文章核心观点 - 谷歌2025年第一季度财报中有80亿美元非上市股权证券未实现收益 但华尔街对此并不关注 分析师更关心其核心广告业务 同时推测了可能带来收益的投资公司 [1][2][3] 谷歌财报情况 - 2025年第一季度其他收入和支出（OI&E）为112亿美元 包含80亿美元非上市股权证券未实现收益 该收益来自对一家私人公司的投资 [1] - 受此收益推动 公司上一季度净利润达355亿美元 较去年同期的237亿美元有所增长 [2] 市场反应 - 华尔街对这80亿美元收益不感兴趣 谷歌财报电话会议上无人询问相关问题 [2] - 分析师更关注谷歌核心广告业务 且认为询问谷歌也不会透露相关信息 [3] 可能带来收益的投资公司 - Anthropic：谷歌持有其14%股份 该公司价值近期飙升 2024年底估值410亿美元 2025年3月达615亿美元 [4] - SpaceX：谷歌2015年与富达共同对其投资10亿美元 2023年估值1750亿美元 2024年底达3500亿美元 [5] - Databricks：其分析平台融资情况良好 2023年秋季估值430亿美元 2024年底融资100亿美元后估值达620亿美元 [6] - Stripe：在线支付公司 长期价值高 是潜在IPO候选公司 但近期无意上市 其估值通过二次销售提升 最新估值915亿美元 较几年前的500亿美元有所增长 [7]

Tesla CEO Elon Musk said on Tuesday that his role at the White House DOGE office will be secondary as he devotes more time to the EV company. Some large Tesla stakeholders and state officials criticizing the company's leadership told Business Insider that they are still concerned. "The company's disappointing earnings were proof that his lack of focus has indeed hurt the company and has permanently damaged the brand value of Tesla," Michael Frerichs, treasurer for the state of Illinois, said in a statement ...

Meta laid off an undisclosed number of employees in Reality Labs, its hardware and virtual reality division, this week as part of a broader restructuring effort. The cuts affect Oculus Studios, the company's in-house gaming division for Quest headsets, and the team behind Supernatural, the VR fitness app Meta acquired for over $400 million.A Meta spokesperson confirmed the changes, saying that "some teams within Oculus Studios are undergoing shifts in structure and roles that have impacted team size." The ...

Alphabet, the parent company of Google and YouTube, reported its first-quarter earnings Thursday after market close, mostly exceeding initial revenue estimates, sending shares up 4%. Alphabet Inc., comprised of Google and a collective of companies called Other Bets, reported its first-quarter earnings results during a conference call on Thursday.Google CEO Sundar Pichai said in a statement that the company's "strong Q1 results, which reflect healthy growth and momentum across the business," reflect its "un ...

Tesla has lost its crown as the top EV seller in Europe. Volkswagen's EVs outsold Elon Musk's car company across the first three months of the year, according to data from JATO Dynamics, an automotive analysis firm.65,679 Volkswagen battery EVs were registered in the first quarter, compared to 53,237 Teslas. The German carmaker saw its registrations more than double year-over-year, rising 157% since the first quarter of 2024.Tesla registrations dropped 38% over the same period. According to JATO's data, t ...

Boeing is collateral damage in the US's trade war with China. The American plane maker said it has about 50 planes that must be sold to other airlines. Chinese customers said they won't take deliveries because of tariffs."Right now, China's our only problem," Boeing's CEO, Kelly Ortberg, said on an earnings call on Wednesday. "We're going to work our tail off to make sure that China issue doesn't implicate our recovery." Boeing's chief financial officer, Brian West, said that China made up 10% of the comp ...

文章核心观点 白宫DOGE办公室削减联邦开支引发华尔街对科技公司失去政府合同的担忧，ServiceNow股价受影响下跌，但Q1财报显示担忧暂时未成为现实，公司业绩超预期且股价盘后上涨，因其软件能帮助组织省钱和整合IT工具 [1][2][3] 分组1：DOGE影响及公司业绩表现 - 白宫DOGE办公室削减联邦开支，华尔街担忧科技公司失去政府合同，ServiceNow股价今年下跌超20% [1][2] - ServiceNow Q1财报超华尔街预期，上调订阅收入指引，美国公共部门业务同比增长超30%，新增六个政府客户，盘后股价上涨11% [3] 分组2：公司避免影响的原因 - 公司提供云软件自动化任务、整合IT工具和服务，帮助组织省钱，对有旧软件系统的政府机构尤为适用 [4][5][6] 分组3：公司软件应用案例 - 北卡罗来纳州罗利市用ServiceNow软件自动填充人事表格，每年节省员工超1302小时 [8] - 该软件帮助罗利市替换六个旧服务管理解决方案，将IT呼叫中心员工从八人减至两人，每年节省31.5万美元 [9]

After more than a decade of hype, Tesla is only a few months away from its Robotaxi launch. It may be the one deadline the electric vehicle maker and its CEO Elon Musk can't afford to miss.Tesla is famous for blowing past key dates. Investors even coined the term "Elon Time" to describe the phenomenon. But Robotaxi is different. The company has been staring down a tanking stock price, a brand crisis, and angst over Musk's work with the Department of Government Efficiency. It has also positioned fully auton ...

The company said it recorded a pre-tax loss of $477 million on its B-21 programs, and that investments to boost future B-21 production and higher-than-expected material costs were to blame. In a conference call, Kathy Warden, Northrop Grumman's president, said the drop was "largely relating to higher manufacturing costs" for the B-21, per The War Zone. She said it was "primarily resulting from a process change we made to enable a higher production rate, as well as increases in the projected material cost." ...

Good morning. We sat with 350 New York City lawyers as they strategized against President Donald Trump. There were calls for protests, op-ed writing, and lawsuits. Amid the anger and frustration, some hope broke through the noise. In today's big story, Tesla's earnings report came with a big announcement: Elon Musk is stepping back from DOGE.What's on deck Markets: Gold is showing it's the top "safe-haven" asset.Tech: No more filtered selfies. Instagram's new feature is forcing users to get Reel.Business: ...