We go to Marley Kaden, host of Market on Close. Good morning, Marley. >> Good morning, Nicole.How are you. You know, talking about this downgrade, it's not necessarily as bad as it sounds. It's not a downgrade coming on on anything really negative following that antitrust ruling that was generally viewed very positively by the street and the majority of the analysts who cover Google.So, Philip Securities did downgrade Alphabet to accumulate from buy, but they raised their price target. The price target is n ...

YouTube announced on Monday that its first-ever exclusive global broadcast of an NFL game broke a record for the company, achieving the most concurrent viewers of a live stream on the platform. Over 17.3 million viewers from more than 230 countries and territories worldwide tuned in for the game between the Kansas City Chiefs and the Los Angeles Chargers in São Paulo.This figure represents the average minute audience (AMA) that watched the game last Friday. In the U.S., there were 16.2 million AMA across Yo ...

In Brief Advertising exchange PubMatic has filed a lawsuit against Google, accusing the tech giant of illegally monopolizing the ad technology market. PubMatic is seeking billions of dollars in damages, according a report from Bloomberg.The lawsuit marks the second time that an advertising exchange has sued Google since a federal judge ruled in April that the search giant had illegally monopolized ad exchanges and ad servers. The judge has set another trial for this month to determine whether Google should ...

Nvidia Corp's NVDA biggest cloud allies are suddenly entertaining a new suitor – and it's Alphabet Inc‘s GOOG GOOGL Google. The tech giant has quietly inked a deal with London-based Fluidstack, a cloud provider known for filling racks with Nvidia's most in-demand GPUs, to host its homegrown Tensor Processing Units (TPUs) in a New York data center. The move signals a calculated bid to muscle in on Nvidia's turf and seed adoption of Google's chips beyond its own cloud empire.Track NVDA stock here.For investor ...

Google's grip on highly monetizable commercial search queries remains unshaken by AI, setting the stage for a new $300 price target, Evercore ISI analyst Mark Mahaney said. ...

Christiane. No, it's actually a deepening of a relationship you have with Google Cloud, but it's basically Gemini models marrying with Snapdragon dish. So, Sasha, you could just explain it to us, the technicalities of it.Absolutely. We said that this is going to happen. We said that once you are behind the wheel of a car, you have you have no legacy of OSes and applications and that the new the new a genetic experiences enabled by Jini will happen, especially because voice is very natural as an interface.So ...

Alphabet (NASDAQ: GOOG )’s shares jumped 9% earlier this week after the company received a favorable ruling from a U.S. court as it relates to its core Search business: Google does not have to sell its Chrome browser which is likely to resultAnalyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, META, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than f ...

The company's Internet search and cloud services businesses are booming.Alphabet (GOOG 1.04%) (GOOGL 1.13%) has been a fantastic investment opportunity for investors over the years. The company owns the world's No. 1 search engine, Google Search, and generates revenue from its growing cloud computing unit Google Cloud as well as through the sales of equipment such as smartphones. This has helped the tech giant generate billions of dollars in earnings -- and the stock price has advanced more than 600% over t ...

CE 100指数表现 - 过去一周指数下跌0.2% 主要受劳动节假期缩短交易周期影响[1] - 11个支柱板块中有6个下跌 支付板块领跌[1] - 年初至今累计涨幅16.31% 表现优于纳斯达克(12.68%)和标普500(10.44%)[3] 支付板块动态 - 支付与收款板块下跌2.5% 其中Sezzle暴跌9.3% Block下跌5.9%[5] - Visa股价下跌2.4% 公司开放Model Context Protocol服务器供开发者接入AI代理[5] - Visa试点Acceptance Agent工具包 支持非技术团队通过简单提示生成发票和支付链接[6] - MCP服务器作为安全集成层 标准化代理与大型语言模型对Visa服务的交互方式[6] 银行业务发展 - 银行板块下跌1.2% 摩根大通股价下跌2.3%[7] - 摩根大通计划明年在德国推出数字零售银行Chase 首推储蓄账户产品[7] - 德国业务将采取逐步扩张策略 首年重点发展受欢迎的储蓄产品[7] 科技巨头表现 - Alphabet股价大涨10% 因美国地方法院未要求公司分拆资产[9] - 法院仅禁止Google支付设备独占费用 要求共享有限搜索数据[10] - 苹果股价上涨3.3% 正开发AI驱动的网络搜索工具World Knowledge Answers[11] - 新搜索工具将整合至Siri、Safari和Spotlight 功能类似ChatGPT和AI Overviews[12] 保险科技进展 - Porch Group股价上涨7.7% 推动Live板块增长1.2%[12] - Home Factors财产情报平台完成多保险公司测试 投资回报率超20倍[13] - 平台覆盖88%保险公司保单数据 识别出损失率高23%-50%的风险段[14] - 未来数月将扩展至近100个财产属性分析能力[13]

