Core Insights - Google Finance is set to integrate prediction markets data from Polymarket and Kalshi, enhancing user engagement by allowing inquiries about future market events [1][2] - The integration will enable users to access current market probabilities and track changes over time, starting with Google Labs users [2] Company Developments - Polymarket, the largest prediction market, recently secured $2 billion in funding from Intercontinental Exchange (ICE), achieving a valuation of $9 billion [3] - Kalshi, a competitor to Polymarket, raised $300 million from notable investors including Sequoia and Andreessen Horowitz, with a valuation of $5 billion [3] Stock Information - Alphabet's stock was trading at $284.69 at the time of the report [4]

Core Insights - GoDaddy Inc. will present at the 2025 RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference on November 18, 2025 [1] - The presentation will be led by Chief Financial Officer Mark McCaffrey and Chief Business Officer Gourav Pani [1] - A live audio webcast and post-presentation audio replay will be available on GoDaddy's investor relations website [2] Company Overview - GoDaddy assists millions of entrepreneurs worldwide in starting, growing, and scaling their businesses [2] - The company offers services such as domain naming, website building, logo creation, product sales, and payment acceptance [2] - GoDaddy Airo, an AI-powered experience, aims to expedite the process of getting small businesses online and enhancing sales [2]

Company Overview - Cogent operates a global network carrying approximately 25% of all internet traffic[10] - The company serves three customer bases: Corporate (44% of revenues), Netcentric (41% of revenues), and Enterprise (15% of revenues)[10] - IP Services (DIA, VPN and Transit) account for 86% of Cogent's revenue[10] - The company operates in 302 markets across 57 countries[10] Growth and Market Opportunity - Cogent is experiencing rapid growth in wave service locations, as shown by the increase from 22 in Q2 2023 to 996 in Q3 2025[13, 32] - The company has a growing addressable market, with on-net multi-tenant office buildings (MTOB) square footage increasing from 597 million in Q1 2010 to 1,017 million in Q3 2025[13] - The off-net market served has grown significantly, from 4,427 buildings in Q1 2015 to 28,138 in Q3 2025[13] - The company owns 37.8 million IPv4 addresses, with approximately 38% being utilized[11] Financial Performance - In Q3 2025, On-Net IP ARPU (Average Revenue Per User) was $515, Off-Net IP ARPU was $1,225, and On-Net Wave ARPU was $2,108[47] - Total revenue for Q3 2025 was $241.9 million, a decrease of 5.9% year-over-year[54] - Non-GAAP gross margin reached 45.8% in Q3 2025[54] - EBITDA, as adjusted for Sprint acquisition costs and cash payments under IP Transit Services Agreement, was $73.8 million in Q3 2025, representing a margin of 30.5%[54]

Group 1 - The FPA Crescent Fund gained 5.54% in Q3 2025 and 15.32% over the trailing twelve months, with top five performers contributing 6.65% to the return and bottom five detracting 2.58% [1] - Alphabet Inc. (NASDAQ:GOOG) stock experienced a one-month return of 17.56% and a 52-week gain of 56.22%, closing at $284.75 per share with a market capitalization of $3.433 trillion on November 5, 2025 [2] - Despite concerns regarding competitive threats and antitrust scrutiny, Alphabet's stock has risen seventeen-fold since initial purchases in 2011, with a year-to-date increase of 28% and a 57% rise since the end of Q1 2025 [3] Group 2 - Alphabet's YouTube is the most-watched media outlet globally, with over one trillion hours of video viewed, indicating potential for further monetization [3] - The FPA Crescent Fund maintains a position in Alphabet, recognizing the value of its self-driving technology through Waymo and the growth potential of its cloud services [3]

Core Insights - Google (GOOG, GOOGL) is recognized as one of the most dominant and innovative companies globally, leveraging its leadership across various industries to generate substantial revenue [1] Company Overview - The company is heavily involved in technology sectors, particularly in AI infrastructure, cloud computing, and digital transformation [1] - Google's business model focuses on identifying companies with intrinsic values that exceed their current market values, indicating a strategic approach to investment [1] Analyst Perspective - The analysis emphasizes the importance of understanding both the fundamentals of businesses and their future growth trajectories in the tech sector [1] - The analyst expresses a personal investment philosophy rooted in thorough research and analysis of technology and global market intersections [1]

Core Viewpoint - NetEase, Inc. is set to report its financial results for the third quarter of 2025 on November 20, 2025, before the U.S. markets open [1]. Financial Reporting - The earnings teleconference call will occur at 7:00 a.m. Eastern Time on November 20, 2025, with management discussing quarterly results and answering questions [2]. - Interested parties can join the call by dialing 1-914-202-3258 and providing conference ID: 10051135, 15 minutes prior to the call [3]. - A replay of the call will be available until November 27, 2025, and will also be webcast live for 12 months on NetEase's Investor Relations website [3]. Company Overview - NetEase, Inc. is a leading internet and game services provider, known for its premium content and extensive gaming ecosystem [4]. - The company operates popular mobile and PC games in China and globally, supported by one of the largest in-house game R&D teams [5]. - Beyond gaming, NetEase offers services through subsidiaries like Youdao, an intelligent learning and advertising solutions provider, and NetEase Cloud Music, an online music platform [6].

Google plans to build a large artificial intelligence data centre on Australia's remote Indian Ocean outpost of Christmas Island after signing a cloud deal with the Department of Defence earlier this ... ...

Core Insights - Google is set to announce its largest investment plan for Germany next week, indicating a significant commitment to the German market [1] Group 1 - The investment plan is reported by the business news outlet Handelsblatt, highlighting the importance of this announcement in the context of Google's operations in Europe [1]

BERLIN (Reuters) -Google said it would announce its ​biggest-ever investment project for Germany ‌on Tuesday alongside German Finance Minister Lars Klingbeil. The ‌U.S. tech giant said its plan would involve the construction of "infrastructure and data centres," as ⁠well as ‌pushing ahead with "innovative projects for the use of renewable ‍energies and waste heat," according to an invitation to the press conference sent ​on Thursday. Google also wants to expand ‌its locations in Munich, Frankfurt and Ber ...

Group 1 - Alphabet Inc. has raised its 2025 capital expenditures forecast from $85 billion to a range of $91 to $93 billion, indicating a significant increase compared to Meta [1] - Despite the increase in capital expenditures, Alphabet's stock did not face negative market reactions, suggesting that Wall Street is willing to give the company the benefit of the doubt [1] - CFO Anat Ashkenazi has indicated expectations for a significant increase in CapEx next year, which reflects the company's ongoing investment strategy [1] Group 2 - Alphabet Inc. provides a range of technology products and services, including Google Search, YouTube, Android, and Google Cloud [2] - The company's offerings encompass digital advertising, cloud computing, AI solutions, and subscription-based consumer platforms, highlighting its diverse revenue streams [2]