Google Issues Free Gmail Upgrade Offer—Now It’s Decision TimeIt’s the latest upgrade to Gmail and related apps, including Calendar and Drive. It’s designed “to help you stay organized and get things done.” But to get this, you need to give Google access to all you data. You must decide carefully.https://t.co/f6oGF4JOxF(Photo: NurPhoto via Getty Images) ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for GOOGL suggests an upside of 7%; however, the Street high indicates an upside of 40%. As of the third quarter of 2025, billionaire Seth Klarman holds 1.85 million shares of Alphabet valued at $452.5 million. On December 5, The Fly reported that Truist analyst Youssef Squali maintained a Buy rating on Alphabet and increased the price target from $320 to $350. The analyst ...

Core Insights - Google-parent Alphabet (GOOGL) has shown strong performance in 2025, with stock surging 69% and reaching an all-time high of 328.83 on Nov. 25, 2025, amid a focus on artificial intelligence [1][3] - Alphabet's valuation now exceeds $3.8 trillion, making it one of the top companies in the AI sector, alongside Nvidia and Apple [3] - The company is leveraging its AI capabilities across various sectors, including search, advertising, cloud computing, and self-driving technology [4][10] Financial Performance - Google reported Q3 earnings that exceeded expectations, with cloud-computing revenue climbing 33.5% to $15.16 billion, surpassing estimates of $14.70 billion [9][10] - The order backlog for Google Cloud increased by 82% year-over-year to $155 billion, indicating strong demand for its services [10] - Capital spending for 2025 has been increased by 8% to $92 billion, primarily directed towards AI cloud infrastructure [9] AI Developments - Google has introduced its latest AI system, Gemini 3, which enhances capabilities in coding, searching, and image creation, positioning it against competitors like OpenAI's GPT-5 [7][8] - AI Overviews have been deployed in the U.S., attracting over 1.5 billion monthly active users, which may impact Google's search ad revenue growth [6] Competitive Landscape - Despite competition from OpenAI's ChatGPT and other emerging platforms, Google maintains a dominant position, powering 90% of global internet searches [2][5] - The introduction of AI Overviews and the Gemini app aims to retain users and enhance engagement within Google's ecosystem [6][8] Strategic Moves - Berkshire Hathaway has disclosed a new position in Alphabet valued at approximately $4.3 billion, indicating confidence from major investors [5] - Waymo, Alphabet's self-driving unit, is expanding its services to new cities and integrating with public transit networks, which could enhance its market presence [14][15] Market Position - GOOGL stock holds a Relative Strength Rating of 95 and an Accumulation/Distribution Rating of A-plus, reflecting strong institutional buying [16][17] - The stock's IBD Composite Rating stands at 99, indicating exceptional strength in both fundamental and technical metrics [17]

证券日报网讯 12月17日，晶晨股份在互动平台回答投资者提问时表示，公司与谷歌拥有十余年的深度 合作基础，在人工智能领域，双方协同聚焦于谷歌端侧大模型Gemini的硬件生态落地，相关合作成果已 在2025年第三季度报告中披露。公司推出了适配Gemini的智能音箱、智能可视化门铃、室内及室外智能 摄像头等多款新产品，助力谷歌的智能家居产品整体向内嵌端侧大模型能力的新一代产品升级，进一步 激活存量市场需求。当前端侧智能技术渗透率持续提升，正不断催生新的应用形态与场景，公司也将持 续挖掘端侧智能的应用潜力。 （文章来源：证券日报） ...

得注意的是，中国上榜企业呈现多元发展特征，金融服务、能源和消费品三大行业稳居前列，宁德时代领衔全球 储能行业，小米跻身消费电子领域全球领先阵营，腾讯、字节跳动则与国际巨头共同主导全球娱乐行业发展，在 多个细分领域占据全球领先地位。 本次榜单还呈现出诸多值得关注的行业与区域趋势：从行业分布来看，金融服务以 249 家上榜企业居首，能源 （119 家）、生命健康（73 家）紧随其后，而人工智能相关领域的企业价值增长最为显著，目前榜单上已有 11 家 价值万亿美元的人工智能相关企业，远超 2020 年的 4 家；从城市维度来看，北京以 53 家上榜企业的规模蝉联全 球第一，较上年新增 5 家，东京（47 家）与纽约（40 家）分列二三位，上海（16 家）、深圳（15 家）、孟买 （17 家）等亚洲金融中心通过显著的价值增长巩固了自身地位；从企业属性来看，千强企业中有 10% 为非上市 公司，OpenAI、字节跳动、SpaceX 等成为全球最具价值的未上市企业代表，展现了非上市企业在创新领域的强 劲活力。 此外，榜单还反映出全球企业价值创造的 "头部聚集" 特征：价值超 1000 亿美元的企业从 5 年前的 115 ...

