Waymo disclosed Tuesday it’s now giving more than 100,000 paid robotaxi rides every week across its three main commercial markets in Los Angeles, San Francisco, and Phoenix.Those figures were shared by Waymo co-CEO Tekedra Mawakana in a social media post on X. The new 100,000 figure is double what the company has previously disclosed. Alphabet and Google CEO Sundar Pichai noted on the company’s earnings this summer call Waymo was delivering well over 50,000 paid rides per week, a number that Waymo also note ...

文章核心观点 - 对冲基金经理Bill Ackman在2024年第二季度大幅减持了Alphabet(谷歌母公司)的股票[4][5] - Alphabet仍是Ackman最大的持股,占其投资组合的20.3%[6] - Ackman可能是由于担心Alphabet面临的反垄断诉讼[9]、行业轮换[10]或者单纯想获利[11]而减持Alphabet股票 公司相关内容 - Alphabet有两类不同的股票,A类股有一票表决权,C类股无表决权[6] - Ackman在2023年第一季度开始大量买入Alphabet,此前是因为谷歌的首款生成式AI产品推出不顺利而导致股价下跌[7] - Alphabet计划就联邦法官裁定其构成非法垄断的判决提出上诉,结果存在不确定性[14][15] - 尽管存在不确定性,但Alphabet在人工智能、搜索、视频等领域仍将是主导者[16][17] 行业相关内容 - 科技股大涨后可能面临轮换,Ackman可能认为这一趋势已经开始[10] - 投资者通常不喜欢面临不确定性的股票[16]

文章核心观点 - 华尔街分析师认为Alphabet是"七大奇迹"股票中最有上涨潜力的 [1][3][5] - Alphabet正在利用人工智能技术来推动其广告和云计算业务的增长 [6][7][8][9][10][11] - 尽管面临反垄断监管的风险,但Alphabet的谷歌搜索引擎仍然拥有强大的品牌影响力 [12][13][14][15] - 根据华尔街预测,Alphabet未来三年每股收益将以17%的年复合增长率增长,目前估值合理 [16] 行业总结 - 数字广告支出预计未来5年将以8%的年复合增长率增长 [6] - 公有云收入预计未来7年将以19%的年复合增长率增长 [6] - Alphabet是全球最大的数字广告商,也是第三大公有云服务商 [7] 公司总结 - Alphabet拥有6款月活跃用户超20亿的产品,利用人工智能技术提升广告投放效果 [8][9] - Alphabet的云计算业务Google Cloud正在加大人工智能产品的投入,有望获得更多市场份额 [10][11] - 尽管面临反垄断诉讼,但Alphabet的谷歌搜索引擎仍有强大的品牌影响力 [12][13][14][15]

On the 20th anniversary of Google's market debut, CNBC's Jim Cramer looked back on the stock's impressive climb and advised investors to stick with good companies for the long term, even if it means shouldering some short term losses.He first addressed Monday's Wall Street action, noting the market's eight-day winning streak. These kinds of gains can create a "fraught situation," he said, and will likely be followed by declines. When the market seems overbought, investors don't want to own too much stock, b ...

"It was the start of the next era," Grimes said. "Google [and other megacaps that followed] changed the way that we work, live and play. They did it in bigger ways than we all thought and now these are trillion-dollar companies right up at the top."The cumulative market value of companies Grimes has taken public is in the trillions of dollars. Some were more tumultuous, like Facebook 's IPO in 2012, and some pioneered innovative new structures, like Spotify 's direct listing in 2018. But Google's was ground ...

Google's parent company could face an antitrust reckoning soon.Alphabet (GOOG 1.37%) (GOOGL 1.38%) suffered a major setback on Aug. 5 after the U.S. Department of Justice (DOJ) ruled that Google had illegally monopolized the online search and text advertising markets. In a statement, Attorney General Merrick Garland called the antitrust victory a "historic win for the American people" which showed that "no company -- no matter how large or influential -- is above the law".That ruling clears the way for anot ...

Alphabet-owned Waymo revealed details about its newest "generation 6" self-driving technology on Monday. Its new driverless tech, integrated into Geely Zeekr electric vehicles, should be able to handle a wider array of weather conditions without requiring as many costly cameras and sensors on board.The company invited CNBC to its Mountain View, California, garage to see the new robotaxis in development. Satish Jeyachandran, Waymo's vice president of engineering, said the team is "confident we can bring this ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: PhotoMIX Company from Pexels A US judge has found that Google is a monopoly and has used this dominance to reinforce its market position. This ruling, which is subject to appeal, brings the US regulator close to the European Commission in its approach to tech giants such as Google, Meta, and Amazon. Regulators now agre ...

We got an updated look at the billionaire's stock portfolio, and there were some interesting moves.We recently got an updated look at the portfolios of many notable hedge funds, and there were a few moves from notable billionaire Bill Ackman's Pershing Square. These include a couple of large stock sales, as well as a couple of new positions.One of the sales in particular stood out, as it has been one of the fund's best performers and is a member of the "Magnificent Seven." Here's a rundown of Pershing's lat ...

文章核心观点 Alphabet是一家拥有强大财务实力和广泛经济护城河的科技巨头,在数字广告、云计算、视频流媒体等领域占据主导地位,并且正在积极布局人工智能技术,未来发展前景广阔[2][3] 行业和公司总结 1. 数字广告业务是公司的核心,占据全球40%以上的市场份额[5] 2. 视频流媒体业务快速增长,YouTube的观看时长已超过Netflix[6] 3. 云计算业务增长迅速,第二季度收入增长29%,利润率达11%[7] 4. 自动驾驶业务Waymo是公司的潜在增长点,尽管风险较大[8] 5. 公司财务状况优良,利润率高达28%,现金储备充足[9][10][11] 6. 公司在人工智能技术方面投入大量资金,并广泛应用于各业务[12][13][14] 7. 公司拥有强大的网络效应,为其带来持久的竞争优势[15][16][17] 8. 公司股价估值相对较低,仍有较大上涨空间[18][19]