And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greipel taking you through to that closing bell. It's a global simulcast.Carol Massar, Tim Stenovec in the radio booth, as always, locked in their cage. Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube Carol Massar. You seem very excited here on a day where the markets getting your back.A pretty nice set. Thank you. Thank you.I know you're sick. No, I was ...

A deal to use Google's TPUs for Meta's AI models could be worth billions and eat into Nvidia's dominant market share. ...

Dow industrials add more than 600 points, biggest gain since August. ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go until the closing bell on stocks higher here as the rally resumes on Wall Street.This time driven by the Dow. Let's welcome in now ENZ Fere over the touch. Joining us to break down the headlines.Enz, what are you seeing in the markets. Josh, we are looking at session highs here with the Dow up 1.3%, the Nasdaq also higher, flipping into green territory because it was in the red earlier in ...

Shares of chip giants Nvidia and AMD sink in today. This is coming after report from the information that Google is in talks to sell billions of dollars worth of its own AI chips to Meta as competition in that AI chip race heats up. For more, we're bringing Yahoo Finance tech editor Dan Howie.Dan. Yeah, Josh. This is uh basically, you know, kind of the story that we hear every so often.Nvidia has competition. Nvidia syncs that competition rises and then after a while people kind of you know filter back into ...

来源：市场资讯 （来源：金科之家网） 2025年11月，巴菲特旗下伯克希尔·哈撒韦在三季度财报中首次披露建仓谷歌母公司Alphabet，持仓规模 达43亿美元。 这一动作引发全球资本市场震动——这位以"不懂科技"自称的95岁投资大师，为何在AI赛道狂飙两年后 突然入场？ 答案可能藏在谷歌最新发布的Gemini 3.0大模型，以及AI行业从"算力军备竞赛"向"应用价值兑现"的关 键转折中。 一、巴菲特为何选择此时入场？ 这种闭环生态，可能是巴菲特看重的"持久竞争力"。正如他在股东信中所言："真正的护城河，是数 据、算力与智能反馈形成的飞轮。" 2. AI从"烧钱"到"赚钱"的转折点 谷歌云服务收入年增34%至152亿美元，AI驱动的积压订单达1550亿美元。更关键的是，其AI业务营收 占比已升至35%，技术已转化为实实在在的现金流。 对比OpenAI等初创公司，谷歌的"耐力优势"显著：当后者因模型研发烧钱、用户推理成本高昂而不得 不持续融资时，谷歌的核心搜索广告业务仍是现金牛，且通过AI概览、AI搜索等模式稳固了搜索大本 营。 这种"业务自我造血+技术全栈体系"的能力，非常契合巴菲特"长期持有并安心睡觉"的资产 ...

Nvidia Corp. (NASDAQ:NVDA) , the leader in AI hardware, issued a masterclass in competitive positioning on Tuesday by simultaneously praising rival Google while boldly reaffirming its own technological supremacy. NVDA stock is down. See the real-time price action here. In a social media post, Nvidia's Newsroom said that it is “delighted by Google's success” and acknowledges the “great advances in AI” made by Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) , while at the same time noting that it remains a key su ...

Investors are growing increasingly excited by Google's AI capability, and that includes its chips.Alphabet (GOOG +1.46%) stock continued its strong run with the shares up as high as 3.2% in early morning trading. The move today comes as news broke that Meta is reportedly in talks with Alphabet's Google to buy AI chips from it. Alphabet is the highest quality AI play.The news highlights the attractiveness of Alphabet stock as a means to capitalize on the AI boom. A quick look at its cash flow and remarkable ...

Are some of Nvidia's biggest customers on the verge of a revolt that will upend the AI industry?Nvidia (NVDA 4.01%) stock is pulling back in Tuesday's trading as investors react to some big news in the tech sector. The artificial intelligence (AI) hardware leader's share price was down 4.3% as of 2:30 p.m. ET and had been down as much as 7.1% earlier in the session. According to a new report from The Information, Meta Platforms is lining up to purchase Alphabet's tensor processing units (TPUs). Should Nvidi ...

For more, let's bring in Low Tony, founding managing partner of Plexo Capital. He's also a CNBC contributor. So, Low, let's talk about the full stack, the soup to nuts aspect, and whether it is rightfully so that Alphabet is being anointed, this kind of new upand cominging king of the AI race.>> Yeah. Well, first, thanks for having me. And I think yes, we're seeing the story right now is that the AI narrative is shifting towards Google.And it starts with the infrastructure layer. And my core thesis has alwa ...