This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain Alphabet Inc.'s Google wants to retain the right to bundle its popular mapping and video apps with its Gemini AI service, a lawyer for the company told a federal judge Wednesday, pushing back on a Justice Department proposal that would bar the practice. "There's no notion that Google has to da ...

Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) reported stronger engagement across its AI ecosystem in September, driven by a surge in Gemini’s user growth following the rollout of its viral image-generation tools.Meanwhile, Google Search traffic remained stable, underscoring the platform’s resilience amid rising competitive pressure from OpenAI’s ChatGPT.Bank of America analyst Justin Post maintained a Buy rating on Alphabet with a price forecast of $252, based on a 22x multiple of 2026 estimated core Google G ...

Key Points Shares of the tech behemoth are trading near their all-time high price. Other tech players' shares are also soaring because of enthusiasm about AI. But Microsoft's diversification on the whole keeps its business a bit more stable. 10 stocks we like better than Microsoft › The stock market has been on a bull run for close to two years, which is good news for investors. The "we should keep an eye on that" news is that it's now historically pricey, which leaves it more susceptible to a pu ...

President of Microsoft North America Judson Althoff speaks on stage during We Day at KeyArena on April 23, 2015 in Seattle, Washington.Microsoft's top-ranking sales leader, Judson Althoff, has been promoted to a bigger role as CEO of the company's commercial business. Satya Nadella, Microsoft's CEO, wrote in a memo on Wednesday that marketing and operations will move under Althoff's organization. Most of Microsoft's revenue comes from commercial offerings such as productivity software subscriptions and clou ...

The tech titan's core growth engines are firing on all cylinders.When Satya Nadella succeeded Steve Ballmer as Microsoft's (MSFT 0.88%) CEO on Feb. 4, 2014, many investors dismissed the tech giant as a slow-growth stalwart with limited upside potential. But if you had invested $10,000 in Microsoft on Nadella's first day on the job, your investment would be worth $140,000 today and paying out nearly $1,000 in annual dividends.That same investment in an S&P 500 index fund would only be worth about $38,000 tod ...

In June 2009, a bespectacled Senior Vice President at Microsoft (NASDAQ: MSFT) launched Bing, the Redmond company’s answer to Google’s popular search engine.His pitch was simple: search engines were broken, and Bing would fix them with an organised experience that delivered the right information effortlessly.Except it didn’t.While Bing made some early inroads, it has hardly made a dent in Google’s search dominance.Today, Google commands a 90 per cent market share. Bing? Just 4 per cent, and that’s after bur ...

微软与OpenAI及Anthropic的合作关系演变 - 微软是OpenAI的主要投资者和关键云合作伙伴，已向OpenAI投资超过130亿美元 [1][2] - 微软开始在其Microsoft 365 Copilot商业助手的部分查询应答中，使用竞争对手Anthropic的AI模型，显示出AI合作关系复杂化 [1][3] - 尽管关系紧密，但微软与OpenAI的合作安排正在发生变化 [3] 微软生成式AI战略的多元化 - 微软在生成式AI领域迈出多元化一步，此前其Bing、Windows等产品的AI功能主要依赖OpenAI模型 [2] - 微软去年已允许软件工程师在GitHub Copilot Chat助手中获取Anthropic和Google模型的编码帮助，而不仅限于OpenAI [4] - 除了整合更多公司的大语言模型，微软已开始测试其内部构建的MAI-1模型 [7] Anthropic模型在微软产品中的具体应用 - Anthropic的模型首先应用于Microsoft 365 Copilot中的“Researcher”智能体，该智能体可收集分析信息并生成报告 [5] - 参与微软Frontier计划的企业员工，现可在Researcher中选择使用Anthropic的Claude Opus 4.1推理模型，作为OpenAI产品的替代方案 [5] - 企业用户在使用Copilot Studio工具构建自有AI智能体时，可选择调用Anthropic的Claude Sonnet 4和Claude Opus 4.1模型 [6] OpenAI的合作伙伴拓展 - OpenAI积极拓展其强大的合作伙伴名单，近期披露计划在Oracle上花费3000亿美元，并与芯片设计公司博通达成100亿美元的协议 [3] - 芯片制造商英伟达表示将向OpenAI投资高达1000亿美元，作为在新数据中心上投入数万亿美元联合努力的一部分 [3] - OpenAI的编程接口仍由微软独家提供云服务，供第三方应用程序依赖 [4] 行业竞争格局与模型发展趋势 - 微软去年将OpenAI和Anthropic均列为AI产品领域的竞争对手 [8] - 微软CEO Satya Nadella表示，随着AI能力增强和智能体化，模型本身越来越成为一种商品 [7] - Anthropic由OpenAI前高管于2021年创立，近期被投资者估值为1830亿美元 [4] Copilot的市场推广情况 - Copilot是微软AI战略的关键 [8] - Copilot正在企业中以分阶段的方式持续推广 [9] - 基于行业调查，约60%的客户仅为其10%的365用户群部署Copilot，仅4%的客户为所有用户全面推广 [9]

