目前尚不清楚这是否意味着，优兔平台将推出更多由人工智能驱动的产品，还是利用人工智能来承担一 些内部工作。不过，优兔表示，此次重组不会裁减任何职位，但对于考虑离职的美国员工，平台会提供 自愿离职买断方案。 （央视财经《天下财经》）据美国媒体29日报道，谷歌旗下视频流媒体平台优兔（YouTube）正在进行 重组，着眼于人工智能方面的应用。该公司表示，将向考虑离职的美国员工提供自愿买断方案。 转载请注明央视财经 编辑：王昕宇 在29日发给员工的一份内部备忘录中，优兔首席执行官尼尔·莫汉表示，他们正在进行十年来首次产品 团队重组。此举是向公司专注人工智能的更广泛转变的一部分，这与谷歌CEO皮查伊敦促员工通过在全 公司使用人工智能来提高生产效率的举措相吻合。 ...

Group 1 - Alphabet achieved a milestone by surpassing $100 billion in quarterly revenue for the first time, reaching $102.3 billion, a 16% year-over-year increase, driven by strong performance in cloud computing, AI, advertising, and subscription services [2][4][14] - Google Cloud revenue grew by 34% year-over-year to $15.2 billion, with over 70% of existing customers utilizing AI products, indicating robust demand for AI solutions [10][14] - Alphabet's net profit increased by 33% to $35 billion, with earnings per share rising by 35% to $2.87, reflecting strong operational performance despite significant AI-related expenditures [17][20] Group 2 - Microsoft reported a quarterly revenue of $77.7 billion, an 18% year-over-year increase, with intelligent cloud revenue exceeding $30.9 billion, driven by a 40% growth in Azure and other cloud services [6][23][26] - The net profit for Microsoft was $27.7 billion, a 12% increase year-over-year, although impacted by higher expenditures related to AI infrastructure and investments [28][34] - Microsoft plans to increase its AI capacity by 80% this year, with significant capital expenditures aimed at expanding data center capabilities, highlighting its commitment to AI and cloud integration [32][34] Group 3 - Both Alphabet and Microsoft are significantly increasing their capital expenditures towards AI infrastructure, with Alphabet projecting between $91 billion and $93 billion for 2025, and Microsoft planning to nearly double its data center capacity [20][36] - The financial results from both companies underscore the growing importance of AI as a key driver of revenue and profitability, marking a shift towards a new economic paradigm driven by intelligence and computing power [36]

Group 1 - US stock index futures experienced slight declines, with Nasdaq futures down 0.35%, S&P 500 futures down 0.24%, and Dow futures down 0.33% [1] - Major European indices collectively fell, with Germany's DAX down 0.15%, UK's FTSE 100 down 0.61%, France's CAC down 0.91%, and the Euro Stoxx 50 down 0.52% [1] - OpenAI is reportedly planning to apply for an IPO as early as 2026, with a potential valuation of up to $1 trillion [1] - Alphabet, Google's parent company, reported record Q3 revenue of $102.3 billion, with a 34% year-over-year increase in cloud computing revenue [1] - Microsoft reported Q1 FY2026 revenue of $77.67 billion and earnings per share of $3.72, both exceeding expectations; however, Azure and other cloud revenue fell short of buyer expectations [1] - Meta's Q3 revenue was $51.2 billion, with net profit declining to $2.7 billion due to one-time tax expenses; the company raised its full-year capital expenditure guidance [1] Group 2 - Eli Lilly reported a 54% year-over-year revenue increase to $17.6 billion in Q3, raising its full-year revenue forecast [2] - Merck's Q3 sales reached $17.28 billion, with adjusted earnings per share of $2.58, both exceeding expectations [2] - Stellantis reported a 13% year-over-year revenue increase to €37.2 billion in Q3, noting that US tariffs have caused approximately €1 billion in losses this year [2] - Shell's Q3 adjusted profit was $5.43 billion, surpassing expectations; the company announced a $3.5 billion stock buyback plan [2] - ServiceNow reported Q3 revenue of $3.41 billion, with adjusted earnings per share of $4.82, both exceeding expectations; the company plans a 1-for-5 stock split [2] - eBay's Q3 sales grew 9% year-over-year to $2.82 billion, with adjusted earnings per share of $1.36, exceeding expectations [2] - Carvana, a US used car retailer, reported a 54.5% year-over-year revenue increase to $5.65 billion in Q3, with earnings per share of $1.03, which fell short of analyst expectations [2] - KLA Corporation, a semiconductor testing equipment manufacturer, reported a 13% year-over-year revenue increase to $3.21 billion in Q1 FY2026, with adjusted earnings per share of $8.81, exceeding expectations [2] - Novo Nordisk is reportedly increasing its bid for Metsera, while Pfizer's $4.9 billion acquisition may face uncertainties [2] Group 3 - S&P has downgraded Strategy's credit rating to junk status at B-, citing significant "currency mismatch" risks [3]

