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 ...

Core Insights - Alphabet is facing competition with the introduction of new open-source AI models, DeepSeek-V3.2 and V3.2-Speciale, which claim to match or exceed proprietary models like Gemini 3 Pro [1] - Despite this competition, Alphabet's shares remain near record levels, supported by strong fundamentals and demand for its Google Cloud business and AI developments [2] - The company's Q3 earnings announcement highlighted a successful AI strategy that integrates chips, infrastructure, and models, alongside strong cash flow from subscriptions and advertising [3] Company Overview - Alphabet, headquartered in Mountain View, California, operates in various sectors including search, online advertising, cloud computing, consumer products, and generative AI, with a market capitalization exceeding $3.8 trillion [5] - The company generates revenue from multiple sources, primarily advertisements, cloud computing services, and AI-driven subscription services [5] Stock Performance - Over the past 52 weeks, Alphabet's stock price has increased from $140.53 to $312.55, indicating strong investor confidence and outperforming the S&P 500 Index [6] - The year-to-date performance is bolstered by the growing adoption of generative AIs and the rapid expansion of Google Cloud [6] Valuation Metrics - Alphabet's stock has a forward price-to-earnings ratio of 30x, a price/sales ratio of 10.95, and a price/cash flow ratio of 33.54, reflecting strong valuation parameters for a large-cap tech stock [7] - The company's return on equity is robust at 35%, aligning with its revenue growth and increasing profitability [7]

Alphabet Inc (NASDAQ:GOOGL) took the AI spotlight in late November, amid reports it's in talks with Meta Platforms (META) to produce custom chips for its data centers. While tech volatility has been rampant in the past few weeks, GOOGL just marked its eighth-straight positive month, as well as its third consecutive week in the black. Shares are also within reach of their Nov. 25, record high of $328.23, while sporting a 65.9% lead for 2025, despite being off 2.7% at $312.40 at last glance today.A regular on ...

Market Overview - Inflation is beginning to rise, influencing upcoming Federal Reserve actions [2] - Corporate earnings are projected to increase by 5% to 9%, potentially pushing the S&P 500 to the 7400 range by Q1 2026 [3] - Positive market sentiment is noted, although some signs of losing momentum are present [4] Company Analysis: Alphabet - Alphabet is highlighted as a strong investment opportunity, particularly in the chip sector, where competition with Nvidia is expected to drive innovation [5][6] - Projected growth for Alphabet is estimated at 12% to 14%, which is considered conservative [7] - The stock is currently trading at approximately $316.25, with an 80% increase over the last six months [15] Company Analysis: Critical Metals - Critical Metals has faced a decline of nearly 12% over the past month, attributed to geopolitical factors, particularly the US-China trade relationship [16][17] - The stock is viewed as undervalued, with potential for a 10% increase over the next 18 months [18] - The company is seen as a necessary supplier in the rare metals sector, which is critical for US needs [17] Company Analysis: SoFi - SoFi is identified as an undervalued stock within the financial sector, with expectations of a 10% to 14% increase over the next 18 months [27] - The stock has been under pressure due to a recent $1.5 billion stock offering, but it is viewed as a turnaround opportunity [26][28] - Year-to-date, SoFi has increased by 76%, indicating potential for further growth as the financial sector begins to recover [36]

Welcome to Market Catalysts. I'm Julie Hyman. Here is what we're watching today.First up, IBM will buy Confluent for $9.3% billion. We'll be speaking with the CEO of Confluent to discuss. Plus, the bidding war for Warner Brothers heats up as Paramount makes a hostile bid for the company.and we'll count down to the December FOMC meeting as the Federal Reserve prepares to issue a rate decision. Let's take a look at the major averages. It is already a busy week.It's going to be a busier week as we get that dec ...

Core Insights - Waymo has achieved over 450,000 weekly paid rides, nearly doubling its previous milestone of 250,000 rides reported in April [1][2] - The company is recognized as a leader in autonomous driving, with a product deemed 10 times safer than human drivers [2] - Waymo has expanded its operations to include freeways in three cities and autonomous driving in several major cities [2] Company Performance - The increase in paid rides indicates strong growth and market acceptance of Waymo's robotaxi services [1] - Waymo's total fully autonomous miles reached 100 million, showcasing its extensive operational experience compared to competitors [3] Competitive Landscape - Waymo is advancing ahead of Tesla in the self-driving sector, which has only conducted limited pilot programs [3] - Tesla reported a total of a quarter of a million miles driven in Austin and over one million in the Bay Area, highlighting the competitive dynamics in the autonomous driving market [3]

Hey Sarah. So in a letter to investors that I obtained from a source, Tiger Global says it's launching a new private investment fund similar in size to its earliest vintages. Now Tiger was part of that mega fund frenzy of 2020 and 2021 when it took positions in OpenAI and Whimo.Those two companies are now leading the current cycle. In fact, the letter discloses that Whimo is now delivering 450,000 rides per week. That is nearly double what Whimo last shared in April.Now both the letter and the audio from fo ...

