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META's $75B AI Bet: Patience and Metrics for 2026 Investors
Youtube· 2025-12-25 01:20
Welcome back to Trading 360. I'm Marley Kaden. It's time now for the 360 round.For that, let's bring in our panel to discuss Meta and the year of this MAG7 name in 2025. Joining us today, Dave Nicholson, the chief research officer at Futurum, and Ali Moar Robbie, the senior equity analyst at West End Capital Management. Appreciate you both taking the time to be with us today.Dave, let's start with you. You know, when you look back at Meta and the year that they've had in 2025, what sticks out to you most. U ...
Alphabet’s Pullback After a Big Year—Is This the Dip to Buy?
Investing· 2025-12-24 20:56
Market Analysis by covering: Alphabet Inc Class A. Read 's Market Analysis on Investing.com ...
Alphabet (GOOG): AI Loser To a Potential Winner
Yahoo Finance· 2025-12-24 20:20
Janus Henderson Investors, an investment management company, released its third-quarter 2025 investor letter for its “Janus Henderson Global Technology and Innovation Fund”. A copy of the letter can be downloaded here. The technology sector generated strong results in the quarter, driven by the semiconductor complex and hardware makers, which outpaced the broader equities. The fund returned 9.19% in the quarter, compared to the S&P 500 Index’s 8.12% return and the MSCI All Country World Information Technol ...
湖北省新型互联网交换中心有限责任公司成立
证券日报· 2025-12-24 19:12
公司成立与股权结构 - 湖北省新型互联网交换中心有限责任公司于近日成立 [1] - 公司注册资本为1亿元人民币 [1] - 公司由中国电信旗下天翼资本控股有限公司、湖北大数据集团有限公司、烽火通信、湖北广电共同持股 [1] 经营范围 - 公司经营范围包括互联网数据服务、数据处理服务 [1] - 公司经营范围还包括计算机软硬件及辅助设备批发、计算机软硬件及辅助设备零售等 [1]
折磨全球上亿人的“电子酷刑”:验证码,榨干最后一丝耐心
36氪· 2025-12-24 16:51
更倒霉的是,有时候验证码还会被手机管家当成垃圾短信拦截,翻半天才能找到。 没想到,人类快被小小验证码折腾得怀疑人生了。 你有没有过这样的经历:着急登录APP,却迟迟收不到验证码;好不容易收到了,刚输完就提示"验证码已过期"; 换成人脸识别,对着屏幕调整了N次角度,张嘴、眨眼、摇头、点头...像智障一样一顿操作之后,却等来了一句: "刷脸失败次数过多,请明日再试。" 这不是你一个人的噩梦。 每天,全球几亿人都在重复类似的操作:登录社交账号要验证,打开软件验证,就连出停车场都得输入验证码,证明"自己不是机器人"。 有数据统计,全体人类每天约耗费50万小时在输验证码上,而一个人80岁的人生总时长也不过约70万小时。 无数人把时间和脑细胞都耗在了这场"人机考试"里。 这个原本为了保护网络安全而生的小工具,如今早已变成了折磨人的"数字酷刑"。 最近巨头谷歌更是被曝出,从验证码收集到的数据中获得的价值更是近8980亿美元。 最糟心的是,当初为了区分人类和机器设计的验证码,现在却把人类逼得抓耳挠腮,而真正的机器反而能轻松破解。 这场持续了25年的人机攻防战,到底是怎么走到今天这步田地的? 被逼疯的验证码,到底是怎么诞生的? ...
Is It Too Late to Buy Alphabet Stock in 2026? The Answer May Surprise You.
The Motley Fool· 2025-12-24 09:00
The big technology player is a top-performing stock of 2025.A surprise candidate has come from behind and turned into the top-performing "Magnificent Seven" stock of 2025. The company's name is Alphabet (GOOG +1.40%) (GOOGL +1.48%). Owner of Google and various other technology platforms, Alphabet's stock was a laggard versus the likes of Microsoft earlier this year, but has come roaring back to produce a total return of 57% so far in 2025.The stock once again has one of the largest market caps in the world, ...
Stock markets rise with the latest U.S. economic data ‘sending the right signals’
Investment Executive· 2025-12-24 06:07
In New York, the Dow Jones industrial average was up 79.73 points at 48,442.41. The S&P 500 index gained 31.30 points at 6,909.79, while the Nasdaq composite rose 133.01 points at 23,561.84. The S&P 500 surpassed the record set earlier in December.Brent Joyce, chief investment strategist at BMO Private Wealth, said it appears markets are seeing a Santa Claus rally heading into the end of the year.“It is an odd phenomenon that we get leading into the last few days, heading into the holidays that markets are ...
All I Want For Christmas Is... Power: Alphabet's AI Energy Strategy (NASDAQ:GOOG)
Seeking Alpha· 2025-12-24 00:23
文章核心观点 - 作者是Alphabet Inc (GOOG)的股东 其分析基于个人投资兴趣而非专业顾问身份 旨在为不同层次的读者提供独特且有说服力的观点 [1] 作者背景与立场 - 作者全职研究商业、经济和市场分析 并在Seeking Alpha平台及个人YouTube频道“The Market Monkeys”发布股票分析内容 [1] - 作者通过持股、期权或其他衍生品对GOOG持有实质性多头头寸 文章为个人观点且未因本文获得除Seeking Alpha平台外的报酬 与所提及公司无业务关系 [2] 平台免责声明 - 文章观点不代表Seeking Alpha整体立场 平台并非持牌证券交易商、经纪商或美国投资顾问/投行 [3] - 平台分析师为第三方作者 包括专业和散户投资者 其资质可能未经任何机构或监管机构认证 [3]
RGAIA: The Rise of Alphabet (GOOG) as an AI Stock
Yahoo Finance· 2025-12-23 21:39
市场环境与基金观点 - RGA投资顾问公司发布了2025年第三季度投资者信函 市场在“解放日”暴跌后持续复苏 但市场由少数大型股主导 [1] - 信函讨论了股市集中度问题 并阐述了在该集中化环境中看到的潜在机会 [1] 个股聚焦:Alphabet Inc (GOOG) - Alphabet Inc 是RGA投资顾问公司的最大持仓股 属于“科技七巨头”之一 但有时被戏称为“落后七巨头” [3] - 公司自2012年首个交易日起便持有Alphabet股票 当时因市场担忧移动应用的威胁 其市盈率跌至历史低位 [3] - 当前的AI叙事让公司有“似曾相识”之感 Alphabet的过去十二个月市盈率创下历史新低 甚至低于2012年水平 [3] - 截至2025年12月22日 Alphabet股价报收311.33美元 市值为3.758万亿美元 [2] - 该股一个月回报率为-3.80% 但过去52周累计上涨57.58% [2]
腾讯取得电量调节方法专利
金融界· 2025-12-23 16:31
公司专利动态 - 深圳市腾讯计算机系统有限公司新获得一项名为“电量调节方法、装置、设备以及存储介质”的专利 [1] - 该专利授权公告号为CN115202881B,申请日期为2022年7月 [1]