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EU asks Apple, Google and Microsoft what they are doing to tackle finance scams
Reuters· 2025-09-24 12:04
Apple , Google and Microsoft have been asked by EU tech regulators about the measures they are taking to prevent their platforms being used for financial scams, underscoring Europe's concern about the... ...
Univision’s political showdown with Google's YouTube as removal looms
Fox Business· 2025-09-24 11:53
Spanish-language television network Univision is crying foul as Google’s YouTube TV prepares to remove the channel from its main bundle to an added price plan at the end of the month, a move the broadcaster alleges has discriminatory and political consequences. "I honestly don't know what their rationale is. The only thing I can tell you is they're doing this at a time right around the midterm elections and the key gubernatorial elections. And they did this at a time where the Hispanic audience is no longer ...
Pony AI: The Secret Sauce To AV (NASDAQ:PONY)
Seeking Alpha· 2025-09-24 11:30
In June, I began analyzing autonomous vehicle (AV) technology, including its business model components and potential sector leaders or winners. Both Tesla ( TSLA ) and Waymo/Alphabet ( GOOGL ) are the apparent gorillas of the emerging sector, while IExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy lear ...
Pony AI: The Secret Sauce To AV
Seeking Alpha· 2025-09-24 11:30
In June, I began analyzing autonomous vehicle (AV) technology, including its business model components and potential sector leaders or winners. Both Tesla ( TSLA ) and Waymo/Alphabet ( GOOGL ) are the apparent gorillas of the emerging sector, while IExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy lear ...
Alphabet: Investing In Longevity Leader; Could AI Double The Human Lifespan?
Seeking Alpha· 2025-09-24 10:34
I believe there is so much to like about Alphabet, as this company is involved in many very important businesses that are a daily part of life for billions of people around the planet, from our searchLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: @Hawkinvest1Analyst’s Disclosure:I/ ...
Alphabet: Investing In This Longevity Leader; Could AI Double The Human Lifespan?
Seeking Alpha· 2025-09-24 10:34
I believe there is so much to like about Alphabet, as this company is involved in many very important businesses that are a daily part of life for billions of people around the planet, from our searchLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: @Hawkinvest1Analyst’s Disclosure:I/ ...
OpenAI, Oracle, SoftBank Unveil $500 Billion Stargate Plan With 5 New US AI Data Centers As Nvidia Commits $100 Billion To Support ChatGPT-Parent - Oracle (NYSE:ORCL)
Benzinga· 2025-09-24 09:08
OpenAI, Oracle Corp ORCL and SoftBank Group SFTBF SFTBY on Tuesday announced plans to build five new U.S. data centers as part of the $500 billion Stargate project, a massive private-sector effort to power the next wave of artificial intelligence.Five Sites Across the USOpenAI said it will expand with Oracle at three locations: Shackelford County, Texas; Dona Ana County, New Mexico and an undisclosed site in the Midwest.Two additional data centers in Lordstown, Ohio and Milam County, Texas, will be built in ...
“资本开支牛市”的宿命--运河、铁路和电信技术革命中的股市沉浮
华尔街见闻· 2025-09-24 07:54
AI驱动的资本开支热潮 - 微软、Meta、谷歌和亚马逊等科技巨头正以前所未有的力度加码AI基础设施建设,这被视为一场高风险、高回报的豪赌 [1] - 2024年四大科技巨头的资本支出超过2000亿美元,预计2025年接近4000亿美元 [2] - 报告预测,这一资本支出增长趋势将至少持续到2030年,届时年度总资本支出或将突破5000亿美元大关 [3] 历史资本开支热潮的教训 - 报告回顾了18世纪末英国“运河狂热”和19世纪“铁路狂热”,指出相关股票价格指数均在短期内急剧飙升后迅速崩溃 [7] - 2000年电信行业泡沫提供了更近的警示,尽管全球移动用户普及率爆炸式增长,但美欧电信股价格在达到顶峰后一路下跌,25年后仍未超过2000年峰值 [11][14] - 历史共同点在于,颠覆性技术能永久改变经济格局,但与之相关的金融市场狂热往往导致早期投资者承受巨大财务损失 [10] 当前市场状况与风险 - 当前美股的市盈率(CAPE ratio)已攀升至历史高位,仅次于2000年科网泡沫顶峰,历史数据显示如此高估值往往伴随随后十年的负真实回报 [18] - 标普500指数中市值前五公司(英伟达、微软、苹果、Alphabet、亚马逊)的权重总和已逼近30%,市场集中度远超2000年科网泡沫时期和70年代初“漂亮50”行情 [20] - 自1957年以来的历史规律显示,若美联储在没有经济衰退的背景下启动降息周期,标普500指数在首次降息后两年内通常录得强劲涨幅,这可能为当前AI投资狂热持续更长时间提供宏观环境支持 [15]
'Not enough' for YouTube to just reinstate banned accounts, Babylon CEO argues
Youtube· 2025-09-24 06:45
someone who knows a bit about censorship and the censorship industrial complex, Babylon B CEO Seth Dylan. He joins us now. Uh so Seth, great to have you. Nice to see you.Tell me about your personal experience with Alphabet and YouTube shutting down the B. Well, first I just have to laugh at the the comment about how they care about conservative voices. Really.Like I was smiling and laughing before you brought me on. Um well, you know, the bee has faced censorship from a number of platforms generally, usuall ...
Nano Banana首款官方应用,谷歌全新AI画板工具来了
量子位· 2025-09-24 05:40
产品发布与功能特点 - 谷歌发布由Banana支持的AI画板工具Mixboard 实现自然语言即时可视化创意想法 [1][2] - 工具支持自然语言编辑图板 轻松调整或合并图像 适用于创意点子与家居装饰设计 [4][5] - 可生成约15张相关图片响应文本提示 并保持新增图片与原有内容颜色风格一致 [10][12] - 支持批量编辑图片与跨区块组合操作 包括物体替换与风格迁移 无需拖入编辑框 [14][16][17] - 单张图片编辑功能包括重新生成 生成类似图 消除背景 复制与下载操作 [21] 应用场景与用户反馈 - 应用覆盖多场景:服装设计(花卉刺绣牛仔裤上身效果) 活动策划(秋季派对氛围布置) 宠物主题(万圣节宠物服装) [5][6][23] - 用户生成创意案例包括鸽子主题约会界面与儿童插图 体现高真实度与多样化形态 [23][24][26] - 网友建议尝试除Banana外其他模型 显示对工具扩展性关注 [8] 技术优势与行业定位 - 工具引入面板界面设计 解决传统聊天框翻找图片痛点 提升可视化操作效率 [28] - 谷歌定位该工具为视觉AI爆发式增长前关键布局 旨在主导全创意工作流程 [29][30] - 目前产品已开放公测 直接面向用户提供体验渠道 [30]