U.S. auto safety regulators are investigating a Waymo autonomous vehicle that struck a child near a school in Santa Monica, California, the second recent probe to examine the behavior of the Alphabet Inc. unit’s robotaxis near children.The vehicle collided with the child who was running across a street from behind a double-parked SUV, the National Highway Traffic Safety Administration said Thursday in a notice disclosing the probe. The Jan. 23 incident took place within two blocks of an elementary school du ...

Key Takeaways CoreWeave secures massive AI contracts with OpenAI and Meta, boosting its revenue backlog past $55B.Alphabet drives AI-led growth, with Google Cloud up 33.5% YoY and record $100B Q3 revenue.CRWV faces high debt and CapEx, while GOOGL benefits from scale, cash reserves and a diversified AI strategy.AI is not just software; it’s infrastructure. The massive computational power required to train and deploy large language models, autonomous systems and other AI applications has created a new catego ...

以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 2025 年 12 月 用心打造最有品质的实战研学。读万卷书，行万里路。把教室搬到世界上最优秀的企业， 请最优秀的企业家和科学家讲课。顺势而为，把握机遇。正心正念，坚持做长期正确的 事！ 我们期待与更多的企业家朋友们携手同行，共赴 2026 实战研学之旅！ 泽 ZEP 平 INGM 宏 ACR 观 O RE 商 SEAR 学 CH 1-6月日程安排 · 2月27日 北京 国内头部智驾科技企业 人形机器人 年研学安 型成 11月4日-11日 洛杉矶、拉斯维加斯、旧金山 CES、英伟达、特斯拉 谷歌、罗宾汉、playground 斯坦福大学、伯克利大学 3月27日-28日 苏州 追觅科技、魔法原子、灵猴机器人 闭门投研会-2026 Al 的中国力量(一) 3月29日 上海 长三角校友会 4月20日-21日 香港 2026 香港 Web3 嘉年华 复星财富、HashKey、港交所 5月22日-23日 1151 11:47:50 深圳 华为、新凯来、江波龙、莫界科技 闭门投研会—2026 Al 的中国力量(二) ...

IT之家 1 月 29 日消息，据路透社报道，谷歌将支付 1.35 亿美元（IT之家注：现汇率约合 9.39 亿元人民币），以和解一起由智能手机用户提起的拟议集体诉 讼。这些用户指控谷歌对其安卓操作系统进行编程，在未经用户许可的情况下收集其移动蜂窝数据。 作为和解协议的一部分，谷歌在安卓用户进行手机初始设置时，必须获得用户明确同意，方可进行数据传输。谷歌还将简化用户通过开关按钮阻止数据传输 的操作流程，并在谷歌应用商店的服务条款中，披露数据传输相关事宜。 原告律师格伦・萨默斯在一份法庭文件中表示，他认为这笔 1.35 亿美元的赔偿金额，是有史以来非法侵占财产案件中数额最高的赔偿。每位集体诉讼成员 可获得的赔偿金额上限为 100 美元（现汇率约合 695.6 元人民币）。 当地时间周二深夜，这份与谷歌母公司 Alphabet 达成的初步和解协议，已提交至美国加利福尼亚州圣何塞联邦法院，该协议尚需法官批准。 本案定于 8 月 5 日开庭审理，谷歌方面暂未对此事发表任何回应。原告律师团队最高可申请获得 3980 万美元（现汇率约合 2.77 亿元人民币）的律师费，该 金额占和解基金总额的 29.5%。 谷歌在达成该 ...

Group 1: BigBear.ai Overview - BigBear.ai has gained significant attention on Wall Street for its AI data analytics platform, serving both the U.S. government and private companies, with some investors comparing it to Palantir [1] - The company's share price has increased by 152% over the past three years, driven by excitement around AI and its prospects [2] - However, BigBear.ai reported a 20% revenue decline in the third quarter, is not profitable, and is experiencing widening losses [2] - The stock is considered expensive, with a price-to-sales ratio of nearly 13, compared to the tech sector's average of less than 9, leading to concerns about its investment thesis [2] Group 2: Alternative Investment Opportunities - Micron Technology is highlighted as a strong investment opportunity, with high demand for its NAND flash and DRAM products as tech companies build AI data centers [4] - Micron's sales are increasing, with a 57% revenue rise to $13.6 billion in the first quarter of fiscal 2026, and non-GAAP earnings per share increased by 167% to $4.78 [6] - Alphabet is also presented as a solid AI investment, with its Gemini chatbot reaching 650 million monthly active users, up from 400 million eight months ago, and an expected annual revenue of $1 billion from Apple for integrating Gemini into Siri [8]

