Core Viewpoint - Wall Street is focused on understanding the current expansion of AI infrastructure and the associated costs, with major companies like Microsoft, Meta, Amazon, and Alphabet set to provide insights that will influence investor sentiment and expectations for AI-related capital expenditures [1][4][22] Group 1: Company Insights - Microsoft will discuss Azure and enterprise demand, with expectations for strong AI revenue growth, while also needing to reassure investors about the sustainability of its spending [5][7][13] - Meta's simpler business model relies on advertising revenue, and analysts expect it to deliver modest results while assessing the impact of AI spending on its ad performance [8][10] - Amazon is expected to frame its AI investments as a response to growing demand, with AWS positioned as a key growth engine, while also managing operational efficiency [14] - Alphabet's strategy involves leveraging its comprehensive AI tech stack, but it faces scrutiny regarding the speed of monetization from its AI investments [15][16] Group 2: Market Dynamics - The upcoming earnings calls will serve as a stress test for the AI supply chain, with the language used by these companies indicating their confidence in ongoing AI demand and spending [4][12][22] - Investors are keen to see whether companies will maintain a bullish outlook on AI infrastructure or shift towards more cautious language regarding spending and capacity [19][21] - The narrative built from these earnings reports will significantly influence Nvidia's market position, as it is closely tied to the demand signals from these major players [18][22]

Core Viewpoint - Alphabet's stock has shown strong performance, driven by its leadership in AI and significant investments in AI chip technology, particularly TPUs, positioning it well for future advancements in artificial general intelligence (AGI) [1][5]. Group 1: Alphabet's Market Position - Alphabet's stock was the top performer among the "Mag Seven" tech stocks last year, with shares up nearly 6% year-to-date [1]. - The company has successfully leveraged its Google Search capabilities to enhance its AI model, Gemini, which is seen as a competitive advantage [3]. - Alphabet's collaboration with Apple to power Siri with Gemini is a significant win, potentially enhancing its market position further [4]. Group 2: Financial Metrics - Alphabet's shares are trading at approximately 33.0 times trailing price-to-earnings (P/E), close to all-time highs, indicating strong investor confidence despite high valuations [5]. - The company continues to attract investment interest due to its potential growth drivers, including AI advancements and strategic acquisitions [5][6]. Group 3: Strategic Initiatives - Alphabet is investing in Japanese startup Sakana, which may enhance its AI capabilities in Japan [6]. - The acquisition of Common Sense Machine strengthens Alphabet's 3D generative AI capabilities, further solidifying its competitive edge in the tech landscape [6].

谷歌正式发布将于2026年5月1日对CDN Interconnect、Direct Peering、 Carrier Peering等方式进行数据传 输的价格进行调整，其中北美地区翻倍。 北美：0.08美元/GB（此前为0.04美元/GB） 欧洲：0.08美 元/GB（此前为0.05美元/GB） 亚洲：0.085美元/GB（此前为0.06美元/GB）。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Mountain View, California-based Alphabet Inc. (GOOGL) is a multinational technology conglomerate holding company offering various products and platforms. With a market cap of $4 trillion, GOOGL provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products. Shares of this internet media giant have outperformed the broader market over the past year. GOOGL has gained 66.5% over this time frame, while ...

"Borrowing heavily from the behavioral and neurobiological techniques used by slot machines and exploited by the cigarette industry, Defendants deliberately embedded in their products an array of design features aimed at maximizing youth engagement to drive advertising revenue,†the lawsuit says. Executives, including Meta CEO Mark Zuckerberg, are expected to testify at the trial, which will last six to eight weeks. Experts have drawn similarities to the Big Tobacco trials that led to a 1998 settlement requi ...

Key Points The Magnificent Seven tech stocks have driven gains in the S&P 500 in recent years. Certain Magnificent Seven companies are particularly strong in the field of artificial intelligence. 10 stocks we like better than Nvidia › The Magnificent Seven technology stocks offered investors spectacular performance in recent years and powered the S&P 500 higher. This is thanks to these market giants' well-established track records of earnings growth in businesses ranging from e-commerce to cloud co ...

Facebook co-founder and Meta CEO Mark Zuckerberg sits in his seat inside a bipartisan Artificial Intelligence Insight Forum for all U.S. senators hosted by Senate Majority Leader Chuck Schumer at the U.S. Capitol in Washington, D.C., on Sept. 13, 2023.A landmark case against social media giants Meta, Alphabet's YouTube and TikTok is set to begin Tuesday in Los Angeles Superior Court. It's the first of several high-profile legal cases kicking off in 2026 that center on allegations that the companies misled t ...

