There's no company quite like Alphabet (GOOG 1.47%) (GOOGL 1.46%). The tech giant has long dominated online search, soaking up a huge chunk of digital ad spending as businesses vie for clicks. YouTube is also a big moneymaker, accounting for nearly 10% of all U.S. TV viewership. And let's not forget about Android, which powers the majority of the world's smartphones and helps fuel the company's other businesses. There's also Google Cloud, which is now profitable and at an annual revenue run rate of nearly $ ...

RT Tech Dev Notes (@techdevnotes)Grok Android App has crossed 50M+ downloads on Play Store! 🎉 https://t.co/yxCjZTN7o1 ...

Core Viewpoint - Google is accelerating its AI transformation of the Android operating system, introducing an AI-driven "Notification Organizer" to help users manage notifications more effectively amidst the overwhelming number of app notifications they receive [1][3]. Group 1: AI Notification Organizer - The planned "AI Notification Organizer" will categorize notifications into four types: promotions, news, social, and recommendations, and will automatically summarize notifications using AI [3][11]. - The AI summary feature will initially be limited to summarizing "conversation notifications" from social media, avoiding the broader application of AI summaries to prevent potential issues seen with Apple's similar feature [3][11][15]. Group 2: User Engagement and App Competition - As of January 2025, the average Chinese internet user is expected to use 28.7 apps monthly, with a total of 70 apps installed, indicating that only 40% of apps are frequently used, leading developers to seek ways to keep their apps relevant [5]. - Developers are resorting to push notifications to maintain visibility for their apps, as Google and manufacturers crack down on non-compliant practices like chain wake-ups [8][9]. Group 3: Challenges in Notification Management - The Android ecosystem faces challenges due to the lack of a unified push notification system, with developers using various services, leading to users being overwhelmed by notifications each time they unlock their devices [9][11]. - Google's Firebase Cloud Messaging (FCM) service, which was previously mandatory for developers to use for notifications, is now optional due to antitrust investigations, complicating the notification landscape further [8][9]. Group 4: Lessons from Apple - Apple's previous attempt at an AI notification summary feature faced significant issues, leading to misinformation and a subsequent pause of the feature for news and entertainment apps [13][15]. - Google is strategically limiting its AI summary feature to private messages and group chats to mitigate potential backlash from developers and users, learning from Apple's missteps [15].

Core Viewpoint - Alphabet Inc. has underperformed compared to its tech peers in 2025, with shares down 7.8% year-to-date, but recent technical indicators suggest a potential bullish reversal [1][5][11] Technical Analysis - Alphabet's stock has rebounded over 24% from its 52-week low, indicating a return to bull market territory, and has reclaimed its 200-day simple moving average (SMA), which is a key indicator of long-term trends [1][2][11] - The next resistance level to watch is around $180, and a breakout above this level could signal a significant trend shift, potentially leading to price targets of $190 and beyond [2][11] Company Fundamentals - Despite recent underperformance, Alphabet maintains strong fundamentals, being a leader in search, YouTube, and Android, while also expanding its AI capabilities and growing its Google Cloud business [5][6][7] - The company reported solid Q1 results, beating earnings expectations, and is positioned for margin expansion through 2025, with nearly $100 billion in cash and cash equivalents available for investment or share repurchases [7] Earnings Outlook - Alphabet is set to report Q2 earnings on July 22, and strong performance in this report, particularly regarding AI initiatives and cloud business, could act as a catalyst for breaking through resistance levels [8][9] - The stock has a 12-month price forecast of $199.61, indicating a potential upside of 12.45%, with a moderate buy rating based on 43 analyst ratings [8][10] Market Position - Alphabet's historically low P/E ratio of 19.44 and forward P/E in the mid-teens provide a reasonable entry point for investors seeking quality and value [10] - The company is positioned for a potential catch-up trade as it shows improving momentum and a dominant market position [9][12]

2025年，对于奢侈品牌而言是充满挑战的一年。法国巴黎银行BNP Paribas最新发布的研报 显示，2025年第二季度全球奢侈品行业整体表现疲软，预计加权有机销售额同比下跌3%， 较第一季度的下跌1%进一步恶化，显示出市场下行压力正在加速。许多奢侈品牌将目光更 多地投向了价格更亲民、功能更实用的入门级奢侈品。眼镜从"配货区"迅速走向舞台中央。 而人工智能公司亦在眼镜赛道加码，持续挖掘眼镜的更多可能性。 彭博社日前援引知情人士消息，Facebook母公司Meta Platforms Inc.收购了Ray-Ban雷朋母公司、全球最 大眼镜制造商EssilorLuxottica依视路陆逊梯卡集团略低于3%的股份，按当前市值估算，交易金额约为30 亿欧元。此次投资标志着Meta在AI智能眼镜领域的进一步加码，加深其与雷朋母公司EssilorLuxottica的 合作关系。 此前，意大利奢侈品牌Prada亦与依视乐陆逊梯卡同时宣布，双方续签了Prada、Prada Linea Rossa和Miu Miu品牌眼镜的生产和全球分销许可协议。两家公司现有协议将于2025年12月31日到期，已延长至2030 年12月31日， ...

Google Confirms New Hacker Protection For 3 Billion Android Users https://t.co/4KrQfpKJDK ...

Welcome. Galaxy Zf Fold 7 is our thinnest fold yet. Every module of the hinge is thinner and smaller.The structure of the wing plates has been redesigned to open wider, creating a droplet-shaped curve. We've refined the main display, making some layers lighter while strengthening others with new adhesive and titanium layers. I'm happy to say that this will ship with the latest 1 UI 8 on Android 16.AI is the new UI. 1 UI8 expands that experience to our broader ecosystem. We are proud to share that we collabo ...

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