A majority of U.S. states on Tuesday are appealing the outcome of a landmark antitrust case against Alphabet's Google, according to court papers. ...

来源：滚动播报 伯恩斯坦将谷歌母公司Alphabet目标价从305美元上调至335美元。 ...

瑞穗将谷歌母公司Alphabet目标价从365美元上调至400美元。 来源：滚动播报 ...

Alphabet (GOOGL, GOOG) is set to report its fourth quarter financial results after the bell on Wednesday amid growing optimism from Wall Street over the Google parent company's AI leadership. Alphabet's stock edged higher by 0.4% during premarket hours on Wednesday ahead of its earnings release. Analysts tracked by Bloomberg expect revenue to climb more than 15% to $111.4 billion and earnings per share to rise to $2.65 from $2.15 in the year-ago period. The projected jump in revenue is expected to be s ...

Google-parent Alphabet is planning to dramatically expand its presence in India, with the possibility of taking millions of square feet in new office space in Bengaluru, India's tech hub, Bloomberg Ne... ...

Core Viewpoint - Waymo will defend its safety record before the U.S. Senate Commerce Committee following investigations into an incident where a vehicle struck a child [1] Group 1 - Waymo is a self-driving company that is facing scrutiny from federal agencies regarding its safety protocols [1] - The incident involving a child being struck by a Waymo vehicle has prompted investigations, highlighting concerns over the safety of autonomous vehicles [1] - The upcoming Senate hearing represents a critical moment for Waymo to address these safety concerns and reinforce its commitment to public safety [1]

Core Viewpoint - Uber is expected to report strong earnings with an adjusted EPS of 79 cents and revenue exceeding $14 billion, reflecting a 20% growth in topline and 17% EBITDA margins [1][2][3] Financial Performance - Analysts anticipate Uber's revenue growth to be around 20% with EBITDA margins at 17% [2][3] - The stock has seen a 16% increase over the past 12 months, although it is currently trading lower by about 3% ahead of earnings [1][2] Competitive Landscape - The emergence of autonomous vehicles, particularly from competitors like Waymo and Tesla, poses significant challenges to Uber's business model [3][4][5] - The industry is expected to shift from a fragmented supply base to a more concentrated one, which could negatively impact Uber's take rate [5][6] Market Position - Uber is better positioned than Lyft due to its global presence and diversified revenue streams, with 50% of gross bookings coming from its delivery business [10][11] - Lyft is primarily a US-based business and is more exposed to the risks associated with the ride-sharing market [10][11] Investment Outlook - The current neutral rating on Uber reflects concerns about long-term impacts from competition and market concentration, with a price target set at $78 [6][7] - Short-term dynamics remain positive as long as economic conditions are favorable, but there are concerns about terminal value risks [8][9]

Alphabet's stock has rallied 80% in the last six months on AI enthusiasm. Here's how the Google parent can keep the momentum going. ...

Core Insights - The Trump administration has launched Project Vault, a $12 billion public-private partnership aimed at reducing U.S. dependence on Chinese mineral supply chains [1][2] - The U.S. Export-Import Bank has approved a direct loan of up to $10 billion for Project Vault, with additional funding of nearly $2 billion from major companies [2][3] - The initiative is seen as a significant step towards securing the supply chain for critical minerals and rare earths, effectively de-risking the market for private sector investors [4][5] Group 1 - Project Vault aims to insulate the U.S. economy from global resource volatility through a substantial financial commitment [1][2] - The partnership includes major companies like General Motors, Boeing, and Google, indicating strong industry support [2][3] - The initiative is expected to create a stable demand for domestic rare earth materials, enhancing supply chain security [4][5] Group 2 - The funding from the government is viewed as a "White House put" for the rare earth sector, providing a safety net for investors [4] - The collaboration between public and private sectors is designed to leverage America's robust capital markets for long-term financial commitments [3] - The establishment of a reserve is crucial for American manufacturers to ensure access to materials even in the face of potential export restrictions from China [4][5]

Group 1: SpaceX and XAI Merger - SpaceX is merging with Elon Musk's AI startup XAI, creating a combined entity valued at $1.25 trillion [7][8]. - The merger aims to develop a space-based communications platform, requiring the launch of a million satellites into orbit [7]. - The integration of SpaceX and XAI is expected to enhance operational efficiency, particularly in building data centers in space [10][13]. Group 2: IPO Outlook - There is a high probability (72%) that SpaceX will go public before OpenAI, with expectations for a potential IPO by June [18][19]. - The IPO market is anticipated to be robust this year, driven by favorable economic conditions and a pro-business administration [87][90]. - Companies are increasingly willing to take risks on IPOs, reflecting a shift in market sentiment towards a more stable environment [91][96]. Group 3: Palantir's Performance - Palantir's stock has seen significant growth, with a recent increase in revenue growth rates from 50% to 70% [33][34]. - The company is capitalizing on opportunities in the U.S. commercial sector, which grew by 137% [35]. - Palantir's unique capabilities in data organization and deployment are contributing to its success in the AI era [37][42]. Group 4: PayPal's Leadership Change - PayPal's shares fell sharply after announcing a leadership change, with Enrique Lores taking over as CEO [57][58]. - The company reported a decline in branded checkout growth, which dropped to 1% from 6% year-over-year [58]. - PayPal's total payment volume for the quarter was $475 billion, indicating its scale in the fintech sector [62]. Group 5: Market Trends and Analyst Insights - Analysts are observing a mixed performance in large-cap technology stocks, with Nvidia and Microsoft facing pressure [4][5]. - Walmart has joined the trillion-dollar market cap club, reflecting strong performance under new leadership [5][6]. - The software sector is expected to continue growing, with good companies likely to outperform in the AI-driven market [40][45].