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X @Elon Musk
Elon Musk· 2025-07-02 05:49
Starlink now available in Sri Lanka! 🇱🇰Starlink (@Starlink):Starlink's high-speed, low-latency internet is now available in Sri Lanka! 🛰️🇱🇰❤️ → https://t.co/Gn2UWiRRqn https://t.co/MeNFa3wNPz ...
X @Starlink
Starlink· 2025-07-02 05:41
Starlink's high-speed, low-latency internet is now available in Sri Lanka! 🛰️🇱🇰❤️ → https://t.co/Gn2UWiRRqn https://t.co/MeNFa3wNPz ...
谷歌因滥用安卓手机数据被罚超20亿
Guan Cha Zhe Wang· 2025-07-02 04:45
Core Viewpoint - Google has been ordered by a California jury to pay $314 million in damages for allegedly using cellular data from Android users without their knowledge, raising concerns about data privacy practices [1][2]. Group 1: Legal Proceedings - The class-action lawsuit was filed in 2019 in Santa Clara Superior Court on behalf of California residents, with a parallel federal case for nationwide Android users set for trial in early 2026 [2]. - Consumer rights attorney Marc Wallenstein expressed gratitude for the jury's decision, highlighting the severity of Google's misconduct [2]. Group 2: Allegations and Company Response - Consumers accused Alphabet Inc. of programming Android phones to transmit data to Google servers when users were not connected to WiFi, thereby misappropriating users' paid cellular data [1]. - Google strongly opposes the verdict and plans to appeal, arguing that the data transmission is essential for the performance and reliability of billions of Android devices and consumes less cellular data than sending a photo [1].
“微信最讨厌的功能,终于取消了”
第一财经· 2025-07-02 03:30
2025.07. 02 本文字数:299,阅读时长大约1分钟 据橙柿互动,近日,微信朋友圈灰度上线"不接收共同好友点赞提醒"的功能。 开启后,共同好友对 你互动过的朋友圈进行点赞或评论时,系统不再推送红点提醒, 但仍可在消息列表中查看。也就是 共友互动时就不再通知了。 开启路径:将微信更新至最新版本后,进入【我】—【朋友圈】—【我的朋友圈】— 右上角【…】 — 【消息列表】— 再次点击右上角【…】进入【消息管理】,此时多了一个"仅提醒朋友与我的互 动"设置页面。 | | 服务 | | --- | --- | | B | 收藏 | | र | 朋友圈 | | 1) | 视频号 | | I | 卡包 | | 9 | 表情 | | ಸ್ಟ | 设置 | 不过需要注意的是,该功能目前似乎处于灰度内测阶段,部分用户才有。 对此,不少网友点赞: 我是最讨厌这个功能的,终于可以取消了! 微信编辑 | 七三 推荐阅读 "黄金平替",单日大跌6%! ...
Google's data center energy use doubled in four years
TechCrunch· 2025-07-01 19:52
Core Insights - Google's data centers have seen a dramatic increase in electricity consumption, more than doubling from 14.4 million megawatt-hours in 2020 to 30.8 million megawatt-hours in 2024, indicating a growth of over 113% in just four years [1][2][5] - Data centers are responsible for 95.8% of Google's total electricity usage, highlighting the significant impact of this segment on the company's overall energy consumption [2] - The company's power usage effectiveness (PUE) has improved only marginally over the past decade, reaching 1.09 in 2024, suggesting that further efficiency gains may be challenging to achieve [6] Energy Strategy - Google is committed to using only carbon-free electricity sources, which has led to substantial investments in various energy technologies, including geothermal, nuclear fission, and fusion [7][10][15] - The company has made significant renewable energy purchases, including 600 megawatts of solar capacity in South Carolina and 700 megawatts in Oklahoma, as part of a broader $20 billion investment in carbon-free power plants [11][12] - Currently, about 66% of Google's data center electricity consumption is matched to the hour with carbon-free sources, but there are regional disparities, with Latin America achieving 92% while the Middle East and Africa only reach 5% [14]
Alphabet: Still The Most Underappreciated AI Powerhouse In Tech
Seeking Alpha· 2025-07-01 17:55
Core Insights - Alphabet Inc. has experienced significant stock volatility in 2023, reaching a 52-week high of $208.70 in early February before dropping to $152 by April [1] Company Performance - The stock's fluctuation indicates a challenging market environment, with a notable decline of approximately 27% from its peak to the low point [1] Analyst Perspective - The analysis emphasizes a focus on fundamental business metrics rather than market narratives, aiming to provide a clear view of what is functioning well and what is not [1]
“最讨厌的功能终于取消了!”微信朋友圈有新变动
中国基金报· 2025-07-01 11:57
来源:橙柿互动 近日,微信朋友圈灰度上线"不接收共同好友点赞提醒"的功能。 开启后,共同好友对你互动过的朋友 圈进行点赞或评论时,系统不再推送红点提醒, 但仍可在消息列表中查看。也就是共友互动时就不再 通知了。 开启路径:将微信更新至最新版本后,进入【我】—【朋友圈】—【我的朋友圈】— 右上角【…】— 【消息列表】— 再次点击右上角【…】进入【消息管理】,此时多了一个"仅提醒朋友与我的互动"设 置页面。 杨衣衫:刚刚发现有这个设置,立马开了! zzzzzzhtx2022:关了!就安静了好多! | | 服务 | | --- | --- | | ക | 收藏 | | ਨ | 朋友圈 | | (D) | 视频号 | | H | 卡包 | | 1 | 表情 | | ಸ್ಲೆ | 设置 | 不过需要注意的是,该功能目前似乎处于灰度内测阶段,部分用户才有。 今天下午,话题词#微信可以不接收共同好友点赞提醒了#冲上热搜第一。 对此,不少网友点赞: 我是最讨厌这个功能的,终于可以取消了! 绿豆冬瓜冰:终于能安心刷自己的朋友圈,建议火速全面推广。 积极搞事业版:这个功能我觉得很贴心的了,我也要试试! 脆皮奶咖:微信真听劝。 身 ...
