Alphabet's [also known as Google] stock ( GOOGL ) ( GOOG ) boasts a robust 80% historical win-rate in January. This means that the stock usually delivers positive movement during the first month of a year, which isI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I ...

Core Insights - Alphabet's stock (GOOGL) has an 80% historical win-rate in January, indicating a tendency for positive movement during the first month of the year [1] Group 1 - The stock typically performs well in January, suggesting potential investment opportunities during this period [1]

Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market rally persisted in the third quarter as investors ignored tariffs, buoyed by strong corporate earnings, rising AI investment, and prospects of economic support from US fiscal policy and lower interest rates. Against this backdrop, the fund’s Investor Class ARTLX, Advisor Class APDLX, and Institutional Class APHLX returned 0.8 ...

Group 1 - The Trump administration is intensifying its scrutiny of diversity, equity, and inclusion (DEI) initiatives in hiring and promotion at companies like Google and Verizon, launching investigations under the False Claims Act [1][4] - The investigations are part of a broader initiative by the Department of Justice (DOJ) to use the False Claims Act as a civil rights enforcement tool, expanding its traditional focus on financial fraud [3][10] - Companies that certify compliance with federal anti-discrimination laws while maintaining DEI programs deemed discriminatory could face accusations of submitting "false claims" for government payment [3][10] Group 2 - Google and Verizon have received demands from the DOJ for documents related to their workplace diversity programs, with other companies across various industries also potentially under investigation [4][16] - The DOJ's approach, known as implied certification, argues that compliance with civil rights laws is essential for receiving federal funds, targeting companies with federal contracts that continue DEI policies [10][11] - Legal experts suggest that the DOJ's strategy may face challenges in court, as proving material misrepresentation in securing federal contracts could be difficult [13]

格隆汇12月29日丨蜂助手(301382.SZ)在投资者互动平台表示，公司近期开展的航空互联网业务属于太 空（飞机客舱）的商业场景。公司以自有算力为基础，全栈云终端技术作支撑，发挥公司物联网解决方 案的优势，以与星航互联（北京）科技有限公司的合作为起点，联合运营商、航司及其他合作伙伴，为 飞机上的乘客提供互联网应用和云应用的解决方案。公司通过空中基站等技术，实现客舱（乘客）与地 面的网络连接，并在此基础上开发娱乐、办公、云应用等场景的解决方案和产品，实现飞机客舱场景中 的移动互联网和云应用的商业化和变现。 ...

一直以来 不少网友总在吐槽： "微信太占手机的存储空间了" 动辄30、40个G 你有这种感受吗？ 今天（12月29日） 微信官方发布文章回应了 关于"微信占存储空间"的几个说法 01 在微信里转发同一份文件会重复存储吗? 不会。在聊天场景下，同一份文件转给多个好友，并不会重复存储。微信使用了一个叫"硬链接"的技术，它一般由手机系统提供，可以把同样的文件背后 指向的存储只保留一份，而不会占用多份。 02 聊天记录删除后仍然会占空间? 不会的。用户通过某些入口清理大量聊天记录时，出于不打断聊天体验的考虑，微信会采用"异步删除"的机制，即先标记待删除数据，在手机空余时间在 后台异步帮用户删除。 例如，在微信首页的聊天列表长按或左滑删除聊天记录，这个时候为了保证用户的聊天体验，会采用异步删除机制。 03 文件过期，仍在占空间？过期文件，可以找回？ 不会。文件过期，意味着它并未下载到微信本地，或者已被主动清理，并不占用存储空间。一些所谓的找回过期文件的"攻略"，同样也没有用。 04 微信为什么总是弹窗提醒我空间不足? 为了保护用户的聊天记录等数据。当手机空间不足时，持续接收新数据，可能会引发磁盘空间的数据损坏，导致微信 ...

