Workflow
Internet Services
icon
Search documents
Alphabet: Great Opportunities, But Let’s Cool The Hype (Rating Downgrade) (NASDAQ:GOOGL)
Seeking Alpha· 2026-01-12 18:10
I really like Alphabet Inc. ( GOOGL , GOOG , GOOG:CA ). In fact, the title of my last article , “Alphabet's Q3: I've Never Been More Bullish On Google (Rating Upgrade),” demonstrates just that. I was already bullish, but after Q3 earnings, evenEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for colla ...
Alphabet: Great Opportunities, But Let's Cool The Hype (Rating Downgrade)
Seeking Alpha· 2026-01-12 18:10
I really like Alphabet Inc. ( GOOGL , GOOG , GOOG:CA ). In fact, the title of my last article , “Alphabet's Q3: I've Never Been More Bullish On Google (Rating Upgrade),” demonstrates just that. I was already bullish, but after Q3 earnings, evenEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for colla ...
创新高 沪指17连阳 两市成交3.6万亿
Xin Lang Cai Jing· 2026-01-12 16:57
广发证券表示,今年A股估值有望打破历史规律,连续3年提升。如果1月下旬出现中小盘调整,可能是 比较好的布局时点。 盘面上,AI应用板块走高,易点天下、值得买、昆仑万维等数只个股20cm涨停,利欧股份、视觉中国 等数十只个股涨停。商业航天板块走强,星图测控30cm涨停,天银机电、理工导航等20cm涨停封板。 脑机接口板块午后持续走强,道氏技术20cm涨停,岩山科技、海格通信涨停封板。保险板块调整,中 国平安、中国太保跌超2%。 面对火爆的行情,机构也纷纷给出来自己的观点和建议。 银河证券建议关注"两条主线+两条辅助线"。主线一,科技创新与成长板块轮动上行机会较大,人工智 能、具身智能、新能源、可控核聚变、量子科技、航空航天等"十五五"重点领域值得关注;主线二,反 内卷政策温和推进,制造业、资源板块盈利修复路径清晰,重点关注有色金属、基础化工、电力设备等 行业。辅助线一,2026年消费品以旧换新政策延续,扩大内需政策导向下消费板块迎来布局窗口;辅助 线二,出海趋势将带动企业盈利空间进一步打开。 中信建投表示,从市场情绪看,跨年行情有望继续演绎,但短期技术性回调风险上升。建议主要围绕未 来产业热点、AI和半导体、资 ...
美股异动丨谷歌涨幅扩大至1%,再创历史新高,市值突破4万亿美元
Ge Long Hui· 2026-01-12 15:31
谷歌涨幅扩大至1%,再创历史新高,总市值重新突破4万亿美元。消息上,苹果选择谷歌的Gemini来驱 动今年推出的人工智能Siri。 ...
Alphabet hits $4 trillion valuation as AI refocus lifts sentiment
Reuters· 2026-01-12 15:31
Alphabet hit a $4 trillion market valuation on Monday, as the Google parent's sharpened artificial intelligence focus allayed doubts about its strategy and thrust it back to the forefront of the high... ...
共推绿色算力项目 游族网络与世纪互联达成战略合作
Bei Jing Shang Bao· 2026-01-12 14:39
Core Viewpoint - Youzu Interactive and Century Internet have established a strategic partnership to leverage their strengths in artificial intelligence applications and computing infrastructure, focusing on a green computing project in Inner Mongolia as part of the national "East Data West Computing" strategy [1] Group 1 - Youzu Interactive and Century Internet will collaborate closely on a green computing project [1] - The partnership aims to utilize each company's core advantages in their respective fields [1] - The collaboration is aligned with the national strategy to enhance computing capabilities in specific regions [1]
Analysts update Google stock price target for 2026
Finbold· 2026-01-12 14:30
Alphabet (NASDAQ: GOOGL) opened 2026 on a strong note, rising to a new all-time high of $330 on January 8, a day after being dubbed the king of all AI stocks by Cantor Fitzgerald. Now, yet another analyst is hyping GOOGL stock up.Namely, on January 12, Wells Fargo analyst Ken Gawrelski raised his Google stock price target from $268 to $350, keeping an ‘Equal Weight’ rating and suggesting an additional 6% upside from the record price in 2026. The upgrade reportedly comes as the firm’s attempt to rectify the ...
Alphabet (GOOGL) Delivered Solid Performance in the Quarter
Yahoo Finance· 2026-01-12 13:01
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned -6.2% in the December quarter and a 0.3% return in December. Since its inception, the fund has produced a cumulative return of 11.9%, net of fees.  In 2025, market trends intensified, with perceived AI winners rallying, while stocks considered "cheap" dropped even further if labeled as AI losers. In addition, please check the ...
VeriSign Earnings Preview: What to Expect
Yahoo Finance· 2026-01-12 12:25
VeriSign, Inc. (VRSN), headquartered in Reston, Virginia, provides domain name registry services and internet infrastructure that enables internet navigation for various recognized domain names. Valued at $23.1 billion by market cap, the company enables the security, stability, and resiliency of key internet infrastructure and services, as well as provides root zone maintainer services. The global provider of critical internet infrastructure and domain name registry services is expected to announce its fis ...