智东西 编译 | 王欣逸 编辑 | 程茜 智东西12月1日消息，据英国《金融时报》报道，OpenAI在AI领域的主导地位正在受到谷歌的威胁，包 括谷歌最新模型性能超OpenAI、Gemini App月活用户、用户交互时长赶超ChatGPT。 在模型上，谷歌今年先后推出了推理模型Gemini 3、图像生成和编辑模型Nano Banana Pro等。在学术推 理、数学和视觉推理等关键基准测试中，基于谷歌自研TPU训练的Gemini 3表现均优于GPT-5模型。 | Benchmark | | Gemini 3 | Gemini 2.5 | Claude | GPT-5.1 | | --- | --- | --- | --- | --- | --- | | | | Pro | Pro | Sonnet 4.5 | | | Academic reasoning | No tools | 37.5% | 21.6% | 13.7% | 26.5% | | Humanity's Last Exam | With search and code | | | | | | | execution | 45.8% | - | - ...

11月2日，昨夜今晨， 美股市场经历"五连阳"后重回调整姿态，三大股指均收跌。日本央行的加息信号引发全球债市 震荡，投资氛围最浓厚的"币圈"跌幅最为显著。 截至收盘，标普500指数跌0.53%，报6812.63点；纳斯达克综合指数跌0.38%，报23275.92点；道琼斯工业平均指数跌 0.9%，报47289.33点。 虽然上周美股出现连涨，但11月依然终结了美国科技巨头自今年4月以来的连涨势头。12月头一天的开局低迷，说明投 资者尚未走出对科技龙头的估值忧虑。 雪上加霜的是，周一出现了"日债→加密货币→美股"的悲观情绪传导链条。 日本央行行长植田和男周一暗示可能会在本月加息后，对利率预期尤为敏感的日本两年期国债收益率跳升至1%上方， 这也是2008年以来首次。受此影响，美国10年期国债收益率周一跳升近8个基点至4.09%，创一个多月来最大涨幅，德 国10年期国债也上升6个基点。国债收益率上升，说明国债正在遭遇抛售。 国债市场不稳，风险资产难逃冲击，比特币日内从9万美元最低跌至8.38万美元，随后逐步拉升至8.6万美元。 汇丰首席多资产策略师马克斯·凯特纳解读称，今天美股的回调与加密资产的大幅下跌有关。加密货 ...

Wall Street's outlook for 2026 has grown notably constructive, with major firms such as JPMorgan, HSBC, and Deutsche Bank aligning around a common thesis: the market's next leg higher will be driven primarily by sustained gains in productivity, supported by advancements in artificial intelligence and automation. Strategists argue that meaningful efficiency improvements across industries will be essential for delivering the earnings growth required to justify their elevated targets for the S&P 500 Index.Also ...

America is going all out in the global AI battle.It seems the artificial intelligence (AI) race has escalated once again following President Donald Trump's announcement that he has issued an executive order to launch Project Genesis. The administration compared its significance to the famous Manhattan Project, the World War 2 initiative to develop the atomic bomb.Project Genesis aims to develop an artificial intelligence platform utilizing supercomputers and data from various government agencies to accelera ...

So, we're closing in on 4 trillion market cap for Alphabet Google. This name has continued to make news. It has been an AI leader. We're seeing deals with Meta. Right now, the market cap is 3.815%. So, everybody is watching that 4 trillion mark. We also saw a new price target of 375, up from 330 today. Let me bring in my panel, John Freeman, Ravenswood Partners, and John Buckingham, editor of the Prudent Speculator newsletter. John, what's the latest on what's been going on with Google's Gemini, Gemini 3, I ...

Welcome back to Next Investing. It's time for FOMO. Alex Coffee now joined by Marley Kaden, host for the Schwab network, of course, Trading 360 as well as Market on Close.And Marley, we talked about this story on Trading 360 to open your program. um partnership between two of the most important names in all of business I guess you could say which is uh >> Amazon and Alphabet but of course more specifically AWS and Google Cloud. >> It's it's a really interesting partnership.So they announced uh yesterday tha ...

Shares of Alphabet Inc. (NASDAQ: GOOGL) have surged approximately 31% over the past month, climbing from around $244 in early November to above $320 in early December. ...

ToplineNvidia on Monday announced a $2 billion investment into Synopsys as part of a broader partnership with the chip software maker, ranking among the largest deals surrounding AI this year, as Wall Street anticipates global spending to accelerate in the coming years. Several multibillion-dollar deals have been announced this year.Getty ImagesKey FactsGlobal annual AI spending is expected to swell to $375 billion by the end of the year before topping $3 trillion annually by 2030, according to projections ...

Core Insights - Alphabet Inc. is a major player in the technology sector, primarily known for its search engine Google, and has expanded into AI and cloud computing, competing with giants like Amazon and Microsoft [1] Group 1: Price Target and Stock Performance - Guggenheim set a price target of $375 for GOOGL, indicating a potential increase of about 17.12% from its trading price of $320.18 [2][6] - The current stock price reflects a slight increase of 0.23, or 0.07%, with a trading range today between $316.79 and $326.83 [2] Group 2: AI Strategy and Development - Alphabet's strategic focus on AI infrastructure has evolved over a decade, starting with Google Brain in 2011 and the development of the TensorFlow framework [3] - The acquisition of DeepMind in 2014 significantly enhanced Alphabet's AI capabilities, culminating in the 2023 merger of Google Brain and DeepMind to develop the Gemini LLM [3] Group 3: Competitive Position and Market Capitalization - Alphabet's custom AI chips provide a significant cost advantage, enhancing its competitive edge in AI and cloud computing [4] - With a market capitalization of approximately $3.86 trillion, Alphabet is positioned as a must-own stock for investors interested in the future of AI [4][6] Group 4: Trading Volume and Stock Trends - Today's trading volume for GOOGL is 19.85 million shares, with the stock experiencing a high of $328.83 and a low of $140.53 over the past year [5] - Alphabet's sustained focus on innovation in AI infrastructure is expected to drive future growth and sector dominance [5]

Why the Tesla CEO sees opportunity in shares of Alphabet and Nvidia, which have enjoyed strong rallies this year. ...