It has been four months since my previous article on Alphabet ( GOOG )( GOOGL ), during which the company’s shares have risen by 64%. In that article, I highlighted Alphabet’s undervaluation—but in hindsight, I wasI am the head of research for the pre-IPO and venture division of the investment bank. Prior to that, I have been working as a global equity research analyst in an investment bank for the past 5 years. My specialization are Biotechnology, Internet and Media. I Received my CFA Charter in 2017. Also ...

U.S. stock markets are navigating a holiday-shortened Black Friday session today, November 28, 2025, marked by early trading gains in futures that were briefly interrupted by a technical outage at the Chicago Mercantile Exchange (CME Group). Despite this hiccup, major indexes are poised to close out the week with significant advances, although they remain on track for a monthly decline in November. The market's underlying sentiment continues to be buoyed by increasing expectations of a Federal Reserve inter ...

And welcome back to Morning Movers. I'm Marley Caden filling in for Diane King Hall today. I want to welcome in our next guest joining us now, Angelo Zeno, the senior equity analyst at CFR to have a conversation about Alphabet and this major runup we've seen for Google recently.I think up about 17% just in the last week or so on some major headlines here leaprogging Microsoft to become the third most valuable company by market cap. You Angelo, in your view, is this a sudden acceleration that's meaningful an ...

"天啊，三年来，我每天都在用ChatGPT。刚体验Gemini 3两小时，我再也回不去了，"贝尼奥夫在X平 台发文称，"这一技术飞跃着实惊人——推理能力、响应速度、图像处理、视频生成……所有功能都更 精准、更快捷。仿佛世界再度被改写。" 据X平台数据，截至周二上午，拥有110万粉丝的贝尼奥夫的这条推文，浏览量已突破320万次。他的背 书之所以引人注目，不仅源于其显赫地位——据《福布斯》估算，其净资产约为85亿美元——更源于其 公司与人工智能企业的广泛合作。就在上月，赛富时宣布与OpenAI扩大战略合作，将Agentforce 360平 台与ChatGPT整合，允许企业在使用其产品时调用OpenAI的GPT-5模型。 当时贝尼奥夫盛赞这一合作："作为消费者，我们已能通过ChatGPT获得即时推荐或洞见，"他在10月表 示，"如今企业也能提供同等水平的智能支持与响应速度。" 从力挺ChatGPT到火速转向谷歌Gemini，这一快速转变凸显了人工智能行业的瞬息万变——各大模型几 乎每月都在性能上相互超越、迭代升级。 谷歌重磅亮相 谷歌及其DeepMind部门上周发布Gemini 3，称其为公司"最智能的模型"，"整 ...

自三年前ChatGPT横空出世以来，分析师和技术专家——甚至包括谷歌（Google）的一位工程师及该公司前CEO——都曾断言，谷歌在这场关乎未来的人 工智能竞赛中处于下风。但如今，情况已发生改变。 这家互联网巨头已推出新的AI软件，并达成多项协议，包括与Anthropic PBC的芯片合作协议。这些举措让投资者相信：谷歌不会轻易输给ChatGPT的开 发公司OpenAI及其他竞争对手。谷歌最新发布的多模态模型Gemini 3甫一亮相，便因其在推理、编程以及其他AI聊天机器人"失足"的复杂任务上表现出色 而广受好评。谷歌曾一度落后的云业务，也在全球开发AI服务的热潮和算力需求暴增的推动下稳步增长。 有迹象表明，企业对谷歌专研AI芯片的需求正在上升，而它们正是目前少数能替代英伟达（Nvidia Corp.）主导性芯片的产品之一。周一有报道称，Meta Platforms正在洽谈采用谷歌芯片的合作，这一消息推动其母公司Alphabet股价大涨。在巴菲特三季度斥资49亿美元建仓，以及华尔街对其AI战略普遍看好 情绪的助推下，自10月中旬以来，Alphabet的市值已增长1万亿美元。 因市场担心OpenAI将面临来自谷 ...

Gemini 3 is out and it may change the landscape in artificial intelligence. Benchmarks have it performing better than GPT-5, and Google is leaning into its competitive advantages in AI tech.In this podcast, Motley Fool contributors Travis Hoium, Rachel Warren, and Jon Quast discuss:Gemini 3.Anthropic's capital raise.Bitcoin is down, but is it out?Why Target is falling behind in retail.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, ch ...

Key Takeaways Nebius aims for 2.5 GW of contracted AI power by 2026, boosting its infrastructure footprint.Nebius booked $3B and $17.4-$19.4B hyperscale deals with Meta and Microsoft.Alphabet cloud revenues grew 33.5% YoY, leveraging Gemini AI and custom GPU hardware.The AI revolution is creating a new investment battleground, not in flashy apps or models, but in the infrastructure that powers them. Compute capacity, GPU clusters and hyperscale cloud platforms have become the real engines of AI growth. In t ...

CME Group sign at NYMEX in New York.Adam Jeffery | CNBCThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. Down and outStock futures trading was halted this morning after a data center "cooling issue" took down several Chicago Mercantile Exchange services. Individual stocks were still trading before the bell, while the CME said futures indexes and options trading would open fully at 8:30 ...

It's convenient to compare things to the. com days, but if you take the valuations of the top three stocks in the dot era in the S&P 500 and they're waiting and compare it to the top three now, they were trading at a 62 times forward earnings versus 31 times. So, if this is the bubble, it still hasn't it's not done inflating yet.I just don't think we're there. You're seeing tremendous earnings growth underpinning this AI trend that we didn't see during the dotcom days. Lou, what do you make about this recen ...

I wonder Gina, from a market participants perspective, how does this influence how you will approach today, trading or otherwise. >> Well, you've given us a range that goes from nothing to a lot. So, uh it's a it's a pretty wide range, but look, our 2026 road map um does assume that we continue to see significant capex spending into the infrastructure of AI.Um and we do think that that continues to support uh the kind of let's call it the picks and shovels uh of that uh ecosystem which includes Nvidia, it i ...