Alphabet (GOOG) 2025 Update / Briefing May 20, 2025 01:00 PM ET Speaker0 Hello, everyone. Good morning. Welcome to Google IO. So good to see everyone here in Shoreline, and hello to everyone joining virtually around the world. I learned that today is the start of Gemini season. Not really sure what the big deal is. Every day is Gemini season here at Google. Normally, you wouldn't have heard much from us in the weeks leading up to IO. That's because we'd be saving our best models for this stage. But in our G ...

谷歌母公司Alphabet宣布为AI高级用户提供每月249.99美元的"AI Ultra"订阅服务。 ...

Alphabet CEO Sundar Pichai during the Google I/O developers conference in Mountain View, California, on May 10, 2023.Google is adding a new artificial intelligence subscription service that offers exclusive access to the company's most "cutting edge" AI products.Called "Google AI Ultra," the new plan includes the highest usage limits and access to its latest AI models and premium features, the company announced Tuesday at its annual developer conference Google IO.At $249.99 per month, the subscription plan ...

谷歌母公司Alphabet首席执行官：Google Meet新增英语和西班牙语实时语音翻译功能。 ...

Sometimes short-term adversity can create opportunities for the long-term investor. 2. NextEra Energy Technology is creating substantial electricity demand; some estimates project U.S. electricity consumption will rise by 50% by 2050. That positions NextEra Energy (NEE -1.60%) as a potential winner over the coming decades. The energy company operates the largest electric utility, Florida Power & Light, in America, and its subsidiary, NextEra Energy Resources, is the world's largest producer of wind and sola ...

Amid this flurry of data, you might have missed what can be described as the most important of all data releases: Form 13F filings. A 13F provides a snapshot of which stocks and exchange-traded funds (ETFs) institutional investors with at least $100 million in assets under management purchased and sold in the most recent quarter. May 15 was the filing deadline to report trading activity for the first quarter of 2025. There's been a decisive changing of the guard in Alphabet's $1.58 billion investment portfo ...

58同城在推进多业务线精细化运营过程中，面临两大核心挑战： 一、平台建设背景与核心痛点 平台发展分为三阶段： 1. 用户画像与细分能力不足： - 缺乏完善的用户标签体系，难以全面刻画用户特征； - 缺乏高效的人群细分工具，无法满足差异化运营需求； - 从用户画像到实际运营的转化能力缺失，难以实现精准触达。 2. 工具割裂与运营效率低下： - 跨平台操作导致流程繁琐，圈选人群及策略调整耗时； - 精细化运营的价值难以量化，投放效果提升缺乏数据支撑。 二、智能运营平台架构与核心能力 万象·智能运营平台作为集团智能化运营底座，以"场景化、闭环化、智能化"为核心，构建一站式解决方案，打通"数据-策略-执行-优化"全链路： 1. 数据根基建设： - 整合用户、客户、企业、帖子等多维度标签，形成全域数据资产（如用户行为、业务属性、第三方数据）； - 依托OneID服务构建统一用户基础数据，实现跨业务线数据互通。 2. 场景化运营能力： - 用户行为旅程覆盖：基于AARRR模型（获客、激活、留存、付费、推荐），拆解各阶段增长目标，匹配场景化工具。例如： - 拉新：过滤老客，拓展无业务属性的新流量； - 促活：针对垂类老客， ...

Core Insights - GoDaddy's analysis reveals the Most Entrepreneurial Cities of 2025, highlighting both small and large cities as key drivers of innovation in the U.S. [1][2][6] Summary by Category Entrepreneurial Rankings - The ranking is based on the number of new ventures created in the previous calendar year, showcasing cities that have emerged as entrepreneurial hotspots [2][3]. - The top 10 cities include San Francisco, Los Angeles, Denver, Oklahoma City, Frankfort, Ontario, Wilmington (DE), Wilmington (NC), Katy, and Alameda [4]. City Highlights - San Francisco leads with 173,054 new businesses, reflecting its strong tech culture and access to venture capital [4][7]. - Smaller suburban cities like Frankfort, Ontario, Katy, and Alameda have emerged as significant entrepreneurial centers, challenging traditional urban business hubs [7]. - Wilmington is noted for having two cities in the top 10, indicating a growing trend for small businesses in areas with the same name [7]. California's Role - California is identified as a new epicenter for small businesses, with four cities in the top 10, despite its high cost of living [7]. Research Methodology - The GoDaddy Small Business Research Lab analyzes over 20 million online businesses, focusing on microbusinesses that employ fewer than ten people [8].

ab 16 May 2025 Global Research First Read Alibaba Group 4QFY25 slight miss; thesis unchanged despite short-term margin fluctuation 4QFY25 slight missed Revenue +7% YoY, and adj. EBITA +36% YoY. Both missed by 1-2% (quick take). Key focuses 1) Taobao Tmall (TTG) outlook (mixed): Topline (+ve): CMR accelerated to +12% YoY (Dec Q's +9%), beat by 3%. For Mar Q, the take rate improvement (0.6% software service fee, and improving sitewide promotion tool adoption) and GMV mix shift to higher-commissioned Tmall (TT ...

Latest company comments largely maintained capex outlook this year As highlighted previously, we believe China internet companies focus on GPU efficiency and utilisation, and thus their capex target has been more demand driven and can adjust in a swift, dynamic manner based on changes in the demand outlook. In the recent Q125 earnings, major US tech leaders, including Microsoft, Google and Meta, have maintained or even increased capex guidance for the year (Figure 2Capex udtsfrom UShyperscal inrectags l), p ...