Core Insights - The February earnings season has revealed buying opportunities for investors as several companies have delivered strong results, particularly Alphabet and Advanced Micro Devices [1][2]. Alphabet (NASDAQ: GOOGL) - Alphabet reported Q4 2025 revenue of approximately $113.8 billion, reflecting an 18% year-over-year growth, with earnings per share at about $2.82, exceeding market expectations [3]. - For the full year, Alphabet's revenue surpassed $400 billion for the first time, showcasing the strength and resilience of its core businesses [3]. - The company's advertising engine remains a key attraction, with search and digital advertising generating substantial cash flow, while Google Cloud showed strong double-digit growth, reinforcing its long-term growth potential [4]. - Alphabet's expanding AI ecosystem, with deeper integration across various services, positions the company to unlock additional revenue streams, supported by strong cash generation and balance-sheet flexibility [5]. - Over the past year, GOOGL shares have increased by more than 70%, trading at $323 [6]. Advanced Micro Devices (NASDAQ: AMD) - AMD reported quarterly revenue of about $10.3 billion, a 34% increase from the previous year, with net income rising to around $1.5 billion and diluted earnings per share at $0.92 [7]. - On a non-GAAP basis, earnings per share reached approximately $1.53, with a non-GAAP gross margin of about 57% [7]. - AMD's growth is driven by its exposure to data center and AI-related workloads, with EPYC server processors and AI accelerators gaining traction among enterprises and cloud providers [8]. - The company's improving profitability and diversified product portfolio reduce reliance on any single market segment, positioning AMD well for sustained investment in AI and cloud computing throughout 2026 [9]. - AMD stock was trading at $208.44, having rallied almost 100% over the past year [9].

Core Viewpoint - Alphabet Inc. (NASDAQ:GOOGL) reported strong earnings with $113.83 billion in revenue, surpassing analyst expectations of $111.43 billion, indicating robust performance in various sectors, particularly AI and cloud computing [2]. Financial Performance - The company achieved $113.83 billion in revenue, exceeding analyst estimates of $111.43 billion [2]. - Analysts have responded positively, with DA Davidson raising the share price target to $310 from $300 while maintaining a Neutral rating, citing growing demand for its cloud computing services [2]. - Cantor Fitzgerald reiterated a $370 share price target and an Overweight rating, emphasizing the company's high capital expenditure and dominance in AI [2]. Analyst Commentary - Jim Cramer expressed strong confidence in Alphabet Inc., suggesting it is a strong investment opportunity and highlighting the impressive performance of its cloud division under Thomas Kurian [2]. - Cramer noted the significant impact of depreciation benefits related to data centers, which enhances the attractiveness of current investments [2].

Let's get to some earnings now because Amazon's fourth quarter results are just hitting the wire. You can see we're dropping initially here a quick 8%. Q4 EPS $1.95%. The street was at a $1.96%. Uh it looks like Q4 net sales I see 213.39% billion. The estimate was 211.49% billion. Uh Q4 AWS net sales XFX up 24%. The estimate was 21%. Just to break that out, it looks like that was 35.58% billion. The street was at 34.88% billion. Q4 operating margins 11.7%. That looks smack in line with what the street was l ...

Alphabet Inc. ( GOOGL ) ( GOOG ) is the quintessential AI company, plain and simple. What does it mean? Google has always built its business with AI in mind, from its integrated chip stack, infusion of AI across itsJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action ...

After the chaos of a software-led sell-off that bled into techs stocks at large and dragged the broader market, here are a few strategies from Wall Street pros that might help you navigate the next meltdown. The tech-heavy Nasdaq Composite was down 2% for the week, despite Friday's comeback. The iShares Expanded Tech-Software Sector ETF is down more the 12% in the same period.But the market rotation is on, and analysts say this week's plunge isn't the end of the bear market. Instead, it is a moment to asse ...

以下文章来源于方伟看十年 ，作者方伟Rey ——查理·芒格 昨天看阿里千问的30亿红包请大家喝奶茶挺热闹的，星球里一位朋友问了一个问题： "AI大模型的发展会对拼多多造成什么样的影响，虽然说商品最终比拼的还是质量+价格，但如果入 口替代了，这部分的广告收入就少了？如果未来都是玩大模型，然后按全网比价买东西，那拼多多的 使用时长大幅下降，也没有短视频什么事，推荐商品的玩法也玩完。" 方伟看十年 . 可移步"方伟看十年的备用号"接受每日文章推送。独立投资人，前互联网创业者，产品经理；所写即所 思，所思即所行 本文来自微信公众号： 方伟看十年 ，作者：方伟Rey "Costco有一点是亚马逊没有的：人们真的信任Costco能提供巨大价值。这就是Costco对亚马逊构成 威胁的原因，因为他们提供价值的声誉比几乎任何人都好，包括亚马逊.....他们疯狂地希望每年为顾 客提供更好服务，其他公司节省成本会转化为利润，而西内加尔（Costco前CEO）会把它让利给顾 客，这几乎是一种宗教义务。" 我其实是个大闲人，每天都在跟各种AI聊天，捣鼓各种AI Agent（智能助手），乐此不疲。 我们评价互联网的成长首要看什么？看带宽 ...

