Welcome back to Morning Trade Live. It's time now for the big picture. So, let's welcome in the team from Charles Schwab.We've got Nathan Peterson, director of derivatives analysis, Schwab Center for Financial Research, and Mike Townsen, managing director, legislative and regulatory affairs at Charles Schwab. Nate, we've got to start with you. Uh, what a busy day.Obviously with the FOMC, we kind of know what they're going to do. Very earnings driven day. We've had Trump out this morning saying America is ba ...

Key Takeaways Mag 7 earnings are likely to rise 16.9% on 16.6% higher revenues, with four members reporting this week.AI positioning is under focus, as MSFT and META ramp up spending, while AAPL faces limited AI visibility.The Mag-7 group trades at a 26% valuation premium to the S&P 500.The Q4 earnings reporting season has accelerated this week, with more than 300 companies scheduled to release results. Among them are 102 S&P 500 constituents, including four members of the “Magnificent 7.” As a group, the M ...

Deep-pocketed investors have adopted a bullish approach towards Alphabet (NASDAQ:GOOGL), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in GOOGL usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 73 extraordinary options activities for Alphab ...

谷歌将支付 1.35 亿美元，和解智能手机用户提起的集体诉讼。原告指控谷歌在安卓操作系统中植入相 关程序，未经用户许可收集其移动网络数据。 谷歌作为字母表公司旗下子公司，已与原告方达成初步和解协议，该协议于本周二晚间提交至美国加利 福尼亚州圣何塞联邦法院，后续仍需法官批准生效。 谷歌在达成和解的同时，否认自身存在不当行为。此次和解的覆盖范围为 2017 年 11 月 12 日起所有安 卓系统移动设备的用户。 原告方称，即便用户关闭谷歌应用、关闭位置共享功能或锁定手机屏幕，谷歌仍在无端收集用户向移动 运营商付费获取的移动网络数据。 原告表示，谷歌将这些数据用于产品研发和定向广告投放，该行为已构成 "非法侵占"—— 即一方故意 侵占另一方财产并试图行使控制权的行为。 根据和解协议，谷歌需做出多项整改：用户首次设置安卓手机时，谷歌未获得明确同意不得传输其数 据；同时，谷歌需为用户设置更便捷的开关式功能，方便用户终止数据传输；此外，谷歌还需在谷歌应 用商店的服务条款中，明确披露数据传输相关事宜。 该案原定于 2026 年 8 月 5 日开庭审理，谷歌截至本周三暂未就此事作出回应。原告方律师团队拟向法 院申请最高 39 ...

By Jonathan Stempel Jan 28 (Reuters) - Google will pay $135 million to settle a proposed class action by smartphone users ​who accused Google of programming its Android operating system ‌to collect their cellular data without permission. A preliminary settlement with the Alphabet unit ‌was filed late Tuesday night in the San Jose, California federal court, and requires a judge's approval. Google denied wrongdoing in agreeing to the settlement, which covers users of Android-powered mobile devices since ...

Core Viewpoint - Jim Cramer has shifted his opinion on Alphabet Inc. (NASDAQ:GOOGL) from cautious to enthusiastic, highlighting its diverse business segments and strong performance in the AI sector [2]. Group 1: Stock Performance - Alphabet Inc. (GOOGL) shares have increased by 73% over the past year and by 5.8% year-to-date [2]. - Keybanc raised the firm's share price target to $360 from $330, maintaining an Overweight rating [2]. Group 2: Business Segments - The company has multiple business segments, including YouTube, Gemini, and Search, which contribute to its overall growth [2]. - AI capabilities are emphasized as a significant factor in Alphabet's competitive advantage, with the firm having the necessary computing capacity and scale [2]. Group 3: Investor Sentiment - Investor sentiment around AI had previously been pessimistic, but has since improved, contributing positively to Alphabet's stock performance [3]. - Bristlemoon Global Fund noted that Alphabet's performance has meaningfully contributed to the fund's returns, reflecting a shift in investor confidence [3].

首都在线：公司自主研发平台可在全球范围内秒级开通，管理，调度云服务及网络资源，平台覆盖全球 核心区域。 *免责声明：文章内容仅供参考，不构成投资建议 公司方面，据上证报表示， 优刻得：公司是国内领先的中立第三方云计算服务商，私有云产品解决方案进入信创工委会信创图谱。 *风险提示：股市有风险，入市需谨慎 谷歌云于1月27日宣布，自2026年5月起将正式上调全球数据传输服务价格，其中北美地区费率较当前水 平提高约一倍。在人工智能算力需求持续激增，硬件及能源等上游成本结构性上升的背景下，主流云服 务商正逐步将系统性成本压力向终端传导，行业长期以来的降价趋势出现关键转折。从谷歌云与AWS 相继宣布涨价的节奏看，两家头部企业在短短数日内相继调整核心服务价格，反映出行业对成本压力已 形成共识。市场普遍预期，其他主流云服务商也可能在未来阶段跟进类似的定价策略调整。 上证报援引机构观点称，此次行业性调价反映出全球AI算力需求持续走高及基础设施成本上升的长期 趋势。从产业链价值分布看，具备稀缺性的算力资源与网络传输环节在营收结构中的重要性正日益凸 显。华泰证券认为，以人工智能为新生产工具，数据为新生产要素，算力为新基础设施的三 ...

在达沃斯世界经济论坛上，当代表们不在讨论唐纳德·特朗普时，他们正被人工智能的前景所震撼。 在瑞士阿尔卑斯山小镇的主街上，几乎每个店面都临时贴上了科技公司的霓虹标语，或是承诺告诉高管 如何将AI融入业务的咨询公司广告。Cloudflare的木质镶板总部敦促代表们"连接、保护并共同构建"， 而Wipro则高呼："梦想解决证明重复"。 在会议上，科技CEO们阐述了他们对AI物理表现形式在未来几年如何覆盖世界的希望。微软首席执行 官萨提亚·纳德拉向专注的观众讲述了"Token工厂"（他对数据中心的称呼）如何必须分布在世界各地， 以在全球范围内传播AI的好处。 "对我来说，一个长期的、可扩展的解决方案是让所有这些Token工厂成为真实经济的一部分，连接到电 网，连接到电信网络——这就是推动规模化的因素，无论是在全球南方，还是在发达国家，"纳德拉 说。 与此同时，谷歌正在向兴奋的代表们展示其谷歌眼镜的最新迭代产品；在达沃斯会议中心有无数关于这 项技术潜在好处的会议——包括与临时加入议程的埃隆·马斯克进行的激动人心的聊天，不过由于 SpaceXIPO似乎即将到来，他最热衷于谈论前往火星的话题。 然而，在华丽的店面之外，有人 ...

The arrival of OpenAI's ChatGPT in November 2022 flung open the floodgates to the current global fervor over artificial intelligence (AI). The new technology was so astounding that some predicted OpenAI would spell doom for Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) and its Google search engine business. In fact, Google was declared an illegal monopoly, but the judge presiding over the case, Amit Mehta, didn't dispense harsh penalties, explaining "The emergence of GenAI changed the course of this case." He s ...

Google is the latest investor to back Redwood Materials as the battery recycling and cathode production startup scales a new energy storage venture to power AI data centers and other industrial sites. Redwood Materials, founded by former Tesla CTO JB Straubel, last October raised $350 million in a Series E round led by venture firm Eclipse. The round included a new strategic investment by Nvidia’s venture capital arm, NVentures. More investors, including newcomer Google, have piled in since, pushing t ...