Group 1 - The core point of the article is that Alphabet's market capitalization has surpassed $4 trillion for the first time, joining a select group of companies that have reached this milestone [1] - Alphabet's stock price closed at $331.86, with a 1% increase attributed to a significant partnership with Apple in the artificial intelligence sector [1] - The collaboration will utilize Google's Gemini model and cloud technology to enhance future Apple Intelligence features, including a more personalized Siri voice assistant [1] Group 2 - Over the past 12 months, Alphabet's stock has experienced significant volatility, hitting a 52-week low of $144.7 due to various market pressures, including geopolitical events and antitrust concerns [2] - Investor confidence has gradually recovered as antitrust rulings were less severe than expected, and research indicated strong performance in Alphabet's AI models [2] - As a result, Alphabet's stock rebounded with a cumulative increase of 66% for the year 2025 [2]

Group 1 - The White House emphasizes that diplomacy is the "preferred" approach for the U.S. in response to the situation with Iran, although military options remain on the table if necessary [4][6] - President Trump stated that Iran has reached out to U.S. officials to propose negotiations, with meetings being arranged [6] Group 2 - Key Republican figures criticize the investigation into Federal Reserve Chairman Powell, with Treasury Secretary Mnuchin reportedly warning Trump about potential market impacts [8] - Senator Thom Tillis vowed to oppose any Federal Reserve nominees from Trump until the investigation is resolved [8] Group 3 - Google’s Gemini will provide technical support for Apple’s AI features, including Siri, with reports suggesting Apple may pay around $1 billion for this technology [10] - This partnership confirms previous reports of collaboration between Apple and Google [10] Group 4 - Alphabet's market capitalization has officially surpassed $4 trillion, making it the fourth company globally to reach this milestone [12] - The stock price of Alphabet rose by 1% following the announcement of the partnership with Apple [12] Group 5 - Major bond investment firms warn that Trump's pressure on the Federal Reserve could threaten its credibility in combating inflation, potentially leading to higher interest rates [14] - Concerns are raised that the instability caused by the Fed's independence being challenged could increase costs for mortgages and corporate loans [14] Group 6 - JPMorgan no longer expects the Federal Reserve to cut interest rates this year and predicts a rate hike in 2027 based on recent employment data [16] - The employment report for December showed a decrease in the unemployment rate from 4.5% to 4.4%, alleviating concerns about a labor market slowdown [17]

Core Insights - U.S. equity markets showed resilience with major indexes reaching new record closing highs, driven by positive corporate news and the upcoming fourth-quarter earnings season [1][12] Major Market Indexes Performance - All three major U.S. stock indexes finished positively, with the Nasdaq Composite up 0.3%, S&P 500 up 0.2%, and Dow Jones Industrial Average also up 0.2%, marking new record closes [2] - The S&P 500's performance followed a strong previous week, supported by a softer-than-expected December jobs report, which indicated a modest addition of 50,000 jobs and a decrease in the unemployment rate to 4.4% [2] Upcoming Market Events - The fourth-quarter earnings season is set to begin, with major U.S. banks like JPMorgan Chase, Wells Fargo, Citigroup, Bank of America, Goldman Sachs, and Morgan Stanley reporting results [3] - Analysts expect an 8.3% year-over-year earnings growth for S&P 500 companies in the December quarter, which would mark the tenth consecutive quarter of positive earnings gains if achieved [3] Economic Data Releases - The December Consumer Price Index (CPI) report is anticipated, with estimates predicting a 0.3% month-over-month gain, keeping annual inflation around 2.7% [4] - Additional reports on the Producer Price Index (PPI) and retail sales for November and December are scheduled, which will provide insights into pricing pressures and consumer activity [4] Major Stock News and Developments - Alphabet reached a $4 trillion market capitalization, with shares rising 1% after Apple selected Google's Gemini for its AI initiatives [5] - Walmart's shares increased by 3% following its announcement to join the Nasdaq 100 index and a partnership with Google's Gemini AI [6] - Intel Corporation's shares surged 10.8% after positive remarks from President Trump regarding a meeting with its CEO [8] - General Motors announced $7.1 billion in special charges for the fourth quarter, leading to a slight dip of 0.3% in its stock [9] Smaller Cap Stocks Movements - ANI Pharmaceuticals rose over 8% on a strong revenue forecast for 2026, while Dexcom gained over 5% on robust preliminary revenue [10] - Akamai Technologies and Amphenol both saw increases of over 4% following analyst upgrades [10]

Core Insights - Wayfair Inc. is a foundational partner in developing Google's Universal Commerce Protocol (UCP), aimed at enhancing interactions between AI agents and retail platforms [1][4] - The company is investing in AI-powered discovery across its app and external platforms to improve customer shopping experiences [2] Group 1: Universal Commerce Protocol (UCP) - UCP will enable a new checkout experience on Google product listings, allowing customers to complete purchases directly from Wayfair while researching on Google [3] - Wayfair will maintain its role as the merchant of record, ensuring consistent pricing, fulfillment, and customer support during these transactions [3] Group 2: Technology and Customer Experience - Wayfair is focused on creating a confident online shopping experience for customers, with millions of products available across various styles and price points [2] - The company is piloting its Muse tool and launching a Discover tab in its app to enhance product discovery and personalization for users [2]

沃尔玛（WMT）股价周一尾盘上涨3.5%，此前该公司与谷歌达成AI合作。谷歌周一宣布将与沃尔玛公 司等大型零售商合作，扩展其"双子座"人工智能（AI）模型的购物功能，推动双子座应用从"智能助 手"升级为可直接完成交易的"虚拟商家"。 来源：环球市场播报 ...

Core Viewpoint - Apple is facing increasing scrutiny regarding its artificial intelligence plans as other major tech companies invest significantly in the technology [1] Group 1 - Other big tech companies are investing tens of billions in artificial intelligence [1]

Alphabet's (GOOGL) decision to embed its cutting-edge Gemini AI directly into Gmail marks a significant inflection point in the company’s broader artificial intelligence (AI) strategy, and it could have meaningful implications for GOOGL stock. This month, Google began rolling out a host of AI-powered features in Gmail, from automatic conversation summaries and natural-language AI Overviews to context-aware drafting tools and an intelligent AI Inbox that highlights priority messages and actionable items. ...

Core Insights - Apple has selected Google's Gemini to enhance Siri, with the new version expected to launch later this year, marking a significant partnership between the two tech giants [1][2] - Apple will reportedly pay Google $1 billion annually for the use of Gemini, which has been noted for its strong performance compared to OpenAI's ChatGPT [1][4] - The collaboration aims to provide innovative experiences for Apple users while maintaining Apple's privacy standards, as Siri will continue to operate on Apple devices and Private Cloud Compute [2] Company Strategies - Apple has been lagging in the AI sector and opted to collaborate with Google rather than developing its own foundational models, which have faced challenges [4] - The partnership with Google is seen as a strategic move to improve Siri's capabilities, which have not met expectations in the past [4] - The financial relationship between Apple and Google is further solidified, as Google previously paid Apple $20 billion in 2022 to keep Google Search as the default on Apple devices, indicating a flow of funds back to Google for Siri's enhancement [5]

Google parent company Alphabet’s market capitalization reached $4 trillion Monday (Jan. 12), driven by its recent successes in artificial intelligence (AI).By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The compan ...

In a historic pivot, Apple confirmed today that it is turning to its long-time rival, Google, to rescue its stalled artificial intelligence ambitions. Under a new multi-year agreement, Apple’s "next generation" of AI models that underpin its ecosystem will be built on Google’s Gemini. “After careful evaluation, Apple determined that Google's AI technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users,” A ...