Tech giants are competing in the field of autonomous driving! Bernstein: Tesla's Robotaxi is overvalued, while Google's Waymo is undervalued.
Bernstein believes that even if Tesla becomes the first company to be approved for L5 fully autonomous driving technology, the improvement in AI computing power may allow other companies to quickly catch up, leading to Tesla struggling to achieve excess profits. The value of Google's Waymo assets is largely underestimated, with its weekly 0.1 million trips potentially generating annual revenue exceeding 0.1 billion US dollars, and the annual revenue is rapidly increasing.
Nuclear-Powered AI: Big Tech's Bold Solution or a Pipedream? -- WSJ
Nuclear power is gaining momentum! The concept stocks of small nuclear reactors continue to soar, with this US stock rising more than 140% in six days.
Yesterday, the US nuclear power stocks closed with mixed gains and losses, but small nuclear reactor concept stocks continued to soar. Nano Nuclear Energy rose by over 34%, Oklo surged by over 22%, and NuScale Power increased by over 4%.
Bernstein Maintains Alphabet-C(GOOG.US) With Hold Rating, Maintains Target Price $180
Update: Google Granted Temporary Stay Pending Appeal in Judge's Order to Open Play to Rival In-App Payment Methods
"india's Alipay" Paytm achieved quarterly profit for the first time.
"Indian Alipay" Paytm reported on Tuesday that it achieved net income of 9.3 billion rupees (approximately 0.111 billion US dollars) for the quarter ending in September, achieving quarterly profit for the first time. This was thanks to a one-time income of 13.5 billion rupees from selling its operating business. The company's quarterly revenue decreased by 34% to 16.6 billion rupees. The company's stock price initially fell by 5.8%, but later recovered most of the lost ground in early trading. Paytm is trying to turn the situation around, as previous fierce criticism from regulatory institutions caused a sharp drop in its stock price and raised doubts about its long-term prospects. Faced with criticism from Google and others.
Microsoft has launched 10 new AI agents, covering sales and finance, competing with Salesforce for upgrades.
Microsoft announced on Monday that ten new self-learning agents have been introduced in Dynamics 365, these tools can understand how to work on their own without human instruction, and can also use existing work data stored in the company to improve the work efficiency of various teams in the company, reducing repetitive labor. These AI applications can be personalized and customized through Copilot Studio, and public testing is expected to begin next month. Microsoft stated that these tools are an advanced version of the generative AI Copilot, and several software companies including Salesforce have already announced similar AI functionalities.
US stock market closed | The three major indices rose and fell differently, with most large technology stocks rising, nvidia rising more than 4% to hit a new historical high.
Banks index dropped nearly 2%, small cap stocks fell 1.6%, the decline of Chinese concept stocks narrowed, nvidia rose over 4% to catch up with apple, pdd holdings and Bilibili turned positive, xpeng rose over 3%.
Top 20 Turnover | nvidia rose more than 4% to hit a record high, with a market cap exceeding $3.5 trillion.
Tesla, ranked second in trading volume on Monday in the US stock market, fell by 0.84%, with a turnover of $10.317 billion; Coinbase, ranked 12th, fell by 2.95%, with a turnover of $2.697 billion; Boeing, ranked 14th, rose by 3.11%, with a turnover of $2.132 billion.
Oklo Stock Continues To Climb: What's Going On?
Low Bar for Q3 Earnings, 'Supportive Economic Environment' Hint at Upside: LPL Financial
Nvidia Joins Big Tech Hyperscalers At HLTH Conference, Partners With Microsoft To Drive AI Innovations
The S&P 500 May Be 'Melting Up.' Where You Can Still Find Value. -- Barrons.com
Express News | Honeywell collaborates with Google to combine data with generative artificial intelligence.
Morgan Stanley Maintains Alphabet-C(GOOG.US) With Buy Rating, Maintains Target Price $190
Sector Update: Tech Stocks Mixed Premarket Monday
Monness Maintains Alphabet-C(GOOG.US) With Hold Rating
Honeywell And Google Cloud To Accelerate Autonomous Operations With AI Agents For The Industrial Sector; Google Cloud AI To Enhance Honeywell's Product Offerings, And Help Upskill The Industrial Workforce
Honeywell Signs Deal With Google To Bring Gemini Generative AI To Industrial Sector
Alphabet (GOOG) Fell as the DOJ Antitrust Suit Scared Investors