Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), whic ...

Core Insights - Alphabet (GOOGL) shares have increased by 78.9% over the past year, significantly outperforming the Zacks Computer and Technology sector's growth of 26.9% and the Zacks Internet Services industry's increase of 75.5% due to its aggressive AI initiatives [1][3][9] Performance Overview - GOOGL's stock performance has surpassed major competitors like Microsoft, Apple, and Amazon, which recorded returns of 10.1%, 12.6%, and 0.5% respectively in the same timeframe [3] - Google maintains a dominant position in the search market with approximately 90% market share, while Microsoft's Bing holds a mere 4.22% [7] AI Integration and Cloud Growth - The company is embedding AI into its services, particularly in Search, enhancing user experience and ad performance, which is driving monetization opportunities [8][10] - Google Cloud's revenue has risen by 34% year-over-year, with a backlog of $155 billion as of Q3 2025, indicating strong demand for its AI-driven services [9][12] - The number of new Google Cloud Platform (GCP) customers has increased by roughly 34% year-over-year, with significant deals exceeding $1 billion signed [13] Future Prospects - Alphabet's capital expenditure is projected to be between $91 billion and $93 billion for 2025, with expectations for further increases in 2026 [21] - Despite strong growth, challenges such as capacity constraints and rising operational costs may impact profitability in 2026 [22] Earnings Estimates - The Zacks Consensus Estimate for Q4 2025 earnings is $2.58 per share, reflecting a 20% year-over-year growth, while revenues are expected to reach $94.26 billion, indicating a 15.5% increase [16] - For the full year 2025, earnings are estimated at $10.52 per share, suggesting a 30.9% growth from 2024, with revenues projected at $340.26 billion, implying a 15.3% growth [17] Valuation Insights - GOOGL is currently considered overvalued with a forward price/sales ratio of 9.84X, compared to the industry average of 7.82X and sector average of 6.8X [18]

谷歌A类股（GOOGL）周二早盘基本持平。目前该公司正面临欧盟的反垄断调查，调查内容是关于 其"概览"（Overviews）和YouTube训练等AI功能是否在未给予适当补偿或退出选项的情况下不公平地使 用出版商和创作者内容。行业人士称谷歌可能因此面临巨额罚款。 责任编辑：张俊 SF065 谷歌A类股（GOOGL）周二早盘基本持平。目前该公司正面临欧盟的反垄断调查，调查内容是关于 其"概览"（Overviews）和YouTube训练等AI功能是否在未给予适当补偿或退出选项的情况下不公平地使 用出版商和创作者内容。行业人士称谷歌可能因此面临巨额罚款。 责任编辑：张俊 SF065 ...

效率模式延续熟悉的三栏布局，消息列表与聊天窗口一体化呈现，适配职场人士高效办公需求。 而经典模式则精准复刻2014年前的设计，纵向窄面板、独立聊天窗口原汁原味，连个性签名、天气提示 这些细节都逐一还原。（快科技） 昨日，腾讯QQ官宣PC端经典模式回归，瞬间引爆全网热议。对此，腾讯公关总监张军发文回应经典版 QQ回归："偏好，有时候是一种轮回。" 据悉，本次回归的经典版QQ最亮眼的莫过于双模式自由切换。 【#经典版QQ只能在PC端体验#】经典版QQ已经回归，但你只能在PC上体验。 对于一些网友的提问，腾讯客服表示，目前手机QQ的最新版本已包含所需功能，暂时没有推出经典模 式的计划。若需要切换经典模式，仍可通过电脑QQ操作。 ...

