You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wealth management executives are more bullish and confident in the health of the business this year than in past years, according to a recent survey by Wipfli, the advisory and accounting firm.  In the firm’s State of the Wealth Management Industry 2026 research report, 94% of the 124 wealth management executives surveyed said they expect their firm’s revenue to grow by 5% or more over the ...

Alongside this, BlackBerry’s cybersecurity business delivers endpoint protection, secure communications, and threat intelligence to enterprises and governments, positioning the company as a behind-the-scenes enabler of safety, security, and connectivity in an increasingly digital world. The company is currently valued at a market capitalization of roughly $2.6 billion.The company’s high-performance foundational software empowers top automakers and industrial leaders to build transformative applications, ope ...

公司市场地位与评级 - 公司是全球网络与IT基础设施领域的领导者，专注于人工智能和网络安全解决方案 [1] - 公司与惠普企业和Arista Networks等巨头竞争，并保持了市场主导地位 [1] - 摩根士丹利近期给予公司“超配”评级，并将目标股价从82美元上调至91美元 [1] 财务表现与估值 - 公司2026财年收入预测前景乐观，预计在602亿美元至610亿美元之间 [3] - 公司最新股价为77.55美元，当日微跌0.89% [3] - 公司市值约为3064亿美元，体现了其巨大的市场存在感和投资者对其未来前景的信心 [3] - 公司股票面临高估值和宏观经济风险，可能对股价进一步上涨构成挑战 [3][4] 股票表现与交易 - 公司股票在过去一年中大幅上涨33.8%，表现优于竞争对手及Zacks计算机与科技行业21.1%的涨幅 [4] - 股票在纳斯达克交易所交易活跃，成交量为15,746,983股，反映出显著的投资者兴趣 [3] 人工智能业务驱动 - 公司股票同比表现突出，凸显了其在人工智能和安全领域的强劲势头，显著超越竞争对手的回报 [2] - 对人工智能基础设施的需求是关键增长动力，已带来来自超大规模客户的重大订单 [2] - 公司专注于人工智能基础设施，来自超大规模客户的订单预计到2026财年将达到30亿美元 [4] 核心业务挑战 - 公司在人工智能之外的核心业务可能面临同比的挑战性比较，这可能影响其整体增长轨迹 [2] - 尽管表现强劲，公司在其核心业务方面面临挑战 [4]

公司股价表现与市场地位 - Alphabet（GOOGL）股价在2025年11月25日创下328.83美元的历史新高，并在2025年内飙升了69% [1] - 公司目前估值超过3.8万亿美元，仅次于英伟达和苹果 [3] - 在“科技七巨头”中，谷歌在2025年的表现领先，而同期英伟达上涨32%，微软上涨17%，苹果上涨11%，Meta上涨10%，亚马逊上涨6%，特斯拉上涨13% [2][3] - 谷歌股票的相对强度评级为95（满分99），积累/分配评级为A+，综合评级为99（满分99） [16][17] 人工智能战略与竞争格局 - 人工智能已成为自2022年底ChatGPT推出后的重要竞争领域，谷歌被认为是值得关注的人工智能股票 [1][3] - 谷歌正在全方位利用其人工智能能力，包括互联网搜索、数字广告、云计算、Waymo、YouTube、Gmail、Workspace以及地图等应用 [4] - 公司推出了最新的人工智能系统Gemini 3，这是其大型语言模型的升级版，增强了编码、搜索和创建图像的能力，将与OpenAI的GPT-5和Anthropic的Claude系列在推理性能评测中竞争 [7] - Gemini应用拥有超过6.5亿月平均用户，而ChatGPT拥有超过8亿周活跃用户 [8] - 谷歌搜索正面临来自OpenAI的ChatGPT、Perplexity等新竞争，这迫使谷歌彻底改革其搜索结果呈现方式 [5] - 谷歌于2024年中在美国部署了“AI概览”功能，为许多搜索查询提供对话式摘要，该功能目前拥有超过15亿月活跃用户 [6] 云计算业务增长 - 第三季度云计算收入增长33.5%，达到151.6亿美元，超出147亿美元的预期 [10] - 谷歌云的订单积压额同比增长82%，达到1550亿美元 [10] - 公司将2025年资本支出预估中值上调8%至920亿美元，此前指引为850亿美元，大部分资本支出用于人工智能云基础设施 [9] - 首席执行官表示，公司正利用其在模型、芯片、智能体和数据安全方面的人工智能实力来发展云计算业务，新客户包括OpenAI、Meta Platforms和Anthropic [10] - 公司自研的AI加速器芯片TPU正成为英伟达更强的竞争对手，有报道称谷歌可能向Meta等公司出售AI加速器芯片 [11] 业务多元化与投资 - 公司业务组合包括自动驾驶出行公司Waymo、YouTube、Android操作系统、云计算业务、量子计算资产以及广泛的AI软件和芯片技术 [2] - 伯克希尔·哈撒韦公司在第三季度末披露了新建的Alphabet头寸，价值约43亿美元 [5] - 公司于3月同意以320亿美元全现金收购快速增长的网络安防公司Wiz，此举可能提升谷歌云相对于亚马逊和微软的市场份额 [11] - Waymo于2024年底完成了一轮56亿美元的融资，投资者包括谷歌和原有投资人 [15] 自动驾驶业务Waymo进展 - Waymo于11月12日宣布将在美国三个城市（洛杉矶、凤凰城和旧金山）的高速公路上扩展其自动驾驶出租车服务，在旧金山，车辆将可载客至圣何塞国际机场 [14] - 公司计划于2026年在圣地亚哥、拉斯维加斯以及底特律推出打车服务，并将在底特律测试其自动驾驶车辆在雪天环境下的表现 [15] - Waymo与Via Transportation合作，将其打车服务直接集成到使用Via软件的公共交通网络中，首先将在亚利桑那州钱德勒进行测试 [14] 监管与法律环境 - 9月初，一名联邦法官在一起涉及谷歌互联网搜索业务的反垄断案件中裁定，无需进行资产剥离，此判决后谷歌股价上涨 [12] - 然而，在数字广告反垄断案件中，弗吉尼亚州东区法院法官在4月裁定谷歌使用了经典的垄断构建策略来主导在线广告，美国司法部声称谷歌在数字广告市场的主导地位损害了广告商和内容创作者 [13] - 法官在9月举行了听证会讨论可能的补救措施，政府方面表示谷歌应剥离其Google Ad Manager（包括公司的发布商广告服务器和广告交易平台），预计法官将在2026年初发布关于补救措施的裁决 [13]

