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Jim Cramer Says “Google Spent to Defeat Bing and All Other Comers, I Think It’s Doing It Again.”
Yahoo Finance· 2026-02-07 05:56
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer commented on. Cramer noted that the company reported a “stunning quarter,” as he said: We know some tech companies can transcend the morass. Alphabet, the parent company of Google, reported a stunning quarter this evening with their Gemini 3 platform already racking up an astounding 750 million monthly average users. But any gains could be a little muted there because they are spending about $175 to $185 billion on capital goods. Wall Street was ...
Amazon shocked Wall Street with its 2026 spending plan. Which companies could benefit? (AMZN:NASDAQ)
Seeking Alpha· 2026-02-06 12:53
One day after Alphabet (GOOG) (GOOGL) said it would spend between $175B and $185B on capital spending in 2026, Amazon (AMZN) said, “Hold my beer.” The e-commerce and tech giant said it would spend $200B in 2026, shocking Wall Street, which had expected ...
Why the Market Looked at SMX Differently in 2025, and Shouldn't Overlook It in 2026
Accessnewswire· 2026-01-23 15:30
Core Insights - SMX (NASDAQ:SMX) experienced a significant market cap increase from approximately $5 million in November 2025 to about $199 million by January 22, 2026, marking a gain of over 4,200% [1][17] - The surge in SMX's valuation is attributed to its unique capability of molecularly marking materials, providing a digital passport that ensures authenticity and integrity throughout the supply chain [2][5] - The company is positioned as a structural game-changer for sustainability and accountability in global supply chains, with a focus on verifiable authentication [5][20] Company Technology and Impact - SMX's technology marks various materials, including metals and plastics, allowing for tracking from manufacturing to end-of-life [2] - The potential impact of SMX's technology is compared to breakthrough consumer technologies that have significantly changed everyday life [3] - Collaborations with organizations like Singapore's A*STAR and Dubai's DMCC highlight SMX's active engagement in high-impact initiatives [4] Institutional Adoption and Strategy - SMX's alignment with Kraken enhances its treasury strategy, addressing institutional concerns regarding risk, compliance, and operational complexity [6][11] - Institutions require platforms that are defensible and resilient, and SMX's capabilities meet these demands, making it attractive for adoption [8][12] - The integration of Kraken allows SMX to reduce friction for institutional adoption, enabling smoother verification capabilities without operational upheaval [12][13] Market Readiness and Future Outlook - SMX's sequence of establishing molecular verification and digital identity through its Plastic Cycle Token (PCT) is crucial for its market readiness [10] - The company is positioned to meet increasing verification requirements and enforcement demands, making it a preferred choice for institutions [15] - As SMX continues to secure major deals and strengthen its market position, it remains attractive to both institutional and retail investors [17][18]
Asia Pacific Tech Services Market Slumps in Q4: ISG Index™
Businesswire· 2026-01-21 00:00
Core Insights - The Asia Pacific market for technology services experienced a significant decline in Q4 due to reduced demand for both cloud services and managed services [1] Industry Summary - The decline in the technology services market indicates a broader trend of decreasing demand in the Asia Pacific region, particularly affecting cloud and managed services sectors [1]
Europe's Tech Services Market Hits New High in Q4, on Strong AI, Cloud, Managed Services Demand: ISG Index™
Businesswire· 2026-01-19 09:00
Core Insights - Demand for technology services in Europe reached a new high in the fourth quarter of 2025, marking the region's best performance of the year according to the ISG Index [1] Industry Summary - The technology services sector in Europe has shown significant growth, indicating a robust market environment and increasing reliance on technology solutions by businesses [1]
Apple SVP says Gemini is ‘winner'; selling Google stock dubbed ‘stupid'
Invezz· 2026-01-12 17:33
Apple's (NASDAQ: AAPL) senior vice president (SVP) of services – Eddy Cue – sees Gemini as the "winner† time whe... ...
Oklo Declares a ‘Major Step in Moving Advanced Nuclear Forward’ Following Meta Deal. Should You Buy OKLO Stock Today?
