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Top rating from UBS Group: Google's target price raised to $192, with earnings per share estimates raised for 2025 and 2026.
Glory 11月1日 | UBS Group released a report stating that Alphabet shareholders are reaping some benefits from the increased capital expenditure, as evidenced by the significant growth in search business revenue. It is estimated that Alphabet will increase its search business revenue by approximately $24 billion this year, compared to $13 billion in 2023 and $15 billion in 2022, mainly driven by innovative measures such as Performance Max. In addition, Alphabet's cloud business revenue growth in the third quarter also significantly improved, with the bank expecting an increase of approximately $10 billion in cloud business revenue for the full year.
Apple, Microsoft Need To Do More Than Just Beating Wall Street Estimates, Says Analyst: 'AI Enthusiasm And Potential Is Not Enough"
Is AI infrastructure already a consensus in Silicon Valley? Giants are still running blindly, but investors are no longer buying it.
①Tesla, Google, Microsoft, Meta, Apple, and Amazon are all showing a common trend - pouring money into AI, then pouring more money. ②"Every year Microsoft over-invests, it will drag down the profit margin for the next six years by a full percentage point," said Gil Luria, head of technology research at Davidson Trust. ③Investments in AI need to see returns, see widespread technological applications, and need time.
Indonesia strengthens foreign investment supervision: Following the ban on the sale of iPhone 16, Google Pixel phones are also prohibited from being sold.
The government of india recently announced that due to Google's failure to meet domestic content requirements, the sale of Google Pixel phones in the country has been banned.
Nvidia's Run:ai Acquisition Draws European Regulatory Scrutiny On Competition Concerns
Thailand Approves $2 Billion of Investments in Data Centers, Electronics
Express News | Russian explanation for the sky-high fine imposed on Google: It is symbolic. Google should not restrict Russian media.
What answers have the financial reports of major companies provided to the most concerning issues in AI trading?
One of the main characteristics of the third quarter report is that technology giants continue to increase investment in AI without hesitation, with total capital expenditures of microsoft, google, and Meta increasing by 48% year-on-year. However, the returns brought by the huge investment are somewhat mixed, and the market may need to wait longer. In addition, the three major trends of 'hiring is not as good as buying cards', shifting from training to reasoning, and the marginalization of OpenAI by microsoft are becoming increasingly clear.
Phillip Securities Adjusts Price Target on Alphabet to $240 From $205, Maintains Buy Rating
Technology giants are frantically investing in AI, making investors anxious: what about the return?
Large technology companies including Microsoft (MSFT.US), Meta (META.US), and Amazon (AMZN.US) are increasing their spending to build ai datacenters to meet the huge demand.
Express News | Thailand has approved a nearly 2 billion US dollar datacenter and electronic manufacturing investment project.
World's Fourth Most Populous Country Bans Sale of Google Smartphones
Express News | Indonesia has banned the sale of Google Pixel phones.
CNBC Daily Open: Big Tech Needs to Go Beyond Beating Earnings Expectations
US technology stocks' 'weird phenomenon': Beating expectations is no longer enough, investors want more.
①For investors, the better-than-expected performance of large technology companies in the US is no longer enough to satisfy them; ②This week, technology companies have successively released quarterly financial reports, with revenue and profits mostly exceeding expectations, yet the market response has been brutal; ③Some believe that the dismal stock price is due to the market's overly high expectations, while others attribute it to a technical profit-taking pullback.
Google's first offline retail store in a shopping center has opened.
Gelonghui November 1st | Google's first Google Store offline retail store in a shopping center opened today. The retail store is located at Oakbrook Center shopping center in Oak Brook, Illinois, usa, is Google's fifth offline retail store, and its first retail store opened in a shopping center.
Tesla Can Make Cybercab For The Same Money It Takes Waymo To Install Lidar Sensors On Its Robotaxi, Says Ark Analyst
Express News | Following the Apple iPhone 16, Indonesia has banned the sale of Google Pixel phones due to local content requirements.
Express News | Approvals by Thai Investment Board Include 32.8 Bln Baht Data Centre Investment by Alphabet Inc Subsidiary
OpenAI Adds Search Engine to ChatGPT, Challenging Google