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Coatue Management's Q3 filing reveals the firm cut its Nvidia and AMD holdings by 14% and 19% respectively, while more than tripling its investment in Alphabet and Marvell Technology.
Berkshire Hathaway's second-quarter investment in Alphabet has yielded gains of up to 75% as the tech giant's valuation multiple expanded, driven by strong performance in AI and cloud computing.
Palo Alto Networks commits nearly $10 billion to Google Cloud for migrating services and developing new AI-driven security offerings, marking Google's largest-ever security deal.
Alphabet introduced a verification tool in its Gemini app to detect AI-generated content by scanning for invisible watermarks in audio and video files up to 90 seconds long.
Former Big Tech employee Darrell Spencer's skincare brand, Crowned Skin, generated $4 million in revenue in its first year after an initial investment of only $10,000 to $15,000.
On December 18, 2025, fintech firm OnePay joined Google's Agent Payments Protocol to help develop standards for secure, AI-driven commerce.
A December 2025 Gartner report names Microsoft and Google the top enterprise AI vendors, even as data shows 97% of businesses struggle to prove the technology's business value.
Nextech3D.AI announced on December 18, 2025, that it has secured major technology clients including Netflix, Microsoft, and Google for contracts beginning in 2026.
Google is developing a new software initiative to directly compete with Nvidia's proprietary CUDA platform, aiming to disrupt its dominance in the AI chip market.
S&P 500 companies increased share buybacks by 6.2% to $249.0 billion in Q3 2025, reaching a record $1.020 trillion for the 12 months ending in September.
On December 18, 2025, an L.A. Times business reporter stated that Waymo is now outpacing Tesla in the development of self-driving technology.
Zacks analysts on December 18, 2025, highlighted Alphabet's 200% year-over-year growth in AI-driven product revenue, while Tesla faces an expected drop in Q4 deliveries as EV tax credits expire.
On December 18, 2025, investment experts debated the S&P 500's heavy concentration in the Magnificent Seven, with PNC's CIO calling for a 'recalibration' of what she termed 'nonsensical' valuations.
China's state-backed advancements in AI, including chip development and low-cost electricity, pose a significant competitive threat to the U.S. AI industry, which is hampered by infrastructure and funding challenges.
OpenAI has sold over 700,000 ChatGPT licenses to U.S. public universities, securing a dominant market position with aggressive pricing at roughly $2.50 per user, far below Microsoft's rates.
Anthropic's $15 billion funding round, backed by NVIDIA and Microsoft, signals intensifying competition in the AI sector as Google's new Gemini 3 model bypasses NVIDIA's hardware.
Constellation Research's 2025 Enterprise Awards recognized Oracle, Google, Cognizant, and Figma for their leadership in enterprise technology, particularly in AI and cloud computing.
Stock analysis finds Citigroup (C) risky due to its low 2.4% net interest margin, while recommending Alphabet (GOOGL) and Costco (COST) for their strong growth potential.
Oracle (ORCL) shares fell nearly 5% after asset manager Blue Owl Capital withdrew from funding a $10 billion data center project, sparking a wider sell-off in AI-related stocks on December 17.
A widening divide in AI infrastructure spending sees cash-rich Alphabet funding growth internally while Oracle takes on $248 billion in lease obligations, sparking credit market concerns.