Core Viewpoint - The European Union has initiated an investigation into Google to determine if it is violating competition rules by using online content from web publishers and YouTube for its artificial intelligence services, potentially disadvantaging rival AI developers [1][2]. Group 1: Investigation Focus - The investigation will assess whether Google is distorting competition by imposing unfair terms on publishers and content creators or by granting itself privileged access to content, disadvantaging competitors in the AI space [2]. - Concerns have been raised that Google may have utilized content from web publishers to create AI-powered services in search results without compensating publishers or allowing them to refuse the use of their content [3]. - The commission is also investigating whether Google has used YouTube content to train its generative AI models without compensating creators or providing them the option to refuse [3]. Group 2: Content Creator Obligations - Content creators on YouTube are required to grant Google permission to use their data for various purposes, including training generative AI models [4]. - Google does not compensate YouTube content creators for their content and mandates that they allow Google to use their data, which restricts rival AI developers from using YouTube content for their own AI training [5]. Group 3: Industry Context - Sundar Pichai, CEO of Alphabet, has acknowledged that AI models are "prone to errors" and advised users to utilize them alongside other tools [6]. - Pichai also indicated that no company would be immune if the AI bubble were to burst, highlighting the potential risks within the AI industry [7].

Investors are hopeful that 2026 will be another good year for Alphabet stock.Alphabet (GOOGL 2.51%) (GOOG 2.31%) has been one of my best-performing stocks in recent years.*Stock prices used were the afternoon prices of Dec. 4, 2025. The video was published on Dec. 6, 2025. ...

Core Viewpoint - Google has denied plans to introduce ads in its AI chatbot Gemini, countering a report that suggested otherwise [1][2]. Group 1: Google's Position - Dan Taylor, Google's VP of global ads, stated that the claims about ads in the Gemini app are inaccurate and there are no current plans to change this [2]. - The initial report by AdWeek claimed that Google had informed advertising clients about plans to integrate ads into Gemini, based on conversations with agency buyers [2]. Group 2: Industry Context - Bloomberg previously reported that Google was testing ad placements within AI chatbot conversations, which could signify a new monetization strategy for AI [3]. - Meta announced plans to use user interactions with its AI to create personalized ads, effective December 16 [3][4]. - Elon Musk indicated that X (formerly Twitter) would allow brands to promote themselves within its AI chatbot Grok, suggesting a shift towards integrating advertising in AI interactions [5].

Summary of Baidu.com (BIDU.O) Conference Call Company Overview - **Company**: Baidu.com (BIDU.O) - **Market Cap**: US$43,198 million as of December 5, 2025 [2] Key Industry Insights - **AI Investment**: Baidu has invested over RMB 100 billion in AI and Cloud since 2023, leading to a fast-growing AI portfolio and infrastructure enhancement [5] - **Revenue Shift**: There is a visible shift in revenue composition, with traditional search ad revenues declining while new AI marketing segments are growing [5] Financial Performance - **Cumulative AI-Powered Revenues**: Reached RMB 10 billion in Q3 2025, up over 50% year-over-year [5] - **AI Cloud Infrastructure Revenues**: Increased by 33% year-over-year to RMB 4.2 billion [5] - **AI Application Revenues**: Grew by 6% year-over-year to RMB 2.6 billion [5] - **AI Native Marketing Services Revenues**: Surged by 262% year-over-year to RMB 2.8 billion [5] Apollo Go Update - **Robotaxi Segment**: Baidu's Apollo Go has become a leading "hidden gem," with fully driverless operational rides reaching 3.1 million in Q3 2025, up 212% year-over-year [6] - **Global Footprint**: Operates in 22 cities with a weekly average of over 250,000 rides in October 2025 [6] AI Cloud Infrastructure - **Architecture**: Baidu's full-stack "four-layer" AI architecture includes infrastructure, chips, deep learning frameworks, foundational models, and applications [7] - **Demand for GPU Cloud Services**: Driven by digital transformation needs among Chinese enterprises [7] AI Applications and Marketing Services - **Digital Agents Adoption**: Over 30,000 advertisers are integrating digital agents, particularly in e-commerce and healthcare [8] - **AI-Driven Solutions**: Account for approximately 18% of Baidu's total ad revenues, up from 4% a year ago [8] Management's Strategic Focus - **Shareholder Returns**: Management is exploring various shareholder return programs, including potential buybacks and dividend payments [4][10] - **Transparency**: Commitment to enhancing disclosures to increase operational transparency [4] Catalyst Watch - **Positive Catalyst Watch**: A 90-day positive catalyst watch has been initiated, anticipating routine buybacks and proactive exploration of unlocking core and non-core assets [9][10] Valuation - **Target Price**: The target price for Baidu shares is set at US$181, implying a potential upside of 44% from the current price of US$125.66 [2][11] - **Valuation Methodology**: Based on a sum-of-the-parts (SOTP) analysis, including core search and AI/cloud revenues [11][12] Risks - **Downside Risks**: Include slower recovery in the search business, increased competition, economic slowdown in China, and regulatory actions affecting advertising [13] Conclusion - Baidu is positioned for growth through its significant investments in AI and cloud infrastructure, with a strong operational outlook and potential for enhanced shareholder returns. The company is actively working to unlock value from both core and non-core assets, making it an attractive investment opportunity.

