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Alphabet analysts see Q3 Search beat, Gemini usage momentum
Proactiveinvestors NA· 2025-10-20 17:16
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
Waymo robotaxis probed after reports of failing to stop for school buses
New York Post· 2025-10-20 17:00
The National Highway Traffic Safety Administration said Monday it has opened a preliminary probe into about 2,000 Waymo self-driving vehicles after reports that the company’s robotaxis may have failed to follow traffic safety laws around stopped school buses.The probe is the latest federal review of self-driving systems as regulators scrutinize how driverless technologies interact with pedestrians, cyclists and other road users.NHTSA said the Office of Defects Investigation opened the review after flagging ...
Google's Ad Momentum And AI Push Could Power Big Quarter, Analyst Says
Benzinga· 2025-10-20 16:10
Core Viewpoint - Alphabet Inc is expected to report strong Q3 revenue growth despite facing $3.9 billion in one-time legal charges, including a significant EU fine of $3.5 billion [1][3] Revenue and Earnings Estimates - Q3 revenue is estimated at $86 billion, slightly above the Street consensus of $85 billion, while EPS is adjusted down to $2.17 from $2.29 [3] - For Q4, revenue is projected at $93.8 billion and EPS at $2.59, both slightly ahead of consensus [3] Advertising Performance - The growth in Q3 revenue is attributed to robust digital ad spending, with advertising demand exceeding expectations [2] - Search revenue is expected to rise by 12% year-over-year, with paid clicks growing by 4%-5% due to improved engagement quality and AI-driven traffic shifts [4][8] YouTube and Cloud Developments - YouTube is benefiting from AI-powered creative tools and interactive ad formats, enhancing ad performance and targeting [5] - The Cloud segment is maintaining solid momentum with recent customer wins contributing to backlog [5] Future Outlook and Strategic Focus - The company plans to emphasize Gemini AI adoption, new ad monetization formats, and cost discipline in its upcoming earnings call [6] - Regulatory clarity following the DOJ ruling could alleviate concerns regarding AI disruption in Search, supporting long-term growth [7]
腾讯研究院AI速递 20251021
腾讯研究院· 2025-10-20 16:01
生成式AI 一、甲骨文推出全球最大AI超算,作为「星际之门」算力核心 1. 甲骨文发布全球最大云端AI超级计算机OCI Zettascale10,由80万块NVIDIA GPU组成,峰值算力达16 ZettaFLOPS,成为OpenAI「星际之门」集群算力核心; 2. 采用独创Acceleron RoCE网络架构,每块GPU的NIC充当小型交换机连接多个隔离网络平面,大幅降低GPU间通 信延迟并确保故障时自动切换路径; 3. 计划2026年下半年正式向客户提供服务,16 ZFLOPS峰值性能可能基于极低精度计算指标,实战表现还有待验 证。 三、DeepSeek 刚刚开源一款OCR 模型,视觉方式压缩一切 1. DeepSeek开源3B参数OCR模型DeepSeek-OCR,通过光学二维映射技术实现长文本上下文压缩,压缩率小于10 倍时OCR精度达97%,压缩率20倍时仍保持约60%准确率; 2. 模型由DeepEncoder(380M参数)和DeepSeek3B-MoE解码器(激活参数570M)构成,在OmniDocBench测 试中仅用100个视觉token超越GOT-OCR2.0; 3. 单张A100-4 ...
Regulators probe Waymo after its robotaxi drove around a stopped school bus
TechCrunch· 2025-10-20 15:41
A Waymo robotaxi was recently spotted driving around a school bus with its red lights flashing, and federal safety regulators have opened an investigation as a result.The National Highway Traffic Safety Administration (NHTSA) announced Monday morning that its Office of Defects Investigation (ODI) opened an investigation after seeing footage from early October of a Waymo autonomous vehicle maneuvering around a stopped school bus that was unloading kids in Atlanta, Georgia. ODI says in a document that it wil ...
Gold’s Path To $10K May Start With Blow-Off Top; Market Bets On Trump-China Deal - Apple (NASDAQ:AAPL)
Benzinga· 2025-10-20 15:30
Gold's Path To $10KPlease click here for an enlarged chart of SPDR Gold Trust (NYSE:GLD).Note the following:The chart shows the rapid rise in gold as gold now becomes a meme trade.The pattern shown on the chart is one of the many factors that, according to our algorithms show a high probability of a blow-off top in the short term. The plan is to add to the gold position if and when there is a substantial pullback.We have been bullish on gold for the long term from close to the bottom of this cycle near $10 ...
今夜,见证历史!全线大涨!发生了什么?
