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Is Alphabet's Stock Absurdly Cheap?
The Motley Fool· 2025-06-27 10:05
Alphabet (GOOG 1.74%) (GOOGL 1.69%) is perhaps the least-loved "Magnificent Seven" stock of all. Many investors are fearful of its base business being disrupted by generative AI products, but that weakness hasn't surfaced yet. Additionally, Alphabet has some other business units that are cashing in on the AI arms race and boosting its overall growth.Alphabet's stock appears absurdly cheap right now, and investors willing to buck the trend can find huge value in its shares. Alphabet's base business is still ...
Amazon Loses Top AI Leader In High-Stakes Talent Shuffle
Benzinga· 2025-06-26 20:15
Amazon.com, Inc.'s AMZN AWS recently lost a key vice president involved in generative artificial intelligence development and the management of its Bedrock service, as competition for AI talent intensifies. The Details: Vasi Philomin, who confirmed his departure via email to Reuters, left Amazon earlier in June after eight years with the company.Philomin played a leading role in generative AI initiatives and product strategy, and was instrumental in overseeing the development of foundation models such as Am ...
Google Future Divides Wall Street As AI Hype Meets Skepticism
Benzinga· 2025-06-26 19:04
Wall Street remains sharply divided on Alphabet Inc‘s GOOGL AI future. What Happened: At a Bank of America Securities-hosted debate attended by over 200 investors, bulls praised Google's data advantage and monetization potential, while bears raised alarms over engagement losses to rivals like ChatGPT, monetization risks, and management opacity.Analyst Justin Post maintained Google parent Alphabet with a Buy with a price target of $200 on Thursday.Post hosted an AI-centric bull and bear debate on Alphabet, a ...
Alphabet: The Buffett Stock
Seeking Alpha· 2025-06-26 16:17
We only have to look 10 years into the past, when there was an Apple ( AAPL ) share with an almost single-digit P/E ratio. And it wasRunner of the TEV Blog | Private InvestorI am a long-term oriented investor and in my early thirties. I hold a law degree and a doctorate in law and love investing and talking about my and others' investments. I regularly write about my research and investments on various investor platforms and the TEV Blog. **My articles represent my opinion only and in no way constitute prof ...
Shopify's E-commerce Growth Picks Up: A Sign for More Upside?
ZACKS· 2025-06-26 16:10
Key Takeaways Shopify's merchant-friendly tools and apps are fueling growth in the booming e-commerce market. Shop Pay processed $22B in GMV in Q1 2025, up 57% year over year, with major brands joining the platform. A new Coinbase and Stripe deal enables USDC payments, enhancing global transactions on Shopify Payments.Shopify (SHOP) is growing its presence in the e-commerce domain by offering user-friendly tools and an extensive app marketplace.According to the Morder Intelligence report, the e-commerce m ...
MIT终身教授何恺明,入职谷歌了
量子位· 2025-06-26 02:11
目前这一消息已在个人主页同步更新: 一水 发自 凹非寺 量子位 | 公众号 QbitAI AI大牛何恺明最新动向来了! 才刚拿下MIT终身教职没多久,这转眼又 加盟谷歌DeepMind任杰出科学家 。 也是在最近,MIT官网发布公告称: 今年MIT工程学院一共有11位教职人员获得终身教职,而何恺明也在名单中。 要知道他去年3月才正式在MIT开讲,这中间几乎只隔了一年左右时间。 回到这次加盟谷歌,从介绍里可以看到,确切来说他应该算是 兼职(part-time) 。 虽然他本人没有透露更多信息,但某书上已经有自称谷歌员工的网友提前剧透了一波: 他即将加入的是DeepMind 基础研究组 ,直属领导的title是L8——离DeepMind老大哈萨比斯还隔着三个老板的距离。 那么问题来了,已经拥有MIT终身教职的何恺明,为啥又选择和谷歌联手呢? 一扒才知道,原来二者早已多次展开研究合作—— 何恺明其人 先简单回顾一下何恺明的履历。 众所周知,何恺明算是CV领域 (计算机视觉) 的传奇人物。 他本科就读于清华大学物理系,博士师从汤晓鸥,毕业于香港中文大学。 | TITLE | CITED BY | YEAR | | - ...
Alphabet: A Defensive Growth Compounder In Hibernation
Seeking Alpha· 2025-06-25 15:57
Market Volatility - Recent market conditions have been characterized by significant volatility due to escalating geopolitical tensions and ongoing macroeconomic uncertainties [1] - A recurring pattern of sharp selloffs followed by rapid reversals has been observed, indicating a turbulent trading environment [1]
当公益遇上AI,如何“重新想象公益”
Xin Jing Bao· 2025-06-25 12:26
6月24日,腾讯公益开放日2025活动在北京举行。新京报记者了解到,此次开放日以"TECH FOR GOOD:重新想象公益"为主题,集中发布了15款公益数字化工具,涵盖资金拨付、物资管理、AI问 答、知识共享等核心场景。活动不仅展示了AI如何重塑公益行业的效率与体验,更揭示了技术赋能下 公益生态的未来图景——"让善意更高效,让温暖更精准"。 数字化工具:破解公益执行痛点 据了解,公益资金的拨付,曾是中国儿童少年基金会"春蕾陪伴计划"执行者小闫老师的噩梦。过去,她 需要背着数十万元现金,辗转云南山区,在宾馆或出租车上清点分装,既担心安全,又怕出错。如今, 腾讯公益的数字化资金拨付工具让助学金通过微信或银行卡直达受助人账户,拨款周期从1-2个月,最 快可缩短至10分钟,安全性、透明度大幅提升。 类似的故事也发生在中华社会救助基金会。过去,有一些申请助学类公益项目的学生会被要求在全班面 前签名、拍照,还要当众表达感谢。大多数孩子都会低着头,羞于表达自己的想法。如今,通过微信身 份核验,孩子和家长可自行完成助学金的申领流程,保护隐私的同时,也更好地保护了孩子们的自尊 心。 腾讯公益的数字化工具还覆盖物资管理。广东省麦 ...
夸克生成志愿报告时排队超万人?阿里副总裁回应
第一财经· 2025-06-25 08:56
Core Viewpoint - The article highlights the surge in demand for college application reports generated by the Quark system during the peak period of college entrance examination results announcement, leading to significant wait times for users [1] Group 1 - As of June 25, multiple users reported long wait times when using the Quark system to generate their application reports, with queues exceeding 10,000 people at times [1] - Alibaba Group's Vice President Wu Jia stated that by 15:15 on the same day, the Quark system had generated over 3 million application reports, indicating a high level of user engagement and demand [1] - The current wait times are attributed to the simultaneous release of results from various provinces, causing a concentrated spike in user requests [1] Group 2 - The company has taken measures to address the situation by urgently expanding computing capacity to reduce wait times for users [1] - The goal is to ensure that every candidate can successfully obtain their personalized application report despite the high demand [1]
UK antitrust watchdog says Google may have to offer rival search options
TechXplore· 2025-06-24 17:30
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: A sign is displayed on a Google building at their campus in Mountain View, Calif., Sept. 24, 2019. Credit: AP Photo/Jeff Chiu, File Google could be forced to let British users choose whether to use rival search services, the country's antitrust watchdog said Tuesday as it proposed using new digital regulations to boost competiti ...