Alphabet Inc. (NASDAQ:GOOGL) is one of the best long term growth stocks to buy according to hedge funds. Mizuho raised the price target on Alphabet Inc. (NASDAQ:GOOGL) to $365 from $325 on January 9 and reaffirmed an Outperform rating on the share. The firm told investors that it upgraded the price target estimates to reflect its 2026 internet outlook, and that it sees considerable potential sales upside at Google Cloud. Sentiment Mixed, But BofA Still Sees Long-Term Upside in Alphabet (GOOGL) A laptop a ...

After an extraordinary rally that has seen Alphabet (GOOG) (GOOGL) shares climb about 82% in just six months and propel the company to a $4 trillion market capitalization, GOOGL stock could still have room to move higher. Much of the recent enthusiasm around Alphabet stems from its accelerating momentum in artificial intelligence (AI). The company’s latest model, Gemini 3, has strengthened Google’s position in a fiercely competitive AI landscape and boosted its long-term growth prospects. As AI adoption e ...

Key Takeaways Apple struck a multi-year deal to integrate Gemini into Siri, transforming it into an advanced assistant. Alphabet gains a major licensing stream and wider Gemini reach, pushing market cap to $4 trillion intraday.Tech-focused ETFs like IYW offer diversified exposure to the AI partnership, helping reduce single-stock risk.In a surprising turn of the artificial intelligence (AI) arms race, tech titans Apple (AAPL) and Alphabet (GOOGL) have recently announced a landmark multi-year partnership, t ...

生成式AI 一、抽成25%！美国批准AI芯片对华供应，点名H200、MI325X 1. 特朗普签署新公告对英伟达H200、AMD MI325X等先进AI芯片征收25%关税，同时美国商务部将对华出口许可审 查从"推定拒绝"改为"逐案审查"； 2. 新规要求对华芯片数量不得超过美国客户总量的一半，且符合一定安全标准，关税覆盖TPP在14000-21100、 DRAM带宽4500-6200GB/s范围的芯片； 3. 美国众议院通过《远程访问安全法案》限制中国通过云计算服务远程获取AI芯片，特朗普要求商务部7月前提供数 据中心芯片市场最新情况。 https://mp.weixin.qq.com/s/vOZ-yOAG0s3sg4SuwOmucQ 二、谷歌发布由Gemini3模型驱动的Personal Intelligence功能 1. 谷歌正式发布由Gemini3模型驱动的Personal Intelligence功能，底层打通Gmail、Photos、YouTube和Search 四大应用，AI可跨应用调取数据实现私有上下文理解； 3. 目前处于Beta测试阶段，优先向Google AI Pro和AI Ultra等付 ...

Warren Buffett has taken a graceful exit, but his investments continue to dominate the industry. Berkshire Hathaway (NYSE:BRK-B) had $267 billion invested at the end of the third quarter. The 13F filings show the moves Buffett took to ensure that his investments keep growing. While major trades weren’t made in the third quarter, there are a few notable ones worth exploring. Warren Buffett sold tech company Apple (NASDAQ:AAPL) and bought Alphabet (NASDAQ:GOOGL) in the quarter. At that time, this move wouldn ...

Even with the new cash infusions, both companies still have a relatively short timeline before they deplete what's currently available on their balance sheets. Both sport cash and cash equivalents worth roughly seven years of cash burn based on their most recent financial results. Even with the marked advancements they've made in quantum computing in the last few years, it's likely they'll need to raise more cash before they turn cash-flow-positive.Both companies rely on external funding to support their op ...

