A core pillar of our investment case in Google-owner Alphabet materialized Monday. Fellow Club name Apple selected Google's AI model, Gemini, to power the artificial intelligence features across Siri and other key products later this year. The multi-year partnership to integrate Gemini into Apple's foundation models, confirmed in an Apple statement obtained by Jim Cramer, represents a significant validation of Google's AI capabilities. "Gemini is the winner," Jim said Monday on " Squawk on the Street ," add ...

Financial Milestone - Alphabet reached a $4 trillion valuation for the first time, surpassing Apple to become the second-most valuable company in the world [1] - Alphabet is the fourth company to achieve this milestone, following Nvidia, Microsoft, and Apple [1] AI Partnership - Apple selected Google's Gemini AI model to enhance its digital assistant Siri, which is pre-installed on every iPhone, although the financial details of the deal were not disclosed [2] - Apple stated that Google's technology provides the most capable foundation for its AI models [2] Stock Performance - Alphabet's stock surged approximately 65% in 2025, outperforming its peers in the "Magnificent Seven" group of elite stocks [3] - Despite concerns of a stock market bubble, investor enthusiasm for AI investments remains strong [3] Product Launches - Alphabet has addressed investor concerns regarding its AI strategy through high-profile product launches, including the Gemini AI model and the Nano Banana image generator [4] - OpenAI's latest model, GPT-5, did not meet expectations, allowing Alphabet to gain a competitive edge [4] Cloud Business Growth - Google Cloud's revenue increased by 34% in the third quarter, with a backlog of non-recognized sales contracts reaching $155 billion [5] - The cloud unit's growth has been bolstered by renting out self-developed AI chips previously reserved for internal use [5] Advertising Business Stability - Google's advertising business, primarily driven by Google Search and YouTube, has remained stable despite economic uncertainties and competition [6] - The company is currently navigating two significant US antitrust lawsuits, with a judge ruling against breaking up the company in the first case [6] Antitrust Legal Challenges - In the second antitrust case, a judge ruled that Google had illegally monopolized the online ad market, with a trial underway to determine remedies, which may include divesting parts of its advertising business [7]

Core Insights - Apple has officially partnered with Google to enhance AI features, particularly for Siri, leveraging Google's technology as the foundation for Apple Foundation Models [1][2] - The partnership is expected to cost Apple around $1 billion for access to Google's AI technology, following evaluations of competitors like OpenAI and Anthropic [2][3] - This multi-year agreement will utilize Google's Gemini models and cloud technology, although it is not exclusive, allowing Apple to maintain its focus on vertical integration [3] AI Development and Strategy - Apple has faced criticism for its AI efforts, especially with Siri lagging behind competitors, but has been developing its own foundational models, including Apple Intelligence, which integrates AI into existing OS functions [4] - The company has delayed the launch of a more personalized Siri, with an upgrade expected to be released in spring 2025 [5] Legal and Market Context - The partnership occurs amid ongoing antitrust lawsuits against Google, which have highlighted its relationship with Apple, particularly regarding payments made to secure default search placements on Apple devices [8] - Between 2021 and 2022, Google paid Apple approximately $38 billion for these default search agreements [8]

Group 1 - Apple has a year-to-date (YTD) loss of nearly 5%, underperforming the average S&P 500 Index, similar to last year's gain of only 8% [1] - Alphabet has surpassed Apple to become the world's second-biggest company after Nvidia, indicating a shift in market valuation [2] - Apple was the world's most valuable company until 2024, when it was surpassed by Nvidia and Microsoft, reflecting changes in market dynamics [3] Group 2 - The change in market leadership is attributed to the valuation of artificial intelligence (AI) plays, with Nvidia being the most valuable due to its foundational role in AI infrastructure [4] - Alphabet has improved its AI capabilities with the introduction of Gemini and increased demand for its Tensor Processing Units (TPUs) from third parties, including a significant deal with Anthropic [5]

Group 1 - Alphabet Inc. is recognized as one of the top software infrastructure stocks to buy, with Jefferies reaffirming a Buy rating and raising the price target from $320 to $365 [1] - Jefferies highlights Alphabet's "unrivaled data moat" and its ability to maintain Gemini's dominant position, supported by a broad product ecosystem with seven platforms each having over 2 billion monthly active users [2] - The firm anticipates net revenue growth to moderate to around 13% in 2026, following two years of approximately 15% growth, while operating margins are projected to expand by about 140 basis points to around 39% [3] Group 2 - Jefferies believes that despite Alphabet's 2026 EV/EBITDA valuation of 17.6x being near a 15-year peak, strong earnings growth justifies a higher valuation, with potential multiples expanding toward pre-global financial crisis levels in a bull case scenario [4] - Alphabet Inc. is the parent company of Google and is a leader in internet-related services and products, including online advertising technologies, search engines, cloud computing, software, and hardware [5]