19,305,444-$47.929.95%$433.71[First Solar][FSLR]• Vol: 956,495-$24.759.92%$224.67[ServiceNow] [NOW]• Vol: 8,185,764-$12.399.56%$117.23[Las Vegas Sands][LVS]• Vol: 2,183,217-$5.859.55%$55.41[United Rentals][URI]• Vol: 154,938-$79.068.75%$824.13 Mega Cap Stocks Just Keep Winning, And Pushing PWB Higher and Higher - 24/7 Wall St.[S&P 5006,977.90 -0.25%][Dow Jones49,276.80 +0.53%][Nasdaq 10025,902.00 -1.01%][Russell 20002,667.12 +0.47%][FTSE 10010,288.20 +1.08%][Nikkei 22553,530.70 -0.60%][Stock Market Live Jan ...

Group 1 - Major reports are expected from Mastercard Incorporated, Caterpillar Inc., and SAP SE before the market opens on Thursday [1] - Tech companies Apple Inc. and Visa Inc. will report their earnings after the market closes on Thursday [1] - Energy companies Exxon Mobil Corporation and Chevron Corporation are set to report before the market opens on Friday [1] Group 2 - A busy day for healthcare reporting is anticipated next Wednesday, with Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S scheduled to release their earnings [1] - Alphabet Inc. will report its earnings after the market closes on the same day [1] - The week will conclude with Amazon.com Inc. reporting after the market closes next Thursday [1]

Core Insights - The article discusses the significant developments in the AI industry in 2025, highlighting the emergence of Chinese AI companies like Deepseek, Manus, and Qwen, which are gaining global recognition and challenging the dominance of Silicon Valley giants [7][8]. Group 1: Key Events in AI Development - The Chinese AI company Deepseek made a notable impact during the Spring Festival of 2025, showcasing engineering capabilities that impressed Silicon Valley [10][11]. - Manus secured a $75 million investment from Benchmark, raising its valuation to $500 million, indicating a growing interest from U.S. investors in Chinese AI projects [13][15]. - The emergence of the "Reverse CFIUS" regulation has created a cautious environment for U.S. investments in Chinese AI companies, leading to a "chilling effect" among investors [18][19]. Group 2: Investment Trends - The AI application era has officially begun, with U.S. venture capitalists becoming more active in funding Chinese AI projects, driven by the success of models like Deepseek and Qwen [16][22]. - The article notes that investments exceeding $100 million require a clear separation from Chinese affiliations, as U.S. funds navigate the complexities of geopolitical tensions [23][24]. - The sentiment in the Chinese primary market is optimistic, with significant cash flow observed in the embodiment intelligence sector, driven by government support and market demand [30][33]. Group 3: Challenges and Opportunities - The article highlights the challenges faced by Chinese entrepreneurs in Silicon Valley, including cultural differences and the need for patience in adapting to the U.S. market [25][26]. - The success of Hygen, a Chinese AI startup, illustrates a potential pathway for other entrepreneurs, emphasizing the importance of capital isolation and market focus [27][28]. - The article discusses the rapid changes in the AI landscape, where the window for securing top projects is shrinking, making it increasingly difficult for investors to identify and fund disruptive innovations [50][51]. Group 4: Competitive Landscape - The competition among major AI players, particularly between OpenAI and Google, is intensifying, with both companies striving for dominance in the foundational model space [58][59]. - The article notes that NVIDIA continues to play a pivotal role in the AI ecosystem, forming strategic partnerships and acquiring key assets to maintain its competitive edge [62][64]. - Meta's recent acquisition of Manus reflects a strategic shift towards building strong AI agents, indicating a potential new direction for the company amidst its challenges in foundational models [70][71].

Quick Read Stanley Druckenmiller’s family office holds concentrated positions in Microsoft (MSFT), Nvidia (NVDA), Google (GOOGL), Amazon (AMZN) and Meta (META). Amazon Q3 operating margin reached 11.1% as AWS profitability scales. Amazon net income grew 36.4% to $21.19B. Nvidia trades at a 0.70 PEG ratio despite Q3 revenue growing 62.5% to $57.01B with 107.4% ROE. Investors rethink 'hands off' investing and decide to start making real money Stanley Druckenmiller never had a losing year in three d ...

Futures are higher, led by tech, after the first batch of Mag7 earnings with gold breaking new record highs again, rising as high as $5600. As of 8:00am ET, S&P futures are up 0.2% while the Nasdaq if barely in the green; pre-mkt it's a mixed picture with META (+7.9%) rising on higher than expected capex forecast, while MSFT (-6.6%) tumbles on... higher than expected capex forecast; TSLA is also modestly in the green, up +2.8%; AAPL reports today today then AMZN / GOOG next week. Cyclicals are trading highe ...