With Gemini 3 Flash, we're combining a strong foundation of reasoning, multimodal, and vision understanding with greater speed and efficiency. In other words, it's the incredible reasoning of Gemini 3 Pro, which we launched last month, but with the speed of a Flash model. In Search, Gemini 3 Flash is now beginning to roll out to everyone as the default model for AI Mode.It can better understand the intent of your questions and uses real-time information and links from across the web to give you thoughtful, ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for GOOGL suggests an upside of 7%; however, the Street high indicates an upside of 40%. As of the third quarter of 2025, billionaire Seth Klarman holds 1.85 million shares of Alphabet valued at $452.5 million. On December 5, The Fly reported that Truist analyst Youssef Squali maintained a Buy rating on Alphabet and increased the price target from $320 to $350. The analyst ...

Core Insights - Google has launched the Nano Banana Pro model, an upgrade to its Gemini AI, aimed at enhancing image generation and editing capabilities, targeting professional design applications [3][5] - The new model supports up to 4K resolution, precise text rendering in multiple languages, and allows users to control various photographic parameters, marking a significant improvement over previous models [3][5] Image Generation and Editing - Nano Banana Pro can generate images with a maximum resolution of 4K and offers professional-level control over shooting angles, depth of field, color, and lighting [3][12] - The model addresses long-standing challenges in text rendering accuracy, allowing for better planning of text placement and font characteristics, which is crucial for professional design [7][9] - Users can create clear and localized text, making it suitable for international markets [9][12] Cost and Performance - The cost of generating images has increased with the new model, with 1080p or 2K images costing $0.139 and 4K images costing $0.24, compared to $0.039 for the original model [18] - The model maintains consistency for up to five characters and fourteen objects within a single workflow, enhancing its utility for marketing and design [18][19] Integration and User Access - Nano Banana Pro is integrated into popular design tools like Canva, Figma, Adobe Firefly, and Photoshop, with free users having limited access [5][21] - Paid subscription users receive higher usage limits and can access the model across various Google services, including Google Slides and Vids [21][22] User Growth and Commercialization - Following the launch of the original Nano Banana, the Gemini app gained 13 million users in just four days, with over 650 million monthly active users currently [24] - The release of Nano Banana Pro is part of Google's strategy to commercialize AI technology and compete with OpenAI in the generative AI space [24][25]

You can also now check for SynthID watermarking directly in the @GeminiApp and verify if an image was made by our models - just upload the image and ask Gemini. Being able to verify what you’re seeing is critical for building AI responsibly. https://t.co/Oj3SeARhKm ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Insights - The company reported FY25Q3 earnings with total revenue of $102.3 billion, a year-over-year increase of 16%, exceeding Bloomberg's expectations by 2.5%, marking the first quarter to surpass $100 billion in revenue [4] - GAAP operating income was $31.2 billion, a 9% increase year-over-year, but fell short of Bloomberg's expectations by 2.9%. Excluding a $3.5 billion fine from the European Commission, non-GAAP operating income grew by 22% [4] - GAAP net profit reached $35 billion, a 33% increase year-over-year, surpassing Bloomberg's expectations by 27.39% [4] - Google Services generated $87.1 billion in revenue, a 14% increase year-over-year, exceeding expectations by 2.8% [4] - Cloud business revenue grew by 34% year-over-year to $15.2 billion, also exceeding expectations by 2.8%, with a continuous acceleration in growth over three consecutive quarters [4][5] Summary by Sections Financial Performance - The company achieved total revenue of $102.3 billion in FY25Q3, with a year-over-year growth of 16% [4] - GAAP net profit was $35 billion, reflecting a 33% increase year-over-year [4] - The company expects revenues of $401.1 billion, $467.0 billion, and $532.1 billion for 2025, 2026, and 2027 respectively, with year-over-year growth rates of 14.6%, 16.4%, and 13.9% [8] Business Segments - Google Services revenue was $87.1 billion, with search revenue at $56.6 billion and YouTube ad revenue at $10.3 billion, both showing strong growth [4] - The cloud business saw a revenue increase of 34% year-over-year, driven by enterprise AI products [5] Capital Expenditure - Capital expenditures for Q3 were $24 billion, primarily focused on technology infrastructure [6] - The company raised its full-year CapEx guidance for 2025 from $85 billion to a range of $91 billion to $93 billion [6][7] AI and Growth Drivers - AI is significantly enhancing search capabilities, leading to increased query volumes and user engagement [5] - The Gemini App has over 650 million monthly active users, with query volumes tripling [6]