瑞银:Meta 平台_受益于消费者和广告商对人工智能的需求
瑞银· 2025-07-01 00:40
Investment Rating - The report maintains a Buy rating on Meta Platforms (META) shares with a revised price target of $812, up from $683 [2][4]. Core Insights - The report highlights the increasing demand for AI products from both consumers and advertisers, which is expected to drive incremental revenue for Meta, particularly from Business Messaging and Meta AI [2]. - The report indicates that current forecasts reflect capital expenditures (CapEx) and operational expenditures (OpEx) but do not account for potential long-term revenue from AI initiatives [2]. - Meta is positioned to benefit from its own technology usage, reducing concerns about slower-than-expected enterprise AI spending [2]. Financial Summary - The price target is based on a 28x multiple of the revised full-year ending 2Q27 GAAP diluted EPS estimate of $28.79, up from a prior estimate of $27.99 [3][8]. - The report projects revenues to grow from $164.5 billion in 2024 to $184.7 billion in 2025, with a compound annual growth rate (CAGR) of 12% over the next two years [6][12]. - Net earnings are expected to increase from $62.4 billion in 2024 to $63.2 billion in 2025, with diluted EPS projected to rise from $23.86 to $24.80 [6][16]. Valuation Metrics - The report notes a market capitalization of $1,835 billion and a price-to-book value (P/BV) of 8.5x for the year ending December 2025 [4][17]. - The enterprise value (EV) is projected to be $1,751 billion for 2025, with an EV/EBITDA multiple of 16.3x [17]. - The report anticipates a dividend yield of 0.3% for 2025, with a forecasted stock return of 14.9% [18]. Scenario Analysis - The base case scenario estimates a valuation of $812, assuming a 12% revenue CAGR and a 36% operating margin [12]. - An upside scenario projects a valuation of $1,006, assuming a 14% revenue CAGR and a 42% operating margin [11]. - The downside scenario estimates a valuation of $525, with a 10% revenue CAGR and a 34% operating margin [13]. Company Overview - Meta Platforms Inc. operates platforms such as Facebook, Instagram, and WhatsApp, facilitating user engagement and communication, alongside Facebook Reality Labs, which focuses on augmented and virtual reality capabilities [19].
Why Did Alphabet Stock Pop Today, Then Drop?
The Motley Fool· 2025-06-30 15:46
Valuation matters for Alphabet stock.Alphabet (GOOG -0.70%) (GOOGL -1.24%) stock is acting a bit erratic Monday morning, first rising nearly 2% in early trading, and then giving up all its gains and falling into the red. As of 11:05 a.m. ET, the Google parent company is down 0.3%.And why? Good news from CanadaThe "up" part of this story is easier to explain than the "down." On Sunday, Canada announced it will rescind a proposed Digital Services Tax (DST) that threatened to impose high costs on tech companie ...
Alphabet's Waymo and Services Beginning to Feel the Pressure?
MarketBeat· 2025-06-30 14:19
Core Insights - Alphabet Inc. is facing increasing scrutiny and competition, particularly in its autonomous driving unit, Waymo, and its core productivity suite, Google Workspace [2][9][10] - The company reported strong financial performance in Q1 2025, with revenue of $90.24 billion and EPS of $2.81, but must navigate significant challenges to maintain its market position [13] Group 1: Waymo and Autonomous Driving - Waymo aims to create a fully autonomous driving system, with millions of miles driven on public roads and services launched in Phoenix and San Francisco, now expanding to Los Angeles and Austin [3][4] - The long-term potential for autonomous ride-hailing is substantial, with the possibility of multi-billion-dollar revenue streams, but monetization remains limited and public perception poses challenges [4][5] - Tesla's rapid rollout of its robotaxi program presents a direct threat to Waymo, with Tesla's model allowing car owners to participate in ride-hailing, potentially scaling faster and achieving profitability sooner [6][7][8] Group 2: Competition and Market Dynamics - OpenAI's plans to develop a new workspace productivity platform could challenge Google Workspace, which is crucial for Alphabet's revenue and supports its advertising ecosystem [9][10][11] - If OpenAI's platform proves to be more innovative, it could disrupt Alphabet's enterprise market share over time, impacting the company's overall ecosystem [11][12] Group 3: Financial Performance and Future Outlook - Alphabet's stock forecast indicates a potential upside of 12.71%, with a target price of $199.95 based on analyst ratings [12] - The company must defend its core businesses against emerging competitors while converting long-term investments like Waymo into growth drivers to avoid falling behind [14]