Google is playing a different AI game than everyone else, and Wall Street may be missing the point
Investors have been fixated on the relative performance of Alphabet’s AI models when they should instead be cheering the company’s cloud potential, an analyst…
Meta’s stock looks too cheap, analysts say. Why it’s now set up for a Google-style rally.
Alphabet’s stock took off last year after the company got a legal settlement out of the way, and now Meta’s stock is looking at a similar setup.…
Marvell Technology shares slump as investors question Google deal. Here’s what Wall Street is saying.
Strategists at a number of banks noted that investors’ eyes were firmly on news about the company’s recent partnership with Alphabet’s Google, with…
Coinbase debuts tokenized stocks on Base network, joining race to bring equities on blockchain
The crypto exchange is starting with tokenized versions of Apple, Nvidia, Meta and Alphabet, issued under its new Abu Dhabi framework. Source：CoinDesk
Berkshire Hathaway doubles down on the U.S. housing market with a fresh bet on this stock
Berkshire Hathaway has upped its bet on the U.S. housing market, and also boosted its stakes in Alphabet and Delta Air Lines. Source：MarketWatch
Alphabet’s stock slips as Nvidia’s $500 billion financing deal threatens custom chips
Investors are concerned that Alphabet faces a fresh threat from Nvidia’s plans to help fund the AI buildout alongside major Wall Street players.…
As Alphabet burns through cash on AI, it’s turning back to the bond market
Alphabet is utilizing its balance sheet with a fresh debt issuance as heavy AI investments eat into its free cash flow. Source：MarketWatch
Alphabet’s stock drops as Google loses another key AI executive
Jeff Dean, Google’s chief scientist and one of its company’s first employees, is leaving to launch his own company. Source：MarketWatch
8点1氪丨马斯克个人财富亏掉2个“黄仁勋”；上海雪花膏母公司破产；日本半导体或面临断供
今日热点导览 一架上海飞东京航班险撞机，两机垂直高度差仅约20米 阿里云容器服务Agent开启商业化收费 今年以来港股IPO数量同比增长132%，科技类公司占比过半 苹果新任CEO据悉邀请已退休的硬件部门负责人加入管理团队 SpaceX上市后首份财报前夕，“木头姐”持续加仓 TOP3大新闻…
8点1氪丨超1100名AI公司员工联名请愿美国政府；桃酥吃出假牙冠？山姆、泸溪河回应；月之暗面Kimi已完成超35亿美元F轮融资
今日热点导览 C长鑫成交额达400亿元 国家烟草专卖局约谈爱奇迹（深圳）技术有限公司 外交部回应美国实施先进机器人进口限制 宝马拟在德国裁员数千人，通过自愿离职计划削减成本 美联储宣布维持利率不变 TOP3大新闻 Anthropic首席执行官等多位AI大牛签署联名信，呼吁控制人工智能发展步伐…
Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?
Big Tech’s binge is draining free cash flow — and the bond markets are taking notice. Source：MarketWatch
Meta is up against a wall of AI pessimism heading into earnings
Following Alphabet’s earnings last week, investors will be closely scrutinizing Meta’s AI spending. Source：MarketWatch