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These 2 stocks are approaching quantum computing breakthroughs; Time to buy?
Finbold· 2025-11-25 02:24
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 Is Winning The Multi-Cloud Shift In The AI Era (NASDAQ:GOOG)
Seeking Alpha· 2025-11-25 01:48
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 ...
Alphabet Is Winning The Multi-Cloud Shift In The AI Era
Seeking Alpha· 2025-11-25 01:48
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 ...
Trump appoints two Commerce officials to oversee U.S. Steel under 'golden share' agreement
CNBC· 2025-11-25 01:48
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 ...
Playing for Legacy: Buffett's Big Bet on Alphabet Could Be His Best Yet
247Wallst· 2025-11-25 01:11
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. ...
Alphabet 'newly-appointed AI winner' after shares jump on Cloud deal, Gemini 3 launch
Proactiveinvestors NA· 2025-11-25 01:10
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 ...
大涨超5%!再创新高!将成为全球第3家市值超4万亿美元公司!谷歌为什么能成为全球AI新的风向标?2年、50位高管亲述谷歌的翻盘!
美股IPO· 2025-11-25 00:19
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", ...
Salesforce CEO Marc Benioff praises Google's Gemini 3: Here's what to know
Youtube· 2025-11-25 00:15
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]
今夜,暴涨!
中国基金报· 2025-11-25 00:14
市场情绪回暖,很大程度上源于投资者对美联储下月降息的预期再度升温。 尽管波士顿联储主席苏珊·柯林斯在周末表示,她认为目前没有特别强烈的降息必要,但在此之前,纽约联储主席约翰·威廉姆斯曾表 示,"短期内"可能有理由降息,使得市场对宽松的预期依然偏高。周一,美联储理事克里斯托弗·沃勒再次呼吁尽快降息。 【导读】 科技股大涨 中国基金报记者 泰勒 大家好,今晚继续关注海外市场的表现,科技股大涨了! 11月24日晚间,美股三大指数上涨,道琼斯指数涨超200点,科技股为主的纳斯达克指数暴涨约2%,标普500指数涨超1%。 芯片股和其他大型科技股集体走高,延续了上一交易日的涨势,也暗示市场对"AI泡沫"的担忧正在降温。 半导体厂商超威半导体(AMD)和美光涨幅居前,特斯拉和谷歌母公司Alphabet的股价也均上涨约6%。这些走势共同推动纳斯达克综合 指数大涨近2%。 | 了 筛选 | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | | Sandisk Corporation N | 226.47 | +13.08% | | US SNDK | | | | 博通 | 370.23 | +8.8 ...
腾讯研究院AI速递 20251125
腾讯研究院· 2025-11-25 00:14
生成式AI 一、谷歌发布《Attention Is All You Need》V2版「嵌套学习」 1. 谷歌发布嵌套学习(Nested Learning)新机器学习范式,将模型视为一组嵌套的优化问题,每个子问题拥有独立 工作流程,可减轻甚至避免"灾难性遗忘"; 2. 该方法通过关联记忆、更新频率分层和优化器即记忆模块三大创新,实现 "早期层高频刷,后期层低频整合" 的 新 训练 框架; 3. 基于此推出的HOPE模型在语言建模困惑度和常识推理准确率上均表现最优,在长上下文大海捞针任务中展现出卓 越的内存管理能力。 https://mp.weixin.qq.com/s/RpbcYiA3WlWe9pUYsILO7Q 二、奥特曼承认谷歌威胁,或即将推出新模型「Shallotpeat」 1. The Information曝光OpenAI内部备忘录显示,奥特曼上月向员工承认谷歌最近在AI方面的进展可能给公司带来暂 时的经济阻力; 2. OpenAI研究员 早 已知晓谷歌开发了超越OpenAI的Gemini 3模型,奥特曼间接承认开始落后谷歌,预计外界会有 一阵子气氛很糟; 3. OpenAI 或 将在未来几个月推出代 ...