责任编辑：张俊 SF065 责任编辑：张俊 SF065 Alphabet（GOOGL）周二早盘下跌0.2%。该公司旗下Waymo以1260亿美元估值融资160亿美元，计划将 机器人出租车服务扩展至东京、伦敦等20多个城市，同时仍由Alphabet控股。 Alphabet（GOOGL）周二早盘下跌0.2%。该公司旗下Waymo以1260亿美元估值融资160亿美元，计划将 机器人出租车服务扩展至东京、伦敦等20多个城市，同时仍由Alphabet控股。 ...

Alphabet Inc (NASDAQ: GOOGL) is in focus ahead of the giant's Q4 earnings scheduled for Feb. 4 (after the bell), with many expecting the multinational to showcase that it's firing on all cylinders. ...

生成式AI 一、OpenAI推桌面版Codex，多智能体并行迎战Claude Code 1. OpenAI发布macOS桌面版Codex应用，定位为"AI智能体指挥中心"，支持多Agent并行工作，通过"工作树"模式 隔离不同任务的代码变更； 2. 应用支持异步后台运行、技能系统和定时自动化任务，内置沙箱控制精确管理AI权限，CEO称"仅凭Codex就完成 了一个完整项目"； 3. OpenAI同时为所有付费用户临时加倍速率限制两个月，首次向免费用户开放Codex访问权限，正面迎战Anthropic 和Cursor。 https://mp.weixin.qq.com/s/kxXdPFtVzcxP0sLI2dcvYA 二、智谱发布GLM-OCR，0.9B参数登顶SOTA搞定复杂文档 1. 智谱发布并开源GLM-OCR模型，仅0.9B参数在OmniDocBench V1.5以94.6分登顶SOTA，性能接近Gemini-3- Pro； 2. 模型专攻手写体、复杂表格、代码文档及印章等高难场景，支持vLLM、SGLang和Ollama部署，API价格仅0.2 元/百万Tokens； 3. 技术上采用自研CogViT ...

Key Takeaways GOOGL's Search momentum is supported by AI Mode traction, expanding commercial queries and ad revenues.Alphabet's Cloud is gaining from AI infrastructure demand, NVIDIA partnerships and a growing enterprise base.The Zacks Consensus Estimate pegs Alphabet's Q4 revenues at $94.7B, implying 16.02% year-over-year growth.Alphabet’s (GOOGL) fourth-quarter 2025 results, scheduled to be released on Feb. 4, are expected to have benefited from solid momentum in Search and Cloud businesses. The momentum ...

Core Insights - Google has made significant progress with its Gemini model, successfully addressing 13 problems from the Erdős Problems database, including 5 novel solutions and 8 rediscoveries of existing answers [1][2][4]. Research Overview - The Erdős Problems database, named after mathematician Paul Erdős, contains 1,179 problems, with 483 (41%) classified as solved. However, many "open" problems may have existing solutions that were not previously identified [4][5]. - The research utilized a custom AI agent named Aletheia, which employed a natural language verifier to filter approximately 700 open Erdős problems down to 212 potential solutions [9]. Methodology - Aletheia's process involved initial filtering by non-expert mathematicians, reducing candidates to 27, which were then rigorously reviewed by domain experts. Out of about 200 candidates, 137 (68.5%) had fundamental errors, while only 13 (6.5%) provided meaningful answers to Erdős's original questions [9][12]. Key Results - The 13 meaningful solutions were categorized into four types: 1. Autonomous solutions (Erdős-652, Erdős-1051) where Aletheia found the first correct solution, although Erdős-652 was based on existing literature [14]. 2. Partial AI solutions for multi-part problems (Erdős-654, Erdős-935, Erdős-1040) [15]. 3. Independent rediscoveries (Erdős-397, Erdős-659, Erdős-1089) where solutions were already known but not initially recognized [15]. 4. Literature identification (Erdős-333, Erdős-591, Erdős-705, Erdős-992, Erdős-1105) where existing solutions were identified despite being marked as open [15][16]. Research Significance - The findings indicate that AI has reached a level where it can tackle "low-hanging fruit" in mathematical problems, providing a new benchmark for AI research in mathematics. However, the authors caution against overstating the mathematical significance of these results, as they are solvable by any expert in the field [19]. - The study highlights challenges in verifying the originality of solutions and the potential for "unconscious plagiarism" where AI reproduces knowledge from training data without proper citation [19][20].

RESTON, Va., Feb. 3, 2026 /PRNewswire/ -- V2X, Inc. (NYSE: VVX) today announces a key partnership with Google Public Sector to support modernization priorities across the U.S. Government. This partnership will deliver secure, scalable, and accredited artificial intelligence (AI) and cloud solutions to enhance operational speed, mission resilience and modernized digital infrastructure for defense and intelligence agencies in challenging environments. V2X will deploy Google's advanced AI technologies, includ ...

The fourth quarter earnings season momentum continues this week, with results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighting the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the ...

The fourth quarter earnings season momentum continues this week, with results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighting the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks on Jim Cramer’s recent game plan. Cramer called it the “best” during the episode, as he stated: After the close, we hear from the best stock in the business, at least by my count, the one that we bought back for the Charitable Trust, because I just did, I had such seller’s remorse here, Alphabet. Yeah, this is a company that many wrote off as the least of the Magnificent Seven because they figured that, wouldn’t Google wreck Gemini? Instead, it turned out ...

A huge global rally in stocks is underway today after Palantir delivered yet another blockbuster earnings call that blew through analysts’ expectations yesterday and—separately—a poll of manufacturers showed they were surprisingly optimistic about the future.Palantir stock was up 10.86% in overnight trading, after closing 0.81% yesterday.Nasdaq 100 futures rose 0.41% this morning. Apple, Alphabet, and Amazon also rose yesterday and remained buoyant in overnight trading. S&P 500 futures were up 0.14% this mo ...