Apple and Alphabet have reached a deal for Google's Gemini to power Siri's artificial intelligence capabilities. The companies said these models would help power future Apple Intelligence features, including a more personalized Siri coming this year. "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," Apple and Google wrote in a statement. ...

Group 1 - The core viewpoint of the article highlights a significant surge in Chinese assets, particularly in the context of U.S. markets, where Chinese concept stocks experienced substantial gains [2][3]. - On January 12, after the U.S. market opened, the Chinese concept stock index expanded its gains to 4%, with Zhihu rising nearly 20% and Alibaba increasing over 10% [3]. - In the Hong Kong night market, the Hang Seng Index futures rose over 1%, and the Hang Seng Tech Index futures increased nearly 2% [5]. Group 2 - The article discusses the volatility in the U.S. stock market, where the three major indices showed mixed performance [5]. - Google briefly saw its market capitalization surpass $4 trillion, with news of a collaboration with Apple to enhance AI functionalities for products like Siri [6]. - The article notes a significant rise in precious metals, with silver prices soaring nearly 7% and gold prices increasing over 2%, driven by concerns over the independence of the Federal Reserve amid political pressures [8].

Core Insights - Alphabet has entered into a multi-year agreement with Apple to utilize Google's Gemini models for the next generation of Apple's AI models [1] Company Summary - Alphabet will provide its Gemini AI models as the foundation for Apple's upcoming AI initiatives [1] Industry Implications - This partnership signifies a strategic collaboration between two major tech companies, potentially enhancing the capabilities of AI in consumer technology [1]

Alphabet股价今年以来上涨4.8%，该公司股价在2025年累计涨幅超过65%，成为美股七巨头中表现最佳 的股票。 责任编辑：李桐 Alphabet周一市值突破4万亿美元，成为为数不多达到这一门槛的公司之一。投资者愈发将这家谷歌母 公司视为人工智能热潮中的最大赢家之一。 该股盘中一度上涨1.7%，至334.04美元，对应市值达到4万亿美元。Alphabet近期市值超越苹果，成为仅 次于英伟达的全球第二大公司。只有英伟达、苹果和微软的市值曾突破过4万亿美元，其中英伟达仍是 唯一一家市值曾站上5万亿美元的公司。 周一的涨势时逢苹果宣布选择Gemini为语音助手Siri提供人工智能支持。此前，苹果计划每年向谷歌支 付约10亿美元以使用该技术。 Alphabet周一市值突破4万亿美元，成为为数不多达到这一门槛的公司之一。投资者愈发将这家谷歌母 公司视为人工智能热潮中的最大赢家之一。 该股盘中一度上涨1.7%，至334.04美元，对应市值达到4万亿美元。Alphabet近期市值超越苹果，成为仅 次于英伟达的全球第二大公司。只有英伟达、苹果和微软的市值曾突破过4万亿美元，其中英伟达仍是 唯一一家市值曾站上5万亿美元的 ...

有报道称， 苹果公司选中谷歌的Gemini来运行今年即将推出的人工智能Siri系统。 报道发出后， 谷歌涨幅一度扩大至1%，再创历史新高 ， 总市值重新突破4万亿美元。 | Us 谷歌-A | 17 Q | | --- | --- | | GOOGL | | | ２２０ ７００ 今井 325.720 最高 334.040 最低 325.000 | | | 0.34% 1.130 换手 0.18% 息量 1074万股 金额 35.29亿 | | | 昨收 328.570 总值⊙ 3.98万亿 市盈™ 32.02 | 电子 | | 相关ETF 纳斯达克100ETF -0.20% | 市值占比 3.75% > | | 盘前 325.780 -2.790 -0.85% | 09:30 美东 √ | | ◀》年报预披露：于2026-02-03披露2025财年年报... ○× | | | 分时 五日 日K 周K 月K | 由名▼ | | 均价:328.704 最新:329.700 1.130 0.34% | | | 333.570 | 1.52% 卖1 329.730 115 | | 29 | 329.680 | | 分 ...