RT Avi Chawla (@_avichawla)- Google Maps uses graph ML to predict ETA- Netflix uses graph ML in recommendation- Spotify uses graph ML in recommendation- Pinterest uses graph ML in recommendationHere are 6 must-know ways for graph feature engineering (with code): ...

Core Insights - Alphabet has recently surpassed Microsoft to become the third-most valuable company globally, with a market cap approaching $4 trillion [1][4] - Nvidia has emerged as the most valuable company in the world, with shares increasing over 970% in the last three years, leading to a market cap of $4.5 trillion [1][4] - Concerns regarding Alphabet's Google Search business due to the rise of AI and large language models have diminished, leading to a stock rally [3][4] Alphabet's Business Performance - Alphabet's advertising revenue, primarily from Google and YouTube, is now growing at a double-digit percentage rate [6] - The Google Cloud Platform (GCP) has become a strong competitor to Microsoft Azure and Amazon Web Services (AWS) [6] - Alphabet's own large language model, Gemini, has been integrated into Google Search and Android devices, enhancing its AI capabilities [7] Competitive Advantages - Google Cloud offers access to custom chips known as Tensor Processing Units (TPUs), which are designed for AI workloads and can outperform Nvidia's GPUs in certain computations [8] - Alphabet is investing in emerging AI applications, including quantum computing and autonomous driving, indicating a commitment to innovation [9] Valuation and Market Position - Alphabet's vertically integrated business model, centered around AI, has led to revenue acceleration and profit margin expansion, although its price-to-earnings ratio of 31 is lower than some peers [11] - For Alphabet to match Nvidia's market value, its stock would need to increase by 18%, assuming Nvidia's stock remains stable [14] Future Outlook - Investment in AI infrastructure is projected to be a $7 trillion opportunity through 2030, with Nvidia expected to capture a significant portion of this market [17] - Alphabet is viewed as a good value investment in the current stock market, presenting a compelling buy-and-hold opportunity for long-term investors [18]

The so-called Magnificent 7 tech giants have spent three years telling the world what AI could do.In 2026, JPMorgan says they finally have to show what AI can earn. After a cycle defined by GPU hoarding, "foundation model" demos and capex bills that could fund small nations, the group now enters what the Wall Street firm bluntly calls the AI Monetization Year.Track the Mag 7 stocks via MAGS ETF here.The coming year will be the first real test of whether $400 billion in spending can turn into actual revenue, ...

The administrator of Google's defunct Russian business has obtained a temporary freeze on some 110 million euros ($129 million) of the Alphabet-owned company's assets in France, official orders seen b... ...

Core Viewpoint - The U.S. stock market experienced a significant capital flight on December 11, 2025, with Chinese concept stocks plummeting, including major players like Alibaba and Pinduoduo, alongside declines in the seven major U.S. tech giants [1][3]. Group 1: Market Performance - The Nasdaq China Golden Dragon Index fell by 0.43%, with 35 leading Chinese concept stocks experiencing substantial declines [1]. - Major U.S. tech stocks also faced losses, with Nvidia down 3.29%, Broadcom down 3.31%, and Tesla down 1.82%, while only Visa saw an increase of 2.88% [3][5]. - Alibaba's market value decreased by 3.13%, and Pinduoduo dropped by 3.14%, reflecting a broader trend of capital avoidance of high-volatility assets as year-end approaches [3][4]. Group 2: Contributing Factors - The tightening of U.S. chip policies has become a primary factor suppressing tech-related Chinese concept stocks, with Nvidia required to pay 25% of revenue from sales to Chinese companies, increasing operational costs and uncertainty for these firms [4]. - The anticipated tightening of regulations on Chinese concept stocks under the Trump administration has further contributed to market fears, particularly regarding audit scrutiny and potential delisting risks [4]. - The Bank of Japan's interest rate hike has added pressure on Chinese concept stocks, as capital flows shifted, leading to liquidity issues and a sell-off of these stocks [5][6]. Group 3: Institutional Behavior - As the year-end approaches, institutions are rebalancing their portfolios, leading to reduced liquidity and a preference for locking in profits, which has resulted in a withdrawal from high-volatility Chinese concept stocks [6][8]. - The uncertainty surrounding the Federal Reserve's interest rate decisions has also prompted investors to exit riskier assets, with expectations for rate cuts diminishing significantly [6][8]. Group 4: Cross-Market Impact - The decline in U.S. tech stocks has negatively impacted Chinese concept stocks, with the Nasdaq index down 0.86% and the S&P 500 down 0.20%, while only the Dow Jones index saw a slight increase [8][9]. - Historical trends indicate that when the Nasdaq China Golden Dragon Index performs poorly, it often drags down the Hang Seng Index and A-shares, highlighting the interconnectedness of global capital flows [12]. Group 5: Market Sentiment and Future Outlook - The significant drop in Chinese concept stocks has led to increased interest in safe-haven assets, with silver prices surging by 73% year-to-date, contrasting sharply with the decline in Chinese stocks [14]. - The market's volatility is seen as a self-correcting mechanism, with the recent downturn viewed as a necessary adjustment following substantial gains earlier in the year [14]. - Companies that have completed secondary listings in Hong Kong, such as Alibaba and JD.com, are perceived to have stronger risk resilience due to their enhanced liquidity options [14].

