China has decided to end its antitrust investigation into the dominance of Alphabet (GOOGL)-owned Google’s Android in the smartphone arena, the Financial Times reported on Thursday, citing people briefed on the move. China’s State Administration for Market Regulation is dropping ...

Accessibility StatementSkip Navigation SAN JOSE, Calif., Sept. 17, 2025 /PRNewswire/ -- Google and PayPal today announced a multiyear strategic partnership focused on advancing several commerce solutions. The collaboration will deliver innovative solutions that transform how businesses and consumers transact across platforms and devices. Combining their expertise and scale, the companies aim to deliver frictionless digital commerce experiences and set a new standard for commerce ecosystem innovation. Conti ...

These companies trade at prices that will allow investors to benefit from the double-digit earnings growth expected for all three over the coming years.The year is racing by. September is the final month of the third quarter, which means that another slew of earnings reports will be headed our way soon. It also marks one of the final months before the proverbial "holiday season," where businesses settle in to wrap up the year and prep for a new one.Investors who own many of the top technology stocks have do ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Unrivaled Stocks of the Next 3 Years. On September 8, Evercore ISI increased its price target for Alphabet Inc. (NASDAQ:GOOGL) from $240 to $300 and kept an Outperform rating. This decision to raise the price target came after Evercore’s sixth quarterly proprietary search survey, which showed that Alphabet Inc.’s (NASDAQ:GOOGL) Google still keeps its dominant position in commercial-intent search, even though general search competition is growing. Evercore Rai ...

08 September 2025, Bavaria, Munich: The Google brand logo (logo, symbol, emblem) can be seen at the company's stand in a hall at Messe München (Bavaria, Germany) on September 8, 2025 during the press day of the IAA Mobility trade fair (IAA International Motor Show). Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)dpa/picture alliance via Getty ImagesAlphabet’s stock (NASDAQ: GOOGL) has increased by 24% in one month, driven by a favorable ruling in its antitrust case and th ...

While Wall Street fretted about Google losing the AI race to ChatGPT around three years ago, Alphabet (NASDAQ: GOOGL) quietly built something far more valuable: an empire worth US$3 trillion.The search giant just became the fourth company to reach this milestone, joining Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Apple (NASDAQ: AAPL) in tech’s most exclusive club.Here’s how Google’s parent turned doubters into believers – and why the best may be yet to come.Reason #1: The Invisible Empire Beneath ...

核心观点 - AI股票仍存在被低估投资机会 其中Alphabet和台积电具备显著上涨潜力 [1] Alphabet投资价值 - 公司2026年预期市盈率约22.5倍 低于多数大型AI同业 [3] - 上季度搜索收入增长加速 AI功能推动查询量增加而非减少 [4] - 浏览器Chrome市占率超三分之二 Android系统驱动近四分之三智能手机 [5] - AI功能Lens和Circle to Search带来增量查询 其中包含购物意图 [6] - 谷歌云上季度收入增长32% 部门利润翻倍以上 [7] - 公司拥有从Gemini AI模型到定制AI芯片的垂直整合优势 [7] 台积电投资价值 - 公司2026年预期市盈率仅23倍 是AI繁荣的关键基石 [9] - 制造行业绝大多数先进半导体 竞争对手存在良率问题 [10][11] - 英特尔代工业务仍亏损 三星失去谷歌Tensor G5芯片等关键合同 [11] - 唯一能持续量产先进芯片且保持高良率的代工厂 [10][12] - AI芯片需求预计以超40%年复合增长率增长至2028年 [13] - 计划明年涨价10% 显示强大定价能力 [13] - AI基础设施市场规模预计达3-4万亿美元（未来五年） [13]

