Alphabet旗下自动驾驶汽车子公司Waymo于当地时间周一宣布完成了一轮 160 亿美元的融资，这使得该 公司在"融资后"的估值达到 1260 亿美元。 这轮融资是Alphabet为支持 Waymo 进一步拓展至更多市场所采取的最新举措。 这轮融资是Alphabet为支持 Waymo 进一步拓展至更多市场所采取的最新举措。 此次的估值比 Waymo 在 2024 年 10 月上一轮融资时所达到的估值高出一倍多。上一轮融资是该公司的 C 轮融资，金额为 56 亿美元，估值为 450 亿美元。 Waymo联合首席执行官Tekedra Mawakana和Dmitri Dolgov在一篇博客文章中写道："这一里程碑建立在 安全性的基础上，而如今，Waymo的安全性在统计数据上已经优于人类驾驶。我们不再是在验证一个 概念，而是在将商业现实规模化。" 此次的估值比 Waymo 在 2024 年 10 月上一轮融资时所达到的估值高出一倍多。上一轮融资是该公司的 C 轮融资，金额为 56 亿美元，估值为 450 亿美元。 Waymo联合首席执行官Tekedra Mawakana和Dmitri Dolgov在一篇博客文章中 ...

Group 1 - The AI conversation has shifted from feasibility to the implications of Artificial General Intelligence (AGI), focusing on speed, displacement, and economic adjustments [1] - Elon Musk predicts AI could surpass human intelligence by the end of 2023 or early 2024, while JPMorgan's Jamie Dimon warns of potential rapid job displacement [1] - Anthropic's Claude Code is advancing AI capabilities, with over 90% of its new models being autonomously written by AI agents, indicating a significant technological inflection point [1] Group 2 - Google's Tensor Processing Unit (TPU) buildout is expected to produce three million TPUs in 2026, scaling to seven million by 2028, driven by demand from companies like Anthropic [1] - The ROBO Global Artificial Intelligence Index (THNQ) has evolved to focus 75% on enabling infrastructure, reflecting where value is accruing in the AI landscape [2] - THNQ's exposure to semiconductor fabrication, semi equipment, optical interconnects, edge computing, and cloud providers positions it to benefit from multiple vectors of AI monetization [2]

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 initially expected an 8.3% increase in earnings per share, which was revised upwards due to strong performance from tech companies, reflecting a shift from the previous quarter's 13.6% growth rate [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 influencing market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating continued investor interest in diverse sectors [5]

Core Viewpoint - The U.S. stock market experienced gains on Monday, with the Dow Jones Industrial Average rising by 1.05%, the Nasdaq increasing by 0.56%, and the S&P 500 up by 0.54% [1] Group 1: Major Index Performance - The Dow Jones Industrial Average rose by 1.05% [1] - The Nasdaq increased by 0.56% [1] - The S&P 500 was up by 0.54% [1] Group 2: Performance of Large Tech Stocks - Micron Technology saw an increase of over 5% [1] - Intel, Apple, and AMD each rose by over 4% [1] - Google and Amazon increased by over 1% [1] Group 3: Decline in Other Tech Stocks - Nvidia and Oracle both fell by over 2% [1] - Meta, Microsoft, and Tesla each declined by over 1% [1] - Netflix and Broadcom experienced slight declines [1]

Core Insights - Alphabet is expected to report record-high revenue for the fourth quarter, with projections of $111.37 billion, reflecting a 15% year-over-year increase, and adjusted earnings per share anticipated to grow over 20% to $3.09 [1][1][1] Stock Performance Expectations - Traders anticipate a significant movement in Alphabet's stock post-earnings report, with options pricing indicating a potential rise or fall of more than 5% from Monday's close of just under $345, suggesting a range between approximately $328 and $362 [1][1][1] - The stock has already increased about 25% since the last quarterly report in late October, when it surpassed the $100 billion revenue mark for the first time [1][1][1] Analyst Sentiment - Analysts remain largely bullish on Alphabet, with 12 out of 15 analysts rating it as a "buy" and the average price target set at $350, indicating expectations for continued record highs [1][1][1] - HSBC analysts are particularly focused on commentary regarding Google Cloud's capacity to meet AI demand, growth in overall searches, and updates on collaborations with Apple [1][1][1]