以下文章来源于快鲤鱼 ，作者快鲤鱼 当地时间 2月2日，美国企业家埃隆·马斯克宣布，太空探索技术公司（SpaceX）已完成对人工智能 初创公司xAI的收购。这笔交易被认为是马斯克在"航天+人工智能（AI）"领域推进纵向一体化布局的 重要一步。 SpaceX随后确认了这一交易，并在官网发布了马斯克向公司内部发送的一份备忘录。马斯克在备忘 录中表示："SpaceX已收购xAI，旨在打造地球内外最具雄心、实现纵向一体化的创新引擎。"目 前，马斯克同时担任SpaceX与xAI的最高管理者。（延伸阅读→ 马斯克大动作！8.7万亿，史上最大 独角兽诞生，中国如何突围？ ） 千问App投入30亿开启春节攻势 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 全球AI产业周报 为你精选过去一周（1.31-2.6）最值得关注的AI新闻和 国内外热门AI投融资事件 ，帮助大家及时 了解全球AI市场动向。 本周人工智能热点资讯 SpaceX收购xAI，马斯克整合商业帝国 2月2日，千问App宣布投入30亿启动春节攻势，全面接入淘宝闪购、大麦、飞猪、盒马等阿里生态 业务，该计划将 ...

在开始之前，我想先问大家一个简单的问题： 你们还在苦苦等待《GTA 6》的发售吗？ 我是不清楚大家的想法啦，但小雷真的非常期待它的到来。要知道《GTA 5》发布至今已经过去十三年了，时至今日却依然魅力不减。让人不得不期待，在 漫长的等待后，R星究竟能够端出一款怎样的作品。 不过，虽然现在说出来可能有点泼冷水，但在R星还在为发售日期遮遮掩掩的时候，大洋彼岸的谷歌DeepMind团队却悄悄搞出了一个大动作。如果不出现意 外，这东西可能会彻底改变我们对游戏这两个字的理解。 近日，谷歌在官方博客正式宣布，已向部分用户开放体验Project Genie原型版本，能让用户生成属于自己的可玩游戏世界。 （图源：雷科技） 消息一出，《GTA》开发商R星的母公司Take-Two Interactive股价缩水10%，在线游戏平台Roblox下跌了超过12%，最惨的是游戏引擎制造商Unity下跌了 21%，反而是国内厂商网易、腾讯基本没有受到什么影响。 趁这机会，小雷打算和大伙好好聊聊，这个敢抢《GTA 6》风头的AI到底是何方神圣，它现在的体验究竟到了什么地步，以及在不远的未来，我们的游戏和 虚拟世界到底会变成什么样。 只要一 ...

机器之心编辑部 刚刚，Alphabet 旗下的自动驾驶汽车公司 Waymo，推出了最新世界模型 Waymo World Model，其基于 DeepMind 的 Genie 3 构建，在大规模、超真实自动驾驶仿真 方面树立了全新的行业标杆。 Waymo Driver 避开逆向行驶车辆的仿真演示。该仿真首先重现了真实事件，然后平滑过渡，使用 Waymo World Model 实时高效生成的摄像头图像和激光雷达点云进行模拟。 DeepMind CEO、诺奖得主 Demis Hassabis 也转推分享说这个基于 Genie 3 模拟的用例「超酷」。 Waymo World Model 建立在 Google DeepMind 的通用世界模型 Genie 3 之上，能够生成高度逼真且可交互的 3D 环境，并针对自动驾驶的严格需求进行了专业化适 配。 凭借 Genie 丰富的世界知识，它可以模拟极为罕见的事件 —— 从龙卷风到偶遇大象 —— 这些在现实中几乎无法大规模复现。 同时，模型架构高度可控，工程师可通过简单的语言提示、驾驶输入或场景布局快速调整仿真内容。更重要的是，Waymo World Model 支持生成 ...

Shares of Amazon, which had announced a $200 billion capital expenditure outlay, slid 7% on Friday, while Alphabet lost 3% after the company said on Wednesday that capital spending could double this year. Meta Platforms was down ‌1.3%. Other heavyweight technology ‌companies, however, were trading higher: Nvidia rose 7%, Microsoft gained 1% and Tesla was up 4%. The benchmark S&P 500 added 1.6% while the Nasdaq rose 2% although both indexes are set to ‌finish the week lower. "The market's viewpoint is that ...