Industry Overview - The Internet Services industry is influenced by macroeconomic factors such as inflation, interest rates, labor markets, and supply chain issues, with a generally positive outlook in a stronger economy [1] - Companies in this industry are heavily investing in artificial intelligence (AI) and machine learning to enhance service offerings and operational efficiency [3][7] - The industry is characterized by a capital-intensive nature, requiring significant investment in infrastructure, which is affected by interest rates [3][7] Performance Drivers - Data is crucial for success, enabling companies to build AI models that improve service quality and reduce operational costs [7] - Increased digitization and the growing presence of Gen Z consumers are driving demand for Internet services [7] - Traffic and customer acquisition are key revenue drivers, leading companies to invest in advertising and community building [8] Valuation and Market Performance - The Zacks Internet - Services industry ranks 99, placing it in the top 41% of 243 Zacks-classified industries, indicating several opportunities [9] - The industry has seen a net gain of 75.5% over the past year, outperforming the broader Technology sector and the S&P 500 [12] - Current valuation is high, with a forward P/E ratio of 29.58X, representing a 45.2% premium to its median value [15] Company Highlights Yatra Online, Inc. (YTRA) - Yatra operates an online travel booking platform in India, experiencing growth rates nearly double the corporate travel industry's 8-9% [18][19] - The company is expanding its Meetings, Incentives, Conferences, and Exhibitions (MICE) business and has added 34 new clients with an annual billing potential of $29.5 million [20] - Yatra's earnings estimates for 2026 have increased by 200% in the last 30 days, with expected revenue growth of 23.8% and earnings growth of 250% [25] Tencent Holdings Ltd. (TCEHY) - Tencent is a leading Internet service portal in China, showing strong revenue growth driven by gaming and AI initiatives [29][30] - The company reported a combined monthly active user (MAU) growth to 1.4 billion for its Weixin and WeChat platforms [31] - Tencent's earnings estimates for 2025 and 2026 have increased by 15.6% and 13.6%, respectively, with shares up 48.2% over the past year [32]

Core Insights - Alphabet is facing competition with the introduction of new open-source AI models, DeepSeek-V3.2 and V3.2-Speciale, which claim to match or exceed proprietary models like Gemini 3 Pro [1] - Despite this competition, Alphabet's shares remain near record levels, supported by strong fundamentals and demand for its Google Cloud business and AI developments [2] - The company's Q3 earnings announcement highlighted a successful AI strategy that integrates chips, infrastructure, and models, alongside strong cash flow from subscriptions and advertising [3] Company Overview - Alphabet, headquartered in Mountain View, California, operates in various sectors including search, online advertising, cloud computing, consumer products, and generative AI, with a market capitalization exceeding $3.8 trillion [5] - The company generates revenue from multiple sources, primarily advertisements, cloud computing services, and AI-driven subscription services [5] Stock Performance - Over the past 52 weeks, Alphabet's stock price has increased from $140.53 to $312.55, indicating strong investor confidence and outperforming the S&P 500 Index [6] - The year-to-date performance is bolstered by the growing adoption of generative AIs and the rapid expansion of Google Cloud [6] Valuation Metrics - Alphabet's stock has a forward price-to-earnings ratio of 30x, a price/sales ratio of 10.95, and a price/cash flow ratio of 33.54, reflecting strong valuation parameters for a large-cap tech stock [7] - The company's return on equity is robust at 35%, aligning with its revenue growth and increasing profitability [7]