]. Group 1: AI Developments - The demand for Google's custom-built AI chips is increasing, with major industry players seeking access, reinforcing Google's position as a leading innovator in technology [2]. - Gemini 3 is recognized as Google's most powerful LLM to date, with some experts labeling it the strongest AI model available [3]. Group 2: Market Position and Valuation - Google's stock has received a positive outlook from Pivotal Research, predicting a potential rise to $400, driven by AI momentum and consistent growth in core business operations [3]. - Google's market valuation is approximately $3.9 trillion, placing it among the most valuable companies globally [5]. Group 3: Competitive Landscape - Google Cloud is emerging as a significant center for AI development, with its in-house AI chips beginning to challenge Nvidia's dominance in the GPU market [4]. - Google's Waymo division is ahead in the autonomous ride-hailing sector, operating services in multiple cities, showcasing its competitive edge in AI applications [4].

Warby Parker said on Monday it is collaborating with Alphabet's Google to develop lightweight AI-powered glasses, with the first product expected to launch in 2026. ...

A Google logo is at the announcement of Google's biggest-ever investment in Germany on November 11, 2025 in Berlin, Germany.Google on Monday said it plans to launch the first of its AI-powered glasses in 2026, as the tech company ramps up its efforts to compete against Meta in a heating consumer market for AI devices. The Alphabet-owned company is collaborating on hardware design with Samsung, Gentle Monster and Warby Parker, with whom Google agreed to a $150 million commitment in May.Google plans to releas ...

While in the vibe coding model, users and businesses pay for the compute and model usage of Replit's advanced AI features, such as Replit Agent. The subscription aspect of the revenue model involves two products: Replit Core (for individual users) and Teams/Enterprise for enterprise users. Finally, there is the marketplace model wherein Replit generates revenue by facilitating transactions within its community.Notably, Replit, founded in 2016, operates on a freemium model combined with a high-growth usage-b ...

Now it's time for our 360 round. For that, let's bring in our panel to discuss the latest in large language models and the race that is Chat GBT versus Gemini. Joining us, Shai Balore, the chief market strategist at Futurum Equities, and Thomas I, the founder of the Sevens Report.Thank you both for being with us. You know, we we got this Gemini release. It came out to pretty rave reviews.Then we hear about this code red from Sam Alman over at OpenAI. and now hearing rumblings that ChachPT may be putting out ...