Perhaps the biggest catalyst driving this buying activity was a September 2025 federal court ruling that Alphabet wouldn't have to sell its Chrome browser. This significant antitrust litigation win for Alphabet removed years of gray clouds and allowed investors to refocus their attention on the company's rapidly growing sales and profits.Arguably, no trillion-dollar stock has been more desired in recent memory by Coatue's billionaire boss than Google parent Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG). During the ...

Core Viewpoint - Alphabet Inc. is being closely monitored by analysts as a significant player in the AI sector, particularly due to its autonomous vehicle unit, Waymo, which is expected to expand rapidly in the coming years [1][2]. Group 1: Market Expansion and Estimates - TD Cowen analyst John Blackledge has reiterated a Buy rating on Alphabet Inc. with a price target of $355.00, citing accelerated market expansion plans for Waymo [1]. - The firm has raised its estimates for Waymo, predicting that by the end of 2026, approximately 6,000 vehicles will be providing paired rides across 17 cities [2]. - Waymo is projected to generate 28 million paid rides and gross bookings of $463 million, representing about 0.7% of the US rideshare market [3]. Group 2: Company Overview - Alphabet Inc. is a multinational technology conglomerate that wholly owns Google and other businesses [4].

Group 1: Amazon - Amazon is leveraging artificial intelligence (AI) across its core businesses—retail e-commerce, digital advertising, and cloud computing—to enhance revenue and profitability, with a non-GAAP operating margin increase of nearly 2 percentage points over the past year due to efficiency gains from generative AI tools [2] - Amazon Web Services (AWS) holds a dominant 41% market share in the cloud infrastructure and platform services market, with cloud revenue growth accelerating to 20% in Q3, driven by AI demand [3] - Retail e-commerce sales are projected to grow at 10% annually through 2030, ad tech spending is expected to increase at 14% annually, and cloud services spending is forecasted to rise at 22% annually, indicating strong growth drivers for Amazon's core businesses [4] - Wall Street consensus predicts Amazon's earnings will grow at 19% annually over the next three years, making its current valuation of 34 times earnings reasonable, with potential market value reaching $5 trillion by late 2028 if it continues to beat estimates [5] - Amazon's autonomous driving subsidiary Zoox has launched a ride-sharing service and plans to expand, which could lead to a higher P/E multiple if it gains traction [6] - Amazon's current market value is $2.6 trillion, requiring a 92% increase to reach $5 trillion by 2028, implying annual returns of 24% over the next three years [7] Group 2: Alphabet - Alphabet's Google is the largest ad tech company globally, utilizing platforms like Google Search and YouTube to engage users and collect data, while introducing AI features to adapt to changes in the search landscape [8] - New AI-powered advertising tools have been introduced, allowing for personalized ads, which could enhance Google's competitive edge in the advertising market [9] - Google ranks as the third largest public cloud provider, having gained market share due to its AI capabilities, with Forrester Research recognizing it as a leader in AI infrastructure [10] - Wall Street consensus forecasts Alphabet's earnings to grow at 15% annually over the next three years, with a current valuation of 32 times earnings, suggesting a potential market value of $5 trillion by 2028 if it continues to exceed earnings estimates [11] - If Alphabet maintains its current P/E ratio of 32, its market value could reach $6.7 trillion, supported by its leading position in autonomous driving through its subsidiary Waymo [12]

据泰媒报道，1月21日，谷歌云首席产品和业务官卡尔蒂克宣布在泰国正式启动新的"云区域"。这是谷 歌投资10亿美元(310亿泰铢)在泰国扩展世界一流技术基础设施计划的一部分。该计划将为泰国提供高 性能的谷歌云服务，帮助企业获得新的竞争优势，提高员工生产力，并提升政府服务水平。预计未来五 年，该云区域将为泰国创造410亿美元(1.4万亿泰铢)的经济价值，并平均每年创造13万个就业岗位。 ...

Market Analysis by covering: Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Core Insights - Nvidia Corp. is launching new open-source software and models to facilitate the use of artificial intelligence in developing weather forecasting systems for governments and businesses [1][7]. Group 1: Earth-2 Platform - The Earth-2 platform includes AI-based weather models that provide more accurate two-week weather predictions and "nowcasts," which offer insights into severe weather impacts six hours in advance [2]. - Earth-2 features a new data assimilation model that quickly computes essential atmospheric conditions, such as temperature, wind, and air pressure, necessary for custom forecasts [3]. Group 2: AI in Weather Forecasting - AI is transforming weather predictions, moving away from traditional supercomputer-generated forecasts to models that analyze large datasets for improved accuracy [5]. - Early adopters of AI weather forecasting include energy traders and businesses in weather-sensitive sectors like shipping, insurance, and agriculture, seeking advantages in predicting weather-related variables [6]. Group 3: Competitive Landscape - Nvidia's Earth-2 technology aims to streamline the creation of bespoke forecasts, competing with models from government meteorological agencies and Google's DeepMind [7]. - The open-source nature of the software allows for free adaptation and use by various entities, enabling greater control over forecasting information [7]. Group 4: Strategic Importance - Nvidia's technology is part of a broader strategy to eliminate barriers to AI adoption across the economy, with the company positioned at the center of increased investment in AI infrastructure [4].

