The U.S. Department of Justice filed an appeal on Tuesday in response to a ruling that did not mandate Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary Google to sell off its Chrome browser or terminate its profitable agreement with Apple Inc. (NASDAQ:AAPL) as the default search engine on new devices.In a post on X on late Tuesday, the DOJ Antitrust Division announced, "Today, the DOJ Antitrust Division filed notice that it will cross-appeal from the remedies decisions in its case against Google's unla ...

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts initially expected an 8.3% increase in earnings per share, which was revised up due to strong performance from tech companies, following a 13.6% growth rate in the previous quarter [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating continued investor interest in diverse sectors [5]

Group 1 - Nittobo plans to launch next-generation T-type glass fiber cloth for AI chips by 2028, reducing the thermal expansion coefficient from 2.8 ppm to 2.0 ppm, a decrease of approximately 30% [1] - T-type glass fiber cloth is widely used in integrated circuit substrates and advanced packaging substrates, enhancing dimensional stability and supporting large-scale AI packaging [1] - Nittobo holds about 90% market share in the global T-type glass fiber cloth market and is currently evaluating and improving the new glass cloth based on copper-clad laminate samples [1] Group 2 - The demand for glass fiber cloth is driving price increases, with the price of 7628 electronic cloth rising from 4.15 yuan/meter at the end of September 2025 to 4.75 yuan/meter currently, with multiple price hikes occurring [2] - Upstream materials like electronic yarn are also expected to see price increases due to stable supply and structural adjustments, leading to a tight supply of traditional electronic yarn and strong support for high-end products [2] - Companies like International Composites and Honghe Technology are expected to report significant profit increases due to rising glass fiber product prices, with International Composites projecting a net profit of up to 350 million yuan in 2025 [2] Group 3 - AI servers require higher performance in signal transmission rates and data loss, driving the demand for low dielectric constant electronic cloth, which is a core material for high-frequency and high-speed copper-clad laminates [3] - The supply of low thermal expansion coefficient electronic cloth is expected to remain tight in 2026, with potential for further price increases [3] - The shortage of high-end electronic cloth is anticipated to accelerate the domestic substitution process in the industry, presenting a golden development period for domestic electronic cloth manufacturers [3]

The United States Department of Justice (DOJ) and a coalition of states have filed an appeal against the remedies imposed on Alphabet’s Google following a major antitrust trial regarding its dominance in online search, reported Reuters. Court papers submitted on Tuesday confirm that the government and most states seek to challenge the outcome of a federal court decision that found Google held a monopoly but rejected requests for more severe measures. In 2024, Judge Amit Mehta ruled that Google illegally ...

Core Viewpoint - A controversial investment made ten years ago is evolving into one of the most profitable bets in Silicon Valley's history, particularly for Google, which stands to gain significantly from its stake in SpaceX following the acquisition of AI company xAI [2][3][4]. Investment Overview - Google holds approximately 7.4% of SpaceX, with an initial investment of $900 million now potentially valued at $111 billion, representing a return of over 120 times [6][10]. - The investment was made in January 2015 when SpaceX was valued at only $12 billion, and the company faced skepticism regarding its technology and financial viability [7][8]. Growth Trajectory - SpaceX's valuation has skyrocketed from $36 billion in 2020 to a projected $1.5 trillion by the time of its IPO, significantly increasing the value of Google's investment [9]. - Google's financial reports have already reflected an $8 billion gain from the revaluation of its SpaceX stake, which constituted 25% of its net profit in the first quarter [10]. Future Considerations - There is speculation about the potential separate IPO of SpaceX's Starlink division, which could allow investors to benefit from its profitability without the financial burden of SpaceX's Mars colonization plans [11][12][13]. - Regardless of the eventual listing format, Google's investment in SpaceX is poised to be one of the most successful venture capital investments in history [14].

Cathie Wood's Ark Investment has been steadily adding to its position in Alphabet (GOOG) ahead of the company’s earnings report later today. In trades dated Feb. 3, ARK Autonomous Technology & Robotics ETF (ARKQ) purchased 11,168 shares of Alphabet, while ARK ...

