Core Insights - Indian investors are primarily focused on domestic stocks but are increasingly interested in investing in US companies like Google, Tesla, NVIDIA, and Meta, as highlighted during the 'Mint Horizons' event [1] Investment Methods - **Domestic Brokers**: Investors can open accounts with platforms that partner with US brokers, allowing for convenient access to US stocks, though this often incurs high currency conversion fees from INR to USD [2] - **Foreign Brokers**: Direct investment through international platforms like TD Ameritrade and Interactive Brokers is available, but typically requires a high minimum investment, making it suitable for affluent investors [3] - **GIFT City Platforms**: GIFT brokers are emerging as a popular option for retail investors seeking US market access, with recent offerings like a NASDAQ ETF launched by Marcellus Investment Managers to cater to this demand [4] - **Mutual Funds**: Indian mutual funds, including ETFs and Fund of Funds that invest in US stocks or indices such as NASDAQ or S&P 500, provide a more accessible investment route for Indian investors [4] Examples of Indian US-Focused Funds - Notable funds include: - Motilal Oswal Nasdaq 100 ETF - Aditya Birla Sun Life NASDAQ 100 Fund of Funds - Axis NASDAQ 100 Fund of Funds - Edelweiss US Technology Equity Fund of Funds - Mirae Asset S&P 500 Top 50 ETF Fund of Funds - Kotak Nasdaq 100 Fund of Funds [5]

Core Insights - Baidu has established new research departments focused on developing advanced AI models, indicating a strategic push towards enhancing its capabilities in artificial intelligence [2] - The company reported significant growth in its AI business revenue, with a year-on-year increase of over 50%, highlighting the success of its AI initiatives [3] Group 1: Organizational Changes - Baidu has created a new Basic Model Research Department led by Wu Tian, focusing on high-intelligence, scalable general AI models [2] - An Application Model Research Department has also been established, led by Jia Lei, to optimize specialized models for business applications [2] - Both departments report directly to Baidu's CEO, Li Yanhong, reflecting a higher management level for AI research [2] Group 2: Leadership Background - Wu Tian has been with Baidu since 2006 and has made significant contributions in machine learning, natural language processing, and computer vision [2] - Jia Lei, a leader in AI voice technology, has a strong academic background and has previously worked at Panasonic and IBM before joining Baidu [3] Group 3: Financial Performance - Baidu's AI business revenue reached approximately 10 billion yuan, with AI cloud revenue growing by 33% to 4.2 billion yuan and AI native marketing service revenue increasing by 262% to 2.8 billion yuan [3] - The company reported a long-term asset impairment of 16.2 billion yuan, attributed to the need for improved computing efficiency in its asset portfolio [4] Group 4: Investment Strategy - Baidu has invested over 100 billion yuan in AI since March 2023, indicating a strong commitment to advancing its AI capabilities [4] - The company recently launched the Wenxin 5.0 model, which utilizes a unified modeling technique and supports multi-modal input and output [4]

Core Insights - Naver is moving closer to acquiring Upbit, South Korea's largest crypto exchange, with board meetings scheduled for November 26 to confirm a stock swap deal with Dunamu, the operator of Upbit [1][2] Company Developments - Naver's founder and chair, Lee Hae-jin, will explain the merger plan at the board meeting and hold a press conference on November 27, alongside Dunamu CEO Song Chi-hyung [2] - The merger details, first revealed in September, indicate that Naver, with a market cap of $39.2 billion, will gain control of Dunamu [2] Financial Details - Upbit's trading volumes exceeded $2 billion in the past 24 hours, indicating significant market activity [3] - The merger will involve a stock swap where Dunamu shareholders will exchange their shares for newly issued Naver Financial shares at a ratio of 1:3, resulting in Dunamu becoming a wholly owned subsidiary of Naver Financial [4][5] Regulatory Environment - Regulatory challenges may arise as South Korean lawmakers have raised concerns about Upbit's dominant position in the crypto market, with Upbit holding a 71.6% share of total domestic crypto trading volumes in the first half of 2026 [6]

Core Insights - Baidu Inc. is a leading internet company in China, primarily known for its search business, which dominates the country's internet searches. However, its rapidly growing AI and cloud business is gaining attention from U.S. investors [3][4] - Despite reporting a significant net loss in the latest quarter, Baidu's substantial cash reserves of approximately 296.4 billion yuan ($41.6 billion) may alleviate investor concerns. The stock has a favorable outlook, with 17 out of 24 Wall Street analysts recommending it as a Buy, and potential upside of 22% or more on top of this year's 44% rally [4] AI Business Growth - Baidu's AI offerings, including cloud-based tools and AI-native monetization products, have seen impressive revenue growth, with AI-based businesses reporting a 50% year-over-year increase to 10 million yuan (approximately $1.4 million) [5] - The company's mobility-as-a-service (MaaS) product, Qianfan, is experiencing growth, and Baidu's AI Cloud Infra products have achieved a 33% year-over-year revenue increase, alongside a remarkable 128% rise in subscription-based revenue from AI accelerator infrastructure [6] Transformation and Expansion - Baidu is successfully transforming its legacy search business into an AI-driven revenue-generating model, with non-online market revenue compensating for a slowdown in the core search area [7][8] - The Apollo Go autonomous ride-hailing service is expanding rapidly, including new international offerings, showcasing Baidu's commitment to leveraging AI in various sectors [7]