巨头动向 - 特斯拉自研AI5芯片针对参数规模2500亿以下模型的最佳推理芯片 AI6芯片将成为未来AI生态统一心脏 [2] - 特斯拉董事会提出新薪酬方案 授予马斯克最多12%特斯拉股票 若公司达到8.6万亿美元目标市值则价值1.03万亿美元 要求十年内估值提高7.5万亿美元 员工股票池增加6000万股 [3] - 谷歌被欧盟委员会处以29.5亿欧元罚款 因在广告技术市场滥用主导地位损害竞争 需在11月初提交解决方案 欧盟不排除结构性拆分可能 [4] - Anthropic停止向中国资本持股超50%的企业出售Claude服务 涵盖中国大陆及海外间接使用企业 [4] - 腾讯混元翻译模型Hunyuan-MT-7B登顶HuggingFace全球热榜 在WMT2025比赛31个语种中获得30个第1名 已接入腾讯会议和企业微信 [5] - 宁德时代在德国推出最高安全等级NP3.0技术平台 发布首款磷酸铁锂动力电池神行Pro 可实现热失控时不产生明火和烟雾 [6] - 一加宣布结束与哈苏合作 将推出自研成像引擎OnePlus DetailMax Engine 旗舰新品搭载自研LUMO凝光影像系统 [8] - SHEIN回应英国涉嫌避税指控 称严重失实 公司全球运营遵守法律法规依法纳税 [9] - 滴滴租车暑期订单同比增长84% 单日用车量达去年峰值1.7倍 超6成订单来自一二线城市 三四线及以下城市需求翻倍增长 [9] 技术突破 - 光启技术子公司签订合计12.78亿元超材料产品批产合同 包括10.17亿元和2.6亿元两批订单 [10] - 中国计划实施小行星动能撞击验证任务 通过观测撞击及联合监测评估防御效果 将向全球伙伴发出合作倡议 [11] - 中科曙光协同20多家企业发布国内首个AI计算开放架构 推出AI超集群系统 单机柜支持96加速卡百P级AI算力 最大可实现百万卡扩展 [12] - 天科合达年初实现导电型SiC衬底累计百万片级出货突破 成功实现6英寸多电压等级碳化硅外延片规模化供应 获得多家企业8英寸外延中小批量订单 [16] 芯片与半导体 - 高通CEO称英特尔IFS芯片制造工艺未满足合作标准 若制程工艺取得进展将考虑成为其客户 目前仍依赖台积电和三星 [13] - 南芯科技拟发行可转债募资不超19.33亿元 用于智能算力电源管理芯片 车载芯片 工业应用传感及控制芯片研发产业化项目 [14][15] 资本运作 - 禾赛科技启动1700万股B类股份全球发售 香港发售价格最高每股228港元 与高瓴旗下机构等签署基石投资协议 资金用于研发和业务发展 [17] - 百度集团拟发行人民币计值优先票据 所得款项用于偿还现有债务支付利息及一般公司用途 [18] - 智元机器人关联公司入股江苏华智天成科技有限公司 注册资本增加至1176.47万元 [19] - 罗博特科筹划发行H股在香港联交所上市 推进清洁能源+泛半导体双轮驱动战略 [20] - 向日葵筹划收购兮璞材料控股权及贝得药业40%股权 兮璞材料提供半导体电子级材料一站式氟相关服务 交易预计构成重大资产重组 [21]