Welcome back to Morning Movers. I'm Diane King Hall live here on the floor of the New York Stock Exchange. Joining me now to take a look at Zoom ahead of its quarterly results which come after the close.We want to welcome in our next guest that's Steven Dickens, CEO and principal analyst at Hyperframe Research. Stephen, uh before we dive into expectations, I was looking at a chart for Zoom and you know going back five years and just what's a you know just I mean it's the opposite of a mountain climb. It's, ...

Core Viewpoint - Google has launched the upgraded image generation model, Nano Banana Pro, which significantly enhances user control, text rendering, and world knowledge to create studio-quality designs [2][4]. Group 1: Product Features - Nano Banana Pro is based on the recently released Gemini 3 Pro model, offering improved detail, image resolution, and text rendering accuracy compared to its predecessor [4]. - The new model introduces editing capabilities, allowing users to change camera angles, scene lighting, depth of field, and focus, with a resolution upgrade from 1024x1024 to a maximum of 4K [12]. - It supports the generation of text in various styles, fonts, and languages, leveraging Gemini's enhanced multilingual reasoning capabilities for translation and localization [4][8]. Group 2: User Engagement and Applications - The launch of Nano Banana has led to a significant increase in monthly active users for Gemini applications, rising from 450 million to 650 million within a quarter [2]. - Nano Banana Pro is designed for creating presentations and infographics, capable of handling up to 14 different images or 5 different characters while maintaining character consistency [10]. - The tool is accessible to all users, including free users, with higher quotas available for Google AI Plus, Pro, and Ultra subscribers [16].

Alphabet (GOOGL) shares inched higher to hit a new all-time high of nearly $304 on Wednesday after the tech giant launched Gemini 3, its most sophisticated artificial intelligence (AI) model to date. In its press release, the tech titan also confirmed plans of immediately embedding this multimodal AI offering into its search engine and other products, marking a step-change in its strategy. More News from Barchart At the time of writing, Google stock is trading well over 100% above its year-to-date low i ...

Core Insights - Alphabet is focusing on AI as a core compute product and enterprise security layer, amidst pressures and valuation questions [2][3] - The company is investing heavily in in-house technology, including the Ironwood TPU and Axiom CPU, to control the entire tech stack [3][6] - Google is integrating AI across various consumer-facing products like YouTube and Gmail, enhancing its capabilities throughout the stack [4][7] AI Strategy - Google's strategy contrasts with competitors like Microsoft and AWS, as it aims to control its technology from hardware to software, including its own large language model, Gemini [6][12] - The integration of AI into products is seen as a significant growth opportunity for Google, with a focus on innovation across its applications [12][17] Financial Performance - Google reported a cloud backlog of $155 billion, reflecting an 82% year-over-year increase, indicating strong demand for its services [13] - The company is adopting a capital expenditure-heavy investment strategy, which is deemed sensible given its strong balance sheet and the competitive landscape [14][17] Market Position - The current investment climate is characterized by a need for substantial spending to stay competitive, with overinvestment viewed as a preferable strategy compared to underinvestment [15][17] - Enterprises are likely to evaluate cloud providers based on their AI capabilities, positioning Google favorably in the market [17]

Core Insights - Google's quarterly revenue has surpassed $100 billion for the first time, reaching $102.3 billion, marking a 16% year-over-year increase and a 6.1% quarter-over-quarter increase [10][11] - The company's net profit for the quarter was $34.98 billion, a 33% increase compared to the same period last year, with an operating profit margin of 30.5% [10][12] - The Gemini app has achieved 650 million monthly active users, significantly contributing to Google's AI-driven growth [2][18] Financial Performance - Total revenue for Q3 2025 was $102.3 billion, with Google Services generating $87 billion, a 14% increase year-over-year [10][12] - The cloud business revenue reached $15.16 billion, reflecting a 34% year-over-year growth, indicating strong demand for AI-related services [12][18] - Operating income for the quarter was $31.23 billion, with a notable increase in capital expenditures projected at $91-93 billion for the year, primarily for AI infrastructure [14][19] AI and Business Strategy - Google's AI strategy, particularly through the Gemini model, has entered a commercial phase, with significant user engagement and API availability for developers [18] - The integration of AI into Google's core advertising and search services has enhanced functionality, leading to sustained revenue growth in these areas [18][19] - The company plans to increase investments in AI infrastructure, reflecting confidence in the ongoing demand for AI capabilities [19] Market Reaction - Following the earnings report, Google's stock price surged to $293.69 per share, resulting in a market capitalization of approximately $3.55 trillion [6][10] - The positive financial results and growth in AI user engagement have been recognized by industry leaders, including Elon Musk, who praised the company's achievements [5][9]

