The big technology player is a top-performing stock of 2025.A surprise candidate has come from behind and turned into the top-performing "Magnificent Seven" stock of 2025. The company's name is Alphabet (GOOG +1.40%) (GOOGL +1.48%). Owner of Google and various other technology platforms, Alphabet's stock was a laggard versus the likes of Microsoft earlier this year, but has come roaring back to produce a total return of 57% so far in 2025.The stock once again has one of the largest market caps in the world, ...

In New York, the Dow Jones industrial average was up 79.73 points at 48,442.41. The S&P 500 index gained 31.30 points at 6,909.79, while the Nasdaq composite rose 133.01 points at 23,561.84. The S&P 500 surpassed the record set earlier in December.Brent Joyce, chief investment strategist at BMO Private Wealth, said it appears markets are seeing a Santa Claus rally heading into the end of the year.“It is an odd phenomenon that we get leading into the last few days, heading into the holidays that markets are ...

文章核心观点 - 作者是Alphabet Inc (GOOG)的股东 其分析基于个人投资兴趣而非专业顾问身份 旨在为不同层次的读者提供独特且有说服力的观点 [1] 作者背景与立场 - 作者全职研究商业、经济和市场分析 并在Seeking Alpha平台及个人YouTube频道“The Market Monkeys”发布股票分析内容 [1] - 作者通过持股、期权或其他衍生品对GOOG持有实质性多头头寸 文章为个人观点且未因本文获得除Seeking Alpha平台外的报酬 与所提及公司无业务关系 [2] 平台免责声明 - 文章观点不代表Seeking Alpha整体立场 平台并非持牌证券交易商、经纪商或美国投资顾问/投行 [3] - 平台分析师为第三方作者 包括专业和散户投资者 其资质可能未经任何机构或监管机构认证 [3]

市场环境与基金观点 - RGA投资顾问公司发布了2025年第三季度投资者信函 市场在“解放日”暴跌后持续复苏 但市场由少数大型股主导 [1] - 信函讨论了股市集中度问题 并阐述了在该集中化环境中看到的潜在机会 [1] 个股聚焦：Alphabet Inc (GOOG) - Alphabet Inc 是RGA投资顾问公司的最大持仓股 属于“科技七巨头”之一 但有时被戏称为“落后七巨头” [3] - 公司自2012年首个交易日起便持有Alphabet股票 当时因市场担忧移动应用的威胁 其市盈率跌至历史低位 [3] - 当前的AI叙事让公司有“似曾相识”之感 Alphabet的过去十二个月市盈率创下历史新低 甚至低于2012年水平 [3] - 截至2025年12月22日 Alphabet股价报收311.33美元 市值为3.758万亿美元 [2] - 该股一个月回报率为-3.80% 但过去52周累计上涨57.58% [2]

公司专利动态 - 深圳市腾讯计算机系统有限公司新获得一项名为“电量调节方法、装置、设备以及存储介质”的专利 [1] - 该专利授权公告号为CN115202881B，申请日期为2022年7月 [1]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Google-parent said it would buy Intersect's data-center projects that are in development, plus multiple gigawatts of energy and the Intersect team as part of the deal. ...

投资评级与目标价调整 - BMO Capital于12月16日将Alphabet目标价从340美元上调至343美元 维持“跑赢大盘”评级 [1] - Piper Sandler于12月11日将公司目标价从330美元大幅上调至365美元 给予“超配”评级 [3] - RBC Capital分析师Brad Erickson于12月15日维持“买入”评级 目标价为315美元 [3] 谷歌云业务增长动力 - BMO Capital看好谷歌云前景 认为企业AI应用正快速加速 并据此上调了谷歌云未来几个季度的增长目标 [1] - 根据BMO Capital预测 谷歌云增长将在明年第一季度达到峰值 增速为40% [1] 重大基础设施项目 - 巴布亚新几内亚确认选择谷歌建设三条新的海底光缆 以升级该国数字基础设施 [2] - 该项目价值1.2亿美元 由澳大利亚政府根据2025年10月签署的《Pukpuk条约》全额资助 [2] - 该项目名为“Pukpuk连接计划” 旨在连接巴布亚新几内亚南北地区 为该太平洋国家打造高容量、有弹性的数字骨干网 [2] 公司业务概况 - Alphabet在美国、欧洲、中东、非洲、亚太、加拿大和拉丁美洲提供多种产品和平台 [4] - 公司业务通过谷歌服务、谷歌云和其他投资三个部门运营 [4]

Alphabet Inc. (NASDAQ:GOOGL) is one of the best forever stocks to buy according to hedge funds. On December 17, analysts at Citizens reiterated that Alphabet Inc. (NASDAQ:GOOGL) is a Market Outperform with a $340 price target. The positive stance is in response to Waymo’s third-quarter operational update. Alphabet Inc. (GOOGL) is a Buy at Citizens on Waymo Operational Progress as RBC Capital Downplays Real Estate Prospects The autonomous driving subsidiary says its cumulative rider miles increased by 28 ...