Market Overview - The market is currently experiencing bullish sentiment, particularly in technology stocks such as Google, Nvidia, and Tesla, with a notable focus on AI innovations [3][4][5] - Despite potential market corrections, the outlook remains positive for the near future, with expectations of continued upward trends in major tech stocks [3][4][8] Alphabet (Google) - Alphabet reported strong earnings, leading to an increase of over 8% in stock price this week [4][5] - The company is recognized for its daily-use products and ongoing innovations, particularly in quantum computing with its Willow platform [6][7] - There is a belief that Google will continue to trend higher over the next year, with a recommendation to set trailing stops to manage risk [9][10] Kodiak Sciences - Kodiak Sciences is under pressure, down more than 10% recently, but has seen a significant increase of over 300% in the last six months [17] - The company focuses on treatments for eye diseases, and its stock has shown resilience by not breaching previous lows despite recent declines [21][22] - Technical indicators suggest potential support levels around 16.78, with a focus on the 9-day exponential moving average for short-term trends [25][26] Flowtech Industries - Flowtech Industries is positioned in the energy sector, producing specialty chemicals, and is currently trading at 17.57, down about 6.3% [30][36] - The stock has shown a recent breakout but is experiencing a pullback without breaching old lows, indicating potential for recovery [31][32] - The company may benefit from geopolitical developments, particularly concerning Venezuela, which could lead to a significant oil price increase [30][31]

智通财经APP获悉，谷歌母公司Alphabet(GOOG.US，GOOGL.US)股价周四触及历史新高291.93美元。 公司公布的第三季度业绩远超市场预期，利润超出分析师预测逾20%。Alphabet股价从年初的140至150 美元区间一路攀升，年初至今涨幅超过44%。 Seeking Alpha分析师Jonathan Weber指出，Alphabet第三季度盈利超预期约27%，为近年来最大盈利超预 期之一。公司营收同比增长16%，经营利润同比上升10%，显示出良好的成本控制与利润率改善。 他称，Alphabet的估值相对仍然低于特斯拉(TSLA.US)、苹果(AAPL.US)、微软(MSFT.US)、英伟达 (NVDA.US)和亚马逊(AMZN.US)，是"七巨头"中最具性价比的标的之一。Weber重申看多观点，认为 Alphabet具备强劲的成长性、宽广的"护城河"式商业模式以及相对吸引的估值。 机构分析师普遍上调该公司目标价，认为Alphabet正展现"多引擎同时加速"的增长格局。 Evercore ISI维持"跑赢大盘"(Outperform)评级，将目标价从300美元上调至325美元，称公司在广告 ...

Core Viewpoint - Disney's programming, including ESPN, ABC, and FX channels, has been removed from YouTube TV due to failed contract negotiations, impacting subscribers' access to a wide range of content [1][5]. Group 1: Contract Negotiations - YouTube TV was unable to reach a fair deal with Disney by the deadline, resulting in the suspension of Disney's channels [1]. - The primary issue in negotiations revolves around the fees Disney is demanding from YouTube TV for carrying its channels [2]. - YouTube TV claims that Disney's proposed terms would lead to increased prices for subscribers and fewer choices [3]. Group 2: Impact on Subscribers - YouTube TV stated that the removal of Disney's content directly harms its subscribers while benefiting Disney's own live TV products, such as Hulu + Live TV and Fubo [5]. - Disney accused YouTube TV of denying subscribers access to valuable content by refusing to pay fair rates for channels like ESPN and ABC, which include significant live sports events [5]. Group 3: Market Dynamics - A Disney spokesperson criticized Google for using its market dominance to undermine competition and negotiate unfavorable terms, highlighting the company's $3 trillion market cap [5]. - YouTube TV is actively seeking to reach a fair agreement with Disney and has offered subscribers a $20 credit if the issue remains unresolved for an extended period [8]. Group 4: Recent Industry Trends - This incident follows another recent dispute where YouTube TV dropped Univision due to failed contract negotiations, indicating a pattern of challenges in securing content agreements [9]. - The removal of Univision has led to additional costs for subscribers, further complicating the competitive landscape for streaming services [11].

