Market - US stock market closed mixed on January 8, with the Dow Jones and S&P 500 hitting record highs before retreating. The Dow fell by 0.94%, while the Nasdaq rose by 0.16% and the S&P 500 dropped by 0.34% [2] - Major sectors such as financials and energy saw declines of over 1%, with bank stocks giving back gains. ExxonMobil and other energy stocks were dragged down by falling oil prices [2] - The top traded stocks included Nvidia, which rose by 1% after announcing a new AI platform, and Alphabet, whose market capitalization surpassed Apple's after a 2.43% increase [3] Macro - President Trump announced a significant increase in the military budget for 2027, raising it from approximately $1 trillion to $1.5 trillion, citing national security concerns and tariff revenues as reasons [9] - Trump proposed to ban Wall Street from investing in single-family homes to lower housing prices, a move that caused a sharp decline in housing construction stocks [10][11] - The US Bureau of Economic Analysis will use the average CPI from September and November to estimate October's PCE data due to missing data [12] - Trump stated that revenues from Venezuelan oil sales will be used exclusively to purchase American goods, indicating a desire to strengthen trade ties between the US and Venezuela [13] - The US has begun selling Venezuelan oil globally, with proceeds deposited in US-controlled accounts [14] Company - OpenAI launched ChatGPT Health, a new feature aimed at providing health information and analysis, connecting to electronic health records and wearable devices [28] - Morgan Stanley is set to take over Apple's credit card business from Goldman Sachs, which is divesting due to poor performance [30] - AbbVie is in deep negotiations to acquire Revolution Medicines, a cancer drug manufacturer, with a potential deal exceeding $20 billion [31] - Anthropic plans to raise $10 billion at a pre-money valuation of $350 billion, with significant interest from major investors [32] - The Venezuelan state oil company is negotiating with the US regarding oil sales, aiming to establish a mutually beneficial relationship [33] - Trump threatened to cut off Raytheon's government contracts unless the company increases its investment in production and R&D [29] - GameStop announced a $35 billion compensation plan for CEO Ryan Cohen, contingent on achieving specific financial targets [36]

格隆汇1月8日｜谷歌的市值自2019年以来首次超过了苹果。截至周三收盘，谷歌市值收于3.88万亿美 元，与此同时，苹果市值收于3.84万亿美元。市值排名的逆转凸显了谷歌与苹果在人工智能战略方向上 的分歧。谷歌在2025年以华尔街表现最亮眼的科技股之一收官，11月，该公司发布第七代张量处理器 Ironwood，这款定制AI芯片有望成为英伟达产品的替代方案。12月，谷歌推出的Gemini 3获得业界一致 好评。与此同时，自OpenAI于2022年末推出ChatGPT掀起科技行业AI竞赛以来，苹果基本缺席这场角 逐。苹果原计划去年推出新一代Siri人工智能助手，但最终推迟了发布。华尔街投行瑞杰金融本周下调 苹果评级，称2026年该公司将难以实现增长。 ...

Core Insights - Tesla has officially lost its title as the world's largest electric vehicle maker to BYD, a Chinese automotive company [1] - Despite the news, Tesla's share price remains above $425, close to its all-time high [1] - The article questions whether investing in Tesla shares is advisable or if funds would be better allocated to AI stocks [1] Tesla's Performance - Tesla's stock price has dipped following the loss of its title, with a reported 8.5% increase in share price for the year, which is significantly lower compared to AI stocks [4][7] - Tesla's revenue decreased by 2.1% and profits fell by 27.8% over the past year [6][7] AI Stocks Performance - In 2025, AI stocks experienced remarkable growth: Vertiv's stock rose by 54.5%, Alphabet's by 66.5%, and Micron's by 275% [4] - Revenue growth for AI companies was modest: Alphabet's revenue increased by 10.2%, Vertiv's by 21%, and Micron's by 35.1% [5] - Profit growth for AI companies was substantial: Alphabet's net income rose by 24.1%, Vertiv's by 108.6%, and Micron's by 154.9% [6] Investment Comparison - For the cost of two Tesla shares (over $800), investors could purchase one share each of Alphabet, Micron, and Vertiv, totaling approximately $805 [3] - The article suggests that the AI stocks are more reasonably valued compared to Tesla, despite their significant price growth [7][8] - Overall, the performance of AI stocks appears to be a better investment option compared to Tesla, given their growth in both revenue and profits [8]

The settlement came in the case of a 14-year-old in Florida who had killed himself after developing a relationship with an A.I. chatbot. ...

