Core Viewpoint - The article discusses the potential shift in Apple's approach to its Safari browser and search engine partnerships, particularly in light of the ongoing legal challenges against Google's parent company, Alphabet. This shift is influenced by the rise of AI-driven search engines and changing user behaviors. Group 1: Apple's Strategic Considerations - Apple is "actively considering" revamping its Safari browser to focus on AI-driven search engines, which may alter its collaboration with Google [3] - The annual agreement between Apple and Google, valued at approximately $20 billion, positions Google as the default search engine on Apple devices [3] - Eddy Cue noted a decline in Safari's search volume in April, attributing it to users shifting towards AI search options [3] Group 2: AI Search Engine Landscape - Cue believes that AI search providers like OpenAI, Perplexity, and Anthropic could eventually replace traditional search engines like Google [3] - Apple is in discussions with Perplexity and plans to incorporate AI search options into Safari, although these may not become the default [3][5] - The transition from traditional to AI search is seen as inevitable due to ample capital and the size of the players involved [5] Group 3: Future of Technology and Competition - Cue emphasized the rapid pace of technological change, suggesting that devices like the iPhone may become obsolete in the future [4] - He stated that true competition arises only when significant technological changes occur, with AI representing a new wave of opportunity for new entrants [4] - Despite the potential for AI search engines, Cue still supports Google remaining as the default search engine for Safari, citing concerns over revenue sharing [5]

Alphabet(GOOG.O)股价跌幅扩大至5%，此前苹果(AAPL.O)称计划在其浏览器中添加人工智能搜索功 能。 ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain Google last year began offering some artificial intelligence firms a way to anchor chatbot responses in its search results, but still reserves key features for its own AI service, Gemini, a company executive testified. Liz Reid, Google's head of search, was describing in court Tuesday how the ...

在今年的SXSW大会上，沃顿商学院的Stefano Puntoni与谷歌首席测量策略师Neil Hoyne就生成式人工智能对职场和生活的影响展开了讨论。 在这场炉边会谈中，他们还对生成式人工智能如何改变工作，以及职场人的价值主张方面发表了看法。以下是他们的主要观点： "当人工智能无处不在，并且声称无所不能时，就很难分辨它的边界在哪里了。" —— Neil Hoyne 从本质上讲，人工智能就是进行预测——无论是预测消费者行为、生成文本，甚至是创作音乐。但随着人工智能成为商业领域的热门词汇，公司越来越多 地将其用作品牌宣传工具，而不是真正的技术差异化因素。企业需要以对自身运营有实际意义的方式来部署人工智能。 03.人机协作，而非人机对抗 "我们天生不太擅长的事情，人工智能却非常擅长。而人工智能无法做到的事情，正是能给我们带来更多意义和乐趣的事情。" —— Puntoni "研究似乎表明，如果人们将某项任务视为工作中功利性的一部分，而不一定是与自身身份认同相关的部分，那么他们对于这项任务实现自动化是可以接 受的，也不会感到那么大的威胁。" —— Hoyne 01.AI正在重塑工作，而非取代工作 "采用生成式人工智能 ...

Core Viewpoint - Shopify is expected to report strong revenue and earnings growth in its first-quarter 2025 results, driven by an expanding merchant base and international growth. Group 1: Financial Expectations - Shopify anticipates revenue growth at a mid-twenties percentage rate year-over-year, with the Zacks Consensus Estimate for revenues at $2.33 billion, indicating a 25.24% increase from the previous year [1] - The consensus estimate for earnings is set at 26 cents per share, reflecting a 30% growth compared to the same quarter last year [2] - The Zacks Consensus Estimate for first-quarter GMV is pegged at $75 billion, suggesting a 23% year-over-year growth [4] Group 2: Growth Drivers - Shopify's growth is attributed to a strong increase in its merchant base, with a cumulative GMV of $1 trillion processed in Q4 2024, marking a 25.7% year-over-year increase [3] - The growing usage of Shop Pay and new product launches, such as Shopify Balance for Plus and next-day payouts, are expected to enhance cash flow management and merchant adoption [4] - Subscription solutions revenues are estimated at $621 million, indicating a 21.5% year-over-year growth, while Merchant Solutions revenues are expected to reach $1.71 billion, suggesting a 26.7% increase [5] Group 3: Market Position and Valuation - Shopify shares have declined 7.5% year-to-date, outperforming the Zacks Computer & Technology sector's decline of 7.6% and the Internet Services industry's drop of 11.3% [6] - Despite the decline, Shopify's stock is trading at a premium with a forward Price/Sales ratio of 11.1X, compared to the industry average of 4.88X [10] - Shopify commands 12% of the U.S. ecommerce market and is experiencing rapid growth in Europe and Japan, indicating a strong long-term outlook [13] Group 4: Strategic Partnerships - Shopify's partnerships with major companies like Amazon and Roblox are expected to enhance its merchant base and provide access to extensive fulfillment networks [15] - The expansion of Shopify Tax in the UK and EU, along with the introduction of Tap to Pay in multiple countries, is seen as a positive development for growth [14] - Collaborations with platforms such as TikTok, Snap, and YouTube are anticipated to further expand Shopify's reach and capabilities [14]

