Core Viewpoint - Alphabet has experienced a significant stock increase of 65% in 2025, outperforming major tech competitors, but concerns about sustaining this performance in 2026 are emerging [1][2]. Group 1: Performance in 2025 - Alphabet's stock performance in 2025 has been exceptional, with a 65% rise, making it one of the best-performing big tech stocks [1]. - The company is expected to potentially become the second-largest company globally, following Nvidia, as it heads into 2026 [2]. Group 2: Challenges Faced - At the beginning of 2025, Alphabet faced skepticism regarding its future, particularly concerning its core Google Search business and its position in the generative AI landscape [4]. - Concerns included a pending court case regarding its monopoly status and competition from AI models like OpenAI's ChatGPT, which were perceived to outperform Alphabet's Gemini model [5]. Group 3: Market Sentiment and Recovery - Investor sentiment was bearish, with Alphabet's stock trading at less than 14 times forward earnings at its lowest point in April, indicating a negative outlook [6]. - Positive developments, such as favorable news regarding the monopoly court case and the successful integration of AI into Google Search, helped shift market perception and contributed to the stock's rise [7].

By Phoebe Seers and Kirstin Ridley LONDON, Dec 17 (Reuters) - A race among banks to adopt agentic AI, which can make decisions and take autonomous action, runs new risks for retail customers, said Britain's financial watchdog, which is pledging to ensure their interests are not sidelined. AI 'agents' could revolutionise how people budget, ​save and invest, for example by moving idle cash into higher-yield accounts or adjusting portfolios in response to market swings. Unlike generative AI, which produce ...

Core Insights - OpenAI is in discussions with Amazon for a potential investment exceeding $10 billion, which would involve the use of Amazon's AI chips [2] - The talks follow OpenAI's restructuring in October and its partnership with Microsoft, allowing more freedom to raise capital and collaborate with other companies in the AI sector [2][3] - Microsoft has invested over $13 billion in OpenAI since 2019 but no longer has a first refusal right for being OpenAI's compute provider, enabling OpenAI to work with third parties [3] Investment Landscape - Amazon has previously invested at least $8 billion in AI rival Anthropic and is looking to increase its presence in the generative AI market [4] - Microsoft announced a plan to invest up to $5 billion in Anthropic, while Nvidia is set to invest up to $10 billion in the same startup [4] AI Infrastructure Development - Amazon Web Services (AWS) has been developing its own AI chips since 2015, with its Inferentia and Trainium chips becoming essential for AI companies [5] - OpenAI has made over $1.4 trillion in infrastructure commitments recently, including a $38 billion capacity purchase from AWS, marking its first contract with a leading cloud infrastructure provider [6] - OpenAI also completed a secondary share sale totaling $6.6 billion, allowing employees to sell stock at a valuation of $500 billion [6]

17 December 2025 | 12:25AM HKT Equity Research Greater China Semis: November: IC import/export value +13.9%/+34.2% YoY Oct-Nov data (Exhibits 1-4): IC import volume was +2.1% YoY in Nov 2025 (vs. +4.9% YoY in Oct 2025), and import value was +13.9% YoY (vs. +10.2% YoY in Oct 2025), implying an 11.5% YoY increase of IC import ASP in Nov 2025. IC (integrated circuits) production growth was +17.7% YoY in Oct 2025 (link) vs. +5.9% YoY in Sep 2025, with MoM decrease in production volume. On inventory, China's ele ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

STAMFORD, Conn.--(BUSINESS WIRE)--Information Services Group (ISG) (Nasdaq: III), a global AI- centered technology research and advisory firm, has launched a research study examining providers that help healthcare enterprises move from early experimentation to real-world adoption of AI. Healthcare enterprises are facing significant challenges, such as data fragmentation and privacy and regulatory constraints. As they continue to adopt agentic AI, the need for strong guardrails, oversight and safety manageme ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...