Last month’s volatility brought a bit more than a 5% decline in the major indices, but the real damage occurred beneath the surface, where speculative pockets of the market corrected sharply. For now, it appears that phase of selling has passed.Amid the volatility, a few stocks held up remarkably well, most notably Alphabet ((GOOGL) and Apple ((AAPL). Both spent the month pushing to new highs and continued accelerating as the market regained its footing over the last week. Stocks that show relative strength ...

Warby Parker (NYSE:WRBY) 2025 Conference December 02, 2025 03:00 PM ET Company ParticipantsJenna Giannelli - Head of Retail and Consumer Credit ResearchDave Gilboa - Co-Founder and Co-CEOConference Call ParticipantsNone - AnalystJenna GiannelliHi. Good afternoon, everyone. Thank you for joining us on day one of the conference. I'm Jenna Giannelli, the Head of Retail and Consumer Credit research here at Morgan Stanley. I am helping to fill in for Alex Straton, our equity analyst, that covers Warby, who will ...

I mean, look, Amazon, we know, is the largest cloud provider with almost 50% share. And when it comes to the GPUs, everyone so far, except for Google, it has relied on an area, you know, for training. And what Amazon is doing is really copying that Google playbook where they want to use their own chips.It's just that they haven't had that kind of success that Google has had web use and they're trying to speed things up because in the end, all these hyperscalers don't want to spend, you know, 20 to 25% of th ...

Artificial intelligence didn’t just turbocharge Black Friday shopping this year — it quietly became retail’s most influential middleman. • IYW is building positive momentum. Get the details here.As more consumers lean on AI for product discovery and deal-hunting, a spate of technology-focused ETFs are poised to gain. The iShares U.S. Technology ETF (NYSE:IYW) holds Apple Inc (NASDAQ:AAPL) , Amazon.com, Inc (NASDAQ:AMZN) and Microsoft Corp (NASDAQ:MSFT) , placing it at the center of this shift due to the dom ...

据The Information报道，OpenAI首席执行官Sam Altman宣布拉响"红色警报"，将调配更多内部资源以加 速改进ChatGPT，同时延迟其他项目的推进。 The Information援引一份内部备忘录报道称，Altman周一要求对ChatGPT进行"突击式"升级，同时推迟 自主式AI代理和广告等其他工作。尽管Altman未明确说明需优先处理哪些修复事项及原因，但The Information指出他近期曾告诫员工，谷歌在人工智能领域的强势回归可能给OpenAI带来暂时性的经济挑 战。 The Information援引一份内部备忘录报道称，Altman周一要求对ChatGPT进行"突击式"升级，同时推迟 自主式AI代理和广告等其他工作。尽管Altman未明确说明需优先处理哪些修复事项及原因，但The Information指出他近期曾告诫员工，谷歌在人工智能领域的强势回归可能给OpenAI带来暂时性的经济挑 战。 该报道凸显了AI巨头之间竞争的激烈程度，整个行业正努力说服华尔街，它们投入该技术的大量资金 终将带来回报。Alphabet Inc．的谷歌上月发布AI模型Gemini 3，因其推 ...

■李春莲 近期，谷歌自研的人工智能（AI）芯片张量处理单元（TPU）宣布对外供货，此举推动公司市值一度逼 近4万亿美元，并因此被市场称为"AI新王"。这一突破被市场解读为对英伟达图形处理单元（GPU）主 导地位的挑战，为处于迷雾中的AI产业注入了新动能，也为市场带来了新的选择和竞争活力，标志着 AI产业正从一个相对集中的格局，向更加多元化的方向发展。 笔者认为，可以从以下三个方面看谷歌此举对AI产业的影响。 从技术路线来看，这揭示了AI产业的健康进化方向。 谷歌TPU对外供货的商业化破冰，并非简单的产品竞争，更像是AI硬件领域的一次"鲇鱼效应"，进一步 激活了AI市场，推动算力加速迈向多元共生的新生态。健康的技术进化是打造相互支撑的技术体系， 这也是"AI新王"带给行业的核心启示。对于整个AI产业而言，这降低了对单一供应商的依赖，通过技术 路线竞争倒逼行业创新加速，推动技术进步和成本下降，最终惠及产业链所有参与者，为AI产业提供 最坚实的基础。 硬件作为AI技术落地的核心载体，其成熟度直接决定产业进化的深度与广度。硬件的算力支撑让"一切 硬件皆有AI"从概念变为现实，正如PC行业经历互联网变革后的进阶，AI硬 ...

Google logo in front of Google Plaza near Zhongguancun Science Park in Beijing, China on November 27, 2025. (Photo credit should read Fan Jiashan/Future Publishing via Getty Images)CFoto/Future Publishing via Getty ImagesOver the past ten years, Alphabet (GOOGL) stock has delivered an enormous $357 Bil back to its investors through actual cash in the form of dividends and share buybacks. Let’s examine some figures and see how this capacity for payouts compares with the largest capital-returning companies in ...

Core Insights - Amazon has launched "UltraServers" powered by its proprietary Trainium 3 chips, aiming to compete with Nvidia and Google [1] Company Summary - The introduction of UltraServers signifies Amazon's strategic move into the high-performance computing market, leveraging its in-house chip technology [1] - Trainium 3 chips are designed to enhance Amazon's cloud services, potentially increasing its market share against established competitors like Nvidia and Google [1] Industry Summary - The competition in the cloud computing and AI chip market is intensifying, with major players like Amazon, Nvidia, and Google vying for dominance [1] - The launch of Amazon's UltraServers may disrupt the current market dynamics, prompting other companies to innovate or adjust their strategies [1]

Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Ali Canal, who's here to connect the dots and to be that bridge between Wall Street and Main Street. Today, we've got a Wall Street money manager in the lineup, and we're going to look at the AI and tech trade along ...

全球首富埃隆•马斯克（Elon Musk）既是特斯拉的首席执行官，也是xAI的创始人，这两家公司目前都 在推进人工智能（AI）项目。虽然他并不认为自己是投资者，但在最新播出的一档播客节目中，当被 问及如果他不得不在股市押注AI领域时，马斯克点名推荐了两只"大型AI股"——谷歌母公司Alphabet和 英伟达。"人工智能和机器人技术将变得非常重要。这两大技术的商品和服务产出如此之高，以至于让 其他一切都相形见绌。"他补充道。 ...