Key Points Investors have been increasingly worried about how AI-powered browsers and search engines could impact Alphabet's largest revenue stream. The search business is inherently different now with the advent of conversational chatbots. Google has innovated as well, with AI overviews and its own AI Mode. 10 stocks we like better than Alphabet › Despite a strong day in the broader market, shares of Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) traded roughly 2.8% lower as of 12:59 p.m. ET today. The ...

Core Insights - The announcement of OpenAI's ChatGPT Atlas web browser has raised concerns for Google, as it introduces new competition in the AI-driven search space [1][3][4] - Google's stock has seen a significant increase of approximately 30% in 2025, but it recently fell about 3% to $248.92, remaining below its all-time high of $256 [1][5] - The impact of generative AI on Google's search advertising revenue is a critical issue for investors, as the company adapts its search results to compete with AI technologies [3][5] Company Developments - OpenAI's ChatGPT Atlas will initially be available on macOS, with plans to expand to Windows, iOS, and Android [2] - Google has integrated its new Gemini AI model into the Chrome browser, allowing users to access AI features directly [4] - Google began deploying AI Overviews in mid-2024, which may affect the growth of its search ad revenue [5] Market Performance - Alphabet's stock currently holds a Relative Strength Rating of 90 out of a possible 99, indicating strong performance [6] - The Accumulation/Distribution Rating for Google stock is B+, suggesting moderate institutional buying activity [7] - The IBD Composite Rating for Alphabet is 98 out of 99, reflecting its strong fundamental and technical metrics [7]

Market Overview - The markets are currently perceived as constructive, with good earnings reported despite a lack of economic data, and expectations for rate cuts in an accelerating economy [2][3] - The S&P 500 equal weight index is being monitored to maintain key support levels, particularly the previous high [2][3] PG&E - PG&E is undergoing a transformation from post-bankruptcy recovery into a high-quality growth utility, driven by California's clean energy mandates and a favorable rate structure [4][5] - The company is expected to achieve approximately $13 billion annually in investments, supporting a projected 9% annual earnings growth [5] - Since its bankruptcy, PG&E's stock has increased by about 60%, indicating a positive technical setup with a bullish crossover of moving averages [6][5] Bank of New York Mellon - The selection of Bank of New York Mellon is influenced by the AI narrative and the broader trend of tokenization and digital assets [14][15] - The bank is expected to benefit from structural growth and efficiency gains, with a return on tangible common equity (ROCE) at 25.9% year-to-date, indicating strong profitability [16][17] - The stock is trading at under 15 times forward earnings, with an anticipated long-term earnings per share growth of about 10% [17][18] Alphabet - Alphabet is positioned strongly within the AI sector, with expectations for continued growth in search execution and cloud services, especially as it approaches its earnings report on October 29 [25][26] - The company is expected to report strong ad growth, although any miss could negatively impact sentiment, presenting a potential buying opportunity [27][28] - Technical analysis shows Alphabet trading near key support levels, with a focus on maintaining momentum as it approaches its earnings report [30][32]

Shares of Google have taken a hit in air pocket here, down 4% in a very constructive tape. Our Mackenzie Sagalos has details. Hey Mac. >> Hey Carl.So those shares dropping more than 4% after opening. I announced a live stream event coming later today that many believe will unveil a new agentic web browser. A bold move that could challenge Google's long-held dominance in search and its Chrome browser.investors already reacting amid growing concern that Sam Alman is advancing exactly the kind of browser agent ...

Corporate Performance - Coca-Cola reported a 5% year-over-year revenue increase, with earnings per share (EPS) climbing to $0.75, surpassing analyst expectations, leading to a nearly 3% jump in its shares [2][21] - 3M's third-quarter sales reached $6.52 billion, up 3.5% from the prior year, with an adjusted EPS of $2.19, beating estimates, and the company raised its full-year earnings forecast to $7.95–$8.05 per share, resulting in a 2.3% increase in its stock [3][22] - General Motors' stock surged 11.2% after raising its full-year guidance, citing improved supply chain conditions and a favorable tariff outlook [4][29] Market Sentiment - The US stock market displayed resilience, with major indices reacting positively to strong earnings and forward guidance, despite ongoing economic uncertainty [8][12] - Analysts emphasize that earnings this week will be critical in shaping market sentiment for the final quarter of 2025, particularly in tech, consumer staples, and industrial sectors [7][41] - Investors are closely monitoring upcoming earnings reports from major companies like Tesla, Amazon, and Netflix, positioning portfolios based on margins and sector strength [9][40] Economic Indicators - Treasury yields remain below 4%, providing a supportive backdrop for equities, while inflation data continues to influence expectations around interest rates [5][30] - Analysts are particularly interested in companies that can maintain profit margins and deliver clear forward guidance, as these factors are attracting investor attention [27][36]

谷歌母公司Alphabet下跌4.8%，为5月7日以来最大盘中跌幅。 来源：滚动播报 ...

