You don't need to be a hedge fund manager to see the value in these stocks.Investing in stocks is a great way to accumulate wealth over long periods, but with thousands of companies to choose from, it's not always easy to decide which ones to pick. One way to gain inspiration is to observe what successful investors are doing.Consider Bill Ackman, the founder and CEO of Pershing Square Capital Management, a hedge fund. Ackman has a terrific track record, so he must know a thing or two about investing in the ...

刚刚，AI医疗新突破，来自谷歌(GOOGL.US)！ 这一次，他们直接瞄准了真实临床环境的痛点。 长期以来，医疗模型就像是一个"偏科生"，它擅长"读病历"，却对CT、MRI、病理切片这些医学影像"力不从心"。 这是因为，它们被迫用文本逻辑去理解图像，导致效率低、错误多、成本高。 为此，谷歌祭出了最新模型MedGemma 1.5，找到了破局答案。 相较于此前的MedGemma 1.5，MedGemma 1.5在多模态应用上实现重大突破，融合了： 高维医学影像：计算机断层扫描(CT)、磁共振成像(MRI)和组织病理学。 纵向医学影像：胸部X光时间序列回顾。 解剖定位：胸部X光片中解剖特征的定位。 医学文档理解：从医学实验室报告中提取结构化数据。 谷歌表示，MedGemma 1.5是首个公开发布的开源多模态大语言模型，既能够解读高维医学数据，同时还拥有解读通用二维图像和文本的能力。 更关键的是，MedGemma 1.5只有40亿参数量，这意味着，普通的消费级显卡甚至高性能工作站，就能流畅运行。 不仅如此，谷歌还发布了MedASR，一个专门为医疗语音微调的语音识别模型，可以将医生与患者的对话转化为文本，并无缝接入到M ...

Group 1: Soros Fund Management's Investments - Billionaire investor George Soros has significantly increased positions in mega-cap stocks, notably Apple and Amazon, with new investments totaling hundreds of millions of dollars [1][2] - In Q3 2025, Soros Fund Management acquired over 1.843 million shares of Amazon, valued at $404.808 million, resulting in a total holding of $488.803 million, which is a 482% increase from Q2 [1] - The firm also purchased 328,605 shares of Apple worth $84.718 million, raising its total investment in Apple to $89.053 million, reflecting a 1,954% quarter-over-quarter increase [2] - Additionally, Soros Fund Management acquired 631,397 shares of Alphabet, valued at $155.297 million, bringing total holdings to 658,367 shares worth $160.049 million, marking a 2,341% increase from Q2 [2] Group 2: Total Investment and Market Context - Overall, Soros Fund Management invested $644.823 million in Amazon, Apple, and Alphabet within a single quarter [3] - Warren Buffett's Berkshire Hathaway also entered a new position in Alphabet during Q3 2025, purchasing 17.846 million shares valued at $4.93 billion, which constitutes 1.6% of its portfolio [3] - On December 31, 2025, Warren Buffett stepped down as CEO of Berkshire Hathaway, with Greg Abel succeeding him on January 1, 2026, while Buffett remains as chairman [3]

Core Insights - The article discusses the potential of quantum computing as a significant investment opportunity, highlighting two companies well-positioned in this field: IonQ and Alphabet [2][3]. Group 1: IonQ - IonQ is a pure play quantum computing company, focusing exclusively on quantum technology, which presents both high potential rewards and risks [4]. - The company utilizes trapped ion technology for constructing qubits, resulting in a lower error rate and longer quantum state retention, which are critical advantages in quantum computing [5]. - IonQ currently generates some revenue through major cloud service providers but is still in the early stages of commercial growth, making it an attractive option for aggressive investors [7]. Group 2: Alphabet - Alphabet, the parent company of Google, generates substantial revenue through its search engine and Google Cloud, which has seen significant growth due to demand from AI customers [8][9]. - The company is actively developing its own quantum chip, Willow, which aims to reduce errors as more qubits are added, marking a significant advancement in quantum computing [11]. - Alphabet's established profitability combined with its investments in quantum computing presents a compelling opportunity for investors, potentially leading to significant returns [12].

