Meta could soon be the world's largest advertising business.Meta Platforms (META 2.96%) has been a big winner in the AI era, up 8x since the stock bottomed out in 2022, and its latest results delighted investors.Revenue jumped 24% in the fourth quarter to $59.9 billion. Ramped-up spending weighed on margins, but investors had expected that, and net income still rose 9% to $22.8 billion, or $8.88 per share.Looking ahead, Meta also issued better-than-expected revenue guidance for the first quarter, calling fo ...

"21世纪关键技术"关注科技未来发展趋势，研究21世纪前沿科技关键技术的需求，和影响。将不定期推荐和发布世界范围重要关键技 术研究进展和未来趋势研究。 前言：在上一篇文章中，我们发表了 《大自然规律不允许！德国物理学家指出量子计算可能永远无法成功》， 在本篇将进一步介绍美 国国防高级研究计划局 DARPA 验证量子计算真实性的举措。为验证量子计算的可靠性做出的工作。 美国国防高级研究计划局正在通过一项雄心勃勃的验证计划重新定义全球量子计算竞赛的规则。该机构的量子基准测试计划已将11家 来自美国、加拿大和澳大利亚的企业推进到第二阶段，这些公司必须证明他们能够在2033年前开发出"效益超过成本"的实用级量子计 算机。这一严格的筛选机制标志着量子技术发展从科学探索转向工程验证的关键转折点。 DARPA的量子基准测试计划设定了一个明确且具有挑战性的目标：到2033年实现量子计算的实际商业和军事价值。该计划项目经理乔 ·阿尔特彼得明确表示，他们的"开场立场是怀疑主义"，旨在通过科学严谨性来终结量子计算领域的过度炒作。这种制度化的怀疑态度 反映了美国政府对新兴技术泡沫的警惕，以及对确保联邦投资获得实际回报的坚持。 进入第 ...

分组1 - The stock market is poised for a potential rebound if major companies report strong earnings next week, following a week of declines in the S&P 500 [1] - Disney is set to report earnings on Monday, with ongoing discussions about CEO succession; the company's performance has been stagnant, leading to a decision to exit its position in November [2] - Key earnings reports on Tuesday include Pfizer, Pepsi, Merck, Advanced Micro Devices (AMD), and Chipotle, with AMD's performance being particularly scrutinized for insights into the AI sector [3] - Western Digital will host an innovation day on Tuesday to showcase advancements in data storage, which is critical after a significant drop in its stock despite a strong quarterly report [4] 分组2 - Eli Lilly will report on Wednesday, with attention on potential new trial results for its GLP-1 portfolio, which may impact stock movements more than quarterly results [5] - Alphabet's upcoming report is considered highly significant for the market, with a shift in narrative positioning it as a strong contender among tech stocks [6] - Amazon will report earnings on Thursday, facing challenges with stock momentum despite the company's strong fundamentals [6] - The January employment report on Friday may show weaker-than-expected job gains and wage inflation, potentially supporting lower bond yields and benefiting stocks [6]

分组1 - The stock market is poised for a potential rebound if major companies report strong earnings next week, following a week of declines in the S&P 500 [1] - Disney is set to report earnings on Monday, with ongoing discussions about CEO succession, and the CNBC Investing Club has exited its Disney position due to stagnant performance [2] - Key earnings reports on Tuesday include Pfizer, Pepsi, Merck, Advanced Micro Devices (AMD), and Chipotle, with AMD's performance being particularly scrutinized for insights into the AI sector [3] - Western Digital will host an innovation day on Tuesday to showcase advancements in data storage, which is critical after a significant drop in its stock despite a strong quarterly report [4] 分组2 - Eli Lilly will report on Wednesday, with attention on potential new trial results for its GLP-1 portfolio, which may impact stock movements more than quarterly results [5] - Alphabet's upcoming report is considered highly significant for the market, with a positive narrative shift around the company due to its advancements in AI and other technologies [6] - Amazon will report earnings on Thursday, facing challenges with stock momentum despite the company's strong fundamentals, as selling pressure has hindered its recent performance [6] - The January employment report on Friday may show weaker-than-expected job gains and wage inflation, which could support lower bond yields and positively impact stock prices [6]

Market Overview - Stocks are experiencing a decline, with significant movements in the metals market, particularly gold and silver, which are seeing record drops [1][2]. - Gold futures are down 7%, with a peak decline of over 11%, marking the largest drop since the early 1980s. Silver futures have fallen more than 26% [2]. Federal Reserve Nomination - President Trump has nominated Kevin Worsh to replace Jerome Powell as Fed Chair, with Worsh perceived as a hawkish figure, which may influence interest rate policies [5][6]. - Trump expressed a desire for rate cuts but did not directly ask Worsh about his commitment to this [6][7]. - Analysts suggest that if Worsh is confirmed, he will need to persuade a divided Federal Reserve committee regarding his policies [8][11]. Economic Indicators - St. Louis Fed President Alberto Musalum indicated that current interest rates are neutral and does not favor further cuts due to inflation concerns [9][10]. - Fed Governor Chris Waller dissented in a recent policy meeting, advocating for a rate cut due to job market weaknesses [10]. Cryptocurrency Market - Bitcoin remains stable around $84,000 despite volatility in other markets, with analysts noting that Worsh's hawkish stance may not support a crypto rally [4][25]. Company Earnings and Market Sentiment - Deckers Outdoor reported stronger-than-expected sales, particularly driven by its Hoka running shoes, leading to a positive market reaction [41][43]. - Verizon's earnings exceeded expectations, with wireless subscriber numbers at a six-year high, despite announcing mass layoffs [45][46]. - Bombardier's stock is under pressure due to potential tariffs on Canadian-made aircraft, with a noted decline of 6.3% [48][49]. SoFi's Growth - SoFi reported its first quarter with over $1 billion in revenue, driven by a 37% revenue growth, indicating strong consumer demand [52][57]. - The company is expanding its offerings in cryptocurrency and aims for continued growth in the financial services sector [60][64]. Tech Sector Outlook - Analysts are optimistic about Alphabet and Amazon, with expectations for strong earnings driven by advertising growth and cloud services [97][106]. - Google's Gemini is expected to enhance search capabilities and overall revenue growth, while Amazon's AWS is anticipated to accelerate, contributing to its profitability [100][108].