Core Insights - Google's quarterly revenue has surpassed $100 billion for the first time, reaching $102.3 billion, a year-over-year increase of 16% [12][22] - The AI-driven growth is evident, with Gemini app achieving 650 million monthly active users and processing 7 billion tokens per minute [5][24] - The company's net profit rose to $34.98 billion, a 33% increase compared to the previous year, with an operating margin of 30.5% [12][18] Group 1: Financial Performance - Google's total revenue for Q3 2025 was $102.3 billion, marking a historic milestone [12] - Net income reached $34.98 billion, with earnings per share (EPS) of $2.87, reflecting a 35% year-over-year increase [12][18] - The Google Services segment generated $87.05 billion in revenue, a 14% increase year-over-year, while Google Cloud revenue grew by 34% to $15.16 billion [12][26] Group 2: AI and Product Development - The Gemini AI model has been commercialized, with significant user engagement and processing capabilities [22][23] - Google Workspace has integrated Gemini AI, enhancing productivity tools for enterprise clients [25] - The demand for AI-related services is rising, with Google Cloud's AI product suite driving revenue growth [27] Group 3: Investment and Future Outlook - Google plans to increase its capital expenditure to approximately $91-93 billion for 2025, focusing on AI infrastructure [30][31] - The company is also investing in energy infrastructure, including a partnership to restart a nuclear power plant to support its data centers [32][36] - The tech industry is facing unprecedented energy demands due to the rapid adoption of generative AI, prompting companies to enhance their energy strategies [36]

After a meteoric run in 2024, US stock markets are once again hovering near record highs and once again, tech giants are leading the charge. With rate cuts and AI investments accelerating, mega-cap tech looks poised to drive the next leg of the rally.While several tech giants have delivered stellar returns, among them, Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), and Microsoft (NASDAQ: MSFT) stand out.With AI leadership, cloud dominance, and diversified growth firing on all cylinders, they’re best posit ...

Core Insights - Alphabet (GOOGL) is expected to report third-quarter 2025 results on October 30, with earnings estimated at $2.27 per share, reflecting a 7.1% year-over-year growth despite a slight decrease from previous estimates [1][2] - Revenue for the third quarter is projected at $84.57 billion, indicating a 13.4% increase compared to the same quarter last year [1][9] Earnings Estimates - The Zacks Consensus Estimate for third-quarter 2025 earnings has decreased from $2.30 to $2.27 over the past 30 days [2] - The consensus estimate for Google Cloud revenues is pegged at $14.66 billion, representing a 29.1% growth year-over-year [11] Market Position and Growth Drivers - Alphabet holds a dominant 90.4% market share in the search market, significantly ahead of competitors like Microsoft Bing [5] - The integration of AI in search is enhancing user engagement, with users generating queries twice as long as traditional searches [6] - Google Cloud is the third-largest provider in the cloud infrastructure market, gaining market share alongside Microsoft [10][11] AI and Cloud Developments - AI-powered features in Google Search are driving deeper engagement and are now available in over 200 countries and regions [22] - Google Cloud's partnerships, including those with NVIDIA and various organizations for upcoming Olympic events, are expected to bolster its market position [23][24] Regulatory Environment - Recent favorable rulings in antitrust lawsuits have eased regulatory pressures on Alphabet, positively impacting its business prospects [25] Stock Performance - GOOGL shares have increased by 34.7% year-to-date, outperforming both the Zacks Internet Services industry and the Zacks Computer & Technology sector [13] - The stock is currently trading at a premium, with a forward price/sales ratio of 8.31 compared to the industry average of 6.53 [16]

When I was 15 and a half, I felt like I knew nothing. And for the first time, I realized that was okay. It was 2019.I was a student barely out of school, eyes wide open, heart full of ambition, but no idea where to begin. Then co happened and like for the most of you, the world stopped. But internally, something started moving.I was never a writer. Definitely not a technical writer. Okay.I was never a writer. definitely not a technical writer but I read a book a self-help book and my parents suggested that ...

Core Insights - Salesforce has expanded its partnership with Google to integrate Gemini AI models with its Agentforce 360 platform, enhancing enterprise sales and IT services through multimodal intelligence [1][2] Integration and Features - The integration allows the Atlas Reasoning Engine within Agentforce 360 to utilize Gemini models, providing additional model selection for enterprise workflows [2] - Hybrid reasoning capabilities enable users to deploy AI agents in Salesforce that produce consistent and accurate outputs [2] - The collaboration extends Gemini integration from Gmail to other Google Workspace applications, including Sheets, Docs, Drive, Slides, and Meet, facilitating sales engagements and lead qualification [3] Workflow and Data Access - The integration offers direct access to Salesforce Customer 360 apps within Google tools, improving data access and workflow continuity for sales and service teams [4] - New features are designed to enhance IT service delivery speed and reliability, aligning with common enterprise use cases [5] Communication and Standards - The partnership integrates Gemini Enterprise into Slack, allowing models to reference current conversational data and files for in-context insights [5] - Salesforce and Google support open standards like Model Context Protocol (MCP) and Agent2Agent (A2A) for cross-platform orchestration [6] - Joint efforts are underway for contact center solutions that integrate Google telephony with Service Cloud desktop, along with enhanced data federation between Salesforce Data 360 and Google BigQuery [6]