Market Overview - The Dow Jones Industrial Average rose 0.1% to 46,757.20, while the S&P 500 slipped 0.1% to 6,731.14 and the Nasdaq Composite declined 0.3% to 22,933.67 [2][4] - Tech giants, including Alphabet, saw a decline, with Alphabet dropping 1.3% from its record high, becoming the heaviest drag on the S&P 500 [3][4] Company Performance - General Motors (GM) surged 10.2% after reporting quarterly results that surpassed analyst expectations and raised its full-year financial forecasts [2][4] - CEO Mary Barra indicated that GM is taking steps to curb losses in its electric vehicle business by 2026, acknowledging slower-than-expected EV adoption [2][4] - Halliburton and Danaher both climbed over 8% after reporting stronger-than-expected profits [2][4] - Coca-Cola rose 3.4% and GE Aerospace advanced 4.2% on positive earnings reports [2][4] - Warner Bros. Discovery shares jumped 10.6% as the company considers a sale of all or part of its business due to unsolicited interest [2][4] Market Sentiment - Analyst Patrick O'Hare noted that earnings news for the September quarter continues to be better than expected, with generally reassuring guidance [3][4] - CFRA Research's Sam Stovall highlighted investor concerns regarding stretched valuations amid strong year-to-date gains [5] International Markets - Markets in Europe and Asia were broadly higher, with Japan's Nikkei 225 rising 0.3% and Shanghai gaining 1.4% [5] - Hong Kong rose 0.7% amid hopes for a meeting between President Donald Trump and Chinese President Xi Jinping to ease trade tensions [5] Bond Market - The yield on the 10-year Treasury fell to 3.95% from 4.00% [5]

Core Insights - Alphabet (GOOGL) stock has experienced a significant upward trend, achieving a cumulative return of 8% over six consecutive days, adding approximately $242 billion to its market capitalization, which now stands at about $3.1 trillion [2][3] - The stock's year-to-date performance shows a 36.0% increase compared to the end of 2024, significantly outperforming the S&P 500, which has returned 14.5% during the same period [3] Investment Considerations - The recent rally raises questions for investors regarding whether GOOGL remains a buy or if it is prudent to lock in recent gains, given the company's diverse product offerings [4] - Despite the attractive performance, GOOGL stock is considered relatively expensive, and there are risks associated with investing in a single stock, suggesting a diversified investment approach may be more beneficial [5][8] Market Trends - The current momentum in GOOGL stock may indicate growing investor confidence, as multi-day winning streaks can lead to follow-on buying [6] - There are currently 69 S&P 500 constituents with three or more consecutive days of gains, indicating a broader trend in the market [7]

Why zkML? Because @googlecloud just launched Gemini Enterprise, which brings deep AI + agents into corporate workflows at scale.It connects to your data, orchestrates agents, automates processes — all behind the scenes.But when AI is doing your business logic, how do you verify it did exactly what it promised? ...

Investment Rating - The report maintains a "Recommended" rating for the computer industry [1] Core Insights - The cloud computing industry is transitioning towards intelligence, with a significant re-evaluation of industry space driven by AI [5][16] - The global IaaS market is expected to grow significantly, with projections indicating that the domestic IaaS market will approach 800 billion yuan by 2029 [19][21] - Major cloud providers are experiencing high growth in AI-related revenues, which is driving increased capital expenditures [25][51] Summary by Sections Overview of Cloud Computing - The cloud computing industry has evolved through various stages, with the current phase being characterized by the integration of AI, particularly following the rise of large models like ChatGPT in 2023 [16][19] - The global top four cloud providers are seeing rapid growth in AI business revenues, with orders continuing to rise [5][51] IaaS Market Dynamics - The IaaS model provides essential IT resources such as computing, storage, and networking, allowing users to pay based on actual resource usage [10][12] - The domestic IaaS market is projected to reach 4,355.2 billion yuan in 2025, with a year-on-year growth of 17.1% [19][21] Competitive Landscape - The global IaaS market remains highly concentrated, with the top four players (Amazon, Microsoft, Google, and Alibaba) holding a significant market share [22][24] - The competition among these giants is intensifying as they invest heavily in AI infrastructure and capabilities [24][25] Growth Drivers - The demand for AI IaaS is reshaping the cloud computing landscape, with a shift from traditional resource scaling to intelligent capabilities [48][56] - The focus is shifting towards application layers such as AI PaaS and MaaS, driven by the increasing need for AI applications [66] Future Outlook - The report anticipates that the inference market will become a new growth driver, with commercial opportunities moving towards application layers [57][65] - The evolution of large models towards enhanced reasoning and multi-modal capabilities is expected to unlock new application demands [60][61]