Meta’s (NASDAQ: META) stock has surged by 400% since hitting its low of $88 in October 2022, despite initial skepticism surrounding cash burn and investments in the unproven Metaverse.Since January 2023, Meta stock has successfully reversed its fortunes, with momentum shifting from a negative relative strength momentum (RSM) that hit a low of -55 in October 2022, to a high of 59 in August 2023, before settling at its current valuation of 41. Throughout this process, it has crushed the broader index in perfo ...

After years of speculation, the U.S. government is moving forward with legislation that potentially bans TikTok, the popular short-form video social media platform owned by Chinese company ByteDance.TikTok has roughly 150 million monthly active users in the United States, and the app is especially popular among younger users. The privately owned company generates billions in revenue and is one of the fastest-growing internet companies worldwide.TikTok being forced to stop working for U.S. users would shake ...

The latest trading session saw Alphabet (GOOGL) ending at $147.03, denoting a -0.44% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.57%. Meanwhile, the Dow gained 0.83%, and the Nasdaq, a tech-heavy index, added 0.39%.Coming into today, shares of the internet search leader had gained 5.1% in the past month. In that same time, the Computer and Technology sector gained 3.42%, while the S&P 500 gained 2.97%.The investment community will be closely monito ...

Alphabet (GOOGL) shares ended the last trading session 4.6% higher at $147.68. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 0.5% gain over the past four weeks.Alphabet extended its rally, driven by a report related to its talks with Apple regarding Gemini AI. Reportedly, Apple is in negotiations with Alphabet to power AI features of iPhones with the latter’s Gemini AI models.This internet search leader is expect ...

The artificial intelligence (AI) market exploded last year and became one of the biggest growth drivers of the Nasdaq Composite's recovery. The market faced an economic downturn the previous year, which sent countless stocks plunging. However, the Nasdaq Composite is up 44% year over year and climbing, primarily thanks to excitement over AI. According to data from Grand View Research, the AI market is projected to have a compound annual growth rate of 37% through 2030. The industry hit nearly $200 billion l ...

Alphabet’s (GOOGL) self-driving unit Waymo has started offering its ride-hailing service, Waymo One, in Los Angeles, CA, for free.This move comes after the company carried out its Waymo One Tour program in the city successfully, which began in late 2023.Approval from the California Public Utilities Commission, which the company received earlier this month for Waymo One, remains noteworthy.Currently, the service is available for select members, covering around 63 square miles of Los Angeles, from Santa Monic ...

Tech stocks have a long reputation for providing consistent and significant gains to patient investors. The chart below reflects this, with the Nasdaq-100 Technology Sector index delivering considerably more growth than the Nasdaq Composite and S&P 500 over the last decade. So, it's not surprising that Warren Buffett's holding company, Berkshire Hathaway, has dedicated more than 40% of its portfolio to the high-growth industry. Meanwhile, Berkshire's holdings posted a compound annual gain of nearly 20% betw ...

Alphabet’s (GOOGL) Google is leaving no stone unturned to bolster its healthcare offerings on the back of growing generative AI capabilities, which are presently acting as key growth catalysts for the company. Its shares have surged 47.4% in the past year compared with the Zacks Computer & Technology sector’s growth of 47.2%.Recently, Google launched Vertex AI Search for Healthcare, a generative AI powered tool intended for the healthcare industry.The tool utilizes generative AI to assist clinicians in sear ...

申万宏源研究 上海市南京东路99号 | +86 21 2329 7818 www.swsresearch.com 简单金融 成就梦想 海外科技 | 公司研究 谷歌：AI 征途换档提速，云业务驱动成长 2024年3月11日 谷歌-Alphabet（GOOGL.O） 买入 谷歌大模型：加速追赶，旨在大模型领域重新领跑。1）调整部门架构后产品更新迭代明显提 速：面对与OpenAI的竞争，23年4月谷歌调整AI部门架构，并将资源全面向AI发展倾斜， 23年12月后，谷歌密集发布了Gemini1.0系列、TPUv5p芯片、Gemini1.5 Pro等成果，正 首次覆盖 加速追赶。2）Gemini 性能优秀但仍需改进：基于在多模态领域的积累，谷歌发布第一个原 生多模态大模型 Gemini，性能与Claude3、GPT4共同处于第一梯队，具备较强竞争力；但 市场数据： 2024年03月08日 23 年2 月底Gemini出现生成内容多样性错误的问题，谷歌暂时下架其文生图功能进行紧急 收盘价（美元） 135.41 修复。3）AI人才储备及数据资源丰富：谷歌在AI领域耕耘多年，谷歌大脑、Deepmind等 纳斯达克指数 160 ...

The most recent trading session ended with Alphabet (GOOGL) standing at $137.67, reflecting a +1.67% shift from the previouse trading day's closing. The stock exceeded the S&P 500, which registered a loss of 0.11% for the day. Elsewhere, the Dow saw an upswing of 0.12%, while the tech-heavy Nasdaq depreciated by 0.41%.Prior to today's trading, shares of the internet search leader had lost 9.12% over the past month. This has lagged the Computer and Technology sector's gain of 1.42% and the S&P 500's gain of ...