Group 1: D-Wave Quantum - D-Wave Quantum is making significant strides in the quantum computing industry, focusing on both quantum annealing and gate-model systems [1] - The company has started generating revenue in the annealing space, but the quantum computing sector is still in its early growth stages, with general usefulness potentially years away [2] - D-Wave's stock has experienced a dramatic increase, rising in quadruple digits over the past three years as investors seek early opportunities in quantum computing [2][9] Group 2: Alphabet Inc. - Alphabet, the parent company of Google, dominates the search engine market with a 90% market share, which has been a key driver of its substantial advertising revenue [6] - The company also generates significant revenue from its cloud computing segment, which has been bolstered by the rise of artificial intelligence, providing various solutions for AI implementation [7] - In the latest quarter, Google Cloud revenue surged by 34% to $15 billion, contributing to Alphabet's overall revenue exceeding $100 billion for the first time in a single quarter [8]

1、 《北京市关于促进商业卫星遥感数据资源开发利用的若干措施（2026-2030年）》提出，鼓励有能力的企业对卫星数据上下游企业进 行并购重组，整合完善地面站网、数据应用服务产业链环节 ，打造具备全球竞争力的链主企业。支持企业规划建设具有差异化优势、商业价值 明确、应用前景清晰的商业卫星星座。 2、 美国银行表示，在美国总统特朗普威胁因格陵兰岛问题对部分欧洲国家加征关税的一周里，美股资金流出接近170亿美元。 值得注意的 是，印度正加入部分主要经济体的行列，逐步撤离美国债券市场，其持有的美国国债规模已降至1740亿美元，较2023年峰值下降26%，为五年来最低水 平。与此同时，瑞典最大私人养老基金、丹麦"学界养老基金"也正在或计划抛售美债。 4、基金2025年四季报披露完毕，"专业买手"公募FOF最新持仓动向浮出水面。 去年四季度，FOF延续对低风险产品的偏爱，短融ETF成为其头号 重仓品种。 在国际金价迭创新高之际，FOF却普遍减持了黄金ETF，转而大举增持黄金股ETF，展现出独特的"淘金"策略。 3、 英伟达创始人黄仁勋再度前往中国，首站到访英伟达位于上海的新办公室，这是黄仁勋2026年首度赴华。 知情人 ...

It was a tumultuous week for investors. President Donald Trump 's threat to increase tariffs on eight European countries for opposing his bid to take over Greenland sent the stock market into a tailspin on Tuesday, with the S & P 500 and Nasdaq posting their worst days since October. Both averages rebounded the next day after Trump announced that the U.S. had reached a " framework of a future deal with respect to Greenland ," and said he wouldn't impose the higher tariffs. Jim Cramer and Jeff Marks, the Inv ...

Group 1 - The ongoing AI trend positions Alphabet and Meta as key players, with both companies having distinct advantages for investors [1] - Analysts project revenue growth for Alphabet and Meta at 14.4% and 21.3% year-over-year in 2025, respectively, with Alphabet's Q3 operating margin at 31% and Meta's at 40% [2] - Both companies benefit from billions of users, strong network effects, and significant investments in AI-related capital expenditures to enhance user experience and advertising services [3] Group 2 - Despite outperforming the S&P 500 over the past five years, Alphabet and Meta currently have attractive valuations, with Alphabet's forward P/E ratio at 29.5 and Meta's at 20.8 [4] - Investors are encouraged to consider the compelling valuations of both stocks, noting that Meta is currently cheaper [6]

Geopolitical Tensions - Russia launched a significant strike on Ukrainian drone sites and energy facilities, utilizing over 370 drones and 21 missiles, primarily targeting Kyiv's energy infrastructure, resulting in one fatality and two injuries [2] - Russian forces reportedly took control of Starytsya in Ukraine's Kharkiv region, although confirmed advances were not made on January 23 [3] Semiconductor Industry - Intel (INTC) is facing challenges despite significant investments from Nvidia ($5 billion), SoftBank ($2 billion), and the U.S. government ($8.9 billion converted to equity), which had previously boosted investor confidence [4] - Intel's shares fell 12-14% after forecasting first-quarter revenue and profit below market estimates, citing struggles to meet the booming demand for server chips used in AI data centers, leading to a net loss of $600 million in Q4 [5] AI Sector - Google (GOOGL) made a strategic investment in Japanese AI startup Sakana AI, valued at approximately $2.6 billion, to enhance the reach of its Gemini chatbot in Japan [6][7] - The partnership will leverage Alphabet's language models to improve product reliability and expand into critical sectors, including government agencies, with existing contracts with major Japanese financial institutions [8] Healthcare Sector - Buyout firms are exploring bids for Spire Healthcare (SPI), a UK private hospital operator, amid shareholder pressure, particularly from activist trust Achilles, who believe the company is undervalued [9][10] - Spire's market capitalization is around £672 million to £820 million, while its real estate assets are valued at over £1.4 billion, prompting a review of options to maximize shareholder value [10] Economic Outlook - ECB's Bundesbank President Joachim Nagel warned about the need for Europe to protect key industries against China and commented on the potential negative impact of U.S. tariffs on consumers [11][12] - Nagel expects modest growth in the German economy in Q1 2026, with inflation stabilizing at 2%, and anticipates increased government spending on defense and infrastructure to boost the economy later in 2026 and into 2027 [12]