Core Insights - Naver Financial is set to launch a stablecoin wallet in Busan to support the city's blockchain economy initiative [1][3][9] - The wallet will allow conversion of fiat currencies into a stablecoin version of the local currency, Dongbaek-jeon, enhancing digital payment options for users [4][5][9] - The project is a collaboration with Hashed and the Busan Digital Asset Exchange, aiming to modernize the payment system for approximately 1.5 million monthly users [3][5][9] Company Developments - Naver has completed the development of the stablecoin wallet, which is currently undergoing final checks before its launch next month [3] - The wallet will be integrated with Naver Pay Wallet, which already supports crypto custody, although full functionality may be limited until regulatory clarity on local-currency stablecoins is achieved [6] - Naver is reportedly pursuing a merger with Dunamu, the operator of Upbit, which could lead to a Nasdaq listing [7] Financial Performance - Naver reported third-quarter revenue of 3.14 trillion Korean won ($2.32 billion) and an operating profit of 570.6 billion won ($422.6 million) [7] - Dunamu also experienced significant growth, with a revenue increase of 35% to 385.9 billion won ($262.9 million) and a net profit surge of 145% to 239 billion won ($162.8 million) [8]

After surging 16% since the beginning of November, shares of Alphabet look like they have plenty more room to run. That means the other "Magnificent Seven†names need to watch out. ...

Core Insights - Alphabet's stock is experiencing significant growth, driven by its AI initiatives and a shift in investor perception [1][5][7] Stock Performance - As of Tuesday morning, Alphabet's shares rose approximately 1.3%, leading to a market capitalization of about $3.9 trillion, with a year-to-date increase of nearly 70% [2] - Over the past six weeks, Alphabet's stock surged almost 35%, adding around $1 trillion in market value and positioning the company to potentially reach a $4 trillion market cap for the first time [3] Market Position - Alphabet is on track to become only the second company in U.S. history to achieve a $4 trillion market cap, following Nvidia, which recently reached a $5 trillion market cap before declining [4] - Alphabet is increasingly viewed as a credible competitor to Nvidia in the AI accelerator market [6] Investor Sentiment - The recent investment by Warren Buffett's Berkshire Hathaway in Alphabet, marking its first stake in the company, has positively influenced investor sentiment, suggesting confidence in Alphabet's AI strategy and stock valuation [5]

【#谷歌母公司股价飙涨近70%##纳指暴涨创半年纪录#】当地时间周一，美国科技股出现反弹，纳斯达 克综合指数创下六个月来最大单日涨幅。过去几周，美股市场基本围绕着两件事摇摆，一是人工智能交 易的可持续性，二是美联储是否会继续降息。多位美联储官员主张12月降息，市场预期升温，CME联 邦利率期货显示：目前市场押注美联储12月降息25个基点的概率，从一周前的约40%，飙升到隔夜的 80%以上。在AI交易方面，谷歌母公司Alphabet成了近期投资者的关注焦点。AI热潮推动股价飙升，今 年谷歌母公司股价已上涨近70%，目前市值逼近4万亿美元。但需要注意，隔夜，有"大空头"之称的投 资人迈克尔·伯里再度公开警告AI泡沫，他综述了过往自己成功预测了00年互联网泡沫、08年房地产崩 盘的记录，并宣布推出了一个付费的文章频道，来记录自己对AI泡沫的思考，目前该频道已有超5万订 阅。 转自：贝壳财经 ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【11月25日百度新设两大研发部，均向李彦宏汇报】11月25日，百度发布设立技术研发组织公告。新设 基础模型研发部，负责研发高智能可扩展的通用人工智能大模型，由吴甜负责。新设应用模型研发部， 负责业务应用场景所需专精模型调优和探索，由贾磊负责。王海峰继续担任CTO、TSC主席、百度研究 院院长。以上部门均向百度CEO李彦宏汇报。 ...

Core Insights - Baidu has announced the establishment of two new departments: the Basic Model Research Department and the Application Model Research Department, both reporting directly to CEO Robin Li [1][3] - The Basic Model Research Department will focus on developing highly intelligent and scalable general AI models, while the Application Model Research Department will specialize in fine-tuning models for specific business application scenarios [3] Group 1 - The new departments were formed by splitting the Technology Platform Group (TPG), which was previously led by Baidu's CTO Wang Haifeng [3] - Wang Haifeng continues to hold multiple roles, including CTO, Chairman of the Technical Strategy Committee, and Director of Baidu Research Institute [3] - Baidu is recognized as one of the earliest internet companies in China to invest in AI, having launched the generative AI product Wenxin Yiyan [3] Group 2 - On November 13, Baidu released the Wenxin 5.0 model, which achieved notable rankings on the LMArena evaluation platform, including second globally for text and first domestically, as well as first domestically for visual understanding [3] - Baidu's Q3 2025 financial report revealed that AI revenue grew by over 50% year-on-year, encompassing AI cloud, AI applications, and AI-native online marketing services [3]