Yahoo Finance· 2026-01-09 19:39
Oklo (OKLO) shares soared as much as 20% on Jan. 9 after hyperscaler Meta Platforms (META) agreed to support development of a 1.2-gigawatt nuclear power campus in Pike County, Ohio. This advanced nuclear campus will power META’s data centers, including its artificial intelligence (AI) supercluster broadly known as the “Prometheus” in New Albany, Ohio. More News from Barchart Despite today’s rally, however, OKLO stock remains down nearly 40% versus its 52-week high. www.barchart.com Significance of Me ...
US market today: Wall Street opens 2026 on firm note; global stocks hit records on AI-led rally
The Times Of India· 2026-01-02 15:13
In early trade, the S&P 500 rose 0.4 per cent, extending gains after closing 2025 with a rise of more than 16 per cent. The Nasdaq composite climbed 1 per cent, driven by advances in big technology names, while the Dow Jones Industrial Average slipped 60 points, or 0.1 per cent.Buying interest remained strong in AI-linked stocks, with Nvidia and Google-parent Alphabet rising more than 2 per cent each, amid expectations that expanding use of artificial intelligence will boost demand for chips, data centres a ...
US trade chief criticises India, EU as negotiations drag on
BusinessLine· 2025-12-20 06:00
Group 1 - US Trade Representative Jamieson Greer criticized the European Union and India for their trade practices, indicating ongoing contentious negotiations into the new year [1][2] - Greer highlighted non-tariff barriers in the EU that disadvantage American agriculture and restrict industrial exports, while negotiations with India have yet to yield an agreement despite the US securing deals with other partners [2] - The EU's regulatory measures targeting American tech companies, including Google, Meta, and Amazon, have been described as discriminatory, with Greer suggesting that these regulations unfairly impact US firms [3][4] Group 2 - Greer's office has threatened retaliation against the EU for taxing American tech companies, identifying firms like Accenture, Siemens, and Spotify as potential targets for new restrictions [3] - The EU defends its digital regulation approach, asserting the need to protect its tech sovereignty, while critics argue that these regulations hinder innovation and disproportionately affect US companies [4] - Recent discussions between President Trump and Indian Prime Minister Modi reflect ongoing efforts to reset trade relations, although progress towards a trade agreement remains limited [5]
千丁数科魏振华:企业AI落地“六步法”
Sou Hu Cai Jing· 2025-12-16 04:19
Core Insights - The article emphasizes the evolution of enterprise-level AI from being mere conversational agents to becoming integral business executors, highlighting the need for a comprehensive transformation in organizations to fully leverage AI capabilities [2][3]. Group 1: AI Implementation Strategy - The COO of Qian Ding Data Science, Wei Zhenhua, outlines a six-step methodology for implementing AI in enterprises, which includes recognition, value identification, platform establishment, knowledge construction, application, and evolution [6][8]. - The first step, "Recognition," focuses on achieving consensus on AI transformation across all organizational levels, emphasizing the importance of understanding AI's role and dispelling fears of job displacement [8][9]. - The second step, "Value," stresses the need to identify high-value scenarios for AI application, ensuring that quality data is available for effective AI training [9][10]. Group 2: AI Infrastructure and Knowledge Management - The third step, "Platform," discusses the necessity of building an AI agent platform tailored for enterprise needs, addressing issues such as business familiarity, permission management, and quantifiable outcomes [10][11]. - The fourth step, "Knowledge," highlights the importance of constructing a knowledge engineering framework to support AI learning, ensuring that AI systems are equipped with relevant internal data and context [10][11]. - The fifth step, "Application," focuses on user adoption, advocating for user-friendly interfaces and seamless integration of AI capabilities into existing business systems [10][11]. Group 3: AI Evolution and Practical Applications - The sixth step, "Evolution," involves continuous improvement of AI systems through iterative training and evaluation, utilizing a DMRE (Data, Model, Reward, Evaluation) framework to enhance agent capabilities over time [10][11]. - The article presents six practical applications of AI agents across various business domains, including remote inspection, energy management, asset operation, customer service, workflow automation, and employee training, demonstrating significant efficiency gains and cost reductions [13][14]. - For instance, the energy management AI agent has helped reduce overall energy consumption by approximately 27%, managing an annual electricity cost of 320 million yuan [14].