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Alphabet: Shares Rise Sharply For AI-Charged Company, But Still A Long-Term Play
Seeking Alpha· 2025-11-27 04:00
Join us today to have access to our portfolio, watchlist and live chat. Members get the first look at all publications and even exclusive articles not posted elsewhere.Check out Cash Builder Opportunities , where we provide ideas about high-quality and reliable dividend growth ideas. These investments are designed to build growing income for investors. A special focus on investments that are leaders within their industry to provide stability and long-term wealth creation. Along with this, the service provid ...
What Kevin Hassett could mean for the future of the Fed, plus new tax info for crypto investors
Youtube· 2025-11-27 03:57
Welcome to Market Catalysts. I'm Julie Hyman. We're 30 minutes since the US trading day. Here's what we're watching this hour. First up, the stock rebound continues on Wall Street. We'll break down the outlook for stocks as the bulls return. Plus, we'll discuss the outlook for rate cuts and the future of the Fed as the White House nears the end of its search to replace JPAL. and we'll hone in on the health of the consumer, the outlook for holiday shopping, and which retailers could be poised to outperform. ...
Nvidia: Potential Meta TPU Deal Is Alphabet's Gain, But Not Nvidia's Loss
Seeking Alpha· 2025-11-27 03:43
In my last article on Nvidia Corporation ( NVDA ), published in August 2025, I analyzed the company’s Q2 report and explored the key takeaways, with a special focus on China. I had upgraded my ratingAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,' where ...
Deere Miss Signals Severe Ag Downturn | 11/26/2025
Youtube· 2025-11-27 03:31
MATT: RALLY INTO THANKSGIVING. WE ARE 30 MINUTES UNTIL THE START OF THE TRADE. DANI: "BLOOMBERG OPEN INTEREST" STARTS RIGHT NOW. MATT: STOCKS GAIN MOMENTUM ON THIS THANKSGIVING EVE, WITH BULLISH BETS FOR 2026 STARTING TO FLOOD IN. DANI: ADDING TO THAT OPTIMISM IS NEWS THAT TRUMP ALLY KEVIN HASSETT HAS EMERGED AS THE FRONT-RUNNER TO BE THE NEXT FED CHAIR. MATT: WHILE THE A. I. COMPETITION CONTINUES TO PLAY OUT, INVESTORS TURN TOWARD MORE DEFENSIVE CORNERS OF THE EQUITY MARKETS. DANI: VIEWERS THAT HAVE BEEN W ...
A.I. Bubble Concerns Underneath GOOGL vs NVDA Battle
Youtube· 2025-11-27 02:31
It's time to spotlight Nvidia. The company down 16% from its high two months ago despite the strong earnings that we saw last week. Shares continue to trade lower.Joining us now, Samuel Kerr, the global head of equity capital markets at Merger Market. Samuel, thank you for taking the time to be with us. You know, my last guest, Don Kaufman, was talking about, you know, reignited concerns over an AI bubble.He thinks they're overblown. You know, I'd love to start with your thoughts on on are we in an AI bubbl ...
Wall Street Rally Deepens as AI Strength and Rate-Cut Bets Drive Risk Appetite
Investing· 2025-11-27 02:09
Market Analysis by covering: Gold Spot US Dollar, S&P 500, Dow Jones Industrial Average, Microsoft Corporation. Read 's Market Analysis on Investing.com ...
Alphabet股价暴涨,谷歌两创始人跃居全球富豪榜第二和第三位
搜狐财经· 2025-11-27 01:42
目前,苹果为仅次于英伟达(4.4 万亿美元)的全球第二大上市公司,市值略超 4.1 万亿美元;而 Alphabet 在周三早盘交易中市值接近但尚未突破 4 万亿美元。若其股价升至 331.40 美元以上,公司市 值将历史性突破 4 万亿美元大关,成为继苹果、微软与英伟达之后,全球第四家达成此里程碑的企业。 数据显示,年初至今,谷歌股价涨幅已高达 73%。 尽管部分投资者担忧 AI 热潮可能推高科技股估值泡沫,Alphabet 股价仍延续数月涨势。这一势头部分 得益于"股神"沃伦・巴菲特旗下伯克希尔・哈撒韦公司罕见加仓科技股,其近期斥资近 50 亿美元购入 Alphabet 股份,为继其长期重仓苹果之后少有的大型科技投资。 上周,Alphabet 发布了最新 AI 大模型 Gemini 3,获得 OpenAI 首席执行官山姆・奥尔特曼(Sam Altman)与 xAI 创始人埃隆・马斯克(Elon Musk)公开称赞,称其为一次"成功的重大升级"。 IT之家 11 月 26 日消息,当地时间周二,谷歌联合创始人谢尔盖・布林(Sergey Brin)超越甲骨文公司 创始人拉里・埃里森(Larry Ellison) ...
AI slop recipes are taking over the internet — and Thanksgiving dinner
Fortune· 2025-11-27 00:53
Eb Gargano has been writing recipes online long enough to anticipate the seasonal rhythms of her web traffic. The Easy Peasy Foodie creator can predict when US readers begin searching for her stress-free turkey instructions, or when her Christmas cake will start its annual climb up Google search results.This year, those familiar patterns are breaking. Instead of sending home cooks to her decade-old, well-tested recipes, Google increasingly inserts AI-generated summaries stitched together from bits of her wo ...
Did Alphabet Just Say "Checkmate" to Nvidia and AMD?
The Motley Fool· 2025-11-27 00:49
The tables have completely turned. Or have they?In this video, I will cover recent updates on Nvidia, Alphabet (GOOGL 1.46%) (GOOG 1.45%), and AMD. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Nov. 25, 2025. The video was published on Nov. 25, 2025. ...
Cathie Wood's Ark Invest Loads Up on Google, Coinbase, Circle and Bitcoin ETF Shares
Yahoo Finance· 2025-11-27 00:43
Ark Invest近期投资动态 - 旗下主动管理ETF增持超过174,000股Alphabet股份,价值超过5600万美元[1] - 增持价值375万美元的Coinbase股份、价值700万美元的Circle股份以及价值近200万美元的ARK 21Shares Bitcoin ETF[1] - 增持价值2940万美元的AI云计算公司CoreWeave和价值2150万美元的Meta股份[3] - 上周基金还增持了Coinbase和比特币矿企BitMine Immersion Technologies的显著头寸[6] Alphabet近期表现与动态 - 股价在过去5个交易日内上涨超过8.9%,达到319.11美元[2] - 过去一个月股价上涨超过22%,过去六个月上涨近90%,市值达到3.816万亿美元[2][3] - 公司发布最强AI模型Gemini 3,并与主要云公司洽谈采购内部芯片事宜[2] 对AI行业的前景看法 - 尽管部分投资者担忧AI领域存在泡沫风险,但公司维持看涨立场[3] - 认为当前AI技术与科技泡沫时期存在本质区别,当时公司基于"梦想"创建,而如今技术已经成熟[4] - 将2030年比特币价格预测从150万美元下调至120万美元,原因是稳定币的快速增长[6]