Google Translate now lets you hear real-time translations in your headphones https://t.co/die4cRrlaH ...

Core Viewpoint - AI stocks are expected to continue their upward trajectory in 2026, presenting significant investment opportunities as the technology is still in its early stages [1] Group 1: Nvidia - Nvidia holds over 90% market share in GPUs, essential for AI workloads, and is poised for growth with increasing data center spending and recent approval to sell H200 chips to China [3][5] - The AI data center market is projected to grow to between $3 trillion and $4 trillion by 2030, positioning Nvidia to capture a substantial share of this opportunity [5] Group 2: Broadcom - Broadcom is emerging as a competitor to Nvidia by designing custom AI ASICs, which are energy-efficient and tailored for specific tasks, crucial as the market shifts towards inference [6][8] - Broadcom's early custom-AI chip customers represent a market opportunity exceeding $60 billion in fiscal 2027, with significant orders from Anthropic and other clients [8][9] Group 3: Alphabet - Alphabet has a significant advantage in the AI space with its seventh-generation tensor processing units (TPUs) and a leading large language model, Gemini, enhancing its cost efficiency in AI model training and cloud computing [10][11] - Alphabet is the only company with proven custom AI chips deployed at scale, making it a strong contender in the AI market [11] Group 4: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing Company (TSMC) is crucial for chipmakers, providing advanced chip manufacturing with high yield rates, making it a preferred foundry partner [13] - TSMC anticipates a mid-40% compound annual growth rate in demand for AI chips and is expanding capacity to meet this demand, alongside expected price increases in 2026 [14][15]

‘It May Be Worse’—No Fix For ‘New Threat’ To Google Chrome Users“Billions of people trust Chrome to keep them safe by default,” Google says, adding that "the primary new threat facing all agentic browsers is indirect prompt injection.” But now a government agency has suddenly warned that threat may be impossible to fix.Read more:https://t.co/YeDjvWUkfh(Photo: Jaap Arriens/NurPhoto) ...

Core Viewpoint - Disney has sent a cease-and-desist letter to Google, alleging copyright infringement related to the use of its content in AI tools [1][2] Group 1: Disney's Allegations - Disney claims that Google has utilized its content to train AI models and has distributed copies of its work to consumers [2] - The company demands that Google cease using its content in AI tools and prevent the generation of images featuring Disney-owned characters [2] Group 2: Google's Response - A Google spokesperson stated that the company maintains a beneficial relationship with Disney and uses public data from the open web for AI development [3] - Google has implemented copyright controls like Google-extended and Content ID for YouTube to give copyright holders control over their content [3] Group 3: Disney's Investment in AI - On the same day as the cease-and-desist letter, Disney announced a $1 billion investment in OpenAI and a three-year licensing agreement for the Sora video model [3] - The agreement allows Sora users to create short clips featuring Disney characters within a controlled environment, prohibiting actor likenesses and restricting certain themes [4] Group 4: Legal Challenges Faced by Google - Google has faced other legal challenges regarding the use of copyrighted content in its AI tools, including a lawsuit from Penske Media for unauthorized use of journalism [5] - The Independent Publishers Association filed an antitrust complaint against Google, alleging that AI-generated summaries disadvantage original content by positioning them at the top of search results [6]

Group 1: Company Overview - Alphabet is currently a highly watched mega-cap tech stock, driven by its core search and cloud businesses, AI initiatives, and Waymo's autonomous driving division [1] - Berkshire Hathaway made a significant investment of over $4 billion in Alphabet, viewing its search business as a cash cow to fund innovation and finding its valuation appealing compared to peers [2] Group 2: Market Dynamics - The market is increasingly favoring sectors with pricing models where buyers are less price-sensitive, as seen with Nvidia's high-performance chips leading to substantial profitability [4] - Competition is expected to rise as other companies seek to develop their own chips to offer lower-cost or more efficient alternatives to Nvidia [5] Group 3: Alphabet's Chip Development - Alphabet has developed Tensor Processing Units (TPUs), which are application-specific integrated circuits optimized for neural network operations, allowing for tailored solutions for specific use cases [6] - The emergence of cheaper, high-powered models from Chinese competitors is raising awareness of the potential long-term growth of Alphabet's TPUs [7] Group 4: Future Market Trends - While Nvidia's chips will remain critical for companies aiming to accelerate AI ambitions, TPUs may become a primary option for businesses with specific needs [8] - Competitors of Nvidia, such as AMD, may face market share losses due to the rise of TPUs, positioning Alphabet as a potential unexpected leader in the chip market [9] Group 5: Long-term Growth Potential - Alphabet's growth avenues, including TPUs, are considered undervalued and could become significant growth drivers in the long term [10]