Google 产业链专家 20251208 摘要 谷歌 TPU 出货量持续增长，预计 2026 年将超过 400 万颗，V6 型号占 比提升至 220 万颗，V7 型号达 180 万颗。2027 年，V8 将成为主力， 出货量预计 330 万颗，V7 接近 200 万颗，总出货量超 500 万颗，显示 出强劲的市场需求。 谷歌 TPU 凭借架构、功耗和成本优势，吸引包括 OpenAI、Meta、苹 果等竞争对手采购，以学习其架构并降低对英伟达的依赖。2025 年谷 歌外卖芯片出货量预计超 50 万颗，2026 年将超 100 万颗，客户结构 多元化。 博通与谷歌在 TPU 定制方面合作模式演变，早期博通负责前后端设计， 现在谷歌负责芯片架构、算法验证，博通负责集成、电路实现、后端布 局等。谷歌参与度提高，旨在保护核心架构知识，但博通仍主导芯片集 成和性能优化。 英伟达 GPU 与谷歌 TPU 对光模块需求量差异显著，英伟达每 GPU 对应 一个 800G 光模块，而谷歌每两颗 TPU 对应一个 800G 光模块，表明英 伟达 GPU 对光模块需求更大，可能影响相关供应链企业的业绩。 Q&A 谷歌的 TPU（张 ...

立讯精密：与XREAL合作在无锡、昆山等地设立光学工厂，其中无锡工厂全自动化产线承担了关键部 件的量产任务，在轻量化设计和超薄光波导镜片工艺上的突破。 龙旗科技：与XREAL签署了AI/AR产业链战略协议，会为Project Aura提供硬件技术支持，助力该AR眼 镜的硬件性能优化。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 谷歌将于北京时间12月9日凌晨2点举行Android XR特别发布会，据悉将推出全球首款搭载Android XR平 台+Gemini AI的消费级AR眼镜Project Aura，标志着AR产业正式迈入"AI+空间计算"的全新阶段。 发布会最大亮点是Gemini AI将被深度集成至Android XR平台，实现上下文感知对话和自然语言虚拟助 手功能。用户可通过Gemini进行设备控制、信息查询和实时翻译等多维交互，极大增强交互体验。谷歌 Android XR平台的推出，有望复制安卓系统在智能手机领域的成功，推动AR产业进入"生态标准化"发 展阶段。 业内普遍认为，此次发布会标志着AI边缘（端侧）+XR产业正进入集中爆发期，有望推动扩展现实 （XR） ...

明日主题前瞻 点评：分析认为，量子信息科技不仅是科技飞跃的引擎，更是国家安全与经济发展的关键支柱。随着技术的持续突破和政策的有力支持，量子科技将逐步 从"实验室"走向"寻常百姓家"，重塑未来产业格局，成为推动经济社会高质量发展的新质生产力。 1、人形机器人 | 据北京商报报道，美的集团正式披露六臂轮足式人形机器人"美罗U(MIROU)"，作为美的人形机器人家族的第三代产品。众擎机器人发布全 尺寸通用人形机器人T800，据介绍，其搭载29个全栈一体化关节模组，综合体能超越90%成年男性。智元第5000台通用具身机器人，灵犀X2正式量产下 线。另据业内透露，特斯拉审厂行程开启，是OptimusV3人形机器人量产前的关键验证环节。 点评：研究机构认为，特斯拉擎天柱(Optimus)跑步视频，新工艺引起关注等催化，表明Optimus3代机器人定型及量产正加速推进，预期更加理性且一致。 美国转向支持机器人技术，我国产业支持和补贴政策也有望出台。展望2026年，人形机器人量产箭在弦上，后续催化密集，丝杠等零部件环节，以及本体制 造等，市场机遇明显。 2、船舶 | 据央视新闻报道，12月8日，中船集团与中国远洋海运集团在上 ...