Google Stock: Will Alphabet Follow Meta With Higher 2026 Capital Spending Guidance? | Investor's Business DailyBREAKING: [Stocks Test Key Levels; U.S. Government Enters Shutdown]---Google parent Alphabet (GOOGL) on Wednesday will likely follow Meta Platforms (META) in guiding to higher-than-expected 2026 capital spending amid growing investments in artificial intelligence data center infrastructure, says a Bank of America analyst. Google stock has climbed 6% in 2026 after surging 65% last year. Further, Met ...

Core Insights - The demand for custom chips, particularly from Broadcom, is increasing among hyperscalers for building advanced AI models, with Google utilizing Broadcom's tensor processor units (TPUs) for its Gemini AI project [1] - Nvidia remains a dominant player in the AI chip market, with its GPUs being essential for many companies, including Google, despite the rise of custom chips [1] - Broadcom's AI revenue has surged by 65% year-over-year to $20 billion, contributing to a record semiconductor revenue of $37 billion for the company [1] Company Analysis - Google has been developing TPUs for over a decade and is now offering them to cloud customers, positioning itself as a competitor to Nvidia in the AI chip space [1] - Nvidia's CEO has downplayed the threat from custom chips, asserting that Nvidia's versatility allows it to address a broader market than just AI [1] - Broadcom's recent custom chip deal with OpenAI highlights the trend of diversification in the chip market, although Nvidia's market share is expected to remain strong [1] Market Dynamics - Analysts suggest that Nvidia will maintain over 50% market share for at least the next five years, with a buy rating and a price target of $250 per share [1] - Broadcom's position in the custom chip market is considered more fragile, primarily due to its reliance on Google as a major customer [1] - Wolfe analysts predict that Google's willingness to make TPUs available to third parties could create significant competition for Nvidia, with an estimated 7 million TPU shipments by 2028 [1]

Google parent Alphabet Inc. (NASDAQ:GOOGL) heads into its fourth-quarter earnings with momentum building across Search and Cloud, as a surge in AI-driven usage and advertising demand sets the stage for a potential revenue and profit beat that could reshape expectations for its growth trajectory in 2026.Bank of America Securities analyst Justin Post expects Alphabet to deliver a fourth-quarter revenue and EPS beat, and he slightly raised his forecasts ahead of the Feb. 4 report, citing signs of a steady ad m ...

Core Viewpoint - Alphabet is set to report earnings, and its recent achievement of joining the $4 trillion market capitalization club presents opportunities for traders, particularly through single-stock ETFs like GGLL and GGLS [1] Group 1: Earnings and Market Performance - Alphabet's earnings report is anticipated on February 4, with expectations of strong performance driven by its cloud computing business and AI spending plans [1] - The company has a history of exceeding earnings estimates, which may favor bullish positions in GGLL, while bearish positions in GGLS should not be overlooked [1] Group 2: Growth Metrics and Future Projections - Analysts expect growth in Google Cloud to be a critical metric, with strong performance potentially enhancing overall results and demonstrating monetization of generative AI [1] - Forecasts indicate Alphabet's revenue will grow at a compound annual growth rate of 13% over the next five years, with a long-term fair value estimate of $340 per share [1]

分组1 - Starbucks is focusing on operational excellence and customer service through its Green Apron service program, which aims to enhance the customer experience and improve transaction growth [2][34][37] - The company reported positive same-store sales in the US and strong growth in China, indicating a successful turnaround strategy [33][34] - Starbucks plans to introduce new drinks, food items, and an upgraded rewards program, along with remodeling stores to enhance customer experience [34][41][46] 分组2 - In the tech sector, companies that fail to deliver on AI promises during earnings reports, such as Microsoft and ServiceNow, are facing significant market penalties, with Microsoft losing $357 billion in market cap [5][6] - Conversely, companies like Apple that demonstrate strong performance and potential in AI, particularly with a $16 billion year-over-year increase in iPhone sales, are being rewarded by the market [7][10] - The S&P 500 software and services index has reached a nine-month low, highlighting a bifurcation in tech stocks where only those with strong AI strategies are thriving [6][22] 分组3 - The recent appointment of Kevin Walsh as the next Fed chairman could influence market dynamics, particularly regarding interest rates and asset allocation strategies [3][31] - The market is currently experiencing volatility in precious metals, with gold prices dropping significantly, indicating potential shifts in investor sentiment [24][25][28] - Analysts are observing a super cycle in memory stocks, driven by demand for AI-related technologies, which could present investment opportunities [18][19]