作者：NCL 编辑：Feihong，Siqi SemiAnalysis 最近对 Google TPU v7/v8 的深度拆解，可能是目前公开信息里少数能同时讲清硬件规格、互联拓扑与 TCO（Total Cost of Owenship，资产 全生命周期总成本） 模型的系统性对比：文章中把 3D Torus + OCS 的设计哲学、以及 TPU 与 Nvidia GPU 在训练与推理中的成本结构差异拆到了可计算 的层面。 但 SemiAnalysis 的结论需要打折来看： • 文章中倾向于放大 TPU 的 MFU 优势（假设 TPU 40% vs GPU 30%），却没有充分讨论 FP8 精度下公开 MFU 数据的缺乏； • 强调 TPU 在训练场景的 TCO 领先，却对推理场景下 GPU 凭借 FP4 算力的反超着墨不多； • 详细介绍了 TPU 的软件优化，却淡化了这些优化本质上是在弥补 3D Torus 对不规则流量的天然劣势。 在这篇文章中，我们基于 SemiAnalysis 的数据框架，结合对训练、Prefill、Decode 三类场景做了再拆解，尝试对 TCO 效率路线进行更全面的分析对 比，以下是 ...

SAN FRANCISCO, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Clearway Energy Group (Clearway) announced the 2025 execution of three new long-term power purchase agreements (PPAs) with Google totaling 1.17 GW of carbon-free energy projects located in Missouri, Texas, and West Virginia. Under the new agreements, Clearway will deliver carbon-free energy to local grids to support Google’s data centers in SPP, ERCOT, and PJM for up to 20 years while driving economic growth across the local communities. Together, the three p ...

谷歌正在让科幻电影中那个随叫随到、无所不知的管家"贾维斯"成为产品现实。 谷歌正式发布了由最新Gemini3模型驱动的"Personal Intelligence"功能。 它将谷歌旗下四大应用的数据池进行了底层连接，让AI获得了跨应用权限。 从此，谷歌AI能够自主跨越应用边界，将你分散在邮件里的行程、相册里的记忆碎片以及视频观看习惯，实时串联成一套完整的个人生活图谱。 Gemini打通谷歌全家桶 Personal Intelligence由Gemini3模型驱动，直接打通了Gmail、Photos、YouTube和Search这四大核心应用。 这一功能让AI具备了在后台跨应用调取数据的能力。这意味着你的邮件往来、相册中的生活瞬间以及YouTube上的观看记录，在一个统一的智能中枢下实 现了互通与关联。 这种互通直接赋予了AI处理"私有上下文"的能力。Gemini可以深入海量的历史数据从中提取细节来辅助当前的回答。 该机制解决了通用大模型"不懂用户"的实际痛点，让AI给出的建议能够直接引用你的真实生活轨迹，提供具有强个人针对性的反馈。 虽然两者选择了同一个大脑，但在技术落地路径上却走向了截然不同的方向。 针对A ...

以下文章来源于格隆汇交易学苑 ，作者格隆汇小编 格隆汇交易学苑 . 以基本面为基础，专注于趋势交易 上周末，谷歌在美国零售联合会大会上正式推出了通用商业协议（ UCP ）。 这是一项旨在标准化 AI 代理与零售商之间交互的开源协议，首批参与者涵盖了行业内多个维 度的巨头，包括电商独立站平台 Shopify ，大型综合零售商 Walmart 、 Target ，以及金融 支付巨头 Visa 、 Strip 等公司。 UCP 为 AI 购物代理提供了统一的商品发现、下单、支付和售后标准，使不同平台和商家能够 被通用 Agent 调用。 它将用户决策入口从单个平台转移到 AIAgent ，从产品发现、比价、推荐，到结账、支付、 售后处理，全流程自动化处理，消费者可以通过自然语言直接完成购物。 要聊 UCP ，就必须先复盘一下此前 OpenAI 引起的那波波澜。 2025 年 9 月， OpenAI 联手 Stripe 和 Shopify 推出了 ACP （代理商贸协议）。 那时，我们第一次认识到 AI 代理在 ChatGPT 内部直接完成下单。那是一个惊艳的"样板 间"：它证明了 AI 不仅能陪聊，还能真的替你把卡 ...