Let's bring in senior markets correspondent Kevin Green right away to help set up the action today. Uh KG, can one holiday shorten week turn everything around this month. I'm kidding.I know one week uh can't change everything. Uh but I'm curious to know, you know, kind of how you encapsulate where things stand now. >> Yeah, you never know what's going to happen in a week like this.Obviously, uh we will probably see a lack of liquidity in the market just like we have seen over the last couple of weeks, but w ...

Core Viewpoint - Bill Ackman sold a significant portion of his stake in Alphabet Class A shares, which has raised eyebrows among analysts who believe it was a mistake given the stock's strong performance and bullish outlook from Wall Street [2][5][10]. Group 1: Ackman's Investment Actions - In Q3 2025, Ackman did not initiate any new positions or increase existing holdings, but reduced stakes in four stocks, including a notable sale of over 519,000 shares of Alphabet Class A, decreasing his position by approximately 9.7% [2][4]. - Ackman's hedge fund, Pershing Square, still maintains a substantial investment in Alphabet, holding over 11 million shares valued at around $3.3 billion [10]. Group 2: Wall Street's Perspective on Alphabet - A survey by S&P Global revealed that none of the 66 analysts covering Alphabet recommended selling the stock, with 12 analysts rating it as a "strong buy" and 45 assigning a "buy" rating [7][8]. - Alphabet reported impressive Q3 results, with revenue of $102.3 billion, a 16% year-over-year increase, and earnings rising 33% to approximately $35 billion [8]. Group 3: Alphabet's AI and Future Prospects - Alphabet's advancements in AI, particularly with Google Search and the Gemini large language model, have contributed to its strong market position, with over 650 million monthly active users for Gemini [9][11]. - The launch of Google Gemini 3.0 is expected to enhance Google Cloud's growth, while the Waymo unit is expanding its autonomous ride-hailing services [11][12]. - Alphabet's Google Quantum AI has achieved significant milestones in quantum computing, indicating potential for future applications [12].

Elon Musk has built companies that reshaped entire industries — from Tesla’s (TSLA) electric vehicle (EV) systems to SpaceX’s reusable rockets and now xAI’s ambitious supercomputer development. But his latest prediction about the future of work is one of his most disruptive yet. In a high-profile conversation with U.K. Prime Minister Rishi Sunak, Musk argued that artificial intelligence (AI) is advancing so quickly that many traditional jobs — including highly technical roles like coding — may not exist i ...

Product Launch & Features - Nano Banana Pro showcases next-gen image generation and editing capabilities in AI Studio [1] - Breakthrough features include SOTA text rendering, multi-image editing for character consistency, and search tool calling [1] - Real-time demos highlight diverse applications, such as 4K wallpaper apps, interactive newspapers with Veo video integration, cultural translation tools, and marketing campaigns [1] Demo Highlights - Vibe coding a comic book with branching storylines [1] - Professional brand design demo focusing on a toothpaste pitch [1] - Turning video into visual explainers [1] - Airplane safety card style demo [1] - Visualizing text-only menus with search grounding [1] - One-shot studios demo creating pixel art game assets [1] - Remixing floor plans [1] Technical Aspects - Discussion of latency during vibe coding of 4K wallpapers [1] - Exploration of multilingual capabilities, visualizing menus in Urdu [1] - Real-time news generator demo called "The Daily Gemini" [1]

Joining me now to discuss is Wedbush's Dan IV. So Dan, you know, Nvidia's numbers really cap an earnings season where these companies pretty much did everything they were expected to do and more. Um, you know, recommitting to the AI trade, essentially saying that they're still enthusiastic about it.Why is the market in general not really giving them credit for it. >> Look, first off, I think that was a masterpiece quarter, right. And I think any worries about the AI bubble thrown out the window in terms of ...

Core Viewpoint - Elon Musk, CEO of xAI, expressed openness to collaborating with Apple to integrate Grok with Siri, indicating a potential partnership between the two tech giants [1][3]. Group 1: Collaboration and Integration - A user on social media suggested that Apple should integrate Grok 4.1 with Siri to enhance the voice assistant's capabilities, which Musk responded positively to by stating, "I'm down" [2][3]. - The collaboration could address criticisms of Siri being outdated and improve its functionality through advanced AI integration [2][3]. Group 2: Industry Dynamics - Ross Gerber, co-founder of Gerber Kawasaki, proposed that Apple should consider replacing Siri with Google's AI model, Gemini, suggesting a potential collaboration between Apple and Google [4]. - Musk hinted at a possible merger between Tesla and xAI, indicating a trend towards convergence between his ventures, despite shareholder resistance to an investment in xAI by Tesla [4]. Group 3: Product Development Timeline - Musk announced that the latest version of the Grok AI model, Grok 5, is now expected to be released in the first quarter of 2026, which is a delay from the previously anticipated end-of-2025 timeline [5].

