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: Credit: Pixabay/CC0 Public Domain Alphabet Inc.'s Google wants to retain the right to bundle its popular mapping and video apps with its Gemini AI service, a lawyer for the company told a federal judge Wednesday, pushing back on a Justice Department proposal that would bar the practice. "There's no notion that Google has to da ...

Key TakeawaysGold (XAU) has surged past $4,000 an ounce for the first time, marking a significant milestone in a three-year bull run driven by geopolitical uncertainty and investor demand for safe-haven assets.Amazon Pharmacy (AMZN) is set to launch electronic prescription kiosks at its One Medical locations in Los Angeles starting December 2025, aiming to streamline medication access and combat unfilled prescriptions.The German cartel office has initiated an investigation into Chinese e-commerce giant Temu ...

摩根士丹利看好谷歌Gemini AI的积极反响，将目标价从210美元上调至270美元。分析师认为，谷歌"更快的创新步伐"和AI带来的核心搜索与云业务增长，支撑了其估值的10%溢 价。 硬·AI 作者 | 张雅琦 编辑 | 硬 AI 在经历了年初对人工智能定位和反垄断审查的担忧后，谷歌凭借其Gemini AI产品的积极反响，股价表现已然回归强势。 根据摩根士丹利今日发布的一份最新分析，为谷歌股价注入更强动能的关键将是乐观的盈利预测修正。分析师Brian Nowak指出，市场正密切关注其搜索和云业务能 否借助AI势头，在2026年和2027年带来更强劲的盈利增长。 在报告中，Nowak上调了他对谷歌的盈利预测，将公司2026财年每股收益（EPS）预期提高了3%，2027财年预期提高了4%。基于此，他将谷歌的目标价从210美元 大幅上调至270美元。 报告大幅上调了对谷歌云业务的增长预期，预测其2026年和2027年的收入同比增长将分别达到35%和30%，其中GCP业务在2026年的增长预计将加速至39%。 值得注意的是，这一预测显著高于市场共识，主要基于以下三个积极信号： 尽管市场信心回暖，但竞争格局的演变仍是不 ...

在经历了年初对人工智能定位和反垄断审查的担忧后，谷歌凭借其Gemini AI产品的积极反响，股价表现已然回归强势。 潜在风险：来自OpenAI的商业化挑战 在年初时，投资者还因谷歌的AI战略和美国司法部的反垄断诉讼而感到不安。但如今，随着最坏的情况似乎已经过去，华尔街的叙事发生了转 变。 今年以来，谷歌股价累计上涨29%，是同期标普500指数涨幅的两倍，其AI实力正重新获得市场认可。摩根士丹利的分析认为，如果生成式AI能 够帮助公司在搜索、云和YouTube业务上实现"持久更快的营收增长"，这种趋势将"进一步加强投资者"对其AI战略的信心。 Nowak给出的270美元新目标价，约等于谷歌 2027年预测每股收益的22倍。Nowak表示，这一估值倍数相较其约20倍的历史平均水平有10%的溢 价，但这完全合理。理由在于，谷歌"更快的创新步伐和作为生成式AI赢家的新兴地位"是支撑溢价的关键，这有望为其核心业务带来更持久的增 长。 根据摩根士丹利今日发布的一份最新分析，为谷歌股价注入更强动能的关键将是乐观的盈利预测修正。分析师Brian Nowak指出，市场正密切关注 其搜索和云业务能否借助AI势头，在2026年和2 ...

Core Insights - Morgan Stanley has set a price target of $270 for NASDAQ:GOOGL, indicating a potential increase of about 10.25% from the current stock price of $244.90 [1][5] - Google is enhancing its position in the AI landscape by integrating its Gemini AI into smart home devices, competing with major players like Amazon and OpenAI [2][5] - Despite recent staff reductions in its Cloud unit, Google's stock price has shown a slight increase, with a current market capitalization of approximately $2.96 trillion [4][5] Company Developments - Google has revamped its smart home devices by incorporating advanced AI, aiming to improve user experience and efficiency in managing smart home environments [3] - The integration of AI technology is expected to make smart home assistants more intuitive and responsive to user needs, reinforcing Google's competitive edge in the smart home market [3] Market Performance - The stock for GOOGL is currently priced at $244.90, reflecting an increase of 0.74% or $1.80, with trading fluctuations between a low of $238.61 and a high of $246.30 during the day [4] - Over the past year, GOOGL has reached a high of $256 and a low of $140.53, with a trading volume of 29,649,105 shares on NASDAQ [4]

