Core Insights - Google has strategically integrated AI into its core products and is now focusing on its flagship AI model suite, Gemini, as part of its strategy to lead in the AI race [1][2] - The company has achieved a significant milestone in quantum computing with its Willow chip, marking the first-ever verifiable quantum advantage [3][4] Financial Performance - Google's market capitalization is approximately $3 trillion, with recent stock performance showing a notable increase of 60.4% over the past year, significantly outperforming the S&P 500 Index's 17.1% gain [5][7] - In Q2 of fiscal 2025, Google reported revenue of $96.4 billion, a 14% year-over-year increase, and earnings per share (EPS) of $2.31, which exceeded estimates by 7.4% [9][10] - The Google Cloud division saw a revenue surge of 32% year-over-year to $13.6 billion, with a cloud backlog reaching $106 billion, indicating strong demand [11] Business Segments - Google's core Search and advertising businesses demonstrated resilience, with search revenue growing 11.7% year-over-year to $54.1 billion and total advertising revenue climbing 10.4% to $71.3 billion [12] - The Gemini AI platform has over 450 million monthly active users, and the AI-powered search summarization tool has over 2 billion monthly users [13] Future Outlook - Google has raised its fiscal 2025 capital expenditure plan to approximately $85 billion, driven by demand for cloud services and AI solutions, with expectations for further increases in fiscal 2026 [13][14] - Analysts project a 7.1% annual increase in EPS to $2.27 for Q3, with a 23.5% year-over-year increase in fiscal 2025 earnings expected [14] Analyst Sentiment - Bank of America has reaffirmed its "Buy" rating on Google, raising the price target from $252 to $280 per share, citing strong Q3 advertising spend and improving macro conditions [15][16] - Overall, Wall Street maintains a "Strong Buy" consensus rating for GOOGL, with 42 out of 56 analysts recommending it as a "Strong Buy" [17]

Google is partnering with the U.S. Chamber of Commerce on an AI training program for 40,000 small businesses. https://t.co/HvP7uk1Y7h ...

Market Overview - The U.S. stock market reached unprecedented highs on October 24, 2025, with all three major indexes setting new records due to a cooler-than-expected inflation report, strong corporate earnings, and easing global trade tensions [1][3][9] - The S&P 500 climbed approximately 0.9% to 1%, surpassing the 6,800-point mark for the first time, while the Dow Jones Industrial Average rose around 1.1% or 519 points, and the Nasdaq Composite advanced approximately 1.3% to 1.31% [2] Sector Performance - The technology and semiconductor sectors were significant contributors to the market gains, with companies like Advanced Micro Devices (AMD) surging approximately 6.5% and Intel (INTC) seeing shares rise between 1.2% and 3.8% due to strong demand driven by the AI boom [4][12] - Energy stocks also performed well, boosted by rising crude oil prices following new U.S. sanctions on major Russian oil producers [4] - Defensive sectors such as consumer staples, healthcare, and utilities experienced modest movements or slight declines, indicating a "risk-on" market sentiment [4] Company News - Ford Motor (F) shares increased by 11.1% after reporting stronger-than-expected profits [7] - Dow Inc. led the S&P 500 with a jump of over 12% after exceeding consensus estimates for adjusted operating EBITDA in Q3 [12] - HCA Healthcare (HCA) saw its shares rise over 4% after significantly surpassing Q3 earnings expectations [12] - Conversely, Newmont Mining (NEM) fell 4.3% despite reporting stronger-than-expected profits, and Deckers Outdoor (DECK) plunged 12.5% to 14% after providing a weaker-than-expected outlook [12]

All right, we're trending right now to close above 47,000 on the Dow for the first time ever. And that's what we'll track right into the end of this week in a couple hours. Jeremy Seagull, Nick Timmeros, Wall Street Journal, Ed Yard, Denny, Cameron Dawson, Lo Tony ahead of those big tech earnings next week.So that's a lineup and I'll hope I hope you'll join me in in a couple hours. What's your final trade. >> I like that gal you mentioned, by the way.Fi final. >> The one who works for your firm, New Edge. > ...

