RT David Sacks (@DavidSacks)If you search for Stephen Miller, a hateful article by the SPLC is the first link in Google search results after Google’s own content and Wikipedia. Is this an organic result or an editorial decision by Google to boost SPLC? https://t.co/5zBJkutway ...

Company Strategy - Alphabet's life sciences unit Verily has been technologically decoupling for the past two years [1] - The decoupling is aimed at a potential sale or spin-off of Verily [1]

Core Viewpoint - The technology sector, particularly AI, continues to show strong growth potential, driven by increasing demand and capacity constraints in the market [1][3]. Group 1: Demand and Growth - Token growth in the AI sector has increased by 50% month-over-month, with Google reporting a doubling of their token growth in four months [2]. - Companies like Microsoft are facing significant capacity shortages, indicating that the demand for AI applications is outpacing supply [2][6]. - The current phase of AI development is likened to the beginning of an industrial revolution, suggesting that the market is still in its early stages [3]. Group 2: Company Valuations - AppLin has seen its valuation increase tenfold over the past year and a half, reflecting the substantial growth in its numbers, which have risen approximately seven to eightfold [4][5]. - It is essential to analyze stock prices in conjunction with company performance metrics to understand the true value and growth potential [5]. Group 3: Investment Opportunities - Companies providing essential infrastructure, such as GPUs and tokens, are positioned well for investment due to the current supply-demand imbalance [8]. - Nebius, an AI infrastructure company, has shown significant daily growth, highlighting the interest in companies that support the overall AI ecosystem [7][8]. Group 4: Future Considerations - Concerns are emerging regarding the potential for hyperscalers like Microsoft, Meta, Google, and Amazon to utilize their free cash flow for capital expenditures, which may impact their financial strategies in the coming years [6].

Market Overview - The U.S. stock market is experiencing a significant rally, with major indices reaching record highs driven by enthusiasm for AI innovation and expectations of interest rate cuts by the Federal Reserve [1][2][8] - The S&P 500 reached an intraday high of 6,726.55, the Nasdaq Composite advanced to 22,831.05, and the Dow Jones Industrial Average rose to 46,547.37, all marking new records [2] Economic Context - The ongoing U.S. government shutdown has delayed key economic data releases, including unemployment benefits and the monthly jobs report, but the market remains resilient, anticipating limited economic impact [4][5] - There is a 99% likelihood of a Federal Reserve rate cut later this month, which is bolstering market confidence [5] Sector Performance - Technology and AI-related stocks are leading the market surge, with Nvidia's stock trading near $187 and achieving a market valuation of $4.5 trillion, driven by strong AI growth [6] - Tesla's shares rose nearly 2% to $468.52 after reporting a 7.4% increase in global vehicle deliveries, although the stock later retreated by about 3% [6] Corporate Developments - Nvidia's strong performance is supported by partnerships with South Korean chipmakers for AI infrastructure, while Meta Platforms' acquisition of AI chip startup Rivos may pose competitive pressure [6] - Apple received a price target increase to $298 from Morgan Stanley, driven by a successful iPhone 17 launch and anticipation for future models [10] - Microsoft continues to thrive with its cloud services and AI initiatives, maintaining a strong buy recommendation despite market pricing [10] - Alphabet's stock price target was raised to $270, reflecting its position as an "AI Winner" amid growing adoption of generative AI [10] - Amazon's AWS remains a leader in cloud computing, although competition is intensifying from Microsoft Azure and Google Cloud [10]

Core Insights - Morgan Stanley has set a price target of $270 for NASDAQ:GOOGL, indicating a potential increase of about 10.25% from the current stock price of $244.90 [1][5] - Google is enhancing its position in the AI landscape by integrating its Gemini AI into smart home devices, competing with major players like Amazon and OpenAI [2][5] - Despite recent staff reductions in its Cloud unit, Google's stock price has shown a slight increase, with a current market capitalization of approximately $2.96 trillion [4][5] Company Developments - Google has revamped its smart home devices by incorporating advanced AI, aiming to improve user experience and efficiency in managing smart home environments [3] - The integration of AI technology is expected to make smart home assistants more intuitive and responsive to user needs, reinforcing Google's competitive edge in the smart home market [3] Market Performance - The stock for GOOGL is currently priced at $244.90, reflecting an increase of 0.74% or $1.80, with trading fluctuations between a low of $238.61 and a high of $246.30 during the day [4] - Over the past year, GOOGL has reached a high of $256 and a low of $140.53, with a trading volume of 29,649,105 shares on NASDAQ [4]

Core Insights - The growth narrative surrounding data centers and AI capital expenditure is showing signs of weakness, raising concerns among investors [2][4] - Morgan Stanley's chief investment officer highlights that the current market may be closer to a downturn than a recovery, suggesting a critical phase in the AI investment cycle [3][4] Industry Analysis - There is a notable shift in investor sentiment as expectations for fiscal and monetary easing lead to increased interest in cyclical and small-cap stocks, although the sustainability of this bull market is questioned if the AI capital expenditure boom falters [4] - Since 2022, hyperscaler capital expenditure has increased fourfold, which has negatively impacted free cash flow growth, with forecasts indicating a 16% decline in hyperscaler free cash flow over the next year [4] Company Implications - Major AI hyperscalers such as Amazon, Microsoft, and Alphabet are under scrutiny as their free cash flow growth slows, leading to questions about their valuations and the need for stricter return-on-investment discipline from investors [5]

UiPath TodayPATHUiPath$12.79 -0.20 (-1.53%) 52-Week Range$9.38▼$15.93P/E Ratio428.43Price Target$13.21Add to WatchlistOn Sept. 30, 2025, shares of UiPath NYSE: PATH rose by over 10%, positioning the company among the top performers in the market. UiPath’s stock price jump was a direct response to a series of groundbreaking partnership announcements made at the company’s FUSION conference, linking UiPath with the biggest names in artificial intelligence (AI): NVIDIA NASDAQ: NVDA, OpenAI, Alphabet NASDAQ: GO ...

I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...

格隆汇10月2日｜摩根士丹利将谷歌母公司Alphabet目标价从210美元上调至270美元；摩根士丹利将苹 果目标价从240美元上调至298美元。 ...

Warren Buffett is famous for his winning investment picks, but even the Oracle of Omaha has some massive regrets. The surprising part? His biggest mistakes weren’t bad investments. Instead, they were great companies he completely ignored. Find Out: Warren Buffett’s Berkshire Hathaway Bought Over $73 Million in Shares of This Tech Company — Here’s Why Read Next: 7 Luxury SUVs That Will Become Affordable in 2025 At Berkshire Hathaway’s 2018 annual meeting, Buffett made the admission about one of the most su ...