About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...

智通财经5月6日电，谷歌不同意法院在美国司法部广告技术案中的裁决，公司将对美国司法部广告技术 案的裁决提起上诉。 ...

Core Viewpoint - Baidu Inc. (BIDU) is showing potential for investment due to its recent technical movements and positive earnings outlook [1][2][3] Technical Analysis - BIDU has crossed above the 200-day moving average, indicating a long-term bullish trend [1] - The stock has rallied 9.1% over the past four weeks, suggesting upward momentum [2] - The 200-day simple moving average serves as a key support level for BIDU [2] Earnings Estimates - There have been two upward revisions in earnings estimates for BIDU over the past two months, with no downward revisions [3] - The consensus earnings estimate for BIDU has also increased, reinforcing the positive outlook [3] Investment Sentiment - BIDU currently holds a Zacks Rank of 2 (Buy), indicating favorable market sentiment [2] - The combination of technical indicators and positive earnings revisions suggests that BIDU may be poised for further gains [3]

Core Viewpoint - Akamai Technologies (AKAM) is expected to report a quarterly earnings per share (EPS) of $1.58, reflecting a 3.7% decline year-over-year, while revenues are forecasted to increase by 2.2% to $1.01 billion [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 0.1% in the last 30 days, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts project 'Revenue- Security' to be $538.25 million, representing a 9.7% increase from the previous year [5]. - 'Revenue- Compute' is expected to reach $168.06 million, indicating a 16.3% year-over-year increase [5]. - 'Revenue- Delivery' is projected at $302.31 million, reflecting a decline of 14.1% compared to the same quarter last year [5]. - 'Revenue- International' is estimated at $489.92 million, showing a 3.2% increase year-over-year [6]. - 'Revenues- United States' are expected to be $523.19 million, indicating a 2.1% increase from the prior year [6]. Stock Performance - Over the past month, Akamai Technologies shares have gained 12%, outperforming the Zacks S&P 500 composite, which increased by 0.4% [6]. - Based on its Zacks Rank 3 (Hold), AKAM is likely to perform in line with the overall market in the upcoming period [6].

Core Insights - Google is testing ad placements within AI chatbot conversations to protect its $200 billion search ad business as user behavior shifts away from traditional search [1][2][4] - The company is facing the "innovator's dilemma," needing to defend its profitable legacy business while adapting to disruptive technologies like generative AI [5][7] Ad Placement Strategy - Google has begun embedding ads directly into conversations with AI chatbots from startups like iAsk and Liner, expanding its AdSense for Search network [3][10] - In the pilot program, contextual ads are inserted into real-time chats, with search ad revenue accounting for 56% of Google's total revenue [4][10] Market Position and Competition - As of April, Google held a 90% market share in search, but only 2.3% in AI chatbots compared to OpenAI's ChatGPT at 84.2% [4] - Google's move to commercialize chatbot interactions aims to maintain control over the discovery layer of the internet amid increasing competition from AI-native platforms [8][9] User Experience Considerations - There is a risk that ad placements could degrade user experience, prompting the need for selective ad categories or an ad-free option [2][11] - Experts suggest that ads should be introduced in categories where consumers expect them, such as shopping and travel, or consider an "ad-free toggle" for a fee [12][13] Regulatory Environment - Google's market dominance is under antitrust scrutiny, having lost two cases related to anticompetitive practices, which could increase regulatory pressure as it seeks to monetize AI chatbot interactions [8][9]