Group 1 - The Dow is trending to close above 47,000 for the first time, indicating strong market performance [1] - Anticipation is building for significant earnings reports from major tech companies, particularly Alphabet and Amazon [2][3] - Amazon is expected to see substantial profits from its AWS segment and advertising, highlighting its growth potential [2] Group 2 - There is a positive sentiment around a lesser-known stock, CR, which is viewed as a strong investment opportunity [3] - The mention of a "star player" being released from jail suggests potential for recovery or growth in a related company [3]

Core Insights - Alphabet has been the best performing stock among the Big 3 U.S. hyperscalers and the broader Magnificent Seven cohort this year, with year-to-date gains exceeding 33% [1] Performance Analysis - The stock's performance has led it towards new all-time highs, alleviating previous investor concerns regarding entrenched AI disruption [1]

Core Insights - Meta is facing increased competition from OpenAI's new app Sora 2, which combines AI video generation with a social feed similar to TikTok and Instagram Reels, achieving over a million downloads within five days of its launch [1] - The success of Sora 2 poses a potential threat to Meta's advertising revenue, projected to reach $192 billion in 2025, as it could reduce user engagement on Facebook and Instagram [1] - Analysts express concerns about the long-term sustainability of Meta's business model in light of emerging competitors like Sora 2, which could lead to lower valuations for Meta's future earnings [1][2] Meta's Competitive Landscape - Sora 2 has outperformed the initial download rate of the ChatGPT app, indicating strong user interest and engagement [1] - Meta's response includes the launch of Vibes, a feature within the Meta AI app that allows users to create and share AI-generated videos, which has seen a significant increase in daily active users from 775,000 to 2.7 million in four weeks [1][2] - Despite the growth of Vibes, it is still considered technically behind Sora 2, which utilizes OpenAI's proprietary models for video generation [1] User Engagement and Retention - Concerns arise regarding user retention for Sora 2, with reports indicating that approximately 98% of initial users stopped using the app by day seven, suggesting it may not become a significant competitor to Meta's platforms [2] - Analysts warn that the novelty of fully AI-generated content may wear off, leading to potential declines in user interest and engagement [2] - Meta's large user base of over 3 billion daily active users provides a competitive advantage, allowing for new monetization opportunities even if one area of growth slows down [2]

Group 1 - The stock market has reached record highs following a cooler Consumer Price Index (CPI) report, indicating positive investor sentiment [1] - Broadcom (AVGO) is highlighted with a stock price of $352.95, showing an increase of $8.66 or 2.51%, and is noted for breaking a downtrend with a cup-with-handle pattern [1] - Google Cloud is gaining momentum with its recent deal with Anthropic, which is expected to enhance its cloud computing business ahead of Q3 earnings [2][4] Group 2 - The report emphasizes the importance of upcoming earnings from major tech companies, referred to as the 'Mag 5' (Apple, Amazon, Google, Meta, and Microsoft), which are anticipated to impact market trends [4] - Google stock has experienced fluctuations, recently falling amid competition from OpenAI's web browser and potential advertising developments with ChatGPT [4] - The AI sector is noted for its significant growth, with companies like IREN seeing a surge of over 400% due to advancements in AI technology [4]

Market Performance - The Dow Jones Industrial Average surged over 500 points, closing at 47,249.67, marking a new record [12] - The S&P 500 rose 67 points to finish at 6,805.71, achieving its first-ever close above 6,800 [12] - The Nasdaq Composite climbed 294 points, reaching 23,236.55, primarily driven by technology stocks [12] Inflation and Economic Indicators - The Consumer Price Index (CPI) for September showed a 3.0% year-over-year increase, slightly below the expected 3.1%, indicating easing inflation pressures [2][15] - The stable housing costs contributed to keeping the overall inflation figure manageable, which calmed fears of runaway inflation [20] - The market interpreted the CPI data as a potential signal for the Federal Reserve to pause or cut interest rates, which could stimulate economic growth [16][19] Sector Performance - Technology and semiconductor stocks led the rally, with significant gains from companies like AMD (up 6.7%) and Micron (up 5%) [21] - Energy stocks also rallied, driven by a more than 5% spike in oil prices, lifting major companies like ExxonMobil and Chevron by 2.5% to 3.5% [13] - Other sectors such as industrials, healthcare, and consumer discretionary contributed to the broad market rally, reflecting overall market confidence [6][11] Investor Sentiment - The strong performance across multiple industries signals growing market stability and confidence in the current economic environment [6][11] - Investors are encouraged by the gains, viewing them as a positive signal for portfolio growth and potential investment opportunities [8] - Despite the strong gains, analysts advise caution due to upcoming earnings reports and economic indicators that could create short-term volatility [7][24]

Google and Anthropic now officially announcing that new cloud deal worth tens of billions of dollars for access to custom AI accelerator chips. Our Mackenzie Sagalos has more on what it means for the cloud landscape in today's tech check. Morning Mac. >> Hey, good morning Carl.This is Anthropic betting big on Google committing to use up to a million of Alphabet's customuilt AI chips in a deal that by industry standards could be worth around $50 billion. Now, this build adds more than a gigawatt of compute b ...