沃尔玛（WMT）股价周一尾盘上涨3.5%，此前该公司与谷歌达成AI合作。谷歌周一宣布将与沃尔玛公 司等大型零售商合作，扩展其"双子座"人工智能（AI）模型的购物功能，推动双子座应用从"智能助 手"升级为可直接完成交易的"虚拟商家"。 来源：环球市场播报 ...

Alphabet Inc. (NASDAQ: GOOG ), (NASDAQ: GOOGL ) was my top pick selection at the dawn of 2025. I issued a strong buy recommendation on the name, highlighting a number of positive tailwinds. I thought thatProfessional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and s ...

Core Viewpoint - Apple is facing increasing scrutiny regarding its artificial intelligence plans as other major tech companies invest significantly in the technology [1] Group 1 - Other big tech companies are investing tens of billions in artificial intelligence [1]

Core Insights - Apple has selected Google's Gemini to enhance Siri, with the new version expected to launch later this year, marking a significant partnership between the two tech giants [1][2] - Apple will reportedly pay Google $1 billion annually for the use of Gemini, which has been noted for its strong performance compared to OpenAI's ChatGPT [1][4] - The collaboration aims to provide innovative experiences for Apple users while maintaining Apple's privacy standards, as Siri will continue to operate on Apple devices and Private Cloud Compute [2] Company Strategies - Apple has been lagging in the AI sector and opted to collaborate with Google rather than developing its own foundational models, which have faced challenges [4] - The partnership with Google is seen as a strategic move to improve Siri's capabilities, which have not met expectations in the past [4] - The financial relationship between Apple and Google is further solidified, as Google previously paid Apple $20 billion in 2022 to keep Google Search as the default on Apple devices, indicating a flow of funds back to Google for Siri's enhancement [5]

Google parent company Alphabet’s market capitalization reached $4 trillion Monday (Jan. 12), driven by its recent successes in artificial intelligence (AI).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 compan ...

Alphabet (Google) (NASDAQ:GOOG) is introducing a suite of advanced artificial intelligence tools designed to elevate the retail experience. These innovations focus on streamlining product discovery, simplifying purchases, and enabling smarter upselling strategies. By leveraging AI, Google aims to tap into the growing trend of agentic shopping—where intelligent agents handle tasks autonomously—and close the competitive distance with frontrunners like OpenAI.This development signals Google‘s pivot from a mobi ...

In a historic pivot, Apple confirmed today that it is turning to its long-time rival, Google, to rescue its stalled artificial intelligence ambitions. Under a new multi-year agreement, Apple’s "next generation" of AI models that underpin its ecosystem will be built on Google’s Gemini. “After careful evaluation, Apple determined that Google's AI technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users,” A ...

Core Insights - Alphabet has reached a $4 trillion market valuation, becoming the fourth company to achieve this milestone, highlighting significant investor enthusiasm for artificial intelligence and the dominance of large technology firms in the equity markets [1] Company Highlights - The achievement of a $4 trillion market valuation by Alphabet reflects the growing investor interest in artificial intelligence technologies [1] - Alphabet joins an exclusive group of companies that have reached a $4 trillion valuation, indicating its strong position in the technology sector [1] Industry Trends - The valuation underscores the prevailing trend of mega-cap technology firms leading the global equity markets, driven by advancements in artificial intelligence [1] - Investor enthusiasm surrounding artificial intelligence is a key factor contributing to the rising valuations of major technology companies [1]

Core Viewpoint - The article expresses a strong bullish sentiment towards Alphabet Inc. following its Q3 earnings report, indicating an upgrade in the analyst's rating of the company [1]. Group 1: Company Performance - Alphabet Inc. has shown significant growth potential, leading to a positive outlook from the analyst [1]. - The Q3 earnings report has reinforced the analyst's confidence in Alphabet, suggesting that the company is undervalued and has strong growth prospects [1]. Group 2: Analyst Background - The analyst has a broad career in the financial market, covering both Brazilian and global stocks, and focuses on fundamental analysis to identify undervalued stocks [1].

Core Insights - Apple has partnered with Google to enhance Siri with AI capabilities, utilizing Google's Gemini models and cloud technology for the next iteration of Apple’s foundational models [2][3] - The collaboration is expected to lead to a more personalized version of Siri, set to be released this year, while maintaining Apple's privacy standards [2][3] Company Developments - Apple evaluated various options before selecting Google, including testing models from OpenAI and Anthropic, ultimately deciding that Google's AI technology offers the best foundation for its needs [3] - A report indicated that Apple is nearing a $1 billion per year deal with Google for this Siri upgrade [3] Industry Context - Siri, once a revolutionary AI assistant, has fallen behind competitors like Google, Amazon, and Samsung in advanced AI features [4] - Concerns over perfectionism have been cited as a reason for the slower development of Siri's improvements [5] Financial Partnerships - In addition to the Siri upgrade, Apple has formed a new partnership with JPMorgan Chase, which will become the issuer of the Apple Card, replacing Goldman Sachs [5] - This move aligns with broader market trends in embedded finance, where 99.8% of surveyed companies now offer at least one embedded finance capability, with banking features being the most common [6][7]