Diane King Hall is with us taking a look at a few more movers here on Wall Street. We'll start off with Synopsis. Good morning, Diane. >> Good morning.Good to see you, Nicole. Uh, it's interesting to watch how Synopsis is trading because after hours it did have a pop off the back of its quarterly results, but shares pretty flattened early trade off by less than a half of a percent. It did beat expectations on both the top and bottom line.Uh, adjusted EPS coming in at 290. Street was looking for 278 on this ...

Core Insights - Oracle has launched Oracle Database@Google Cloud in Canada, enabling customers to utilize Oracle's AI Database services while ensuring data residency compliance [1][2] - The service allows integration with Google Cloud's analytics and AI tools, enhancing decision-making and business insights [2][3] - A new reseller program enables Google Cloud and Oracle partners to offer this service, simplifying procurement for customers [1][6] Group 1: Service Features - Oracle Database@Google Cloud provides access to Oracle Exadata Database Service, Oracle Autonomous AI Database, and Oracle Autonomous AI Lakehouse, all designed for high performance and scalability [4][5] - The Oracle Autonomous AI Database automates critical tasks using AI and ML, supporting over 48 billion queries per hour [4][9] - Oracle Autonomous AI Lakehouse integrates with various data platforms, including Google BigQuery, facilitating enterprise-wide AI and analytics [4][5] Group 2: Market Positioning - The launch addresses the growing demand for multicloud architectures in Canada, providing reliability and performance [3][8] - The service supports IT modernization initiatives, allowing organizations to leverage existing Google Cloud commitments [6][7] - New regional availability in Toronto complements existing Google Cloud regions, with plans for further expansion in the next 12 months [8]

左图由插画师兼图形动画师彼得·克罗瑟创作，其画面中这些领导人物置身于环绕着"AI"字母的建筑脚 手架之中。 值得一提的是，该结果正式公布的一天内，杂志封面已在社交媒体被泄露。 北京时间12月11日晚间消息，《时代》周刊官方宣布，2025年度人物授予"AI构建者"。 《时代》表示："2025年，人工智能的全部潜力全面爆发，其发展趋势已是大势所趋。正是这群人开创 了智能机器时代，既让人类惊叹不已，也让人们心怀忧虑；他们重塑当下，更突破了诸多可能性的边界 —— 因此，人工智能构建者当选《时代》周刊2025年度人物。" 该杂志为其"年度人物"特刊发布了两张封面图片。右图由数字艺术家杰森·塞勒创作，它对1932年的照 片《摩天楼顶上的午餐》进行了重新演绎，将照片中的铁匠换成了来自顶尖科技和AI公司的高管，包 括马克·扎克伯格（Meta）、苏姿丰（AMD）、埃隆·马斯克（xAI）、黄仁勋（英伟达）、萨姆·奥特曼 （OpenAI）、德米斯·哈萨比斯（DeepMind）、达里奥·阿莫迪（Anthropic）以及李飞飞（以人为本人 工智能研究院）。 此外，还有网友质疑，既然是人工智能构建者，为什么谷歌CEO桑达尔·皮查伊不在列 ...

Walt Disney has sent a cease-and-desist letter to Alphabet's Google, CNBC reported on Thursday. ...

以下文章来源于起朱楼宴宾客 ，作者大卫翁 起朱楼宴宾客 . 金融狗记录这个大时代，播客同名 本文来自微信公众号： 起朱楼宴宾客 ，作者：大卫翁，原文标题：《上周在纽约参访科技和媒体公司的一些感受》，题图来自：AI生成 上周有机会跑了不少公司，科技公司有Google、Amazon和Substack （算半个？） ，媒体公司有New York Times和N+1出版社。 另外还和NPR旗下Planet Money的主播Robert，以及曾经做过叙事性播客《Room 20》、现在在哥大任教的教授Joanne做了交流。 属实是精神生活异常丰富的一周了。 整个参访的过程也很有意思，周一从最乌托邦、最小众、也是我最不熟悉的N+1开始，周五到最工业化、最大众、也是我每天都在收听的 New York Times的《The Daily》团队为止。 冥冥中形成了一种闭环，让我对美国的媒体生态 （以及一些科技生态） 有了更直观的认知。 速记一些感想吧，更系统的可能要等到这一年访学完成后再来整理： 1、 美国拥有一个对内容创作者无比友好的生态 ——特别是和中国对比。 商业化方面有众所周知的Youtube创作者分成机制，而Substa ...