Core Insights - The world's largest technology companies reported strong quarterly results, driven by AI capabilities and cloud infrastructure demand [1] - Despite robust operational performance, one-time charges and regulatory fines present challenges for Big Tech [2] Meta Platforms - Meta Platforms achieved a revenue growth of 26% year on year to US$51.2 billion for the quarter ended September 30, 2025, fueled by strong advertising demand [3] - Ad sales reached US$50 billion, with ad impressions increasing by 14% and average price per ad rising by 10% [4] - Net income fell 83% to US$2.7 billion due to a one-time, non-cash tax charge of US$15.9 billion, resulting in diluted EPS of US$1.05; excluding this charge, net income would have been US$18.6 billion with diluted EPS of US$7.25 [4] - Operating profit grew 18% to US$20.5 billion, while free cash flow declined 32% to US$10.6 billion due to higher capital expenditures [4] - Reality Labs reported a loss of US$4.4 billion, attributed to weaker headset sales, but Meta continues to invest heavily in AI and data centers, with full-year capex expected to reach US$72 billion [5] - Meta's balance sheet remains strong with US$44.5 billion in cash and marketable securities against US$28.8 billion in long-term debt; management anticipates 4Q2025 revenue of US$56 to 59 billion [5] Alphabet - Alphabet reported record revenue of US$102.3 billion, up 16% year on year, with net income increasing by 33% to US$35.0 billion and diluted EPS rising by 35% to US$2.87 [6] - Free cash flow grew 39% to US$24.5 billion despite increased capital expenditures; Google Services revenue rose 14% to US$87.1 billion [6][8] - Google Cloud revenue accelerated by 34% to US$15.2 billion, driven by AI infrastructure and generative AI solutions [7] - Operating income reached US$31.2 billion, which included a US$3.5 billion fine from the European Commission; Alphabet declared a quarterly dividend of US$0.21 per share [8] - Management expects 2025 capital expenditures of US$91-93 billion to support growing AI and Cloud customer demand, with a US$155 billion backlog indicating strong future growth potential [8] Microsoft - Microsoft reported a revenue growth of 18% year on year to US$77.7 billion for the first quarter of fiscal 2026 [9] - Operating income surged 24% to US$38.0 billion, with GAAP diluted EPS reaching US$3.72, up 13% year on year [9] - Microsoft Cloud revenue increased by 26%, driven by strong demand for Azure, reflecting growing customer adoption [10] - The company is committed to capturing AI opportunities, with a new OpenAI deal giving Microsoft a 27% stake, enhancing its competitive position in generative AI technologies [11] - Microsoft continues to increase investments in AI across both capital and talent to leverage the massive opportunities from AI-driven transformation [12]

Core Insights - Alphabet's Q3 2025 earnings surpassed Wall Street expectations, achieving a revenue of $102.4 billion, a 16% increase year over year, marking the company's first-ever $100 billion quarter [1][3] Revenue Breakdown - Google services, including Search, Android, YouTube, and Chrome, generated $87.1 billion, up 14.5% year over year, driven by strong ad demand and higher ad prices [2][6] - Google Cloud sales rose 34% to $15.2 billion, fueled by increased client training and the use of AI applications [2][6] Profitability Metrics - Alphabet's operating margin stood at 30.5%, with net income reaching nearly $35 billion, a 33% increase year over year [3] - Earnings per share (EPS) was $2.87, up 35%, exceeding analysts' expectations of $2.27 [3] Key Business Performance - Google Services contributed approximately $33.5 billion to operating profit, while Google Cloud's operating income surged 85% year over year to $3.6 billion [3] Market Sentiment and Future Outlook - Investors reacted positively to Alphabet's performance, indicating that demand for its services has not peaked and that management is executing effectively [5] - The Gemini app has over 650 million monthly active users, and Google Cloud ended the quarter with a backlog of $155 billion, suggesting strong future growth potential [7][8]

Core Insights - Alphabet's stock increased by 5% following a strong earnings report, surpassing analysts' expectations with earnings of $2.87 per share and sales of $102.4 billion, compared to forecasts of $2.26 per share and $100.1 billion in sales [1][3] Financial Performance - Revenue for Alphabet grew by 16% year over year, with Google Cloud sales increasing by 34%, contributing significantly to overall growth [3] - Other services revenue rose by 14%, with search revenue climbing 15% and YouTube ads revenue growing 16% [3] - Operating margins improved, leading to a 35% increase in earnings per share [3] Management Commentary - CEO Sundar Pichai highlighted the quarter's success, noting double-digit growth across all major business segments and marking the first-ever $100 billion quarter for the company [4] Investment Considerations - Despite strong revenue growth, concerns arise from Alphabet's high capital expenditures, which increased by 85% to support its AI initiatives, leading to a free cash flow of only $48.7 billion, slightly above last year's $48 billion [5][6] - The price-to-free cash flow ratio for Alphabet is nearly 54, which may be considered too high given the current financial metrics [6] Analyst Recommendations - Analysts suggest caution before investing in Alphabet, noting the high costs associated with AI investments despite revenue growth [7] - Alphabet was not included in a list of top stock recommendations by The Motley Fool Stock Advisor, which identified ten other stocks with potentially higher returns [8]

RT Google Gemini App (@GeminiApp)Nano Banana prompt challenge for Halloween: Make good food go bad. Like really, really bad. Add fangs, claws, legs, whatever you can imagine.Get started in the Gemini app here: https://t.co/pNUHRYieT4 Either upload a food pic or make one using Nano Banana, then prompt away to make it spooky.Share your best creations in the replies below 👇 ...

Core Insights - OpenAI's ChatGPT has surpassed Google in the consumer AI application space, with a significant gap widening between the two [1][2] - ChatGPT has achieved over 800 million weekly active users, generating more than 420 trillion tokens monthly, while Google's Gemini App has 450 million monthly active users producing around 190 trillion tokens [2][3] Group 1: Consumer Market Dynamics - OpenAI's API processes approximately 60 billion tokens per minute, a twenty-fold increase from two years ago, indicating strong growth in consumer engagement [1] - Despite Google's overall token processing volume of 1.3 trillion tokens monthly across all services, OpenAI's token consumption in the consumer AI segment is more than double that of Gemini [1][2] Group 2: Enterprise Market Competition - Anthropic, with its Claude AI launched in March 2023, has captured nearly double the revenue share of OpenAI in the enterprise market, indicating a strong competitive position [2][3] - Anthropic's annualized revenue run rate is projected to reach $9 billion by the end of 2025 and $20 billion by the end of 2026, with over 300,000 enterprise clients [2] Group 3: Google's Position - Google's search engine remains its largest token generator, with user numbers exceeding 2 billion, but the company faces pressure to diversify beyond being a "question-answering machine" [3] - The competition from OpenAI and Anthropic places Google in a challenging position, requiring it to accelerate its innovation and offerings in the AI space [3]