盘前市场动向 1. 1月27日(周二)美股盘前，美股三大股指期货涨跌不一。截至发稿，道指期货跌0.48%，标普500指数期货涨0.23%，纳指期货 涨0.60%。 | = US 30 | 49,173.90 | 49,414.60 | 49.147.60 | -238.50 | -0.48% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,966.50 | 6.977.70 | 6.943.20 | +16.20 | +0.23% | | 트 US Tech 100 | 25,867.40 | 25,916.20 | 25,714.80 | +154.20 | +0.60% | 2. 截至发稿，德国DAX指数跌0.12%，英国富时100指数涨0.36%，法国CAC40指数涨0.37%，欧洲斯托克50指数涨0.29%。 | 德国DAX30 | 24,921.39 | 25,023.13 | 24,866.73 | -28.91 | -0.12% | | --- | --- | --- | --- | --- | --- | | 瑞 英国富时100 | ...

Group 1 - U.S. stock index futures show mixed performance, with Nasdaq futures up 0.63% and S&P 500 futures up 0.25%, while Dow futures are down 0.44% [1] - Major European indices also display mixed results, with Germany's DAX down 0.09%, UK's FTSE 100 up 0.35%, France's CAC up 0.37%, and the Euro Stoxx 50 up 0.28% [1] - The Federal Reserve officials expect to pause interest rate cuts this week, with an unclear path for future cuts [1] Group 2 - Samsung Electronics and SK Hynix are negotiating with Apple to significantly increase the price of LPDDR memory used in iPhones, with a potential increase of up to 100% [2] Group 3 - The European Union has initiated two compliance procedures to ensure Google meets its obligations under the Digital Markets Act [3] Group 4 - Microsoft has received approval to build 15 additional data centers in Wisconsin, USA [4] Group 5 - Micron Technology is investing $24 billion to expand production in Singapore to address AI chip shortages [5] - Synopsys CEO anticipates that the price increase and shortage of memory chips will persist until 2027 [5] Group 6 - Nike is reportedly planning to lay off 775 employees to enhance profitability and accelerate automation [6] Group 7 - Alibaba has officially launched its flagship reasoning model Qwen3-Max-Thinking, which is noted for its stronger initiative and proficiency in logical reasoning [7] Group 8 - XPeng Motors' CEO expects "very strong" growth this year, with overseas sales growth potentially surpassing that of the domestic market [8] Group 9 - VinFast is collaborating with AI company Autobrains to develop autonomous driving technology [9] Group 10 - The U.S. Treasury has terminated its contract with consulting firm Booz Allen, related to the leak of tax records for Trump and Musk [10] Group 11 - UnitedHealth reported Q4 revenue of $113.215 billion, with adjusted EPS down 69.02% year-over-year to $2.11 [11] - General Motors reported Q4 revenue of $45.29 billion, with a loss of $3.31 billion; the company approved a $6 billion stock buyback plan [12] - American Airlines reported Q4 adjusted EPS of $0.16, which was below expectations, and anticipates a revenue decrease of $150 million to $200 million due to winter storms [13] - Raytheon Technologies reported a 12% year-over-year increase in Q4 sales to $24.24 billion, with adjusted EPS of $1.55, exceeding expectations [14]

编译：Arlene、Haina Sequoia Capital 在 2026: This is AGI 这篇文章中断言 AGI 就是把事情搞定（Figure things out）的能 力。 如果说过去的 AI 是 Talkers 的时代，那么 2026 年则是 Doers 的元年。转变的核心载体正是 Long Horizon Agents（长程智能体）。这类 Agent 不再满足于对上下文的即时回复，而是具备了自主规 划、长时间运行以及目标导向的专家级特征。从 Coding 到 Excel 自动化，原本在特定垂直领域爆 发的 Agent 能力，正在向所有复杂任务流扩散。 作为 LangChain 的创始人，Harrison Chase 一直处于这场变革的最前沿。本文编译了 Sequoia Capital Sonya Huang & Pat Grady 访谈 Harrison Chase 的最新播客。作为站在 Agent 基础设施最前沿的先行 者，Harrison 揭示了为什么 Agent 正迎来其爆发的"第三个拐点"。 核心 Insight 提炼： • Long Horizon Agents 价值在于为复杂 ...