责任编辑：张俊 SF065 责任编辑：张俊 SF065 Alphabet（GOOGL）周二早盘下跌0.2%。该公司旗下Waymo以1260亿美元估值融资160亿美元，计划将 机器人出租车服务扩展至东京、伦敦等20多个城市，同时仍由Alphabet控股。 Alphabet（GOOGL）周二早盘下跌0.2%。该公司旗下Waymo以1260亿美元估值融资160亿美元，计划将 机器人出租车服务扩展至东京、伦敦等20多个城市，同时仍由Alphabet控股。 ...

Alphabet Inc (NASDAQ: GOOGL) is in focus ahead of the giant's Q4 earnings scheduled for Feb. 4 (after the bell), with many expecting the multinational to showcase that it's firing on all cylinders. ...

生成式AI 一、OpenAI推桌面版Codex，多智能体并行迎战Claude Code 1. OpenAI发布macOS桌面版Codex应用，定位为"AI智能体指挥中心"，支持多Agent并行工作，通过"工作树"模式 隔离不同任务的代码变更； 2. 应用支持异步后台运行、技能系统和定时自动化任务，内置沙箱控制精确管理AI权限，CEO称"仅凭Codex就完成 了一个完整项目"； 3. OpenAI同时为所有付费用户临时加倍速率限制两个月，首次向免费用户开放Codex访问权限，正面迎战Anthropic 和Cursor。 https://mp.weixin.qq.com/s/kxXdPFtVzcxP0sLI2dcvYA 二、智谱发布GLM-OCR，0.9B参数登顶SOTA搞定复杂文档 1. 智谱发布并开源GLM-OCR模型，仅0.9B参数在OmniDocBench V1.5以94.6分登顶SOTA，性能接近Gemini-3- Pro； 2. 模型专攻手写体、复杂表格、代码文档及印章等高难场景，支持vLLM、SGLang和Ollama部署，API价格仅0.2 元/百万Tokens； 3. 技术上采用自研CogViT ...

Core Insights - Alphabet's fourth-quarter 2025 results are anticipated to show strong performance driven by growth in Search and Cloud businesses, with AI enhancements playing a significant role [2][9] Search Business - Google Search revenues are estimated at $61.27 billion, reflecting a 15.2% increase year-over-year, supported by AI-driven experiences and commercial query growth [3][6] - The adoption of AI Mode has led to a doubling of query volumes sequentially, attracting over 75 million daily active users across 40 languages, which is contributing to additional advertising inventory and monetization opportunities [5][9] Cloud Business - Google Cloud revenues are projected at $16.25 billion, indicating a 33.9% growth from the previous year, benefiting from the increasing demand for AI infrastructure and an expanding enterprise customer base [3][10] - The cloud segment is leveraging partnerships, particularly with NVIDIA, to enhance growth, with Google Cloud crossing 2 million Gemini Enterprise subscribers across 700 companies [8][9] Overall Financial Performance - The total revenue estimate for Alphabet in Q4 is $94.7 billion, suggesting a 16.02% growth compared to the same quarter last year, driven by both Search and Cloud segments [3][9]

Core Insights - Google has made significant progress with its Gemini model, successfully addressing 13 problems from the Erdős Problems database, including 5 novel solutions and 8 rediscoveries of existing answers [1][2][4]. Research Overview - The Erdős Problems database, named after mathematician Paul Erdős, contains 1,179 problems, with 483 (41%) classified as solved. However, many "open" problems may have existing solutions that were not previously identified [4][5]. - The research utilized a custom AI agent named Aletheia, which employed a natural language verifier to filter approximately 700 open Erdős problems down to 212 potential solutions [9]. Methodology - Aletheia's process involved initial filtering by non-expert mathematicians, reducing candidates to 27, which were then rigorously reviewed by domain experts. Out of about 200 candidates, 137 (68.5%) had fundamental errors, while only 13 (6.5%) provided meaningful answers to Erdős's original questions [9][12]. Key Results - The 13 meaningful solutions were categorized into four types: 1. Autonomous solutions (Erdős-652, Erdős-1051) where Aletheia found the first correct solution, although Erdős-652 was based on existing literature [14]. 2. Partial AI solutions for multi-part problems (Erdős-654, Erdős-935, Erdős-1040) [15]. 3. Independent rediscoveries (Erdős-397, Erdős-659, Erdős-1089) where solutions were already known but not initially recognized [15]. 4. Literature identification (Erdős-333, Erdős-591, Erdős-705, Erdős-992, Erdős-1105) where existing solutions were identified despite being marked as open [15][16]. Research Significance - The findings indicate that AI has reached a level where it can tackle "low-hanging fruit" in mathematical problems, providing a new benchmark for AI research in mathematics. However, the authors caution against overstating the mathematical significance of these results, as they are solvable by any expert in the field [19]. - The study highlights challenges in verifying the originality of solutions and the potential for "unconscious plagiarism" where AI reproduces knowledge from training data without proper citation [19][20].

Core Insights - V2X, Inc. has announced a partnership with Google Public Sector to modernize U.S. Government operations through secure AI and cloud solutions [1][2] - The collaboration aims to enhance operational speed, mission resilience, and digital infrastructure for defense and intelligence agencies [1][3] Partnership Details - V2X will implement Google's advanced AI technologies, including generative AI models, in secure and isolated environments, ensuring compliance with relevant standards [2] - This integration will provide AI tools across V2X programs while maintaining high levels of mission assurance, cybersecurity, and data governance [2] Strategic Goals - The partnership is designed to accelerate the development and deployment of secure AI solutions in defense and government sectors [3] - V2X's CEO emphasized the unique positioning of the company to empower federal agencies with improved decision-making and security frameworks through this collaboration [3] Company Overview - V2X specializes in integrating physical and digital environments to enhance mission readiness and resource management across national security, defense, and civilian markets [5] - The company employs approximately 16,000 professionals and focuses on injecting AI and machine learning capabilities to address complex operational challenges [5] Technological Capabilities - V2X is advancing its leadership in data-enabled mission solutions by partnering with top-tier technology providers in AI and smart readiness [3] - Key capabilities include multi-modal data analysis, AI-driven training and simulation, optimized logistics, and proactive risk detection [7]

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts had initially expected an 8.3% increase in earnings per share before raising expectations, particularly for tech companies, which have been significant contributors to earnings growth in recent quarters [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies continuing to influence market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating a broad range of sectors being analyzed [5]

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts had initially expected an 8.3% increase in earnings per share before raising expectations, particularly for tech companies, which have been significant contributors to earnings growth in recent quarters [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies continuing to influence market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating a broad range of sectors being analyzed [5]

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks on Jim Cramer’s recent game plan. Cramer called it the “best” during the episode, as he stated: After the close, we hear from the best stock in the business, at least by my count, the one that we bought back for the Charitable Trust, because I just did, I had such seller’s remorse here, Alphabet. Yeah, this is a company that many wrote off as the least of the Magnificent Seven because they figured that, wouldn’t Google wreck Gemini? Instead, it turned out ...

A huge global rally in stocks is underway today after Palantir delivered yet another blockbuster earnings call that blew through analysts’ expectations yesterday and—separately—a poll of manufacturers showed they were surprisingly optimistic about the future.Palantir stock was up 10.86% in overnight trading, after closing 0.81% yesterday.Nasdaq 100 futures rose 0.41% this morning. Apple, Alphabet, and Amazon also rose yesterday and remained buoyant in overnight trading. S&P 500 futures were up 0.14% this mo ...