Core Insights - Google has a significant data access advantage over competitors, allowing it to see 3.2 times more web pages than OpenAI and 4.8 times more than Microsoft [2][4] - Google's search dominance enables it to access parts of the internet that are not available to other companies, as many have allowed Google to bypass paywalls [3][4] - The amount of data a company can access is crucial in determining success in the AI sector, with Alphabet's Gemini outperforming competitors due to its superior data access [4] Group 1: Data Access Comparison - Googlebot accesses 3.2 times more web pages than OpenAI, and 4.8 times more than Microsoft [2] - Other AI companies, like Anthropic, have similar access levels to Microsoft, indicating a significant disparity in data access among AI firms [2] Group 2: Implications of Data Access - Google's privileged access is attributed to its search engine position, which allows it to see parts of the internet that others cannot [3] - The executive emphasizes that the company with the most data will likely dominate the AI landscape, highlighting the importance of data in AI performance [4]

Cloudflare Inc. (NYSE:NET) co-founder and CEO and Matthew Prince said in a recent interview that Google, a unit of Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) , allows its web crawlers to access significantly more data than competitors amid debates over AI training limits.Google’s Data Access AdvantagePrince, while speaking with John Coogan and Jordi Hays on a TBPN podcast released on Friday, disclosed that Googlebot sees 3.2 times more web pages than OpenAI.“For every one page that OpenAI sees, Google is se ...

（文章来源：第一财经） 昨日谷歌在华举办2026 Google Cloud出海峰会的消息引发业界关注，随之而来的还有对谷歌云在华运营 资质及业务布局的疑问。1月16日下午，谷歌方面对第一财经回应表示，该峰会是针对受邀客户及合作 伙伴举办的活动，分享Google Cloud（谷歌云）的全球解决方案，助力各行业出海企业在国际出口市场 中实现创新与增长。目前谷歌在中国大陆地区不运营任何提供云服务的技术基础设施，并严格遵守所运 营市场的税务法律要求。 ...

Alphabet Inc.’s Google is appealing a landmark antitrust decision that the company illegally monopolized online search and search advertising, an expected move that will likely delay the implementation of changes to the company’s business. The notice of Google’s appeal was filed Friday in Washington federal court, along with a request to put the lower-court ruling on hold while the appeal is pending. The DC Circuit Court of Appeals will likely hear the case later this year. The court, which hears many app ...

Company - OpenAI will begin testing advertisements in ChatGPT to seek new revenue sources [5] - Google has requested a U.S. judge to postpone the order to share data during its appeal [5] - JPMorgan has surpassed Dimensional to become the world's largest active ETF company [6] - Fannie Mae and Freddie Mac continue to decline, raising concerns about their IPO prospects [6] - Spotify plans to generate significant profits through another price increase [6] Industry - The U.S. housing builder confidence index has dropped to 37 in January, marking the first decline in five months and falling below all estimates [5] - The U.S. manufacturing output is expected to grow in the last few months of 2025 [5] - The job market remains a concern, with the Federal Reserve advised to prepare for potential rate cuts [6] - The artificial intelligence sector is accelerating job reductions in key global industries [6] - Oil prices have slightly recovered, but traders remain cautious about risks related to Iran [6]

Key Points Within the Magnificent Seven, Alphabet and Nvidia performed the best in 2025. Now, the question is whether the outperformers or underperformers in the group will rise in 2026. While many investors are more cautious on this group, Wall Street analysts still see plenty of room to run for most. 10 stocks we like better than Nvidia › The "Magnificent Seven" stocks had a fascinating year in 2025. Despite being at the center of most market-related conversations and consuming over one-third ...