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 ...

Alphabet 's Google has moved beyond the search bar, positioning itself as the lead architect of "agentic commerce." In this new world, AI not only suggests what you buy but executes the purchase for you. For years, online retail has operated under a predictable platform: Shoppers search, click through the results, and complete checkout on the retailer's website. Agentic commerce is rewriting those steps. Instead of manually navigating the results, consumers will rely on artificial intelligence agents that c ...

Netflix Inc. (NASDAQ:NFLX) is making waves with its $82.7 billion all-cash acquisition of Warner Bros. Discovery Inc. (NASDAQ:WBD), marking a dramatic shift from the streaming giant’s traditional “build-not-buy” philosophy.YouTube Is Primary Competitive ThreatIn a Thursday interview with Stratechery‘s Ben Thompson, Netflix co-CEO Greg Peters identified Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) owned YouTube as the company’s most formidable competitor. “YouTube is the formidable competitor. They drive a lot ...

Its Gemini models further cement Alphabet’s position in next-generation AI architecture. From transforming healthcare to shaping future intelligence systems, Alphabet is adapting to the digital era, and it is actively defining its direction.Alphabet needs little introduction. What began as a modest search experiment in a Stanford dorm room has grown into a roughly $3.96 trillion technology powerhouse still firmly in expansion mode. Headquartered in California, the company now operates far beyond Google, spa ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Considering buying TSLA stock? Here’s what analysts think: Photo via Shutterstock ...

Alphabet (NASDAQ:GOOGL) has been the best of the Magnificent Seven for a reason. Whether we're talking about the strength of its latest Gemini launch or all the new ways where Google could put its AI to work, it's hard to be bearish about the firm, especially as investors look far beyond just search to the potential markets where Alphabet could disrupt. Whether you're looking for a spot in the driver's seat with Waymo and the robotaxi rollout or applications of Gemini that many investors haven't yet had the ...

在移动操作系统领域博弈了十余年后，Android和iOS已经越来越有"趋同进化"的征兆了。比如Android 正变得越来越封闭，虽然谷歌嘴上说"侧载不会消失"，可实际操作却是一点点在收紧侧载的权限。 01 日前，谷歌Play Store开发者体验产品管理总监兼首席产品讲解员Matthew Forsyth在社交平台上确认，一 套关于侧载的"高阻力"安装流程即将上线，这一新系统并非对侧载功能的限制，而是一个"责任层"。高 级用户仍可选择"跳过验证直接安装"，但未来侧载安装将面临更大的操作阻力，旨在确保用户了解通过 侧载安装应用的风险。 简而言之，未来的Android系统尽管依然可以通过应用商店之外的渠道获取应用，比如APK文件，但用 户将被迫进行一套复杂而繁琐的流程，以向谷歌证明自己具有应对未知风险的能力。当然，如果不是 Android开发者社区穷追猛打，或许如今的这个权宜之计可能都不会有。 关于侧载的"高阻力"流程其实是谷歌对于Android开发者社区的妥协，并放弃了开发者身份信息验证计 划。此前在去年夏季，谷歌方面突然宣布从2026年开始，所有要在Android设备上分发应用的开发者都 需要完成身份信息注册， ...

Group 1 - The core viewpoint of the report emphasizes that the demand for AI computing power will continue to grow and diversify in 2026, extending from data centers to network edges and even internal terminals [8][13][27] - The report highlights the significant capital expenditure (Capex) growth driven by business revenue, with major cloud service providers like Google, Microsoft, and Amazon showing consistent revenue growth exceeding 20% year-on-year [27][31][35] - The report identifies the increasing importance of silicon photonics technology, particularly the 1.6T optical module, which is expected to maintain accelerated growth and enhance the global market share of domestic optical chips and devices [7][54][70] Group 2 - The report discusses the emergence of new technologies such as Scale-UP supernodes and their impact on optical link demand, indicating that these technologies will drive additional link requirements in 2026 [7][9][66] - It notes that the AI infrastructure is experiencing a high level of prosperity, with significant investments in data centers and AI capabilities expected to continue, particularly in the U.S. [47][49][53] - The report anticipates that the integration of silicon photonics will significantly increase its market penetration, projecting that by 2026, over half of optical module sales will come from silicon photonics solutions [70][75]

作者 | 高允毅 "没有，从来都没有安心的时候。" 在 2026 年达沃斯世界经济论坛，DeepMind 创始人、Google DeepMind CEO 德米斯·哈萨比斯，用这句话形容过去三到四年的谷歌。 外界一度流行的"谷歌慢半拍"的言论，在他看来是一个彻底的误解。事实上，在这段时间里，谷歌的 AI 团队几乎一直处于红色警报状态。他本人长期保 持着每周 100 小时、一年 50 周的工作强度，把一家万亿美元体量的科技巨头，硬生生拉回到创业公司的战时节奏。 他并不认为 DeepSeek 构成真正意义上的"危机"，也直言西方舆论夸大了其算力效率优势，这背后仍依赖西方模型蒸馏。在他看来，中国公司极其擅长追 赶，但是否能率先打开下一代技术前沿，仍有待时间验证。而 现代人工智能行业所依赖的约 90% 的突破性技术，都是谷歌研发的。 但他特别表扬了 字节跳动，给出了一个极具分量的评价：字节跳动距离技术前沿，大约只差 6 个月，而不是 1–2 年。 也正是在这样的状态下，谷歌迎来了 Gemini 3 的发布，被哈萨比斯视为"重回行业最前沿"的关键节点。 在接受彭博社记者 Emily Chang 的专访时，他罕见地系统性拆 ...