Group 1: AI Developments - xAI, led by Elon Musk, released the latest version of its chatbot Grok 4.1, which features significant improvements in speed and quality, supporting both deep reasoning and instant responses without token consumption [1] - Ant Group launched its multimodal AI assistant "Lingguang," capable of generating small applications in 30 seconds using natural language and being the first to support full-code generation for various content types [2] - Baidu reported its Q3 2025 earnings, revealing over 50% year-on-year growth in AI business revenue, with AI cloud revenue up 33% and AI native marketing service revenue soaring 262% to 2.8 billion yuan [2] Group 2: Market Reactions - The A-share market experienced a collective pullback, with the Shanghai Composite Index down 0.81%, and a total trading volume of 1.9261 trillion yuan, indicating a slight increase in market activity [4] - AI application sectors led the market with significant gains, comprising half of the top-performing industries, including internet, software services, and media entertainment [6] - Notable stocks in the AI application sector performed well, while the lithium battery sector faced substantial corrections, with over 20 stocks hitting the daily limit down [7][8] Group 3: Investment Sentiment - Major investors like Bridgewater, SoftBank, and Thiel Macro have reduced their holdings in Nvidia, with SoftBank and Thiel Macro completely exiting their positions, and Bridgewater decreasing its stake by 65.3% since Q2 [3] - Concerns about an AI bubble were raised by Alphabet's CEO Sundar Pichai, warning that no company would be spared if the bubble bursts [3] - Despite recent market volatility, the overall sentiment remains optimistic about the long-term bull market, with expectations for a rebound following the current adjustments [9]

你是否认同以下关于人工智能的一些说法？ • "超级智能即将到来。" •"通用人工智能（AGI）已经来了。" •"人工智能随时会超越人类智能，转而反对我们。" •"人工智能不过是个没用的泡泡。" •"LLM只是重复训练数据。" •"人工智能永远无法创造。" 如果你认同这些陈述中的一个或多个，你真的需要阅读这篇文章。 人工智能的能力既被高度夸大（主要是炒作），也被完全忽视。在本文中，我将证明现实并非这些极端 立场所声称的那样。 你将通过三个简单的原则理解人工智能能做什么、不能做什么。我保证不会使用专业术语，也不会陷入 哲学的深渊。我甚至会附上一些真实AI系统的实际实验，这样你可以自己确认我没有随意发表意见。 那么，让我们开始吧。 第一个原则：人工智能没有感情 第一个原则是要明白人工智能不会有感情。人工智能不爱，也不恨。AI根本不可能想要任何东西。这 个看似简单的原理解释了人工智能，比如说，如果它变得太聪明，它不会想要支配我们，因为渴望是一 种感觉。 关键是，没有 感觉 意味着不想要，因为渴望确实是一种感觉。你不需要是心理学家也能理解这一点。 我们都知道，当我们想和一个人在一起时，我们确实会有感觉，不是吗？ 我还读 ...

Core Insights - Elon Musk's AI company xAI has launched the latest version of its chatbot, Grok 4.1, which promises significant improvements in response speed and answer quality compared to previous versions [1] - Grok 4.1 is now available on grok.com, X platform, and both Apple and Google app stores, enhancing user intent understanding, conversation engagement, and personality consistency while maintaining reliability [1] Performance Metrics - Grok 4.1 ranks first on the AI evaluation platform "LMArena" for its "thinking mode," outperforming competitors' full reasoning modes in its "non-reasoning" quick response mode [3] - The new version supports two response modes: "thinking mode" for deep reasoning and "non-reasoning mode" for instant replies without token consumption [3] - Testing shows improved emotional intelligence and creative writing capabilities, with the hallucination rate for the non-reasoning model dropping from 12% in Grok 4 to 4.2% in Grok 4.1 [3] Integration and Competition - Grok is now integrated as a voice assistant in Tesla vehicles, competing with major AI assistants such as OpenAI's ChatGPT, Google Gemini, and Microsoft's Copilot [3]

Core Insights - Elon Musk, CEO of xAI, expressed openness to collaborating with Apple to integrate Grok with Siri, responding positively to a suggestion from a user on social media [1][2] - Ross Gerber, co-founder of Gerber Kawasaki, proposed that Apple should replace Siri with Google's AI model, Gemini, indicating a potential collaboration between Apple and Google [3] - Musk hinted at a possible merger between Tesla and xAI, despite previous shareholder resistance to investing in xAI [3] - The release timeline for xAI's Grok 5 has been pushed to the first quarter of 2026, a delay from the previously anticipated end-of-2025 release [4] - Musk criticized Jeff Bezos for leading an AI initiative, Project Prometheus, which could compete with xAI, highlighting the rivalry between their respective companies [5] - Musk defended Tesla's current spending strategy on AI, stating that it was not yet a limiting factor for the Full Self-Driving system [6]