今天要说的比较多，一个个来说。 1、中美谈判 今天大家最关注的，还是领导谈判的结果，我们只提跟芯片相关的，由于川普之前预热了很久，说 是要谈英伟达的Blackwell，国内外都在传B30A要放开的事，结果会后又发了下面内容： Trump: China Will Be Discussing Chips With Nvidia Trump: We're Not Talking About the Blackwell 真的是让人搞不懂是啥意思，Hopper已经停产，不应该再谈Hopper的单子了，有朋友说可能还是 B30A，他指的Blackwell应该是B200/B300，不管怎样，我们也只能等待后面的消息。 2、万亿OpenAI准备上市 根据路透社的消息， OpenAI 正启动IPO筹备工作，初步估值瞄准 1 万亿美元，计划融资规模不低于 600 亿美元。公司已明确将 2027 年作为上市目标年份. 关于OpenAI上市的事，最近其实传了挺久了，1万亿目标，跟老黄说的也是一样的，说明老黄上个月 投资OpenAI时就谈过这个计划了，但投资人可能更想看到一份完整的财务报告。 2025 年OpenAI营收预计约 130 ...

Core Insights - Alphabet (Google) and Meta Platforms experienced contrasting stock reactions after their Q3 earnings reports, despite both being significant players in the AI sector [2]. Alphabet (Google) Summary - Google stock increased by 8% in after-hours trading, driven by a strong Q3 performance with revenue of $102.4 billion, exceeding Wall Street's expectations of $99.85 billion [3]. - The revenue growth was significantly supported by Google Cloud, which reported a 34% increase in revenue to $15.2 billion [3]. - Adjusted earnings per share (EPS) were $2.87, surpassing the projected $2.27 and the previous year's EPS of $2.12 [3]. Meta Platforms Summary - Meta Platforms' stock fell by 8% in after-hours trading following disappointing results, reporting Q3 revenue of $51.24 billion and EPS of $1.05 [4]. - Although revenue slightly exceeded expectations of $49.6 billion, the EPS missed projections of $6.72, primarily due to a one-time tax-related charge [4]. - The decline in stock price may also reflect profit-taking by investors after pre-earnings interest [4]. Comparative Analysis - Despite Google's strong quarterly performance, there is a preference for Meta based on its stronger underlying revenue growth, better operating margins, and relatively lower valuation compared to Google [5]. - Meta's latest quarterly revenue growth was 26%, compared to Google's 16% [6]. - Meta's Last 12 Months (LTM) revenue growth was 15.2%, ahead of Google's 13.6% [6]. - Meta demonstrated stronger profitability with an LTM margin of 42.6% and a 3-year average margin of 34.6% [6].

Let's bring in Kevin Green, senior markets correspondent, right away to help set up the action today. All right, KG. So, it's a lot to chew on today.We've got trade, we've got the latest with the Fed, and then an onslaught of earnings from the tech sector. I know you broke those last night, so I know you've had a chance to kind of dive deeper into these. Um, so before we get into earnings, let's talk the latest on the trade front.Uh, what's your take on this. Well, I think obviously we did see a little bit ...

Key TakeawaysMastercard (MA) and Kellanova (K) reported robust Q3 earnings, with Mastercard surpassing estimates across key financial metrics, including adjusted EPS of $4.38 and net revenue of $8.6 billion.Alphabet (GOOGL) surged 7.5% in pre-market trading following strong Q3 results that beat expectations for EPS, revenue, and cloud revenue, while Meta Platforms (META) plunged 9% due to a significant profit miss and a JPMorgan price target reduction.Roblox (RBLX) delivered an impressive Q3 performance, wi ...

Related news Higher Markets, Fewer Players? What Mark Minervini Sees Despite A Positive Market. BREAKING: Futures Mixed After Trump, Xi Meet Dow Jones futures fell slightly early Thursday, while S&P 500 futures and Nasdaq futures edged lower. President Donald Trump hailed an "amazing, outstanding" meeting with Chinese President Xi Jinping, announcing agreement on some key areas. Microsoft (MSFT), Meta Platforms (META) and Google parent Alphabet (GOOGL) topped earnings views Wednesday night, guiding to stron ...

The US stock market in 2025 is experiencing a level of volatility that is both historic and unsettling. So far this year, there have been 119 trading sessions where an individual American company's market capitalization changed by more than $100 billion in a single day. In 2024, there were 42 such cases for the entire year. Five years ago, in 2020, there were fewer than 10.This surge is being driven by the enormous scale of mega-cap technology companies. Nvidia, Microsoft, Apple, Amazon, and Alphabet now ea ...

This is Samsung Galaxy XR, Samsung and Google's return to AR and VR in a headset that looks like a combination between the MetaQuest Pro and the Vision Pro. And at $1,800, it's priced right in between them. So, what can you do with this.Well, it runs Android XR, which is a new OS. And there are a bunch of apps. There's also Live Gemini, which I can't show you because that would deactivate screen sharing.But what I can show through screen sharing is what the OS looks like and some of my favorite apps. So, I' ...