智通财经APP获悉，周三，三大指数涨跌不一，盘中，道指一度上涨至49621.43点，标普500指数最高 上涨至6965.69点，二者均创盘中历史新高。 【美股】截至收盘，道指跌466.00点，跌幅为0.94%，报48996.08点；纳指涨37.10点，涨幅为0.16%，报 23584.27点；标普500指数跌23.89点，跌幅为0.34%，报6920.93点。英伟达(NVDA.US)涨1%，英特尔 (INTC.US)涨6.4%，台积电(TSM.US)跌2.6%。纳斯达克中国金龙指数收跌1.58%，阿里巴巴(BABA.US) 跌2.7%，爱奇艺(IQ.US)涨5.4%。 【欧股】德国DAX30指数涨215.19点，涨幅0.86%，报25112.13点；英国富时100指数跌75.07点，跌幅 0.74%，报10047.66点；法国CAC40指数跌3.51点，跌幅0.04%，报8233.92点；欧洲斯托克50指数跌8.13 点，跌幅0.14%，报5923.66点；西班牙IBEX35指数跌58.80点，跌幅0.33%，报17588.30点；意大利富时 MIB指数跌158.93点，跌幅0.35%，报45594.50点。 ...

来源：格隆汇APP 格隆汇1月8日｜美股三大指数收盘涨跌不一，纳指涨0.16%，标普500指数跌0.34%，道指跌0.94%。大 型科技股多数上涨，英特尔涨超6%，谷歌涨逾2%，微软、英伟达涨超1%，亚马逊小幅上涨；Meta跌 逾1%，苹果、特斯拉小幅下跌。其中，谷歌市值达到3.89万亿美元，超过苹果公司的3.85万亿美元，为 2019年以来首次。国防军工股NORTHROP GRUMMAN股价收跌超5%，洛克希德马丁跌近5%，此前特 朗普向国防承包商回购股票的做法发出威胁。黑石跌超5%，特朗普称，将在达沃斯演讲中讨论住房问 题，将禁止大型投资者购买独栋住宅。 ...

每经AI快讯，周三收盘时，Alphabet的市值达到3.88万亿美元，而苹果公司的市值收于3.84万亿美元。 此次市值排位的逆转，，为2019年以来首次。 ...

Core Viewpoint - Google and Character.AI are settling with families who sued them over alleged harm to minors caused by AI chatbots, including suicides [1][2][3] Group 1: Settlement Details - Families have agreed to work out settlement terms with Google and Character.AI, with a mediated settlement in principle to resolve all claims [3] - The lawsuits involve families from Colorado, Texas, and New York, although specific settlement details have not been disclosed [3] - One notable case involves a plaintiff whose son died by suicide, claiming harmful interactions with Character.AI's chatbot [2] Group 2: Company Actions and Developments - In August 2024, Google entered a $2.7 billion licensing deal and hired Character.AI founders, who were named in the lawsuits, to join its AI unit DeepMind [4] - Google has been recognized as a top performer on Wall Street in 2025, attributed to its advancements in AI technology [7] - The company launched its latest tensor processing unit chips and the Gemini 3 chatbot recently, indicating ongoing innovation in AI [7] Group 3: Industry Context - The generative AI sector has rapidly evolved since the launch of ChatGPT, now encompassing sophisticated interactions beyond text, including images and videos [5] - Companies in the AI space are facing increased scrutiny regarding the potential harmful consequences of their technologies, particularly in relation to mental health [5][6] - Character.AI has announced a ban on users under 18 from engaging in unrestricted chats with its AI chatbots, reflecting a response to concerns about user safety [6]

Core Viewpoint - Alphabet's Google and Character.AI have reached a settlement in a lawsuit concerning the alleged role of a Character chatbot in the suicide of a 14-year-old boy [1] Group 1 - The lawsuit was initiated by a Florida woman who claimed that the chatbot's interactions contributed to her son's tragic decision [1] - The settlement indicates a potential shift in how AI companies may handle legal liabilities related to mental health and user interactions [1] - This case highlights the growing concerns regarding the impact of AI technologies on vulnerable individuals, particularly minors [1]

Core Insights - The cases involving Character.AI's virtual companions raised significant concerns regarding the intersection of artificial intelligence and mental health [1] Group 1 - The virtual companions developed by Character.AI have sparked discussions about their impact on users' mental health [1] - There is a growing awareness of the potential psychological effects that AI interactions may have on individuals [1] - The situation emphasizes the need for careful consideration of AI technologies in relation to mental health [1]