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Unity: The Market Is Right, This Is Still A Sell
Seeking Alpha· 2026-02-12 18:59
A few weeks ago, Alphabet ( GOOGL ) ( GOOG ) showed an AI model capable of generating games with just a few prompts, and this made the market more uncertain about some gaming stocks, such as studios like Take-Two Interactive (Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to co ...
Google targeted by EU over online ad price practices unfair to advertisers
Yahoo Finance· 2026-02-12 18:21
By Foo Yun Chee BRUSSELS, Feb 12 (Reuters) - Alphabet unit Google risks another EU antitrust headache as regulators said they are ‌concerned that the U.S. tech giant may be unfairly driving online ‌advertising prices higher, a letter to advertisers seen by Reuters showed. Google, which has been ​fined billions of euros in Europe for antitrust violations in recent years, is the subject of several European Union antitrust investigations. Another could add to tensions with the U.S. government, which says ...
Google Hit by EU Antitrust Probe Over Search Ads Pricing
Yahoo Finance· 2026-02-12 18:14
European Commission Google, the target for billions of euros in European Union antitrust fines, has been hit by a fresh EU probe over concerns it’s illegally rigging the cost of advertising on its search engine. The European Commission suspects the Alphabet Inc. unit is “artificially increasing the clearing price” of ad auctions “to the detriment of advertisers,” according to a copy of a Feb. 9 letter to potentially affected businesses, seen by Bloomberg. Most Read from Bloomberg The Brussels-based re ...
What Does Alphabet’s $31.5 Billion Bond Sale Really Mean for GOOGL Stock Investors?
Yahoo Finance· 2026-02-12 17:12
Alphabet became the second big tech firm to tap the bond market this year, following Oracle’s $25 billion debt issuance a week earlier. The cloud and search giant raised nearly $32 billion in debt in under 24 hours to fund an unprecedented spending plan as it expands AI infrastructure to meet growing demand.Shares of the Google parent have remained largely unchanged since the start of the year, slipping just 1%. GOOGL stock started 2026 on an upbeat note but wiped out its year-to-date (YTD) gains after the ...
Alphabet Drops 7% Post Q4 Earnings: Buy, Sell or Hold the Stock?
ZACKS· 2026-02-12 16:50
Key Takeaways GOOGL fell 7% after Q4 2025 as investors questioned AI monetization amid heavy 2026 capex plans. Alphabet is embedding Gemini into Search and Cloud, boosting AI queries, engagement and enterprise adoption.GOOGL trades at a premium valuation, with high capex and costs expected to pressure 2026 margins. Alphabet (GOOGL) shares have dropped 7% post fourth-quarter 2025 results reported on Feb. 4. The drop can be attributed to investor skepticism over GOOGL’s ability to monetize its AI-infused serv ...
Goldman Sachs' Jonny Fine: We will see four rate cuts this year
Youtube· 2026-02-12 16:36
Welcome back. Big tech companies unveiling plans in recent days to fund the AI buildout. Alphabet's launching tech's first 100year bond since 1997.While Oracle says it's planning to raise up to $50 billion in debt and equity this year. Joining us now to discuss all this is Goldman Sachs head of investment grade credit Johnny Fine. Welcome.Perfect time to have you here. So, h how's the market absorbing all of these financing needs. >> Well, the short answer is incredibly well.uh the Oracle financing priced l ...
瑞银将ALPHABET目标价从345美元上调至348美元。
Xin Lang Cai Jing· 2026-02-12 16:28
来源:滚动播报 瑞银将ALPHABET目标价从345美元上调至348美元。 ...
We're locking in some profits in 2 rallying stocks that we still love long term
CNBC· 2026-02-12 16:24
We are making two trades Thursday. We're selling 20 shares of Eaton at roughly $403 each, decreasing the weighting in Jim Cramer's Charitable Trust to 2.55% from 2.75% and decreasing our ETN share count to 250. We're also selling 50 shares of Procter & Gamble at roughly $162, decreasing the weighting in the Trust to 1.7% from about 1.9%. and decreasing our PG share count to 425. The stock market is nearing overbought conditions, according to the S & P Short Range Oscillator , so we are booking profits in tw ...
腾讯研究院AI速递 20260213
腾讯研究院· 2026-02-12 16:13
生成式AI 一、智谱开源GLM-5,Agentic Engineering时代最强开源模型 1. 智谱发布开源GLM-5,参数规模扩展至744B(激活40B),在Artificial Analysis榜单位居全球第四、开源第 一,Coding与Agent能力逼近Claude Opus 4.5; 2. 模型在SWE-bench-Verified和Terminal Bench 2.0分别获得77.8和56.2分刷新开源SOTA,擅长复杂系统工程 与长程Agent任务; 3. GLM-5已完成与华为昇腾、寒武纪、昆仑芯等国产芯片适配,推出Z Code全流程编程工具和AutoGLM通用 Agent助手。 https://mp.weixin.qq.com/s/MVo6DIcGNje_YtLgVa4PaQ 二、MiniMax发布M2.5,10B激活参数达旗舰水平推理速度 更 快 1. MiniMax发布M2.5模型,激活参数仅10B却达到第一梯队旗舰水平,编程和Agent能力比肩Opus 4.6,推理速度 是Opus的3倍; 2. 实测9分钟搭完全栈学习网站,能独立完成物理模拟和企业级CMS系统搭建,支持PC/App/R ...
Alphabet DeepMind负责人预计行业洗牌后将迎来复兴
Xin Lang Cai Jing· 2026-02-12 15:14
如何抓住黄金波段机会?聪明钱的选择,黄金+股票一键搞定>> 责任编辑:张俊 SF065 Alphabet (GOOGL) 人工智能负责人戴米斯·哈萨比斯表示,整合Brain与DeepMind使谷歌在未来10至 15年有望进入"新的黄金时代",而分拆公司Isomorphic Labs正与大型制药合作伙伴共同推进以AI为先导 的药物研发。 如何抓住黄金波段机会?聪明钱的选择,黄金+股票一键搞定>> Alphabet (GOOGL) 人工智能负责人戴米斯·哈萨比斯表示,整合Brain与DeepMind使谷歌在未来10至 15年有望进入"新的黄金时代",而分拆公司Isomorphic Labs正与大型制药合作伙伴共同推进以AI为先导 的药物研发。 责任编辑:张俊 SF065 ...