Core Viewpoint - Alphabet is outperforming Nvidia in 2025, with a projected gain of over 65% compared to Nvidia's 40% increase, driven by strong earnings and AI positioning [4][2]. Company Overview - Alphabet, the parent company of Google, dominates the search engine market with over 90% market share, generating significant revenue from advertising [5]. - The company has diversified its revenue streams with Google Cloud, which has seen a 34% revenue increase due to demand for AI infrastructure and services [6]. Financial Performance - Alphabet achieved its first-ever $100 billion quarter, showcasing the strength of its advertising business and growth in Google Cloud [8]. - The company has a market capitalization of $3.8 trillion and a gross margin of 59.18% [8]. Legal and Regulatory Environment - A recent favorable ruling in a U.S. antitrust case has alleviated major risks for Alphabet, as the judge ruled against the breakup of Google, positively impacting investor sentiment [9]. Valuation and Investment Potential - Alphabet is trading at 29 times forward earnings estimates, making it a more attractive option compared to Nvidia, which may draw in investors looking for reasonably priced AI stocks [10]. - The advertising segment is expected to continue delivering revenue increases, providing a level of security for investors amid fluctuating AI spending [12].

Core Insights - The artificial intelligence (AI) market is projected to grow from over $270 billion today to more than $5.2 trillion in the next decade, indicating significant investment opportunities in the sector [1]. Company Summaries - **Nvidia**: Dominates the accelerator chip market with a 92% market share in data centers, providing essential compute power for AI. The company has a $500 billion order backlog, showcasing its strong momentum [5][7]. - **Alphabet**: Leverages its extensive ecosystem, including Google apps and YouTube, to enhance its AI capabilities. The company has developed its own AI chip, the Tensor Processing Unit (TPU), and is positioned as a competitor to Nvidia in the AI chip market [8][9]. - **Microsoft**: Operates Azure, the second-largest cloud services platform, and holds a 27% stake in OpenAI, the creator of ChatGPT. The company benefits from a stable software business and has a history of increasing dividends for 23 consecutive years [10][12]. - **Amazon**: Operates Amazon Web Services (AWS), the leading cloud services provider, and has an $8 billion stake in Anthropic, a competitor to OpenAI. The company's diverse business model supports long-term growth, with AI serving as an additional growth driver [13][14]. - **Palantir Technologies**: Focuses on custom software applications and has seen growth since launching its AI platform, AIP. The company has a significant opportunity for customer acquisition, which could drive future growth [15][17].

Core Viewpoint - iREIT+HOYA Capital focuses on income-producing asset classes, aiming to provide sustainable portfolio income, diversification, and inflation hedging [1][2]. Group 1: Investment Strategy - The service offers investment research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2]. - iREIT+HOYA Capital targets income-focused portfolios with dividend yields up to 10% [2]. Group 2: Investor Profile - The investment approach is designed for investors seeking dependable monthly income and those who prefer defensive stocks with a medium- to long-term horizon [2].

Core Insights - Meta Platforms (META) is leveraging AI to enhance content recommendations and ad ranking, which is expected to increase user engagement across its platforms [1][10] - The company's AI-powered ad tools have surpassed a $60 billion annual run rate, with a 10% year-over-year increase in average ad prices in Q3 2025, driven by improved advertiser demand [2][10] - META anticipates fourth-quarter 2025 revenues between $56 billion and $59 billion, reflecting a 20.7% growth compared to the previous year [4] AI and Advertising - META's next-generation AI tools, Vibes, are gaining traction, with over one billion users currently utilizing Meta AI to enhance their experience [1] - The integration of AI in advertising is expected to unify various models into simpler frameworks, improving performance and efficiency, which is beneficial for top-line growth [2] - The company is investing heavily in AI research and infrastructure, with capital spending projected between $70 billion and $72 billion for 2025, and even higher for 2026 [3][10] Competitive Landscape - META, along with Alphabet and Amazon, is projected to capture over 50% of global ad spending this year, increasing to 56.2% by 2026 [3] - Competitors like Alphabet are also enhancing their advertising capabilities through AI, which is driving revenue growth in their search business [6] - Amazon's advertising revenue grew by 24% year-over-year to $17.7 billion in Q3 2025, aided by successful AI optimizations and partnerships to expand ad reach [7] Financial Performance - META's stock has increased by 11.3% over the past 12 months, underperforming the broader Zacks Computer and Technology sector, which returned 24.6% [8] - The Zacks Consensus Estimate for META's earnings in Q4 2025 is $8.16 per share, indicating a 1.75% year-over-year growth [14] - META's stock is trading at a premium with a forward 12-month price/sales ratio of 7.22X compared to the sector's 6.62X [11]