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Big Tech must do more to tackle illegal content online in the European Union under the bloc's Digital Services Act. The European Union on Tuesday demanded Big Tech players including Apple and Google explain what action they are taking against financial scams online, as Brussels seeks to show it is not shying away from enforcing ...

公司市场地位 - 苹果和微软分别为全球市值第二大和第三大公司 苹果股价下跌3.17% 微软股价上涨0.35%[1] - 两家公司长期竞争市值榜首位置 但人工智能领域发展受阻 英伟达借此成为市值第一[2] 苹果业务表现 - iPhone贡献超过50%营收 但设备销售增长已进入平台期[5] - 服务业务虽快速增长 但本质是现有生态延伸 未带来突破性创新[5] - 过去12个月净销售额4090亿美元 同比增长6% 净利润从1020亿美元降至990亿美元[7] - 股价年涨幅约9% 市盈率36倍 显著高于标普500平均30倍水平[8] 微软业务表现 - 2025财年（截至6月30日）营收2820亿美元 年增15% 净利润1020亿美元 增长16%[11] - 深度整合AI至Windows OS和Microsoft Office等传统产品[9] - 与OpenAI的合作关系存在局限性 已开始将OpenAI视为竞争对手并加强自主AI研发[10] - 股价年涨幅22% 市盈率36倍与苹果持平[12] 人工智能布局 - 苹果在全生态部署AI 包括增强版Siri、AI图像搜索和Genmoji工具 但未能刺激设备升级周期[6] - 即将推出的iPhone 17采用更薄设计、更大内存和更长续航 但AI功能未显著推动增长[6] - 微软Azure云平台对运行AI模型至关重要 但搜索引擎Bing未能有效挑战Google[10] - 微软从Alphabet等公司招募AI人才以加强内部能力[10] 投资价值比较 - 两家公司AI表现均未达市场预期 且估值水平相近[13] - 微软在营收和利润增长方面表现更优 成为关键差异化因素[13] - 当前环境下微软被认为是更合适的投资选择[13]

核心业务表现 - Google Services部门收入同比增长11.7%至825.4亿美元 占2025年第二季度总收入的85.6% [1][4] - 第三季度Google Services收入共识预期为845.1亿美元 预示同比增长10.5% [4] - 搜索和YouTube广告收入增长推动广告业务表现提升 [1] 人工智能技术进展 - AI Overviews月度用户超20亿 覆盖200个国家及40种语言 [1] - Gemini应用新增图像编辑模型 并支持与Google Calendar等日常应用互联 [2] - 实时翻译功能支持超过70种语言 包括阿拉伯语、法语、印地语等 [3] - AI技术提升YouTube推荐算法和自动配音功能 扩大创作者受众范围 [1] 市场竞争态势 - 在AI服务领域面临苹果和微软的激烈竞争 [5] - 苹果智能系统新增法德意等8种语言支持 预计2025年底再扩展至丹麦语等8种语言 [6] - 微软通过OpenAI合作强化Bing搜索 推出Copilot Search和视频创作工具 [7] - 微软将GPT-5集成至Microsoft 365、GitHub等企业工作流 [7] 股价与估值表现 - 年初至今股价上涨12.4% 略低于计算机与科技行业12.9%的涨幅 [8][10] - 2025年每股收益共识预期为10美元 较30日前上调2.8% 预示较2024财年增长24.4% [13][10] - 远期市销率达7.12倍 高于行业平均的6.66倍 [15]