公司估值与融资 - 此次投资使公司估值达到90亿美元 [1] 行业趋势 - 投资者对网络安全初创公司的兴趣正在增长 [1]

The White House has launched the U.S. Tech Force to recruit around 1,000 engineers to build next-gen government technology. The Tech Force will address a range of administrative challenges at different government organs, and private sector giants, including popular crypto companies like Coinbase (Nasdaq: COIN) and Robinhood Markets (Nasdaq: HOOD), have decided to participate in the program. Related: Trump considers another controversial crypto pardon Founded in 2012, Coinbase is the largest crypto tradi ...

MCLEAN, Va., Dec. 16, 2025 (GLOBE NEWSWIRE) -- Cycurion, Inc. (Nasdaq: CYCU) (“Cycurion” or the “Company”), a trusted leader in IT cybersecurity and AI-driven solutions, today announced its selection to the 2025 MSSP 250 ranking. The Company now stands among the world’s top leading managed security services providers, according to MSSP Alert, a CyberRisk Alliance resource. Cycurion earned a placement in the top 50%, debuting at No. 116. This marks the Company’s first year being evaluated for this prestigiou ...

Industry Leaders Point to Challenging Political and Economic Environment Key Legislation Expected to Impact Supply Chain and Drug Costs Recent M&A Momentum Offset by Challenging Fundraising Environment Artificial Intelligence (AI) Seen as Key Investment Area WASHINGTON, Dec. 16, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced findings from its fifth annual U.S. Healthcare & Life Sciences Industry Outlook 2026, which revealed that leaders are less optimistic about the state of the i ...

Industry Leaders Point to Challenging Political and Economic Environment Key Legislation Expected to Impact Supply Chain and Drug Costs Recent M&A Momentum Offset by Challenging Fundraising Environment Artificial Intelligence (AI) Seen as Key Investment Area WASHINGTON, Dec. 16, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced findings from its fifth annual U.S. Healthcare & Life Sciences Industry Outlook 2026, which revealed that leaders are less optimistic about the state of the i ...

CHICAGO--(BUSINESS WIRE)--Monroe Capital LLC ("Monroe†) announced it acted as sole lead arranger and administrative agent on the funding of a senior credit facility to support the growth of SDG Corporation ("SDG†) by private equity sponsor Recognize Partners. Headquartered in Norwalk, CT, SDG is a leading managed cybersecurity services provider focused on identity and access management ("IAM†), threat, and risk. With approximately 400 professionals across the U.S. and India, SDG has a robust hi. ...