Market Performance - On October 24, U.S. stock markets opened higher, with all three major indices reaching historical highs. The Dow Jones increased by 0.77%, the S&P 500 rose by 0.73%, and the Nasdaq Composite gained 1.00% [1] - Major technology stocks mostly saw gains, with Google rising over 2%, Nvidia up more than 1%, and Amazon, Apple, Microsoft, and Meta experiencing slight increases. Tesla, however, fell over 2% [3] Technology Sector - Chip stocks in the U.S. experienced a strong rally, with AMD rising nearly 7% to reach a historical high, Intel increasing by nearly 6%, Micron Technology up over 4%, Broadcom gaining over 2%, and TSMC rising over 1% [5] - Specific stock performances included AMD at $251.337 (+6.96%), Intel at $38.644 (+1.27%), and Micron Technology at $216.165 (+4.57%) [5] Chinese Stocks - Chinese stocks listed in the U.S. showed mixed results, with Bilibili rising over 2%, Alibaba, Xpeng Motors, and iQIYI increasing by over 1%, while Weibo, Li Auto, and NIO saw declines [6] Economic Indicators - The U.S. Bureau of Labor Statistics reported that the core Consumer Price Index (CPI), excluding volatile food and energy prices, rose by 0.2% from August, which was below economists' expectations of 0.3%. This was primarily influenced by the smallest increase in housing costs since early 2021 [7] - The delayed CPI report, originally scheduled for October 15, was impacted by the federal government shutdown, but the BLS managed to release it to assist in calculating the annual cost-of-living adjustment for Social Security, which will increase by 2.8% next year [7]

Alphabet (GOOGL) will announce its third-quarter 2025 earnings on Wednesday, Oct. 29. Over the past three months, GOOGL stock has surged over 33%, powered by its solid first-half performance and the easing of regulatory scrutiny. Alphabet’s core businesses are performing well, boosted by its rapid advances in artificial intelligence (AI). Google’s deep integration of AI across its products —from Search and Cloud to its advertising tools and productivity suite — continues to strengthen its competitive posi ...

So, Anthropic just signed a massive cloud deal with Google, locking in access to up to a million of Google's custom in-house chips in a partnership worth tens of billions of dollars. Now, they're also a big Amazon customer. That company has invested 8 billion dollars into Anthropic, banking on its success in the Gen AI race.So, now one of the most important AI companies in the world is quietly backed by both tech giants, and it's using their chips together. Claude, its chatbot runs across Google's TPUs, Ama ...

Group 1 - The U.S. Consumer Price Index (CPI) for September came in below expectations, boosting market expectations for interest rate cuts [1] - The Nasdaq Composite Index rose by 0.87%, the S&P 500 increased by 0.7%, and the Dow Jones Industrial Average gained 0.48% [1] - Intel's stock surged over 6% as the company reported a return to profitability in Q3, with revenue growth and an optimistic outlook [1] Group 2 - Procter & Gamble's shares rose more than 3% after the company reported first-quarter results that exceeded expectations, maintaining its full-year guidance while lowering tariff impact [1] - Google's stock increased by over 1% as the company announced plans to supply up to 1 million specialized AI chips to Anthropic [1]

Time now for Options Corner. Joining us to take a deeper look at this chart is the Duke of Data himself, Rick Dukat. All right, let's talk about this chart for Alphabet Google.What are the trends you notice. >> Yes, good morning, Diane. Strong outperformance against both its own communication sector and the broader market.Uh really outpacing them both here, up about 55 a.5% during the past year. Google's a tough one to find companies to compare it to because it's so big and it has its hands in so many diffe ...

Earnings Reports Overview - Next Wednesday and Thursday are significant earnings days with over 39 reports each [1] - Major tech companies reporting next Wednesday include Microsoft Corporation, Alphabet Inc., and Meta Platforms Inc. after market close [1] - On Thursday, Apple Inc. and Amazon.com Inc. are expected to be major market movers, alongside pre-market reports from Eli Lilly and Company and Merck & Company Inc. [1] - Next Friday, energy companies Exxon Mobil Corporation and Chevron Corporation will report before market open [1] - Major healthcare companies UnitedHealth Group Incorporated and Novartis AG will report pre-market next Tuesday, while Visa Inc. will report after market close [1]

