on 26-Sep-2025 26 September 2025 China Emerging Internet Baidu: Search, AI Cloud, Robotaxi...A mini-primer on Baidu's key businesses and how much can they be worth today Boris Van +852 2123 2617 boris.van@bernsteinsg.com Ting Ming Neo +852 2123 2554 tingming.neo@bernsteinsg.com Baidu's stock has seen a re-rating of late driven by a more positive tone from the company around capital structure and unlocking value within the Group. Specifically the company talked about exploring capital actions (ie listing) of ...

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/ ...

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 Inc. (NASDAQ:GOOGL) ranks among the best fundamental stocks to buy right now. On September 12, Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud won a £400 million contract to provide a sovereign cloud capability for the United Kingdom Ministry of Defence (MOD). The endeavor will offer a safe cloud platform for innovation while preserving improved data controls for the MOD. In line with the ministry’s Strategic Defense Review, the collaboration encourages the use of cutting-edge cloud infrastructure f ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Best NASDAQ Stocks to Buy For Long Term. On September 16, Reuters reported that Alphabet Inc.’s (NASDAQ:GOOGL) Google will invest GBP 5 billion (about $6.80 billion) in the UK ahead of the visit of US President Donald Trump to the country. This visit is expected to bring many new business deals and partnerships. Google also announced the opening of a new data center near London. This data center will support the growing demand for Google’s AI services like Goo ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks Analysts Say You Should Watch Closely. On September 5, Tigress Financial Partners analyst Ivan Feinseth raised the price target on the stock to $280.00 while maintaining a Strong Buy rating. According to the firm, Alphabet’s continues to benefit from its “AI-driven leading position across every major secular technology trend” which is in turn driving strong revenue, cash flow, and profitability. Meanwhile, a recent favorable Chrome decision has removed ...

Key Takeaways Shell's Subsidiary will supply Google's UK operations with renewable energy by 2030.Advanced trading and battery storage balance variable wind and solar for a reliable supply.Google's new UK data centre targets 95% carbon-free energy supply by 2026.Shell plc’s (SHEL) subsidiary, Shell Energy Europe Limited, has been officially appointed as the renewable energy supply manager for Google, a subsidiary of its parent holding company, Alphabet Inc. (GOOGL) , in the United Kingdom under the ambitiou ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Unrivaled Stocks of the Next 3 Years. On September 8, Evercore ISI increased its price target for Alphabet Inc. (NASDAQ:GOOGL) from $240 to $300 and kept an Outperform rating. This decision to raise the price target came after Evercore’s sixth quarterly proprietary search survey, which showed that Alphabet Inc.’s (NASDAQ:GOOGL) Google still keeps its dominant position in commercial-intent search, even though general search competition is growing. Evercore Rai ...

公司投资计划 - 谷歌母公司Alphabet宣布在英国人工智能领域投资50亿英镑（约68亿美元）[1] - 投资计划包括在伦敦北部Waltham Cross新建一座先进数据中心[2] - 该项两年期投资将每年为英国企业创造8,250个就业岗位[3] 技术发展布局 - 新数据中心将支持谷歌AI驱动服务包括Google Cloud、Workspace、搜索和地图[3] - 部分资金将投入伦敦DeepMind公司开发下一代AI系统[3] - 投资旨在帮助英国通过AI技术到2030年增加4,000亿英镑经济价值[4] 行业影响评估 - 英国财政大臣称该投资是对英国经济及美英伙伴关系的信心体现[3] - 此次投资正值谷歌面临英国50亿英镑反垄断诉讼期间[1] - 投资宣布时间与美国总统访英期间商业协议浪潮相吻合[2]

公司市值表现 - 公司市值在周一突破3万亿美元[1] - 公司加入市值超过3万亿美元的俱乐部 与英伟达4.3万亿美元 微软3.8万亿美元 苹果3.5万亿美元并列 亚马逊以2.5万亿美元紧随其后[3] 司法案件进展 - 美国地方法院法官于9月2日裁定较预期温和的补救措施[2] - 司法部曾提议更强硬的补救措施 包括强制出售Chrome浏览器[2] - 法官一年前裁定公司维持非法搜索垄断地位[2] - Perplexity和Ecosia等科技公司曾提出未经请求的收购要约 但可能性已被否决[2] 业务发展状况 - 除搜索现金牛业务外 云计算业务凭借人工智能产品实现快速增长[3]