That's it. Thank you. >> Welcome back. Alphabet shares have surged more than 140% in the last year in large part due to its AI strategy. What has set the company apart. Mackenzie Sagalos is looking into that for today's tech check. Morning Mac. >> Hey, good morning Carl. So, Alphabet making a run at Nvidia's crown as investors buy into its AI strategy. Google is reportedly working on an agent to rival OpenClaw. Google Cloud sells compute. TPUs are an Nvidia alternative. And Google still has search, YouTube, ...

Google is updating search to refine its AI experience by adding additional context to links, like conversations from web forums, as well as a feature that highlights links from a user’s news subscriptions.While citing web forums and discussion boards can help users find answers to more niche queries, this design choice could also prove chaotic. Two years ago, Google overhauled its search experience to put AI front and center — when you search for something, Google will often summon an “AI Overview,” which h ...

Short seller James Chanos has questioned investor Cathie Wood-led investment firm ARK Invest's prediction that Robotaxis could become a $34 trillion market by 2030. A Bold Prediction Quoting a post by Ark Invest on the social media platform X on Monday, Chanos questioned Ark's approach. The investment firm shared that over 90% of the $34 trillion opportunity would be going to the "technology providers," adding that Uber Technologies Inc. was also vying to be a part of the market and was investing in all non ...

K图 GLW_0 5月6日，现货黄金、现货白银价格大涨，国际原油价格剧震，盘中NYMEX WTI原油一度跌逾13%。 欧洲股市多数上涨，美股三大指数全线高开，纳斯达克指数、标普500指数均创历史新高。因业绩超预 期，AMD大涨，英伟达与康宁宣布建立长期合作伙伴关系，康宁大涨。中国资产走强，纳斯达克中国 金龙指数涨超2%。 欧美股市主要股指全线上涨 当地时间5月6日，欧洲主要股指全线上涨。Wind数据显示，截至北京时间22:35，英国富时100指数上涨 2.26%，法国CAC40指数上涨3.03%，德国DAX指数上涨2.11%，意大利MIB指数上涨2.11%，欧洲 STOXX50指数上涨2.27%。 美股三大指数全线高开，截至北京时间22:35，道琼斯工业指数、纳斯达克指数、标普500指数分别上涨 1.19%、1%、0.85%，纳斯达克指数、标普500指数均创历史新高。 大型科技股集体飘红，截至北京时间22:35，万得美股科技七巨头指数上涨1.78%，英伟达涨逾4%， META涨超2%，谷歌-C、微软涨逾1%，特斯拉、苹果、亚马逊小幅上涨。 AMD盘中一度大涨逾20%。消息面上，AMD一季度营收为102.5亿美 ...

2026年05月06日 证券研究报告 | 人工智能行业专题： 2026Q1海外大厂CapEx和ROIC总结梳理 行业研究 · 行业快评 计算机 · 人工智能 投资评级：优于大市（维持） 证券分析师：熊莉 联系人：侯睿 021-61761067 hourui3@guosen.com.cn xiongli1@guosen.com.cn S0980519030002 请务必阅读正文之后的免责声明及其项下所有内容 摘要 请务必阅读正文之后的免责声明及其项下所有内容 Ø 云厂商资本开支及业绩情况复盘。回顾一季度微软、亚马逊、谷歌及Meta数据，微软、Meta、资本开支同比增速放缓， 环比开始下行。谷歌资本开支加速，基本符合市场预期，上调全年资本开支指引，亚马逊资本开始超市场预期。各厂 商收入利润普遍超预期。 Ø 云收入及ROIC情况。2026Q1，受AI、云服务等需求驱动以及Anthropic投资收益，亚马逊、谷歌净利润维持同环比增长， 公司ROIC分别环比增长1.11、4.27个pct，微软ROIC环比下降1.75个pct，Meta环比持平。2026Q1，微软、谷歌、亚马逊、 Meta净利润整体快速增长，合计净利润同 ...

证券研究报告 晨会 hyzqdatemark 2026 年 05 月 06 日 投资要点： 资料来源：聚源，华源证券研究所，截至2026年05月06日 华源晨会精粹 20260506 固定收益 浪潮不息，固收+规模再创新高——固收+基金 2026 年 Q1 季报分析：2026 年 Q1 公募固收+基金增速加快，规模创历史新高，增量主要来自于二级债基，负债 可能主要来源于险资固收部、理财固收部、年金固收等机构资金。截至 2026Q1 末， 固收+基金（偏债混合、一级债基、二级债基及转债基金）合计规模约 3.30 万亿元， 较 25Q4 增长 0.47 万亿元，环比+16.6%。头部机构集中度继续提升。截至 2026 年 3 月底，固收+基金规模排名前十的基金公司的规模合计为 1.6 万亿元，占全市场的 比例从 2025 年四季度的 48.4%提升至 2026 年一季度的 49.4%。截至 2026 年 3 月 底，固收+基金规模排名前五的基金公司为：景顺长城、易方达、汇添富基金、富国 基金、招商基金。26Q1 规模增长 TOP10 的固收+基金均为二级债基。固收+基金权 益仓位提升至 23Q2 以来最高水平。固 ...

Newly proposed S&P 500 rule changes are expected to benefit SpaceX, OpenAI and Anthropic as they work toward reported initial public offerings later this year. But other private companies may be able ... ...

Cathie Wood Just Bought Alphabet. Here's What She Sees That the Rest of the Market Is Missing - 24/7 Wall St. Stock Market Live May 6, 2026: S&P 500 (SPY) Up on End-of-War Hopes Again Cathie Wood Just Bought Alphabet. Here's What She Sees That the Rest of the Market Is Missing By Joey Frenette Published May 6, 9:47AM EDT Quick Read Alphabet (GOOG) is trading at under 30x trailing P/E while Ark Invest recently bought shares. Alphabet has multiple underpriced growth catalysts including AI agents, quantum comp ...

No wonder GOOGL shares are up 24% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock. GOOGL is a technology juggernaut with businesses in search, advertising, cloud, video, AI, and more – including building new Tensor Processing Unit (TPU) chips for AI workloads. In its first-quarter fiscal 2026 earnings report, Alphabet showed consolidated revenue of $109.9 billion (a 22% year-over-year jump), operating income of $39.7 billion ( ...

证券研究报告 行业研究 / 行业点评 2026 年 05 月 06 日 行业及产业 电子 强于大市 投资要点： 一年内行业指数与沪深 300 指数对比走势： 资料来源：聚源数据，爱建证券研究所 相关研究 《电子行业周报：DeepSeek 发布并同步开源 V4 大模型》2026-04-27 《电子行业周报：AI 需求持续高景气，先进制 程产能加速扩张》2026-04-20 《电子行业周报：Samsung 2026Q1 业绩指引 创历史新高》2026-04-13 《电子行业周报：AI 算力拉动半导体设备国产 替代，消费电子新兴赛道加速落地》 2026-04-07 《2026 年电子行业春季策略报告：兼顾周期与 成长，看好存储芯片景气持续》2026-04-01 证券分析师 许亮 S0820525010002 0755-83562506 xuliang@ajzq.com 朱俊宇 S0820125040021 021-32229888-25520 zhujunyu@ajzq.com HBM 迭代筑牢 Samsung AI 芯片壁垒 ——电子行业周报（2026/4/27-5/3） 本周（2026/4/27-5/3）SW ...