（原标题：谷歌拿下AI大单！深度绑定Anthropic，构筑算力护城河） 21世纪经济报道记者 彭新 人工智能领域再爆重磅交易。10月24日，AI独角兽Anthropic宣布与谷歌达成数百亿美元算力合作，其 中包括提供高达一百万个TPU（张量处理器）AI芯片，并配套1吉瓦的电力容量，以大幅增加计算资源 进行AI研发。 这笔交易标志着AI基础设施竞赛进入白热化阶段。业内人士估算，建设1吉瓦规模的数据中心成本约 500亿美元，其中约350亿美元用于芯片采购。此次合作是Anthropic迄今最大规模的TPU人工智能算力采 购协议。 作为OpenAI的重要竞争对手，Anthropic在大模型技术能力上展现出与其匹敌的水准。在技术架构上， Anthropic采用多云策略：Claude系列大模型同时运行在谷歌的TPU、亚马逊的定制AI芯片Trainium以及 英伟达GPU上，各平台分别承担训练、推理与研究等专门工作负载。这一分散化策略有助于在价格、性 能与能效等维度进行精细优化。 谷歌云首席执行官Thomas Kurian表示，Anthropic选择大幅增加TPU的使用，是基于其性价比与效率的 综合考量。Anthropi ...

Group 1 - The core point of the article is the rise of prompt engineering as a profession, highlighted by Riley Goodside's recent joining of Google DeepMind, marking a significant milestone in the field [1][6][12] - Riley Goodside became famous for earning over one million dollars annually by engaging with AI, particularly ChatGPT, which popularized the role of prompt engineers [1][6][12] - The profession of prompt engineering has gained legitimacy and importance over the past three years, contrary to initial skepticism about its sustainability [12][9] Group 2 - DeepMind's CEO Demis Hassabis and product head Logan Kilpatrick publicly welcomed Goodside, indicating the significance of his role within the company [2][3] - Goodside's background includes a degree in computer science from PennWest California and experience in data-related roles at various companies, showcasing his expertise in the field [8] - The article discusses the evolution of prompt engineering, emphasizing its role as a frontier in the development of large language models (LLMs) and the importance of effective prompt design [13][12] Group 3 - Goodside's notable contributions include designing advanced prompts that enhance the capabilities of AI models, demonstrating the potential of prompt engineering to unlock AI's full potential [19][10] - The article mentions the concept of "glitch tokens," which are specific tokens in AI models that can lead to unexpected outputs, showcasing the intricacies of prompt engineering [15][16] - Goodside's work is seen as a bridge between traditional programming and the new paradigm of interacting with AI through natural language prompts [9][13]

Core Insights - The AI "arms race" in Silicon Valley has led top researchers and executives to work 80 to 100 hours a week, likening the atmosphere to warfare [1] - Companies like Microsoft, Anthropic, Google, Meta, Apple, and OpenAI view their current efforts as a historic mission to compete and explore new ways to democratize AI [1] - The competition for AI talent has intensified, with companies like Meta offering high salaries to attract top researchers, making this talent a precious resource [1] Group 1 - The work intensity in AI companies is extremely high, with some startups requiring contracts that mandate over 80 hours of work per week [2] - Employees are motivated by fierce competition and a desire to explore new model possibilities, leading to a culture of "overwork" [2] - Companies are providing amenities to support nearly round-the-clock work, including weekend meals and constant office presence [2] Group 2 - The most stressful periods occur during the development of new models or products, with work hours exceeding the familiar "996" model [3][4] - Some employees refer to their work schedule as the "002" model, working from midnight to midnight with minimal breaks [4] - Despite the exhaustion, many employees choose this intense work schedule voluntarily, driven by the excitement of innovation [4] Group 3 - The rapid pace of AI development has compressed the time between research breakthroughs and product launches from years to mere weeks [5] - Companies are racing to meet the enormous demand for AI products, with 90% of Fortune 500 companies already using AI [5] - The additional responsibilities taken on by managers are referred to as a "second shift," prompting the development of AI tools to enhance productivity [5][6] Group 4 - The focus on work hours has shifted towards utilizing AI to manage workloads, with the goal of making AI the one that works around the clock instead of the employees [6][7] - The industry is exploring how AI can be integrated into daily tasks to alleviate the burden on human workers [6][7]

Core Insights - The individual has a decade of experience in a Big 4 audit firm, focusing on banking, mining, and energy sectors, which provides a strong foundation in finance and strategy [1] - Currently serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] - Active investor in the U.S. stock market for 13 years, with a portfolio that reflects a balanced approach, emphasizing value stocks while maintaining exposure to growth opportunities [1] - Investment philosophy is based on thorough research and a long-term perspective, aiding in navigating various market cycles successfully [1] - Aims to uncover promising under-the-radar stocks that may not yet be recognized by the broader market [1] - Background in auditing and finance, combined with hands-on investing experience, allows for unique insights and actionable ideas for investors [1]