Famed “Big Short” investor Michael Burry has issued a scathing warning to Silicon Valley, alleging that tech giants are employing aggressive accounting maneuvers to mask the true costs of the AI infrastructure race. The ‘Sinister’ Accounting Trick Burry, in an X post, targeted a group of Big Tech companies, including Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META), accusing them of “understating depreciation” to protect their bottom lines. ...

美股三大指数集体收涨，纳指涨1.04%，标普500指数涨0.77%，道指涨0.76%。半导体板块领涨，AMD 收涨逾8%，英特尔涨近6%，台积电涨超4%。大型科技股多数上涨，特斯拉、奈飞、苹果涨超2%，微 软、亚马逊涨逾1%，英伟达、Meta小幅上涨；谷歌小幅下跌。 来源：市场资讯 （来源：科创100ETF基金） ...

Key Takeaways There are some similarities but also key differences between the Nifty 50 & Mag 7.Mag 7 stocks currently trade at a slim premium to the S&P 500 Index.Leaders like MSFT have transformed into GARP plays. What were the Nifty 50?The “Nifty 50” was a group of 50 of the most followed, large-cap stocks on the NYSE that flourished in the 1920s and early 1970s. The group of stocks included well-known, popular companies such as Walmart (WMT), Polaroid, Xerox (XRX), and Coca-Cola (KO). During the early 1 ...

Key TakeawaysFederal Reserve Governor Lisa Cook warned that AI-driven productivity gains could lead to "creative destruction," potentially raising unemployment to 4.3% or higher without providing the Fed with traditional tools to intervene.Alphabet Inc. (GOOGL) expanded its AI creative suite, launching AI avatars and voiceovers in seven new languages for Google Vids to capture a larger share of the global enterprise market.Diplomatic relations between the U.S. and France showed signs of recovery as Paris mo ...

"Google views Klaviyo as a key marketing player in this new era of agentic commerce,†said Stephen Brough, Global GTM Head, RCS for Business. "This deepened collaboration across our two companies and product lines will help Google bring real-time customer intelligence to every touchpoint a consumer has - from ads to AI.†What's available today The announcement reinforces the Google and Klaviyo integrations that are already live, including: BOSTON & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO ...

Feb 24 (Reuters) - Alphabet's Google doubled down on efforts to secure power supply for its data centers across the country by entering into ‌separate agreements with U.S. utilities, AES Corp and Xcel Energy, on Tuesday. Big ‌Tech firms have been scouring for new, reliable and cleaner energy sources to power their rapidly expanding ​data centers, which have been driven by increasing use of artificial-intelligence applications. To meet the surging demand, utilities have been investing heavily to upgrade ...

Whether due to his outspokenness on a range of topics on the social media platform X or the strong returns from his company, Pershing Square Holdings, much of the market is always curious about what stocks billionaire investor Bill Ackman is buying and selling. It's arguably more intriguing because Pershing Square Capital Management, the investment manager of Pershing, holds only 10 to 12 stocks at any one time. In recent years, like many other investors, Ackman and his team have gotten more interested i ...

Alphabet Inc.’s Waymo will start offering commercial robotaxi service in the three biggest cities in Texas, pushing ahead with its aggressive expansion plan after a recent setback in New York.The rollout of rides with no safety driver will begin Tuesday in Houston, Dallas and San Antonio, Waymo said in a statement. Operations will be initially be limited to zones of between 25 and 60 square miles (65 to 155 square kilometers), depending on the city. The debut advances Waymo’s goal of starting service this y ...

Summary of Key Points Core Insights - The 13F reports for Q4 2025 from renowned investors Duan Yongping and Li Lu reveal their latest investment strategies amid the rapid transformation of the AI industry and volatility in Chinese concept stocks. Duan has opted for an "aggressive transformation," while Li appears to favor "structural adjustments," using Google as a comprehensive investment in various tech sectors [45][46]. Duan Yongping's Investment Strategy - Duan Yongping's H&H International Investment has a total market value of approximately $17.489 billion, equivalent to over 120.4 billion RMB, with a concentrated portfolio where the top five holdings account for 89% of the total [43][52]. - Apple remains the largest holding, despite a slight reduction of about 247 million shares (7.1%), still constituting 50.3% of the portfolio, valued at approximately $8.8 billion [12][54]. - Significant new investments include a large increase in Nvidia shares by 6.64 million, a 1110% increase, making it the third-largest holding at 7.72% of the portfolio [2][16]. - Duan has also increased positions in Berkshire Hathaway and Pinduoduo, reflecting confidence in their business models, while reducing exposure to Alibaba and Occidental Petroleum [14][70]. Li Lu's Investment Strategy - Li Lu's Himalaya Capital Management has a total market value of approximately $3.57 billion, equivalent to 246 billion RMB, with a highly concentrated portfolio of only nine stocks [44][75]. - The primary holding remains Alphabet (Google), with combined shares of GOOGL and GOOG accounting for over 43% of the total portfolio [5][75]. - A notable new addition is Crocs, with 628,000 shares acquired, representing 1.51% of the portfolio, aligning with Li's focus on brands with strong market presence and cash flow [34][75]. - Li continues to hold significant positions in traditional financial stocks, including Bank of America and East West Bank, reflecting a value investment approach focused on stable cash flows [35][40]. Comparative Analysis - Both investors demonstrate adaptability to emerging industries, with Duan taking a more aggressive stance towards AI and technology, while Li maintains a conservative approach with a focus on established companies [45][46]. - Duan's strategy indicates a shift towards AI-driven investments, while Li's portfolio remains heavily weighted towards traditional sectors, showcasing differing philosophies in navigating market changes [39][40].

Alphabet Inc. (GOOGL) is a multinational technology conglomerate. Headquartered in Mountain View, California, Alphabet serves as the parent company of Google and several other businesses in areas like cloud computing, autonomous vehicles, life sciences, and venture capital. Alphabet’s market cap stands at around $3.8 trillion, making it one of the most valuable companies in the world. Companies valued above $200 billion are typically classified as “mega-cap stocks,” and GOOGL easily falls into that categ ...