Core Viewpoint - Disney-owned channels have gone dark on YouTube TV due to a contract dispute, affecting access for 10 million subscribers [1][2]. Group 1: Contract Dispute - The blackout occurred as Disney accused YouTube of refusing to pay fair rates for its channels, while YouTube claimed Disney's terms would increase prices for customers [2]. - A Disney spokesperson criticized Google for denying subscribers valuable content and using market dominance to undermine industry-standard terms [3]. Group 2: Affected Channels - Channels that are currently unavailable on YouTube TV include ESPN, ABC, FX, Disney Channel, Freeform, National Geographic, and several Spanish-language channels [4]. Group 3: Impact on Programming - Major sporting events, including college football games and popular ABC shows like "Jimmy Kimmel Live!" and "Dancing with the Stars," may be impacted by the blackout [5]. Group 4: Industry Context - Disney is not alone in facing contract disputes with YouTube TV; similar issues have occurred with NBCUniversal and Paramount, often revolving around pricing disagreements [6][7].

Group 1 - The article highlights a significant breakdown in relationships between YouTube and major media companies such as Paramount, Fox, NBCUniversal, and TelevisaUnivision [1] - This conflict is part of a broader trend of increasing tensions as YouTube's dominance in the streaming market continues to rise [1]

Contract Negotiation - Disney and Google are in contract renewal negotiations [1] - The contract impacts streaming Disney-owned channels like ABC, ESPN, and FX on YouTube TV [1]

高盛认为，谷歌在模型、云、应用全链条卡位，拥有10亿+用户分发能力和成本优势，AI货币化前景广阔。谷歌Q3财报显示：营收首破千亿美元，搜索业务增长15%，云计算收入 增34%、利润率达23%成最大亮点。该行上调谷歌目标价至330美元并维持买入评级。 硬·AI 作者 | 硬 AI 编辑 | 硬 AI 高盛称，凭借从底层模型、云基础设施到终端应用的"全栈AI"布局，这家科技巨头正在将技术优势转化为实实在在的财务回报，维持买入评级，并将目标价上调 至330美元。 10月31日，据硬AI消息，高盛在最新研报中称，谷歌在第三季度财报中全面展示了其"全栈AI"布局的竞争优势。分析师Eric Sheridan指出， 从底层模型开发、云 计算基础设施到消费级和企业级应用，谷歌已经在AI产业链的各个环节实现卡位，这种垂直整合能力正在转化为实际的财务回报。 据 华尔街见闻此前文章 ，Alphabet第三季度综合营收首次突破1000亿美元，搜索业务付费点击和每次点击成本均同比增长7%，YouTube广告收入增长15%超预 期，而谷歌云34%的同比增长率和23%的运营利润率成为本次财报的最大亮点。高盛称， 管理层在财报会议上对AI驱 ...

Google Warning—All Smartphone Users Must Delete These TextsGoogle warns smartphones are under attack, and that “scam defenses” now built into Android “protect users around the world from over 10 billion suspected malicious calls and messages every month.” https://t.co/HfVrxFkSSj ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently discussed. Cramer once again showed regret as the Charitable Trust sold the stock a while ago. He commented: “Alphabet shot the lights out with the revenue growth accelerating for the third straight quarter to 16%, much better than expected, and the company earning $2 and 87 cents. Wall Street was only looking for $2 and 27 cents, and that’s why that stock is flying after hours. You know, I think it’s terrific regretfully, because I tol ...

最新一季财报密集发布后，美股科技巨头不惜血本、全力冲刺AI的图景愈发清晰。 尽管各家核心业务表现参差不齐，但在资本支出方面，亚马逊、谷歌、微软、Meta的态度异常一致： 加大AI投入。 在近两日陆续公布的财报中，美股四大科技巨头向投资者明确表示，将以更大力度投资人工智能，哪怕 这意味着短期利润率承压。记者统计发现，四家公司上季度资本支出合计达1124亿美元，主要用于英伟 达GPU采购、自研芯片研发以及全球数据中心扩建。 本轮财报季清楚表明，AI已从前沿概念演变为科技巨头竞赛中最沉重、最关键的一笔投入：微软凭借 清晰的企业级商业化路径暂时领跑；谷歌依托广告业务的持续"输血"和深厚的AI积累保持第一梯队； Meta在"AI+元宇宙"的叙事下豪赌未来；亚马逊则试图巩固其在云计算领域的主导地位。 微软：领跑AI商业化 微软云业务Azure再次超预期增长。微软CEO萨提亚·纳德拉表示，AI服务贡献显著增量。"我们正把AI 能力植入从操作系统到生产力工具的每一个环节，MicrosoftCopilot正在迅速成为新的增长支柱。" 微软CFO艾米·胡德在财报会上称，客户对Azure的需求超过了AI基础设施建设供给，产能紧张预 ...