The revenue base of Alphabet ( GOOGL ) ( GOOG ) was above $102 billion in Q3, which contributed significantly to earnings strength as the company posted a 35% jump in EPS, which came despite large investments in AI and regulatory costs. Industry leadershipHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and ...

西谷歌东阿里，AI to C开启了 "后发赶超"新叙事？ 采写/陈纪英 编辑/万天南 中美AI大模型领域，不约而同开启了"后发赶超"的新叙事。 在AI布局上，谷歌曾被视为"落后分子"——悲观者认为，谷歌作为上一个时代的王者，AI技术越发达， 就越可能加速谷歌搜索广告模式的衰落。 因此，当2023年OpenAI旗下的ChatGPT横空出世时，谷歌内部一度闻之色变。 在中国，阿里也来了一次灵活的反超。 过去，阿里旗下Qwen系列模型虽然是全球排名第一的开源大模型，但在AI To C领域，阿里并未急于重 押，眼看着DeepSeek、字节旗下豆包的用户规模遥遥领先。 直到最近，马云、吴泳铭等集体拍板，阿里必须在AI To C领域，跑出一款杀手级应用。身负重任的千 问APP，公测首周下载量就突破了千万次。 这个速度直接打破了大模型增长纪录——此前，ChatGPT从2023年5月上线到千万下载，耗时了三个月 之久。 阿里谷歌上演赶超戏码背后，不约而同践行着全栈路线——从底层的云计算和芯片，到中间层的大模型 层，再到应用端To C、To B双线并线，既做原生应用，也用AI重构存量业务。 路线虽相似，打法却有差异，比如阿里Q ...

Besides the ongoing artificial intelligence boom in the technology sector, investor focus is also shifting to quantum computing. In this space, several tech giants have made progress toward the overarching goal of actualizing quantum computing, an initiative likely to spur their respective stock price growth.Indeed, their latest breakthroughs in 2025 suggest that quantum computing may soon move from theoretical promise to commercial reality. To this end, Finbild has identified two stocks making notable adva ...

Alphabet Inc., aka Google’s ( GOOG / GOOGL ) AI strategy, has come a long way from the era of Bard and premature Gemini demos . This has gradually reversed earlier fears that theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busin ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

U.S. President Donald Trump walks as workers react at U.S. Steel Corporation–Irvin Works in West Mifflin, Pennsylvania, U.S., May 30, 2025.President Donald Trump has appointed two Department of Commerce officials to oversee U.S. Steel under the golden share agreement reached with Japan's Nippon, according to a letter posted Monday in the Federal Register. Trump approved U.S. Steel's controversial acquisition by Nippon in June after securing veto rights over key business decisions under a golden share arrang ...

Warren Buffett is one of my favorite investors of all time, and I'd wager a guess that most readers are on the same page. ...

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 ...

谷歌-C和 谷歌-A周一股价再创历史新高！大涨超5%！市值逼近4万亿美元！大概率将成为全球第3家市值超越4万亿美元的公司。谷歌在11月份逆势上 涨，成为M7里唯一逆风飞扬的公司，成为全球AI新的风向标。 如果你把时间拨回到 2022 年底，很难想象今天的 Google。 那时候，它是一个被 ChatGPT 打懵的巨头：手里握着 Transformer、LaMDA 这些一代又一代的基础发明，却看着 OpenAI 把大模型第一次做成了真正 意义上的大众产品——用户在 ChatGPT 上疯狂涌入、华尔街情绪剧烈摇摆、Alphabet 股价一年之内跌去近四成。 这一篇，不是在给 Google 做"事后诸葛式"的胜利总结，而是把这两年拆开来，看看一家巨头在被迫加速时，究竟牺牲了什么、学到了什么， 又赌上了什么。 《WIRED》采访了 50 多位现任和前任 Googler，从写底层模型的工程师，到天天和监管、风险对线的法务与安全团队，再到坐在董事会门口 做路演的高管。 从结果看，过去两年当然有值得写进"成功史"的桥段。 Gemini 3 代表的是 Google 在技术正面战场上的一次翻身仗：不再满足于"我们也有大模型"， ...

公司股价表现 - Alphabet股价创下历史新高，联合创始人拉里·佩奇以约2570亿美元财富成为全球第二大富豪[1] - 股价的近期上涨伴随着硅谷关键人物对公司新AI模型的赞扬[1] 行业人物观点分析 - Salesforce首席执行官马克·贝尼奥夫在推文中盛赞Alphabet的Gemini AI模型[2][6] - 贝尼奥夫在热门技术趋势上存在“后知后觉但声势浩大”的历史，例如其三大收购案均发生在SaaS估值泡沫高峰期[2] - 其在AI领域的早期品牌推广集中于C-Pilot和Einstein等概念，仅在“智能体”成为流行词后才全力投入，甚至在2024年开玩笑将Dreamforce大会更名为Agent Force[3] - 该人物也曾涉足元宇宙和NFT云等短期热点，但这些举措并未取得长期成功[4] 行业趋势与竞争动态 - 市场对Google的看好趋势已持续数月，贝尼奥夫的言论恰逢该叙事成为主流之际[5] - 存在竞争性表演成分，贝尼奥夫与甲骨文创始人拉里·埃里森是长期竞争对手，Google的胜利可能意味着与OpenAI关联的甲骨文的损失[5] - 对Gemini模型的积极评价并非孤例，硅谷社区内存在广泛认可[6]