Core Viewpoint - European countries are increasingly considering bans on social media services for minors, which could significantly impact major US tech companies and their advertising revenues [1][2]. Group 1: Policy Developments - The initial policy was implemented in Australia and includes major platforms like Meta's Instagram and Facebook, Snap, X (formerly Twitter), TikTok, and YouTube [2]. - Spain has recently proposed a ban, with Prime Minister Pedro Sánchez criticizing social media as a "failed state" and calling for action against powerful tech companies [4]. - Other European countries, including France, the UK, Portugal, Denmark, Greece, and the Netherlands, are also contemplating similar restrictions [4]. Group 2: Industry Impact - The potential bans threaten to cut off access to millions of young users, which is critical for advertising revenue for these platforms [2][11]. - Europe is a significant market for tech firms, with revenue growth in the region outpacing that in the US for companies like Snap and Meta [11]. - The platforms face litigation in the US over accusations that their products are harmful to young people, further complicating their position in Europe [10]. Group 3: Enforcement Challenges - Implementing age restrictions poses challenges, including the risk of driving users to less legitimate services and concerns over data privacy when verifying age [12][13]. - France's recent law banning social media for children under 15 is moving to the senate for adoption, but enforcement has been problematic in the past [14][15]. - The UK is also exploring various measures, including age restrictions and design changes to combat addiction, with a decision expected in the summer [16].

U.S. stock futures were fluctuating on Wednesday following Tuesday’s negative close. Futures of major benchmark indices were mixed.President Donald Trump signed a funding deal to end the four-day partial government shutdown, though the brief closure has already triggered delays for critical economic indicators. Meanwhile, the 10-year Treasury bond yielded 4.27%, and the two-year bond was at 3.58%. The CME Group's FedWatch tool‘s projections show markets pricing a 91.1% likelihood of the Federal Reserve leav ...

过去一年中，美国科技大厂在印度的员工总数增长16%。 随着美国政府收紧签证政策，硅谷大厂正扩大在印度的招聘规模。 根据人力资源公司Xpheno Pvt的数据，过去一年中，美国科技大厂脸书、亚马逊、苹果、微软、奈飞和 谷歌在印度的员工总数增长16%，这是三年以来最大的增幅。 "净员工数增长得益于招聘活动的回归。"印度一家咨询公司的联合创始人卡伦斯（Kamal Karanth）分 析称，美国移民政策的变化，比如近期的H-1B签证费用调整，促使科技公司重新审视他们在印度的人 才招聘计划。 印度籍的科技行业从业者多持H-1B签证在美工作，但根据最新规定，若雇主在2025年9月21日之后为身 处境外的员工新申请H-1B签证，需要额外缴纳10万美元申请费，此前这一费用约为几千美元。 人才和市场 据开源社区GitHub去年发布的报告，到2030年，预计印度将新增超过3560万名开发者，以总数5750万超 越美国，成为全球开发者数量最多的国家。 除了开发者人才库外，印度亦作为增量市场被科技公司看中。据印度互联网与移动协会（IAMAI）1月 末发布的报告，印度目前拥有9.58亿活跃互联网用户，同比增长8%，其中超60%消费短视 ...

报告显示，摩根士丹利采用修正后的折旧模型，针对在建工程余额上升带来的偏差进行调整，估算微 软、甲骨文、Meta以及Alphabet四家公司未来四年累计折旧费用或将超过6800亿美元。该行同时指出， 传统预测方法因未充分考虑资本支出与资产投用之间的时滞，可能低估未来资产折旧幅度。 曾成功预测2008年金融危机的伯里，在去年年末也发出类似警告。他指出，科技巨头通过延长资产有效 使用寿命压低折旧费用，人为抬高收益水平，预计2026年至2028年期间，大型科技公司将因此虚增1760 亿美元利润。他特别提及，到2028年甲骨文利润或被夸大26.9%，Meta利润或被夸大20.8%。伯里称科 技巨头在会计处理上使用"把戏"，将原本仅2至3年产品周期的英伟达芯片和服务器等计算设备的折旧周 期延长至6年。 大型科技公司的资本支出持续走高，或将推动未来数年折旧费用大幅攀升。摩根士丹利表示，这一趋势 尚未完全体现在市场普遍预期中，同时也引发知名做空投资人迈克尔·伯里的关注。 美银分析师Justin Post此前发布报告提到，华尔街对折旧费用增长速度反应较为迟钝。随着谷歌、Meta 和亚马逊2024年至2025年资本支出大幅增长， ...