Alibaba Group Holding Ltd.-backed Moonshot AI released an upgrade of its flagship model, heating up a domestic arms race ahead of an expected rollout by Chinese sensation DeepSeek.The latest iteration of Moonshot’s Kimi can process text, images, and videos simultaneously from a single prompt, the company said in a statement on Tuesday, aligning with a trend toward so-called omni models pioneered by industry leaders like OpenAI and Alphabet Inc.’s Google.The model, known as K2.5, joins a flurry of upgrades r ...

Core Insights - Apple has reportedly selected Google to assist in operating the next-generation Siri voice assistant, while negotiations with Anthropic for Siri's intelligent upgrade have broken down [1] - Apple is adjusting its Apple Intelligence strategy in the second half of 2025, with a multi-year deep collaboration agreement with Google announced in January 2026 [1] - The new Siri will be powered by the Gemini model, which will enhance its core semantic understanding and multimodal interaction capabilities [1] Group 1 - Google's annualized quote of approximately $1 billion is considered more cost-effective, leveraging its mature cloud infrastructure to support global iOS user demand [1] - Apple previously engaged in discussions with Anthropic and OpenAI for Siri operations and Apple Intelligence business, but Anthropic's demand for "billions of dollars annually for several years" was deemed unfavorable, leading to the cessation of talks [1] Group 2 - The breakdown of negotiations highlights the pressure on AI unicorns regarding valuation and revenue balance, with Anthropic maintaining a 32% market share in the enterprise sector despite losing Apple's core consumer orders [2] - Anthropic is preparing for an IPO planned for 2026, with private market valuation rumors soaring to $350 billion, indicating a shift towards growth in B2B verticals rather than consumer hardware [2] - The new Siri, equipped with Gemini technology, is set to launch in February 2026 with iOS version 26.4, marking a significant step in Apple's AI ecosystem [2]

Core Insights - Apple has chosen to partner with Google for the next generation of its voice assistant, Siri, after evaluating options with Anthropic and OpenAI [1][2][3] Group 1: Partnership Details - Apple declined to partner with Anthropic due to their request for "several billion dollars annually over multiple years" [2] - OpenAI opted out of a deal with Apple as both companies are becoming competitors in the AI space [2] - The partnership with Google involves Apple paying "billions of dollars over the life of the deal" to utilize Google's Gemini and cloud technology for Siri [3][4] Group 2: Future Developments - Apple plans to enhance Siri's capabilities, transforming it into an AI chatbot later this year, with Google providing the custom AI model [4] - Apple will maintain its AI system, Apple Intelligence, on its devices while ensuring privacy standards are upheld [4] - Reports indicate that Apple had previously considered using AI models from Anthropic or OpenAI for Siri, but ultimately decided against it [5] Group 3: Competitive Landscape - There are indications that Apple and OpenAI are competing in various business areas, including AI search tools [6] - OpenAI is reportedly planning to collaborate with manufacturers that supply Apple for its own device production [6]

元宇宙平台公司（META）/ 谷歌（GOOGL）动态 ： 分析师指出，按 2022-2027 年预期市盈率计算，元宇宙平台公司（META）与谷歌（GOOGL）存在约 7 倍的差 距，两只股票的业绩都跑赢了市场共识预期，但鉴于元宇宙平台公司（META）正在消化较高的运营支出（第四季 度超过 1600 亿美元），并在明确的营收拐点到来前加大资本支出，因此近期上行空间相对有限。 随着广告和 AI 周期加速，预计从春季起，元宇宙平台公司（META）的产品动能将有所改善，不过其发展可见性 仍落后于谷歌由搜索和云业务驱动的增长周期。 KeyBanc 将元宇宙平台公司（META）的目标价下调至 835 美元，维持 "增持"评级： 该机构表示，尽管市场对元宇宙平台公司（META）的估值已反映出 AI 资本支出和投资回报率的担忧，但 2026 年 的产品周期收益明显更有利于谷歌（GOOGL）。 分析师指出，按 2022-2027 年预期市盈率计算，元宇宙平台公司（META）与谷歌（GO 元宇宙平台公司（META）/ 谷歌（GOOGL）动态 ： KeyBanc 将元宇宙平台公司（META）的目标价下调至 835 美元，维持 "增 ...