Core Insights - Apple has announced a multi-year agreement with Google to upgrade Siri using the Gemini model, enhancing personalized smart features, while Elon Musk criticized the collaboration for potentially leading to excessive power concentration [2] - Tempus AI forecasts an 83% revenue surge in 2025, with total contract value exceeding $1.1 billion, showcasing significant technological advantages and market expansion in the medical AI sector [2] - WuXi AppTec anticipates a net profit growth of approximately 102.65% in 2025, significantly exceeding market expectations, driven by its leading position in global pharmaceutical R&D services and sustained order growth [2] - Xpeng Motors has set a delivery target of 550,000 to 600,000 vehicles for 2026, representing a year-on-year increase of 28.1% to 39.7%, with plans to launch four new SUV models [2] - Alibaba is recommended for gradual accumulation by JPMorgan, citing short-term profit margin pressures due to investments in food delivery, e-commerce, and AI applications, but expects accelerated revenue growth from Alibaba Cloud [2] Greater China Company News - Rongchang Biopharmaceutical has signed an exclusive licensing agreement with AbbVie for the dual-specific antibody drug RC148, receiving an upfront payment of $650 million and potential milestone payments up to $4.95 billion [4] - TSMC projects a net profit of NT$475.2 billion (approximately $15.02 billion) in Q4 2025, a 27% year-on-year increase, driven by rising global AI infrastructure demand and the release of 3nm process capacity [4] - Kweichow Moutai plans to adjust the factory prices of several products for the first time in three years, with significant price reductions for "Moutai Boutique" and "Moutai 15-Year" [4] - Ctrip mistakenly sent a mass layoff notice, which was clarified as an internal error, not indicative of a company-wide layoff [4] Americas Company News - NVIDIA and Eli Lilly plan to jointly invest $1 billion over five years to establish an AI drug development lab, while also collaborating with Thermo Fisher on AI-driven lab automation solutions [6] - Meta is set to announce layoffs affecting about 10% of its Reality Labs staff, reallocating funds from virtual reality to wearable devices, and plans to invest billions in expanding data center infrastructure [6] - Tesla's stock is under pressure following a fatal accident involving a semi-truck, although EU plans to replace punitive tariffs with minimum import prices may alleviate cost pressures in the European market [6] - Amazon's fine from Italy's antitrust authority has been reduced from €1.128 billion to €752.4 million, while also reforming its return policy for high-value items [6] Asia-Pacific Company News - Samsung Electronics is collaborating with T-Mobile on retail media innovations and is set to release the Galaxy S26 Ultra with improved satellite communication features [10] - SK Hynix is experiencing rising DRAM prices, with 32GB memory prices reaching several thousand yuan, and is expected to achieve a profit margin of 82% [10] - LG Energy is projected to incur a loss of $83.8 million in Q4 2025, while planning to release low-cost OLED TVs to expand market share [10] - Hyundai has ordered 30,000 Boston Dynamics robots to enhance smart manufacturing capabilities [10] Europe and Oceania Company News - European satellite communications company has ordered an additional 340 OneWeb low Earth orbit satellites from Airbus, bringing the total to 440, expected to enhance global broadband communications [12] - BHP has no plans to make a takeover bid for Glencore amid renewed merger talks between Rio Tinto and Glencore [12] - Rio Tinto is considering acquiring Glencore's coal business as part of its renewed merger discussions [12] - Mercedes-Benz expects a 9% decline in global sales to 1.8 million units in 2025, with a significant drop in the Chinese market [12]

