Tech Industries, Technologies, and Job Titles that Attract New Career AspirantsAakash Bhattacharya13 min read·Just nowJust now--Written by Aakash BhattacharyaRahul BhattacharyaThere are numerous curricula, viz., engineering, healthcare, humanities, management, economics, etc., available at graduate and master's levels in various Universities worldwide. However, a recent survey reveals that STEM (science, technology, engineering, and management) continues to attract about 70% of students globally. Out of thi ...

People Inc., one of the largest media publishers in the U.S., has signed an AI licensing deal with Microsoft. The media giant (formerly known as Dotdash Meredith) made the announcement Tuesday as a part of parent company IAC’s third-quarter earnings. Under the deal, People Inc. will become a launch partner in Microsoft’s publisher content marketplace. This is the company’s second AI deal following its earlier agreement with OpenAI last year. People Inc. CEO Neil Vogel described the new marketplace as “esse ...

公司在AI领域的竞争地位转变 - 公司股票此前未像其他AI概念股一样出现抛物线式上涨 这与公司早期AI产品Bard发布失利以及搜索引擎面临被ChatGPT取代的威胁有关 [1] - 公司已显著改善并日益成为AI领域的引领者 在文本、视频和音频领域拥有顶级的AI模型 尽管在某些领域仍落后 但已超越大多数竞争对手 [2] - 微软将OpenAI的AI模型集成到Bing中 但其流量实际出现下降 [2] 搜索引擎业务的护城河 - 反对公司的主要论点认为其搜索引擎仍受威胁 但此论点存在缺陷 因为大多数用户转换搜索引擎的成本很高 公司控制着用户浏览器的搜索栏 [3] - 对于快速可靠的搜索 谷歌没有替代品 对绝大多数搜索而言 导航至AI网站等待回答不如谷歌直观 仅在查询复杂时AI模型更有用 [4] - 公司的AI概览模型可直接从搜索栏处理大多数AI问题 因此用户不太可能为多数AI问题专门访问ChatGPT 公司在该领域也面临激烈竞争 [4] AI硬件业务的发展 - 公司正迅速进军硬件领域 Anthropic宣布将从公司购买高达100万个TPU [5] - 公司的TPU是专为加速机器学习工作负载和数据密集型任务设计的定制专用集成电路 [5] - 公司的定制TPU不太可能取代英伟达的GPU 因为其通用性较差 且英伟达目前控制着约80-90%的AI市场份额 [6] - 公司正明显获得其AI硬件的发展势头 没有其他AI公司拥有如此强大的AI软件加硬件堆栈 [6]

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Monopoly Stocks to Buy Now. On October 30, Evercore ISI lifted the price target on the company’s stock to $325 from $300, while keeping an “Outperform” rating, as reported by The Fly. Evercore ISI Raises PT on Alphabet (GOOGL) Stock As per the analyst, the company’s Q3 2025 results were strong, significantly surpassing expectations throughout key metrics, with a healthy boost from AI advancements. Alphabet Inc. (NASDAQ:GOOGL)’s consolidated revenues in Q3 2 ...