Group 1 - Jim Cramer expressed a bullish outlook on Alphabet Inc., suggesting it may be a significant player in AI search and could potentially generate more revenue from AI than Meta [1] - Alphabet is recognized for its diverse tech-related offerings, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play [2] - Cramer highlighted that Alphabet appears to be the "only winner in AI" at the moment, especially in contrast to competitors like Microsoft and Meta, which face challenges related to energy sourcing for their data centers [2] Group 2 - There is a perspective that while GOOGL has investment potential, other AI stocks may offer greater upside and lower downside risk [3]

Alphabet (GOOG) (GOOGL) will release its fourth-quarter financial results on Wed., Feb. 4. Heading into the earnings, Alphabet stock has surged 81.35% over the past six months, reaching a fresh high of $344.83 today. Alphabet stock has got a significant boost from its growing artificial intelligence (AI) capabilities and AI-driven momentum across its businesses. November's launch of Gemini 3 has strengthened Google’s position in the AI space. Further, investors’ optimism has also been supported by Alphabe ...

Waymo is becoming a real source of investor excitement on new valuation reports — reaffirming Jim Cramer's view that the Alphabet stock remains a buy for that and so much more. Once an Alphabet moonshot, launched as the Google Self-Driving Car project in 2009, Waymo nowadays is shooting to the moon. The robotaxi business is currently looking to close a $16 billion financing round at a nearly $110 billion valuation, according to Saturday reports from Bloomberg and the Financial Times . The financing — which ...

Core Insights - Alphabet (GOOGL) is expected to report fourth-quarter 2025 results on February 4, with earnings estimated at $2.58 per share, reflecting a 20% year-over-year growth, and revenues projected at $94.7 billion, indicating a 16.02% increase from the previous year [1][8]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for fourth-quarter 2025 earnings is $2.58 per share, down by a penny over the past 30 days, indicating a 20% year-over-year growth [1]. - The consensus for fourth-quarter revenues is pegged at $94.7 billion, reflecting a 16.02% growth compared to the same quarter last year [1]. - The expected revenue from Search and other services is estimated at $61.27 billion, indicating a 13.39% increase year-over-year [4]. Group 2: AI and Search Business Growth - Alphabet's Search business is benefiting from the integration of AI, enhancing user experience and ad performance [2]. - AI-powered features like AI Overviews and AI Mode are transforming user interactions, with AI Overviews reaching over 2 billion users and AI Mode attracting over 75 million daily active users, doubling queries in the last quarter [3]. - The growth in AI usage is expected to positively impact Alphabet's performance in the upcoming quarter [4]. Group 3: Cloud Computing Performance - Google Cloud is experiencing significant growth, with revenues from generative AI products increasing over 200% year-over-year [6]. - The cloud backlog increased by $49 billion sequentially, reaching $155 billion, indicating strong demand for Google Cloud services [7]. - Google Cloud revenues for the fourth quarter are projected at $16.25 billion, reflecting a 35.9% growth compared to the previous year [9]. Group 4: Competitive Landscape and Challenges - Alphabet faces competition in the cloud and generative AI sectors from Amazon and Microsoft, which are making significant advancements in their respective offerings [20]. - Despite strong demand, Alphabet anticipates challenges in meeting customer demand due to a tight demand-supply environment [9]. - Rising costs and advertising pressures, particularly from the impact of U.S. elections on YouTube's ad performance, may weigh on results [18].

What happened According to an SEC filing dated Feb. 2, 2026, Artemis Investment Management LLP initiated a new stake in Commercial Metals Company (NYSE:CMC) by acquiring 1,501,906 shares during the fourth quarter. The estimated transaction value was $103.96 million, calculated using the quarter’s average share price. The quarter-end value of the position matched this figure, reflecting the combined impact of the share purchase and any price movement during the period. What else to know Artemis’s new Com ...