Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the Fund (Class I Shares) underperformed the 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index and outperformed the benchmark since inception. The equity portfolio returned 3.64% in the third quarter compared to 8.12% for the S&P 500 Index. The fixed income portfolio returned 2.40% compared to 2.03% for the Bloomberg U.S. Aggreg ...

As measured by the S&P 500 Value Index, value stocks are performing admirably this year, though the group is lagging the parent index and its growth counterpart. That's a long-standing theme. There have been sporadic periods of value strength over the past decade-plus. However, the overarching result during that span has been out-performance by growth stocks. With some experts wagering that growth stock dominance won't be ending anytime soon, investors may want to evaluate ETFs such as the WisdomTree U.S. Q ...

Core Insights - Alphabet (GOOGL) stock experienced a 34.2% change from July 11, 2025, to October 9, 2025, primarily driven by a 28.2% shift in the company's P/E multiple, indicating increased expectations for future performance [2][3] Financial Performance - Google reported strong Q2 2025 results with consolidated revenue rising 14% year-over-year to $96.4 billion and earnings per share increasing by 22% to $2.31, both exceeding analyst expectations [5] - Google Cloud was a significant contributor, showing a 32% revenue growth attributed to AI infrastructure and generative AI solutions [5] - Analysts project Q3 2025 earnings per share between $2.29 and $2.30, with revenue estimates around $84.56 billion [9] Capital Expenditure and Strategic Moves - The company raised its capital expenditure guidance for 2025 to $85 billion, focusing on AI infrastructure and cloud services [9] - Google has initiated cash dividend distributions to shareholders, with a quarterly dividend of $0.21 [9] Market Reactions and Investor Sentiment - Following the Q2 results, the stock initially declined due to concerns over increased capital expenditures and potential margin pressures for Q3 [5] - In September 2025, the stock saw a 14% rally driven by enthusiasm for AI and a favorable outcome in the Google Search antitrust case, which did not require divestment of Chrome or Android [5] - Despite strong performance, stock movement faced challenges from ongoing regulatory scrutiny and rising competition in the AI sector [5] Insider Activity - Significant insider stock sales occurred, including transactions by CEO Sundar Pichai and Director Frances Arnold in late September and early October 2025 [9]

Core Viewpoint - The UK's Competition and Markets Authority (CMA) has activated new regulatory powers against Google, designating it with "strategic market status" for its search and search advertising services, which may lead to further regulatory actions [1][2][3]. Group 1: Regulatory Actions - The CMA has confirmed the designation of Google as having "strategic market status" for its general search and search advertising services, excluding Google's Geminis AI assistant from this designation [2]. - This designation comes as the CMA recognizes Google's dominant position, with over 90% of searches in the UK conducted on its platform [3]. Group 2: Economic Impact - Google claims that its search product contributes billions of pounds to the UK economy, emphasizing the importance of its services to the market [3]. Group 3: Industry Concerns - Google has expressed concerns that proposed regulatory interventions could inhibit innovation and growth in the UK, potentially delaying product launches during a critical period of AI-based innovation [4].

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优质的客户服务 专业的服务不仅体现在技术和策略上，还包括优质的客户服务。广西星衡网络科技有限公司注重与客户的沟通和合作，为客户提供全方位的支持。从项目启 动到运营维护，他们都会与客户保持密切联系，及时解决客户遇到的问题。在服务过程中，他们以客户的需求为导向，不断优化服务内容，确保客户能够获 得满意的效果。 在当今数字化时代，AI搜索运营已成为企业提升网络曝光度和竞争力的关键因素。在南宁，有许多公司涉足这一领域，但真正专业且具有实力的却并不 多，广西星衡网络科技有限公司便是其中的佼佼者。 精准的AI搜索策略制定 广西星衡网络科技有限公司拥有一支专业的团队，他们深入了解AI搜索的算法和机制。在为客户服务时，会根据企业的行业特点、目标受众和市场定位， 制定出精准的AI搜索运营策略。无论是小型企业还是大型集团，都能通过星衡网络科技量身定制的方案，在南宁的市场中脱颖而出。例如，对于本地的餐 饮企业，他们会结合当地消费者的口味偏好和消费习惯，优化搜索关键词，提高餐厅在AI搜索结果中的排名。 先进的技术与创新能力 星衡网络科技紧跟AI技术的发展趋势，不断投入研发，将先进的技术应用到搜索运营中。他们利用机器学习和自然语言处理 ...

Core Viewpoint - GoDaddy Inc. is set to release its financial results for Q3 2025 on October 30, 2025, after the U.S. stock market closes, followed by a live webcast for investors [1]. Company Overview - GoDaddy assists millions of entrepreneurs worldwide in starting, growing, and scaling their businesses by providing services such as domain naming, website building, logo creation, product sales, and payment processing [3]. - The company offers an AI-powered experience called GoDaddy Airo, which aims to expedite the process of getting small businesses online, driving traffic, and boosting sales [3]. - GoDaddy provides 24/7 expert guidance to support its users [3].

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 Alphabet Inc.'s Google wants to retain the right to bundle its popular mapping and video apps with its Gemini AI service, a lawyer for the company told a federal judge Wednesday, pushing back on a Justice Department proposal that would bar the practice. "There's no notion that Google has to da ...

格隆汇10月9日｜谷歌母公司Alphabet盘前涨近1%。消息面上，谷歌云推出AI平台Gemini企业版。 ...

Core Insights - The third quarter of 2025 was marked by strong performance in US equities, driven by optimism regarding the Federal Reserve's dovish stance and a boom in artificial intelligence [1] - Mar Vista U.S. Quality Premier Strategy reported a return of +6.41% net of fees, underperforming the Russell 1000 Index and S&P 500 Index, which returned +8.00% and +8.12% respectively [1] Company Performance - Alphabet Inc. (NASDAQ:GOOG) showed a one-month return of 1.94% and a significant 52-week gain of 50.42%, closing at $245.46 per share with a market capitalization of $2.963 trillion on October 08, 2025 [2] - In Q2 2025, Alphabet Inc. achieved revenue of $96.4 billion, reflecting a 14% increase compared to Q2 2024 [4] Investment Outlook - The investor focus on Alphabet Inc. is expected to shift back to its fundamentals, with anticipated low double-digit growth driven by its leadership in search, AI, cloud computing, and YouTube [3] - The company's competitive advantages, including its core search franchise and robust AI platform, position it well for sustained earnings per share (EPS) growth in the high teens to 20% range, justifying a 20x–25x earnings multiple [3] - Alphabet Inc. ranks 7th among the 30 Most Popular Stocks Among Hedge Funds, with 178 hedge fund portfolios holding its stock at the end of Q2 2025, up from 164 in the previous quarter [4]