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AI Infrastructure: 1 Cloud Stock Poised for Explosive Growth
The Motley Fool· 2025-12-17 11:36
This tech stock's AI-driven momentum is getting harder to ignore.Investors looking for a top stock idea with long-term exposure to AI (artificial intelligence) often start with the chipmakers. But the bigger opportunity may flow to the platforms that already sit on top of the internet's most valuable attention and data.That's why Alphabet (GOOGL 0.54%) (GOOG 0.51%) deserves a closer look today. The tech company is still best known for Google Search, YouTube, and its broader digital advertising franchise. Ye ...
Meta launches Instagram for TV
Youtube· 2025-12-17 00:52
We are getting a news alert on Instagram. For that, we'll turn to Julia Borston. Hey, Julia. >> Hey, Carl.Well, Meta is making its first move onto the TV. And Instagram is launching its first Instagram for TV app, taking on YouTube. Instagram for TV will autoplay reels customized based on users likes. Users can also explore reels and channels based on categories.Now, while Meta says the app will launch without ads, it will eventually add them. >> Right. short form content is doing well on TV.People are enjo ...
Google is a name you need to stick with, says Evercore ISI's Mark Mahaney
Youtube· 2025-12-16 20:51
Joining us now, Mark Mahaney, Everore, senior managing director of internet research. Mark, great to see you in person. Um, we mentioned the Google 60%.Most of that move was in the second half of the year. So, it's it's sort of an interesting dynamic here where it's no longer a top pick because of the recent run, but you still think it is firmly in the hold in the buy camp, I should say. >> It's a quality compounder.So, we've had a stock that went from 15 times earnings to almost 30 times earnings in a six- ...
Alphabet's stock surge has made its cofounders richer than anyone except Elon Musk
Business Insider· 2025-12-16 18:50
The "Google Guys" are now richer than Amazon's Jeff Bezos, Oracle's Larry Ellison, and Meta's Mark Zuckerberg. Alphabet's cofounders, Larry Page and Sergey Brin, are worth $265 billion and $246 billion each as of Monday's close, per the Bloomberg Billionaires Index. They're the second- and third-richest people on the planet, behind only Elon Musk and his $638 billion net worth.Page and Brin have added $97 billion and $88 billion to their respective fortunes since the start of January, for a joint wealth ga ...
2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $5 Trillion in 2026, According to Wall Street
The Motley Fool· 2025-12-16 18:40
Shares of Alphabet and Microsoft could soar in 2026 as the artificial intelligence boom keeps rolling.Certain Wall Street analysts expect Alphabet (GOOGL 0.34%) (GOOG 0.39%) and Microsoft (MSFT 0.77%) to achieve market values above $5 trillion in the next year. Here are the details.Brian Nowak at Morgan Stanley has set Alphabet's bull case target price at $415 per share. That implies 35% upside from its current share price of $307. It also implies a market value of $5 trillion.Michael Turrin at Wells Fargo ...
After Australia, South Korea's Media Commission Nominee Proposes Curbs On Teen Social Media Use: Report - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL)
Benzinga· 2025-12-16 16:53
The nominee for the head of South Korea’s media commission, Kim Jong-cheol, has reportedly expressed his intention to prioritize the implementation of social media restrictions for teenagers.Teen Social Media Limits Key Priority, Kim SaysKim, during a parliamentary hearing on Tuesday, emphasized the necessity of imposing limitations on social media use by teenagers, citing it as a crucial step to safeguard the youth, reported Reuters. He stated that this initiative is a fundamental part of the commission’s ...
3 Artificial Intelligence (AI) Stocks Billionaires Can't Stop Buying Ahead of 2026
The Motley Fool· 2025-12-16 16:06
Wall Street's savviest billionaire money managers have selected their favorite AI stocks for the new year -- and some familiar names made the list.Over the last three years, no trend has captured the attention of Wall Street and the capital of investors quite like the artificial intelligence (AI) revolution.Empowering software and systems with the tools to make split-second decisions and become more efficient at their assigned tasks over time represents a major leap forward for most industries around the wo ...
2026 年美国互联网行业展望-US Internet 2026 Outlook
2025-12-16 11:26
North America Equity Research December 2025 US Internet 2026 Outlook Doug Anmuth AC (212) 622-6571 douglas.anmuth@jpmorgan.com J.P. Morgan Securities LLC Dae Lee, CFA AC (415) 315-8500 dae.k.lee@jpmorgan.com J.P. Morgan Securities LLC Bryan M. Smilek AC (212) 622-8886 bryan.smilek@jpmorgan.com J.P. Morgan Securities LLC Neeraj Kookada, CFA (212) 622-0270 neeraj.s.kookada@jpmorgan.com J.P. Morgan Securities LLC Margaret Hoffman (212) 622-1710 margaret.hoffman@jpmchase.com J.P. Morgan Securities LLC See the e ...
丹麦拟出台欧盟地区“最严”社交媒体禁令,禁止 15 岁以下用户使用
新浪财经· 2025-12-16 09:20
IT之家 12 月 15 日消息,据美联社当地时间 12 月 11 日报道,在澳大利亚正式实施全球首个 16 岁以下儿童社交媒体禁令后,丹麦正准备跟进,对 青少年接触社交平台设立更严门槛。 目前当地多数平台已设定 13 岁门槛,欧盟法律也要求科技企业加强保护,然而丹麦当局指出,现 实效果依然有限。官方数据显示,13 岁以下丹麦儿童中约 98% 至少拥有一个社交媒体账号,10 岁 以下儿童接近一半。 丹麦数字事务大臣卡罗琳・斯塔格表示,禁令仍需经过公众咨询和议会多轮审议。"多年来,社交 媒体平台在孩子的世界里几乎没有边界。夜晚进入实体娱乐场所时,会有人检查年龄,而数字世界 没有这样的把关机制,这正是必须补上的环节。" 在澳大利亚,新法律已对主要平台施加高额罚款压力。Facebook、Instagram、Kick、Reddit、 Snapchat、Threads、TikTok、X 和 YouTube 若未移除 16 岁以下儿童账号,最高将被处以 5000 万澳 大利亚元(IT之家注:现汇率约合 2.35 亿元人民币)罚款。 丹麦政府尚未公布具体执法方式。当地数字事务部已宣布推出"数字证明"应用,预计明年春季上 线 ...
Meet the Stock Warren Buffett Has the Utmost Confidence In -- He Was a Buyer for 24 Consecutive Quarters
The Motley Fool· 2025-12-15 16:06
The Oracle of Omaha has spent close to $78 billion purchasing his favorite stock since July 2018.In a little over two weeks, one of Wall Street's most revered investors will step aside.Billionaire Warren Buffett has held the reins at Berkshire Hathaway (BRK.A +0.85%)(BRK.B +0.74%) for 60 years, and over that time has overseen a cumulative return in his company's Class A shares (BRK.A) of almost 5,942,000%, as of the closing bell on Dec. 10. The now 95-year-old Oracle of Omaha is set to retire at year's end ...