Core Viewpoint - Waymo emphasizes the need for transparency and safety in the autonomous vehicle industry, suggesting that other companies must provide more data to prove their technology's safety [1][5]. Group 1: Company Safety Claims - Waymo's vehicles are reported to be five times safer than human drivers and twelve times safer regarding pedestrian safety [2]. - Tesla publishes quarterly vehicle safety reports focusing on its Autopilot technology, but these reports do not cover the safety of its robotaxi pilot program [3]. Group 2: Industry Transparency and Responsibility - Companies deploying autonomous vehicles have a responsibility to be transparent about their operations and safety data, especially when removing human drivers from the equation [5]. - Other companies in the autonomous vehicle space, such as Zoox, May Mobility, and Pony AI, are still in early deployment or testing phases, with limited commercial launches in the U.S. [4].

Key Points Artificial intelligence (AI) could drive Alphabet's Google Cloud to greater heights. A recent court case result is favorable for the long-term growth of Google. 10 stocks we like better than Alphabet › Google owner Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) stock rose by 3.6% by 3 p.m. today. The move comes as Wall Street is getting excited about the company's upcoming third-quarter earnings, due Wednesday after the closing bell. JPMorgan Chase upgrades Alphabet The market listens when ...

Core Insights - The upcoming earnings reports for major tech companies, referred to as the "mag seven," are anticipated to show positive results, particularly for Alphabet, Microsoft, Meta, Amazon, and Apple [1][4] - A significant focus will be on capital expenditure (capex) spending, especially in relation to AI infrastructure and cloud services, as companies aim to convert their investments into profitable products and services [2][5] Group Performance - Analysts expect the group of tech giants to perform well, with particular attention on cloud spending metrics from Google and Amazon, as previous quarters showed varying growth rates in this segment [5][6] - The integration of AI into enterprise workflows is seen as crucial for demonstrating that current investments are leading to profitable growth rather than merely increasing costs [3][10] Company-Specific Insights - Amazon is facing scrutiny due to its planned layoffs of up to 30,000 corporate positions, which would be the largest since 2022, despite recent hiring for the holiday season [8][15] - Microsoft and Amazon are highlighted as key players benefiting from AI advancements, with expectations for strong performance in their cloud businesses [9][11] - Apple's core business remains strong with the iPhone 17 performing well, but there are calls for the company to enhance its AI capabilities, potentially through external partnerships [12][14]

Core Insights - Investors and analysts are increasingly optimistic about Alphabet stock due to recent positive developments [1][2] - The stock price has shown solid bullish momentum, rising 3.3% during trading [1] Analyst Coverage - J.P. Morgan has raised its one-year price target for Alphabet from $260 to $300, maintaining an overweight rating [4] - KeyBanc also increased its price target to $300 from $265, citing expected strong sales momentum in AI and other key product categories [5] Market Performance - As of 3:10 p.m. ET, Alphabet's stock was up 3.3%, while the S&P 500 and Nasdaq Composite were up 1% and 1.7%, respectively [1] - The current stock price is $269.43, with a market cap of $3,143 billion [6][7] Strategic Partnerships - Alphabet's Google division has formed a new partnership with NextEra Energy to support AI projects, utilizing NextEra's Duane Arnold Energy Center [7] Trade Developments - Positive news regarding a preliminary consensus on a U.S.-China trade deal is contributing to Alphabet's valuation uplift [8]

A portion of this post originally appeared in the Business Insider Today newsletter. You can sign up for Business Insider's daily newsletter here. Buckle up: Roughly $15 trillion of market cap is set to report earnings in a span of less than 36 hours. This Wednesday and Thursday are setting up to be an absolute whirlwind, with Alphabet, Meta, Microsoft, Amazon, and Apple all checking in on Wednesday and Thursday. It's not just the size of the companies reporting. They're also in the middle of the on ...

Core Insights - Alphabet's third-quarter 2025 results are anticipated to show strong performance driven by Search and Cloud businesses, with advertising revenues expected to reach $72.45 billion, reflecting a 10% year-over-year growth [1] - Google Cloud revenues are projected at $14.66 billion, indicating a robust 29% growth compared to the previous year [1] - Overall revenues for Alphabet are estimated at $84.71 billion, representing a 13.6% increase from the same quarter last year [1] Search Business - The Search segment is benefiting from the integration of AI technologies, with a market share of 90.4%, significantly ahead of competitors like Microsoft's Bing at 4.08% [4] - The Zacks Consensus Estimate for Search and other revenues stands at $55.09 billion, suggesting an 11.5% growth year-over-year [5] Cloud Business - Google Cloud is positioned as the third-largest provider in the cloud infrastructure market, holding a 20% market share, while Amazon leads with 30% [6] - The Cloud segment is experiencing growth due to strong demand for AI infrastructure and partnerships, particularly with NVIDIA, which enhances its offerings with advanced GPU technology [7][8] - The Zacks Consensus Estimate for Cloud revenues is currently pegged at $14.66 billion, indicating a 29.1% growth from the previous year [8]

Overseas Markets OutperformingPlease click here for a chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX) compared to Ishares Msci South Korea ETF (NYSE:EWY), VanEck Vietnam ETF (BATS:VNM), iShares MSCI Mexico ETF (NYSE:EWW), iShares China Large-Cap ETF (NYSE:FXI), and Ishares Msci Taiwan ETF (NYSE:EWT).Note the following:The chart shows SPY has produced 16.06% gain year to date, but overseas markets have done significantly better.South Korea ETF (EWY) ...

谷歌：推出新的Bigtable存储层，用于高效管理海量数据集，现已开启预览版。 ...

本周，市场对美股科技巨头财报的焦点，是其"资本支出"数字。科技公司正竞相投入巨额资金建设AI超 级计算中心。分析师预计大型科技公司明年总资本支出将增长24%至近5500亿美元。投资者将密切关 注这些巨额投入能否转化为实际增长，以平衡投资与回报。 本周，当科技巨头们陆续公布业绩时，华尔街的目光将穿透营收和利润等传统指标，聚焦于一个更能 揭示未来的数字： 资本支出。 微软、Alphabet、Meta将于本周三公布季度业绩，亚马逊和苹果则在周四跟进。尽管这些巨头的业务 各不相同，但市场在审视它们的财报时将有一个共同的焦点。由OpenAI近乎惊人的万亿美元级AI基础 设施投资计划所引发的震动，正迫使投资者重新评估这些大型科技公司的支出规模与战略意图。 投资者即将获得大量新信息，以判断这些公司如何在AI的浪潮中布局。分析师将密切关注微软的 Copilot AI功能是否为其其他业务带来了增长；谷歌的AI投资是否有助于捍卫其核心的搜索和广告业 务；以及Meta宣称的生成式AI技术是否真的增强了其广告定位能力。 近三年来，以ChatGPT和Gemini等为代表的生成式AI点燃了市场热情，并被认为有潜力重塑全球经 济。然而，当 ...

Google And Microsoft Issue Password Warnings—Most Users Must Act NowYour Google and Microsoft passwords are under attack, with leaked or stolen credentials the likely way hackers will gain access to your account. Both have issued warnings with clear calls to action. https://t.co/s2LEnDr7x1 ...