她原本在奥克拉荷马州一家高科技公司担任电脑软件工程师，是旁人眼中光鲜稳定的科技白领。被裁 后，她决定转行成为一名电焊工。 塔比的经历，并非个例，正在美国白领群体中不断重演。自2021年4月以来，美国失业人数（720万）首 次超过职位空缺数量（718万）。经济学家将这一现象称为劳动力市场的"转折点"。 这场就业"寒冬"中，一个看似矛盾的现象愈发明显：科技巨头在大举裁员的同时，其股价和利润也在飙 升。微软、Meta和谷歌几乎都以"控制成本"为由进行裁员，但财报却呈现出另一番景象：营收、利润均 超预期，丝毫没有"断臂求生"的窘迫。 硅谷资深人力资源专家Tom Zhang博士在接受《每日经济新闻》记者（以下简称"每经记者"）采访时指 出，现在的裁员并非是企业经营出了问题，而是主动战略收缩，旨在为股东创造更高价值。 在AI的赋能下，企业正在用更少的人力成本，撬动更高的利润增长。 美国失业人数近4年半来首超空缺职位 今年5月，37岁的塔比·东尼（Tabby Toney）成为科技行业裁员潮的一员。 警报早已拉响。 当地时间9月9日，美国劳工统计局（BLS）发布的年度基准修订初步结果显示，截至今年3月的12个月 内，美国新增 ...

人工智能行业前景 - 人工智能仍是股市最大赢家的驱动力 未来机会巨大 投资者需关注该领域 [1] 英伟达 - 图形处理器是训练大语言模型的黄金标准 CUDA软件平台构建竞争壁垒 [3] - 第二季度数据中心网络收入同比增长98%至73亿美元 [3] - Blackwell芯片在训练和推理领域均设定标准 推理市场可能比训练市场更大 [4] - AI基础设施预计将在未来几年成为数万亿美元市场 [4] 博通 - 成为定制AI芯片的首选供应商 超大规模运营商寻求降低推理成本和减少对英伟达依赖 [5] - 客户包括Alphabet、Meta Platforms和字节跳动 预计到2027财年这些关系价值600-900亿美元 [6] - 第四家客户（可能是OpenAI）下达100亿美元订单 苹果也被确认为第五大客户 [7] - 强大的网络业务和VMware部门使其成为AI基础设施软件参与者 [8] 超微半导体 - 已在AI推理领域占据一席之地 十大AI运营商中有七家使用其GPU [9] - 参与组建UALink联盟以创建开源互连标准 可能打破英伟达NVLink的垄断 [10] - 中央处理器在数据中心持续获得关注 GPU市场份额的适度增长可能显著推高业绩 [11] Alphabet - antitrust案法官未要求出售Chrome浏览器 保留了搜索分发优势 [12] - AI Overviews每月使用人数超过20亿 正在全球推出多语言AI模式 [13] - Gemini大语言模型行业领先 提供AI模式和传统搜索切换选项 [13] - Google Cloud成为强大增长引擎 定制芯片（与博通合作）带来成本优势 [14] - Waymo机器人出租车业务和量子计算努力为未来布局 [14] Meta Platforms - 通过AI重塑自身 从社交媒体公司转变为最佳增长故事之一 [15] - Llama模型通过提供更具吸引力的内容改善用户体验 广告主获得更好定位和广告活动工具 [15] - 上季度广告收入同比增长22% 展示次数和广告价格均上涨 [15] - 刚刚开始在WhatsApp和Threads上投放广告 开辟新增长途径 [15] - 首席执行官谈论构建"个人超级智能" 积极招募人才实现这一目标 [16] - 巨大的经营现金流使其能够追逐AI重大机遇 并已从核心业务的AI驱动增长中受益 [17]

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer talked about. Cramer mentioned that he “publicly beat” himself for his negative call on the company stock, as he remarked: “Let’s go to the Mag Seven. Go back to the spring, and recall where Alphabet was trading… I can tell you it was at 140 and change. What were we hearing? That it was a monopolist, that it will be punished by the judiciary, that the breakup will make no more money, no sum of the parts, just a breakup that was punitive. So the ...