Group 1: Stock Performance - Alphabet (Google's parent company) has seen its stock increase by 68.69% over the past 12 months, significantly outperforming Nvidia's 36.89% growth during the same period [1] - The S&P 500 index has risen by 13.81%, with Apple at 12.35%, Microsoft at 7%, Meta at 4.80%, Tesla at 3.49%, and Amazon at 1.9% [2] Group 2: Competitive Landscape - Google is emerging as a strong competitor to Nvidia in the AI space, particularly with its Tensor Processing Units (TPUs) outperforming Nvidia's Graphics Processing Units (GPUs) in benchmarks [3] - Reports of Meta exploring multibillion-dollar deals with Google led to a significant $250 billion drop in Nvidia's market value [4] - Google plans to more than double its TPU output by 2028, which may further impact Nvidia's market position [4] Group 3: Technology and Market Dynamics - Nvidia's GPUs are still favored for AI training due to their flexibility and established presence in the industry, while Google primarily uses TPUs for internal applications [5] - Despite Google's strong stock performance, AI developers remain cautious about switching to Google's chips, as it could disrupt their reliance on Nvidia's data center business [6] - The novelty of Google's products has contributed to its stock's outperformance relative to the S&P 500 [6]

但随着华尔街对可能由AI驱动的泡沫感到担忧——《大空头》投资者迈克尔·伯里（Michael Burry）和 经济学家穆罕默德·埃里安（Mohamed El-Erian）等人纷纷发出警告——格林并没有坐等事态发展。他已 经在重新考虑自己有多少财富与科技巨头捆绑在一起。 一个主要原因是：标普500指数比以往任何时候都更加集中。排名前十的公司——包括英伟达、苹果 （Apple）、微软、亚马逊（Amazon）、谷歌和Meta——占整个指数的近40%。而这些公司几乎都在AI 领域投入了数百亿美元。 多年来，YouTube网红汉克·格林一直秉持着沃伦·巴菲特（Warren Buffett）等传奇人物所推崇的简单投 资智慧：把钱投入标普500指数基金，然后长期持有。 这条建议已为数百万投资者带来了丰厚回报：仅今年一年，该指数涨幅就约达16%，过去三年平均涨幅 超过20%，过去二十年平均涨幅约为14.6%。在大多数情况下，它的表现都轻松超越了试图挑选特斯拉 （Tesla）或Meta等个股的投资者。 "我觉得我的资金暴露的风险超出了我的舒适区，"格林在一条播放量超过160万的视频中说。"我感觉， 由于把很多钱投入了标普500指 ...

Google Issues Emergency Update For All 3 Billion Chrome Users—Attacks ConfirmedJust days after warning that Android is under attack, with two vulnerabilities now being exploited in the wild, Google has confirmed the same for Chrome. Another zero-day. Another warning attacks are underway. Another emergency update. https://t.co/04z5FzANfb ...

Do Not Install These Microsoft Teams Or Google Meet UpdatesThere are now fake installs and updates doing the rounds, and they’re poisoning SEO search results. That means you won’t know you’re running a dangerous app until it’s too late. https://t.co/BTeHPVwuU5 ...

Group 1: OpenAI's Strategic Shift - OpenAI has declared a "red alert" status, pausing all other projects to focus on saving ChatGPT due to increased competition from Google's Gemini 3 model [1] - CEO Sam Altman has decided to temporarily abandon the goal of achieving Artificial General Intelligence (AGI) and instead prioritize user preferences to ensure ChatGPT's relevance [1] - OpenAI plans to restart previous training methods to regain its leading position in important evaluation rankings [1] Group 2: Upcoming Product Launch - OpenAI is set to release the GPT-5.2 model, aiming to improve its standing among programming and business clients, despite internal requests for more development time being denied [2] Group 3: Google Advertising Denial - Google has firmly denied reports that its Gemini application will introduce advertising by 2026, stating that the claims are based on unverified anonymous sources [3][4] - The company emphasized that there are currently no plans to incorporate ads into Gemini, despite previous media speculation [4][5] Group 4: SpaceX Valuation Impact - If SpaceX successfully lists at a valuation of $1.5 trillion, Elon Musk's wealth could exceed $952 billion, significantly increasing from his current net worth of $460.6 billion [5][6] - Musk's stake in SpaceX, approximately 42%, would see its value rise from $136 billion to over $625 billion if the listing occurs at the projected valuation [5] Group 5: ChatGPT and Adobe Integration - OpenAI is integrating more third-party applications into ChatGPT, allowing users to access Adobe's creative tools like Photoshop directly within the chat interface [6] - Users can perform various image editing tasks through Photoshop, although some advanced features are not yet supported [6] Group 6: Australian Social Media Ban - Australia has implemented a ban on social media access for individuals under 16, making it the first country to enforce such a strict regulation [11] - Major platforms affected include Facebook, Instagram, TikTok, and YouTube, with penalties for non-compliance reaching up to AUD 49.5 million [11] Group 7: Xiaomi's AI Education Clarification - Xiaomi clarified that recent job postings related to AI education were misinterpreted, stating that the roles are focused on enhancing existing products rather than entering the AI education sector [12] Group 8: New Automotive Launch - Lantu Motors has launched its new sedan, the Lantu Chasing Light L, with prices starting at 279,900 yuan, offering various owner service benefits [15] - The vehicle features advanced technology and a hybrid power system, with a focus on performance and user experience [15][17] Group 9: Apple Delivery Service - Apple has introduced a three-hour delivery service in mainland China, allowing for free shipping on certain products, including iPhones and iPads [18][20] - Customers must place orders within specific hours to qualify for the expedited delivery service [20]