Group 1 - Alphabet's shares increased by 14% in September, driven by an antitrust ruling and new AI services, with the stock up nearly 50% over the past year [1] - An antitrust ruling allowed Alphabet to maintain its Google Chrome browser and Android operating system, which contributed to the stock's rise [2] - The launch of the "Nano Banana" image generator through the Gemini AI tool has gained significant popularity, indicating Alphabet's competitive position in consumer AI [3] Group 2 - The App Store rankings may not directly affect Alphabet's revenue but could slow the adoption of ChatGPT compared to Alphabet's products [4] - The favorable antitrust ruling and competitive landscape in AI have reduced risks for Alphabet, with the stock approaching a market cap of around $3 trillion [6] - Despite the rising stock price, Alphabet's price-to-earnings ratio (P/E) is at 26, which is lower than many AI technology competitors, highlighting its potential for growth [7]

Google announcing a major update to its smart home systems, bringing its Gemini AI straight to consumers in its Nest and smart speaker devices. Mackenzie Seagalos has more in today's tech check. Hey, Mac. Hey, Mel.So, Google is giving its entire home product suite a refresh, baking its generative AI tech into cameras, doorbells, and smart speakers. But the real story here is what that unlocks. This is a low stakes testing ground for what AI native hardware could look like.And the home is ideal. devices are ...

Government Shutdown - The U.S. government shutdown officially began after the Senate rejected a short-term spending measure, leading to the suspension of operations for non-essential agencies [2][3] - This marks the first government shutdown since 2018, with potential furloughs affecting approximately 750,000 federal workers daily and delaying key economic reports [3][4] - Historically, government shutdowns last about a week, and markets tend to recover, with the S&P 500 averaging a 13% gain in the year following a shutdown [4] Semiconductor Industry - Taiwan's Vice Premier stated that Taiwan will not agree to produce 50% of its semiconductors in the U.S., clarifying that this was a U.S. proposal and not a commitment from Taiwan [5] - Ongoing discussions regarding U.S. tariffs on Taiwanese goods have made some progress, with a current 20% levy in place [5] Nvidia - Nvidia's market capitalization reached $4.53 trillion, making it the first company to achieve this milestone, with shares closing at $186.58 after a 2.6% increase [6] - The company has seen significant growth, crossing $3 trillion in June 2024 and $4 trillion in July 2025, driven by surging demand for AI chips [6] - Year-to-date, Nvidia's shares have advanced by 39%, and it recently announced a $14.2 billion deal with CoreWeave for AI infrastructure services [7] Market Overview - The S&P 500 recorded its strongest Q3 performance since 2020, while other tech giants have varying market caps, with Apple at $3.78 trillion and Microsoft at $3.85 trillion [7] - The economic calendar includes significant reports and events, such as the ADP Employment Report and a speech by Richmond Federal Reserve Bank President Thomas Barkin [9]

Core Viewpoint - MoffettNathanson believes Alphabet (GOOG) (GOOGL) should surpass Nvidia (NVDA) as the world's most valuable company, raising its price target for GOOGL stock to $295, indicating a 20% upside from current levels [1] Group 1: Competitive Advantages - Alphabet is seen as the leader in the AI race due to its strengths in multimodal search, accelerating cloud growth, improved YouTube monetization, and the developing Waymo business [1] - Google's regulatory challenges are diminishing, with a recent antitrust ruling being less severe than anticipated [2] - Concerns regarding ChatGPT are overstated, as initial data suggests AI chatbots are enhancing search usage rather than replacing it [2] Group 2: Cloud and AI Growth - Google Cloud is projected to achieve a 33% growth by 2025, with nine of the top ten AI labs utilizing its platform [3] - Google Cloud generates $50 billion in annual revenue, positioning it competitively against Amazon's AWS and Microsoft's Azure [5] - Google processes twice as many AI tokens as other cloud providers in half the time, showcasing its significant volume advantage [6] Group 3: Monetization and Future Prospects - YouTube is on the verge of a monetization breakthrough, aided by new AI tools that will enhance brand partnerships and commerce features [4] - Waymo presents a long-term growth opportunity as it expands operations across U.S. cities [4] - Despite recent stock gains, GOOGL remains relatively undervalued compared to its historical performance and peers [4]

Group 1: Trade Strategy - The broken wing butterfly trade on Meta Platforms (META) has no risk on the upside, some income potential, and a healthy profit zone on the downside [1][2] - The trade involves placing an upper-strike put 20 points away from the middle put and a lower put 40 points away, resulting in a slight credit of around $290 [2][3] - The maximum loss for this trade is $1,710, while the maximum gain is $2,290, with an income potential of 16.95% if the stock stays above 720 [3] Group 2: Stock Performance and Ratings - Meta Platforms has a Composite Rating of 97 out of a best-possible 99, an Earnings Per Share Rating of 96, and a Relative Strength Rating of 78 according to Investor's Business Daily [5] - The stock is expected to report earnings in late October, which introduces earnings risk if the trade is held through that date [5] Group 3: Product Development and Market Position - Meta is advancing in the smart glasses market with its third-generation lineup, including stylish Ray-Ban and Oakley models featuring built-in cameras, audio capabilities, and AI integration [5] - Analysts forecast strong holiday sales for these smart glasses, predicting up to 10 million units sold by 2026, positioning Meta as a leader in the AR and AI-driven wearable space [5]