市场整体状况与宏观经济数据 - 市场本周初表现疲软，呈现普遍下跌态势 [1] - 市场正在消化上周的行情，特别是人工智能相关股票的抛售，以及对大型科技公司能否实现预期货币化能力的持续质疑 [2] - 上周公布了一系列积极的消费者经济数据，包括高于预期的职位空缺、持续申领失业救济人数进一步下降、美联储降息、2026年GDP预期上调以及2026年通胀预期下调 [3] - 尽管有积极数据，市场仍出现下跌，部分原因与美联储内部存在分歧以及经济数据因政府停摆而模糊不清有关 [4][5] - 本周将迎来大量经济数据发布，包括CPI、10月和11月零售销售、PCE、GDP预期以及周五的消费者信心指数 [5][6] - 劳动力市场信号喜忧参半，初请失业金人数跳升，但续请失业金人数下降，职位空缺数小幅上升 [7][8] - 近期劳动力数据波动部分归因于假日季节性因素，预计失业率将维持在4.4% [9][10] - 消费者健康状况的真正信号需关注本周将发布的消费者信心和零售销售数据，特别是零售销售数据的细分情况 [10][11] 人工智能行业与公司分析 - Alphabet被视作“科技七巨头”中的价值投资选择，其在2026年的增长故事围绕其全栈能力展开 [11][12][13] - 公司拥有从底层芯片到上层模型的完整技术栈，不完全依赖英伟达芯片，拥有自研TPU芯片和性能出色的Gemini模型 [13] - 公司拥有强大的分销渠道，Google One服务拥有2.3亿付费订阅用户，为其利用用户基础变现提供了优势 [14] - Meta被选为2026年应用人工智能的领导者，其优势在于货币化能力而非模型性能的绝对领先 [15][16] - 公司的Llama模型是开源的，使其在模型层面保持竞争力，但其在广告定向和克服苹果隐私政策障碍方面已通过AI取得成效 [16][17][18] - 2026年的增长点在于其广告平台能让大小广告主不仅精准定向，还能在Meta平台内直接创建内容和广告 [18] 零售行业与特定公司分析 - Costco被描述为应对K型经济的终极对冲工具，其服务的目标客户群体处于K型经济的上端 [19][20] - 公司已提高会员费，预计将在2026年全面生效，为收入带来顺风 [19] - 其会员家庭多为双收入，年收入超过12.5万美元，且公司的定价策略使其能更战略性地服务高收入消费群体 [21]

// 热点头条 // 1.iRobot：公司已正式向美国特拉华州法院提交破产保护申请。作为iRobot的主要代工厂兼债权人，深圳杉川机器人有限公司（Shenzhen PICEA Robotics Co.，简称杉川）及其全资子公司香港杉川有限公司（Santrum Hong Kong Co.）将收购iRobot的所有股份，iRobot将从纳斯达克退市并私有化。 2. 特斯拉：启动无安全员Robotaxi路测。马斯克称，Robotaxi目前正在测试不配备人类安全员的无人驾驶出租车，尽管目前看来尚未向付费乘客开放，媒 体报道显示其在得克萨斯州奥斯汀市至少有一辆汽车在运行时没有配备安全监控设备。相关视频显示一辆Model Y车型在公共道路上行驶时无车内安全监 控设备及其他乘客。 // 美洲地区公司要闻 // 1. 苹果：DRAM长期订单协议即将到期，三星、SK海力士计划明年1月起涨价，可能增加苹果硬件成本，同时蓝思科技加速摆脱对苹果依赖，收购元拾科 技并拿下英伟达RVL认证以拓展AI供应链。 2. 福特汽车：计划将位于肯塔基州的一座电动汽车电池工厂转产用于电网储能的电池电芯，同时首席执行官宣布将在美国各地新增数千个工作 ...

Joining me now to discuss CNBC contributor Plexo Capitals Low Tony. It's good to see you. >> Good to see you as well.>> Think it's going to happen in the biggest ever. >> Yeah, I think so. >> $800 billion valuation today.>> Yes, >> man. What What does that make you think about when you think about a name and a and a valuation and a raise that big. It's big and I think it's one that everyone's been waiting for because this is one [music] of the top five most valuable private companies and everyone's been wai ...

Why This News Is Significant Key Takeaways Google is getting deeper into the home listings game, in what could mean more competition for Zillow and other real estate sites. Shares of Zillow Group (Z), which claims to be the most visited real estate website in the U.S., tumbled over 10% Monday after Alphabet's (GOOGL) Google began testing full home ads in its search results, including links to request tours and agent contacts. Other companies with home listing sites such as CoStar (CSGP) and Rocket Companies ...

OpenAI has hired Google's Albert Lee to lead corporate development, a spokesperson for the artificial intelligence startup confirmed to CNBC. Lee previously led corporate development for Google Cloud and Google DeepMind. He worked on several of Google's high-profile acquisitions, including its $32 billion purchase of the cloud security startup Wiz, which the company announced in March. In his new role, Lee will have broad visibility across OpenAI as the company focuses on strategic investments and M&A in it ...

Welcome back to Fast Market on the Schwab Network. I'm Diane King Hall alongside Kevin Hinks over at the Sibo. Time now for our cash tag segment.For that, we want to bring in our next guest and that is Landon Swan, co-founder of Likefolio, taking a look at Uber today. All right, Landon, Uber has been an outperformer compared to the S&P 500 year to date. So, the question is, when you look across your data, is the green light still happening.>> I love it. The green light. Yeah, you know, it's a good, you know ...

OpenAI on Monday confirmed that it has appointed Albert Lee, senior director of corporate development at Google, as its vice president of corporate development. ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

MENLO PARK, CALIFORNIA - OCTOBER 28: A pedestrian walks in front of a new logo and the name 'Meta' on the sign in front of Facebook headquarters on October 28, 2021 in Menlo Park, California. A new name and logo were unveiled at Facebook headquarters after a much anticipated name change for the social media platform. (Photo by Justin Sullivan/Getty Images)Getty ImagesMETA is Alphabet’s competitor in the Interactive Media & Services sector that possesses:1) A lower valuation (P/OpInc) in comparison to Alphab ...

Alphabet Inc (NASDAQ:GOOGL)(NASDAQ:GOOG) could be heading for another earnings tailwind — and investors in ETFs may feel this before they realize why. • Alphabet is in focus. Check its prices, live.SpaceX, a closely held rocket and satellite technology firm established by Elon Musk, is in the process of completing a tender offer, which takes the total company value to approximately $800 billion, based on a Bloomberg report. As part of this offering, insider shares are being valued at $421 each, thereby lead ...