In a period of momentum-driven returns and bullish investor sentiment sparked by the re-election of Donald Trump, the more defensively positioned Strategy underperformed...
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Continue ReadingTop picks for 2025 include Alphabet, Amazon, and MercadoLibre, all expected to benefit from leading market positions and secular growth. Explore more details here...
Continue ReadingAs datacenter-driven load growth increasingly takes shape, US utilities and power providers in 2025 will aim to take advantage of those opportunities. Read more here...
Continue ReadingShares of Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) were among the winners last month after the tech giant unveiled a breakthrough with its new quantum chip, Willow. The news set off a surge in quantum computing stocks, and Alphabet jumped over a two-day span after the announcement, as it was the latest evidence that the company is on the cutting edge in the AI race. As you can see from the chart below, the gains came largely following the quantum computing announcement on Dec. 9...
Continue ReadingGoogle is forming a new team to work on AI models that can simulate the physical world. Tim Brooks — one of the co-leads on OpenAI’s video generator, Sora, who left for Google's AI research lab, Google DeepMind, in October — will lead the new team, he announced in a post on X. It'll be a part of Google DeepMind. "DeepMind has ambitious plans to make massive generative models that simulate the world," Brooks wrote Monday morning. "I'm hiring for a new team with this mission." According to job lis...
Continue Reading(Bloomberg) -- Samsung Electronics Co. is ramping up investment in artificial intelligence for consumer electronics, betting on its ubiquitous presence in gadgets from smartphones to TVs to help it stake out a spot in the AI arena.Most Read from BloombergNYC’s Subway Violence Deters Drive to Bring Workers Back to OfficeIs This Weird Dome the Future of Watching Sports?Don’t Shrink the BusCan American Drivers Learn to Love Roundabouts?NYC Congestion Pricing to Take Effect After Years of DelaysSams...
Continue ReadingAlphabet's Google is facing a second complaint from a U.S. labor board claiming that it is the employer of contract workers and must bargain with their union, the agency said on Monday. The complaint issued by the National Labor Relations Board last week claims that Google is a "joint employer" of about 50 San Francisco-based content creation workers employed by IT firm Accenture Flex who voted to join the Alphabet Workers Union in 2023, according to board spokeswoman Kayla Blado...
Continue ReadingLong gone are the days of simply watching the news. Google unveiled the latest version of its TV operating system at CES 2025 on Monday. It uses the company's Gemini AI assistant to summarize the biggest news of the day for you. By asking Gemini to play your "News Brief," the AI assistant will scrape news stories from across the internet and YouTube video headlines posted by trusted news channels, and will produce a brief summary to catch you up on the day's events. A demo of Google's news brief...
Continue ReadingLots of technology names rallied today on the back of strong numbers out of Hon Hai Precision, which released very strong artificial intelligence (AI) server numbers for the month of December. On Monday, sell-side analyst Doug Anmuth at J.P. Morgan issued a positive note on Alphabet while retaining his buy rating on shares, with a $232 price target. Alphabet entered the day just over $193 per share, so Anmuth's target would amount to roughly 20% upside...
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