券商中国· 2025-10-20 15:28
美股芯片股集体爆发。 今晚,美股三大指数高开高走,纳指涨超1%,美股大型科技股普涨,苹果股价创出历史新高,芯片股全线走 强,费城半导体指数大涨超2%,也创出历史新高。有分析指出,贸易紧张局势缓和、美国区域银行危机消散 提振了市场情绪,资金重回科技主线。 美联储降息预期升温也是科技股走强的原因之一,目前市场普遍预期,美联储将在10月28日至29日的议息会议 上再降息25个基点。另外,高盛全球银行与市场部门股票销售交易员Mike Washington在最新发布的报告中表 示,当前AI股并未处于泡沫之中。 美股全线走强 北京时间10月20日晚间,美股开盘后,三大指数全线走强,截至22:40,道指涨0.78%,纳指大涨1.27%,标普 500指数涨0.96%。 美股大型科技股普涨,苹果一度大涨超3%,创出历史新高,研究公司Counterpoint报告显示,iPhone 17系列在 中国和美国市场的早期销售强劲,销量比iPhone 16系列高出14%,其中iPhone 17基本款在中国销量几乎翻了一 番。 另外,Meta、特斯拉大涨超2%,谷歌A涨超1%,微软、亚马逊均小幅上涨。 美股芯片股集体走高,费城半导体指数大涨 ...
浏览器大战重燃:人工智能引爆新战场
财富FORTUNE· 2025-10-20 13:06
Core Insights - The article discusses the evolution of web browsers, highlighting the shift from traditional browsing to AI-driven experiences, marking a significant transformation in user interaction with the internet [1][2][3]. Browser Market Dynamics - The competition in the browser market has intensified with the integration of generative and agent-based AI features, leading to a new user acquisition battle among companies like Google Chrome, Perplexity's Comet AI browser, and Opera [1][2]. - Historically, the browser market saw major shifts, with Google Chrome dominating due to its speed and integration with the broader Google ecosystem, while the current focus is on providing seamless AI-driven experiences [6][7]. User Experience Transformation - The traditional browsing experience has remained largely unchanged for nearly two decades, primarily involving URL input and link clicking. However, companies are now aiming to provide a more interactive experience where browsers can answer questions and perform tasks directly [2][5]. - AI-driven browsers, such as Perplexity's Comet and Opera's Neon, are designed to execute tasks on behalf of users, enhancing functionality beyond mere navigation [2][3]. Privacy Concerns - The rise of agent-based AI browsers raises significant privacy concerns, as these tools can access and analyze more user data, potentially inferring user intentions and emotions [18][19]. - Companies are aware of these risks and are implementing measures to protect user data, such as end-to-end encryption and limiting data processing to user requests [19].
世界模型:机器能否理解现实?
3 6 Ke· 2025-10-20 13:01
Core Concept - The article discusses the concept of "world models" in artificial intelligence (AI), which are internal representations of the environment that AI systems use to evaluate predictions and decisions before executing tasks [1][4]. Group 1: Definition and Importance of World Models - World models are considered essential for building intelligent, scientific, and safe AI systems, as emphasized by leading figures in deep learning [1]. - The idea of a world model has historical roots, dating back to Kenneth Craik's 1943 proposal of a "small-scale model" in the brain that allows organisms to simulate various scenarios [2]. Group 2: Historical Context and Evolution - Early AI systems like SHRDLU demonstrated the use of world models but struggled with scalability and complexity in real-world environments [3]. - The rise of machine learning and deep learning has revitalized the concept of world models, allowing AI to build internal approximations of environments through trial and error [3]. Group 3: Current Challenges and Perspectives - Despite the potential of world models, there is still a lack of consensus among researchers regarding their definition, content, and verification methods [2]. - Current generative AI models, such as large language models (LLMs), exhibit heuristic rules but lack a coherent and unified world model, leading to inconsistencies in their outputs [4][6]. Group 4: Future Directions and Research Focus - Researchers are exploring how to develop robust and verifiable world models, which could enhance AI's reliability and interpretability [6][7]. - There are differing opinions on how to create these models, with some suggesting that sufficient multimodal training data could naturally lead to their emergence, while others advocate for entirely new architectures [7].
Futures Rise As Trade, Credit Fears Fade Ahead Of Earnings Deluge
ZeroHedge· 2025-10-20 12:43
US equity futures are higher led by small caps, with sentiment TACOed for a second consecutive weekend thanks to Trump’s comments that the US will “be fine” with China ahead of trade talks between the two sides. It’s going to be a busy week for earnings, with Tesla, Netflix and General Motors among companies reporting. As of 8:00am, S&P futures are up 0.3%, with Nasdaq futures up 0.4%. Pre-mkt, Mag7 names are all higher; Tesla climbed in pre-market trading ahead of its report Wednesday, the first from the M ...