Key Points Alphabet's rise in 2025 is due to low expectations entering the year. Alphabet could open a new business unit in 2026. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has been one of the best big tech stocks to own in 2025. Its stock has risen 65% so far in 2025, outperforming nearly all of its big tech peers, like Apple, Microsoft, Amazon, and even Nvidia. However, after a great 2025, some investors may be a bit more concerned about what 2026 will hold. A ...

来源：新浪科技 【#谷歌高管称天价估值正助长AI泡沫#】谷歌 DeepMind 联合创始人兼 CEO 德米斯・哈萨比斯对当前 AI 创业热潮发出了清醒提醒。德米斯・哈萨比斯认为，部分现象已经显露出不可持续的迹象。#试点探 索AI考试命题阅卷# 在最新一期《Google DeepMind：The Podcast》播客节目中，哈萨比斯直言，AI 融资环境中正在积累泡 沫，尤其是一些尚未真正展开业务的早期初创公司，却以数百亿美元估值完成融资。"你看这样是不是 可持续的？我猜可能不会，至少一般情况下不会。" 哈萨比斯同时强调，需要将这些高估值的种子轮融资与大型科技公司区分开来。哈萨比斯说，大型科技 公司在 AI 基础设施上的巨额投入背后，有真实而成熟的商业基础支撑。 在技术判断上，哈萨比斯认为，AI 在短期内被明显高估，但从中长期看，市场仍然低估了 AI 的真实影 响力。任何重大技术浪潮，都会经历从怀疑到狂热的快速转变，而这种转变往往伴随估值的"过度修 正"。 回顾自身经历，哈萨比斯说，"DeepMind 刚成立时，几乎没人相信它代表的方向。十多年后，AI 已经 成了商业世界里最核心的话题。"而估值被迅速推高，本质上 ...

世运电路（603920.SH）12月17日在投资者互动平台表示，正交背板是目前市场提出优化服务器空间及 散热的电路板方案，有效提升大规模算力集群中各计算单元之间的信息交互，对此公司密切关注并作出 技术布局。此外，除了正交背板外，高速连接器也是解决算力集群信息传输的核心部件，公司通过 OEM方式进入NVIDIA和Google供应链体系，正是批量供应高速连接器所需的专业电路板产品，目前积 极配合客户快速增量需求，同时参与下一代新产品的研发测试认证。公司将继续深耕优势领域，拓展新 兴版块，积极推进业务发展。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司是否有英伟达正交背板送样，未来是否有计划？ ...

Google is expanding its push into consumer finance in India with the launch of a UPI-linked credit card, betting on a country of more than 1.4 billion people where fewer than 50 million currently hold a credit card. On Wednesday, Google entered India’s growing co-branded credit card market with the launch of Flex by Google Pay, partnering with private lender Axis Bank to expand access to credit in the country’s UPI-driven payments ecosystem. India’s rapid adoption of digital payments through the govern ...

格隆汇12月17日丨世运电路(603920.SH)在互动平台表示，正交背板是目前市场提出优化服务器空间及 散热的电路板方案，有效提升大规模算力集群中各计算单元之间的信息交互，对此公司密切关注并作出 技术布局。此外，除了正交背板外，高速连接器也是解决算力集群信息传输的核心部件，公司通过 OEM方式进入NVIDIA 和Google供应链体系，正是批量供应高速连接器所需的专业电路板产品，目前积 极配合客户快速增量需求，同时参与下一代新产品的研发测试认证。公司将继续深耕优势领域，拓展新 兴版块，积极推进业务发展。 ...