微软的战略转型与财务表现 - 公司正从软件公司向云服务提供商转型，第一季度资本支出超过340亿美元，其中111亿美元用于扩展数据中心规模 [1] - 公司计划到2026财年末将AI容量提高80%，并在未来两年内将数据中心规模扩大一倍 [1] - 第一季度云收入同比增长26%至491亿美元，其中包含Azure和AI的智能云业务收入同比增长28%至309亿美元 [7] - 第一季度总收入达到777亿美元，同比增长18%，超出预期22.8亿美元，非GAAP每股收益为4.13美元，同比增长23%，超出预期0.47美元 [7] 微软与OpenAI的合作伙伴关系 - 公司持有OpenAI 27%的股份，估值约为1350亿美元，OpenAI承诺长期购买2500亿美元的Azure云计算服务 [2] - 公司是OpenAI的早期投资者，近年来已向该AI公司投入超过130亿美元 [3] - 新的合作伙伴关系强化了双方关系，消除了围绕合作的不确定性 [2] 行业分析师观点：微软 - 分析师Daniel Ives给予公司“跑赢大盘”评级，目标价625美元，暗示未来12个月有约21%的上涨潜力 [11] - 分析师认为第一季度业绩全面超预期，云业务持续强劲，2026财年是公司AI增长的真正拐点年 [9] - 基于公司在AI和云领域当前及不断增长的实力，认为公司将在未来18个月内加入5万亿美元市值俱乐部 [10] - 华尔街共识评级为“强力买入”，基于33个正面评价，平均目标价632.78美元，暗示22%的上涨潜力 [11] 阿尔法贝特的财务表现与业务构成 - 第三季度总收入为1023.5亿美元，其中谷歌服务整体产生871亿美元收入，包括谷歌广告部门的741.8亿美元，谷歌云收入为151.6亿美元 [12] - 公司总收入同比增长16%，但谷歌云收入同比增长34%，云收入增长由AI基础设施和生成式AI解决方案等核心产品引领 [13] 阿尔法贝特的AI战略与发展 - 公司积极扩展AI服务能力，在谷歌搜索引擎中增加AI集成，包括搜索结果顶部的“AI概览”和用于排序结果的“AI模式” [14] - 公司开发自己的AI应用，如Google Gemini系列模型和应用，旨在跨产品和服务工作，可作为个人助手安装在设备上 [15] - 搜索引擎的改进是对生成式AI技术崛起的回应，以保持谷歌搜索的相关性 [15] 行业分析师观点：阿尔法贝特 - 分析师Scott Devitt给予公司“跑赢大盘”评级，目标价320美元，暗示一年期涨幅约14% [16] - 分析师认为第三季度业绩进一步验证了公司作为领先AI受益者的地位，管理层已在广告和云业务中观察到切实成果 [16] - 华尔街共识评级为“强力买入”，基于37个分析师评价，其中28个买入，9个持有，平均目标价306.06美元，暗示约9%的上涨潜力 [16] 科技行业与AI革命宏观背景 - 科技行业正经历由AI驱动的资本支出超级周期，这被视为第四次工业革命，将在未来几年推动数万亿美元的支出 [5] - 尽管存在“AI泡沫”的担忧，但分析师认为科技牛市至少还将持续两年 [5] - 多家“科技七巨头”公司发布了令人印象深刻的季度业绩 [6]

投资策略 - 识别并长期持有优质股票是明智的投资策略 这些公司应具备行业领导地位和韧性 并有超越市场的历史表现 [1] 推荐公司概览 - 推荐的三家公司为Alphabet、台积电和MercadoLibre 它们均是各自行业的领导者 有望带来长期收益 [2] Alphabet (GOOG/GOOGL) - 公司旗下拥有Google、YouTube和Android等知名品牌 其核心业务为谷歌搜索 [4] - 此前围绕谷歌搜索的不确定性已基本消除 反垄断案未导致公司拆分 OpenAI的AI浏览器表现平平且基于Alphabet的Chromium平台 谷歌搜索已无缝集成生成式AI [5][6] - 第三季度业绩表现强劲 营收同比增长16%至1020亿美元 稀释后每股收益增长33%至2.87美元 显示出在人工智能时代的韧性 [7] 台积电 (TSM) - 公司是全球领先的芯片代工厂 为几乎所有AI计算设备生产芯片 以其尖端技术和高良率为合作伙伴的首选 并作为中立方为各竞争对手供应芯片 [10]

Alphabet's Q3 showed that it's a clear leader in AI.Alphabet (GOOG +0.82%) (GOOGL +0.88%) was once a laggard in the artificial intelligence (AI) race, but no longer. Its Gemini generative AI model has been recognized as one of the top options, and it is the most used, with its integration into Google Search.Alphabet has other AI aspirations, but its current business is putting up incredible numbers, and it shows that the company has the ability to compete over the long run in AI.Despite the company's impres ...

Alphabet is firing on all cylinders.Alphabet (GOOGL +0.88%) (GOOG +0.82%) continued to once again prove it's an artificial intelligence (AI) winner with growth accelerating in both its search and cloud computing businesses. While the stock is now up more than 50% on the year, it still looks as if it has plenty of upside potential ahead.Let's take a closer look at the company's Q3 results and prospects and why I think the stock is still a buy. Growth acceleratesGoogle Cloud was once again the star for Alphab ...

Technology stocks have continued to dominate headlines. Recently, Nvidia (NVDA) topped $5 trillion in market capitalization. This has been followed by a stellar set of Q3 2025 numbers from Alphabet (GOOG) (GOOGL) and the stock is already higher by 48% for the year. An interesting point about Q3 is that healthy growth was witnessed across segments. This includes Google Search, YouTube ads, Google subscriptions, and cloud. More News from Barchart While GOOG stock has been in an uptrend, it’s likely that t ...

We recently published 10 Stocks Everyone’s Discussing Amid Latest Earnings Season. Alphabet Inc (NASDAQ:GOOGL) is one of the stocks everyone's discussing. Steve Weiss, founder and managing partner at Short Hills Capital Partners, said in a recent program on CNBC that he’s trimming his stake in Alphabet Inc (NASDAQ:GOOGL) and may sell it completely amid AI-related threats to the company’s search business. Weiss, citing his sources, said that he’s “hearing” that search could be down up to 25% this year. “I ...