智通财经APP获悉，周一，投资者暂时忽略了美国司法部对美联储主席鲍威尔展开刑事调查的影响。三 大指数收涨，盘中，道指最高上涨至49633.35点，标普500指数最高上涨至6986.33点，二者均创盘中历 史最高纪录。谷歌母公司Alphabet(GOOG.US,GOOGL.US)市值突破4万亿美元大关。 【加密货币】比特币继续在9-9.2万区间振荡；以太坊跌0.67%，报3102.83美元。 【美元指数】衡量美元对六种主要货币的美元指数当天下跌0.27%，在汇市尾市收于98.862。截至纽约 汇市尾市，1欧元兑换1.1672美元，高于前一交易日的1.1635美元；1英镑兑换1.3466美元，高于前一交 易日的1.3407美元。1美元兑换158.14日元，高于前一交易日的157.88日元；1美元兑换0.7970瑞士法郎， 低于前一交易日的0.8010瑞士法郎；1美元兑换1.3871加元，低于前一交易日的1.3910加元；1美元兑换 9.1693瑞典克朗，低于前一交易日的9.2025瑞典克朗。 【美股】截至收盘，道指涨86.13点，涨幅为0.17%，报49590.20点；纳指涨62.56点，涨幅为0.26%，报 2 ...

Group 1 - The core point of the article is that Alphabet's market capitalization has surpassed $4 trillion for the first time, joining a select group of companies that have reached this milestone [1] - Alphabet's stock price closed at $331.86, with a 1% increase attributed to a significant partnership with Apple in the artificial intelligence sector [1] - The collaboration will utilize Google's Gemini model and cloud technology to enhance future Apple Intelligence features, including a more personalized Siri voice assistant [1] Group 2 - Over the past 12 months, Alphabet's stock has experienced significant volatility, hitting a 52-week low of $144.7 due to various market pressures, including geopolitical events and antitrust concerns [2] - Investor confidence has gradually recovered as antitrust rulings were less severe than expected, and research indicated strong performance in Alphabet's AI models [2] - As a result, Alphabet's stock rebounded with a cumulative increase of 66% for the year 2025 [2]

Group 1 - The White House emphasizes that diplomacy is the "preferred" approach for the U.S. in response to the situation with Iran, although military options remain on the table if necessary [4][6] - President Trump stated that Iran has reached out to U.S. officials to propose negotiations, with meetings being arranged [6] Group 2 - Key Republican figures criticize the investigation into Federal Reserve Chairman Powell, with Treasury Secretary Mnuchin reportedly warning Trump about potential market impacts [8] - Senator Thom Tillis vowed to oppose any Federal Reserve nominees from Trump until the investigation is resolved [8] Group 3 - Google’s Gemini will provide technical support for Apple’s AI features, including Siri, with reports suggesting Apple may pay around $1 billion for this technology [10] - This partnership confirms previous reports of collaboration between Apple and Google [10] Group 4 - Alphabet's market capitalization has officially surpassed $4 trillion, making it the fourth company globally to reach this milestone [12] - The stock price of Alphabet rose by 1% following the announcement of the partnership with Apple [12] Group 5 - Major bond investment firms warn that Trump's pressure on the Federal Reserve could threaten its credibility in combating inflation, potentially leading to higher interest rates [14] - Concerns are raised that the instability caused by the Fed's independence being challenged could increase costs for mortgages and corporate loans [14] Group 6 - JPMorgan no longer expects the Federal Reserve to cut interest rates this year and predicts a rate hike in 2027 based on recent employment data [16] - The employment report for December showed a decrease in the unemployment rate from 4.5% to 4.4%, alleviating concerns about a labor market slowdown [17]

Core Insights - Wayfair Inc. is a foundational partner in developing Google's Universal Commerce Protocol (UCP), aimed at enhancing interactions between AI agents and retail platforms [1][4] - The company is investing in AI-powered discovery across its app and external platforms to improve customer shopping experiences [2] Group 1: Universal Commerce Protocol (UCP) - UCP will enable a new checkout experience on Google product listings, allowing customers to complete purchases directly from Wayfair while researching on Google [3] - Wayfair will maintain its role as the merchant of record, ensuring consistent pricing, fulfillment, and customer support during these transactions [3] Group 2: Technology and Customer Experience - Wayfair is focused on creating a confident online shopping experience for customers, with millions of products available across various styles and price points [2] - The company is piloting its Muse tool and launching a Discover tab in its app to enhance product discovery and personalization for users [2]

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 ...