格隆汇1月24日｜SAKANA AI周五表示，谷歌以与该公司最近宣布的融资轮次相同的估值（25亿美元） 对其进行了投资。该公司未透露谷歌的具体投资金额。作为日本最具价值的人工智能初创企业， SAKANA AI还宣布与谷歌达成了一项战略合作伙伴关系，这将使该公司能够利用这家美国科技巨头的 前沿人工智能模型来开发其技术与产品。 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 HBF采用多层3D NAND芯片堆叠技术，与HBM互补，用于GPU。 人工智能工作负载的爆炸式增长给内存系统带来了前所未有的压力，迫使企业重新思考如何向加速器 提供数据。 高带宽内存 (HBM) 已用作 GPU 的快速缓存，使AI 工具能够高效地读取和处理键值 (KV) 数据。 然而，HBM 价格昂贵、速度快、容量有限，而高带宽闪存 (HBF) 则以较慢的速度提供更大的容量。 HBF 如何与 HBM 互补 HBF 的设计允许GPU访问更广泛的数据集，同时限制写入次数（每个模块大约 100,000 次），这就 需要软件优先处理读取操作而不是写入操作。 HBF 将与 HBM 集成到 AI 加速器附近，形成分层内存架构。 韩国科学技术院 (KAIST) 的金钟浩教授将 HBM 比作家里的书架，方便快速学习；而 HBF 则像一 个图书馆，内容更丰富，但访问速度较慢。 该概念设想未来的迭代产品（如 HBM7）可以作为"内存工厂"运行，数据可以直接从 HBF 进行处 理，而无需通过传统的存储网络。 HBF 将多个 3D NAND 芯片垂直堆叠，类似于 HBM 将 DRAM ...

Core Insights - The U.S. stock market experienced mixed performance with major indexes reflecting cautious investor sentiment ahead of significant economic announcements and the continuation of Q4 earnings season [1] Major Index Performance - The Dow Jones Industrial Average (DJI) closed down by 249.76 points at 49,134.25 - The S&P 500 (SPX) rose by 13.30 points to close at 6,926.65, on track for its first back-to-back weekly drop since June - The Nasdaq Composite (IXIC) increased by 137.87 points to 23,573.89 - The CBOE Volatility Index (VIX) decreased, indicating a slight easing of market stress [2] Upcoming Market Events - The Federal Open Market Committee (FOMC) meeting on January 29 is a key focus, with expectations that interest rates will remain in the 3.50-3.75% range - Investors will be attentive to Fed Chair Jerome Powell's comments on future monetary policy, labor market conditions, and inflation risks [3][4] Q4 Earnings Season - The upcoming week will see earnings reports from major tech companies including Apple, Microsoft, Alphabet, Amazon, Meta Platforms, and Tesla - These companies have underperformed the S&P 500 over the past year, making their earnings particularly crucial for market sentiment [5] Major Stock News - Intel (INTC) shares dropped by 17% in pre-market trading after a Q4 earnings report that, while beating estimates, included a weaker-than-expected Q1 outlook - Nvidia (NVDA) shares rose by 1.4% due to reports of Chinese regulators allowing orders for its H200 AI chips, with Q3 earnings up 62% year-over-year to $57 billion [7][8] - Tesla (TSLA) discontinued its basic driver-assistance system, Autopilot, in the U.S. and Canada - Capital One Financial (COF) shares fell after missing earnings estimates and announcing an acquisition of fintech startup Brex for $5.15 billion [9][10] Broader Market Trends - Commodities showed continued strength, with gold futures reaching $4,970 an ounce and silver surpassing $100 an ounce - Crude oil futures traded above $60 a barrel, reflecting ongoing investor sentiment and geopolitical considerations - U.S. consumer sentiment reached a five-month high, providing support for the economy [13]

Apple iPhone and Google device on desk with data arc, highlighting big tech AI ecosystem stocks. Key Points Alphabet's recent 3.5% pullback from its record high appears more like a routine dip and a higher low, rather than the start of a meaningful dip-buying opportunity. Valuation remains mid-pack among the Magnificent Seven, suggesting limited near-term margin of safety unless shares retrace closer to $300. Strong AI momentum, the Apple–Gemini partnership, and upcoming earnings could keep the stock e ...

In my last coverage , I reiterated my bullish stance on Alphabet Inc. ( GOOG ) ( GOOGL ) and why I believed it was a better investment over Microsoft Corporation ( MSFT ) usingI'm a seasoned financial analyst with a passion for puzzling out the complexities of the financial world. As a former writer for Fade The Market on Seeking Alpha, I diligently worked to provide insightful analysis and well-researched articles on various investment opportunities. However, I am no longer involved in analyzing, submittin ...