| In partnership with |  |
| The Search Engine That Just Hit Refresh On Its AI Story |
|
| For a while, the plot was simple: the flashy startups launched chatbots and the old search king just watched from the back row. | Now the script flipped. | A new model, a new in-house chip, and a market cap that suddenly belongs in the "don't look directly at it" category have turned this from sleepy ad machine into real AI contender. |
|
| | Join Derek Jeter and Adam Levine | | They're both investors in AMASS Brands Group. You can join them and get up to 23% bonus stock. But only if you invest by Thursday, Dec. 4. | Why invest? They're growing fast. Their brands cover everything from organic wine to protein seltzers. So with consumers seeking healthier options in the $900B beverage market, it's no surprise AMASS has made over $80M to date, including 1,000% year-over-year growth. | They have even more ambitious plans for the future too. They've reserved the Nasdaq ticker $AMSS, enlisted a major investment bank to fuel their growth, and plan to 3X their retail footprint by 2028. | But your chance to amplify your investment with bonus stock ends soon. Become an AMASS Brands Group shareholder and secure your bonus stock by Dec. 4. | Invest in AMASS Brands Now | This is a paid advertisement for AMASS's Regulation CF offering. Please read the offering circular at https://invest.amassbrands.com | | | | Smart Glasses | Alibaba Crashes the Wearables Race With Its New Quark AI Glasses | | Alibaba (NYSE: BABA) just jumped headfirst into the AI wearables arena with its Quark glasses, a pair of everyday-looking frames hiding a full stack of smart features. | The glasses run on Alibaba's Qwen AI model and plug directly into Alipay, Taobao, and the company's broader ecosystem. | Users can point them at a menu for instant translation or scan products for immediate price checks in the real world. | The design choice feels intentional: regular eyewear on the outside, AI-powered super goggles on the inside. | China's Big Tech Arms Race Gets Louder | Alibaba is not arriving quietly. The company recently rolled out major upgrades to its chatbot, and Quark glasses feel like the next leg of its consumer AI push. | Chinese rivals are already in motion. Xiaomi launched its own AI glasses earlier this year, while Baidu has a similar product in the wild. | Nobody wants to be late to the next must-have device wave. | Going Head-On With Global Heavyweights | The Quark launch signals a shot straight across Meta's bow. | Meta controls about 80 percent of the global headset market, and Amazon, Samsung, and Apple are building their own XR ecosystems. | Alibaba wants to carve out a lane that blends commerce, payments, and AI assistance directly into your field of view. | A future where you shop hands-free, translate instantly, and navigate cities with smart lenses is inching closer, and Alibaba is determined to be one of the names powering it. |
|
| | Quantum Tech | IBM Goes Hunting for the Next Wave of AI and Quantum Startups | | IBM (NYSE: IBM) is powering up its venture game by backing startups that can deliver next-gen AI tools, data systems, and quantum tech. | The company has already made 23 strategic moves, each chosen for its ability to plug directly into IBM's ecosystem and move fast inside enterprise environments. | The strategy builds a loop where startups gain instant distribution, while IBM gains fresh tools it can use internally and sell to clients. | Early results show strong momentum as several AI tools have already helped IBM cut billions in operational costs, proving how quickly these bets can turn into real returns. | Quantum Safety Becomes a Priority for Banks | A new wave of investment is also flowing into quantum tech, especially startups that reduce noise and clean up messy quantum signals. | Banks are pushing for solutions that prepare them for a world where quantum computers might crack old encryption models. | IBM is leaning on companies that build error-correction layers and stability tools to keep systems secure. | Large financial institutions want a quantum-safe architecture today, and IBM is positioning itself as the partner that can bridge classical systems with emerging quantum capability. | Early Wins Fuel a Bigger Push Forward | Several IBM-backed startups have already been acquired in big multimillion-dollar deals, proving the venture flywheel is working. | The goal is simple: create a pipeline of AI and quantum tools that slot directly into the enterprise stack and turn innovation into immediate enterprise impact. |
|
| | Decode Market Patterns (Sponsored) | | | Most traders lose because they rely on gut feelings instead of proven signals.
But what if you could see early signs of real growth the kind that often precedes big runs?
That's exactly what this new free report uncovers.
It's based on the same kind of research that helped small, overlooked opportunities turn into massive wins.
If you're tired of guessing and ready to follow real data, this is your moment to act.
Unlock your free report today.
*Krypton Street is not compensated for covering TSLA, and neither it nor its members own shares in the company.
(By clicking the link above, you agree to receive emails from KryptonStreet. You can opt out at any time. - Privacy Policy) |
|
| | Computing | Google Is Secretly Building a New Desktop OS, and the Race Just Got Wild | | Google (NASDAQ: GOOGL) is quietly cooking up a brand new operating system called Aluminium OS, and the vibes point to a full swing at Windows, macOS, and Linux. | The project surfaced through a job listing that described Aluminium as an Android-based OS with AI running through every corner of it. | The name alone hints at a Chromium connection, suggesting Google may be merging lessons from Android and ChromeOS into a single, unified desktop experience for the next decade. | AI Takes the Driver's Seat | Aluminium OS is being positioned as an AI native system, meaning the operating system itself won't just run AI apps, it will think with you. | Google wants deep, built-in AI that can handle workflows, system navigation, background tasks, and maybe even automate parts of your daily computing without you lifting a finger. | Mobile expertise from Android and cloud speed from ChromeOS could give Google a serious edge in building a fully assisted computing layer. | The Mountain Standing in the Way | A new OS is exciting, but stepping into Microsoft and Apple territory is no small climb. Desktop users are loyal, ecosystems are sticky, and shifting habits takes years. | Google's entry could spark fresh innovation across the board, but it will need more than clever naming and AI hype to dent the long-standing duopoly. |
|
| | Trivia: Which metal primarily makes up modern U.S. pennies? | | | Recent Tech Movers | Apple (NASDAQ: AAPL) | iPhones, Fabs, And A $38 Billion "No Thanks"
Apple is having a nice year in India with record iPhone shipments, a growing export base, and more manufacturing shifting over from China, and now it's also staring at a potential $38 billion antitrust fine. | The company has taken India's competition regulator to court, arguing that using global turnover to size penalties is wildly out of proportion. | At the heart of the fight: the App Store's in-app payment rules and complaints from local startups and Match Group about high commissions. | For investors, this is classic Apple, with big growth opportunity, and big regulatory friction. | India is too important for hardware and supply chain diversification to walk away from, so expect Apple to fight the math on the fine without picking a public brawl with the country it's trying to charm. | Netflix (NASDAQ: NFLX) | Stranger Things, Meet Stranger Servers
Netflix finally dropped season five of Stranger Things and promptly…faceplanted for a few minutes. | A brief outage hit right as fans piled in for the premiere, with complaints spiking on DownDetector before the service recovered in about five minutes. | In the grand scheme, this is a tiny hiccup, not an infrastructure disaster. | But it's a reminder that event TV now means millions of people mashing play at the same second, and even the most seasoned streamer can wobble under that rush. | If engagement numbers stay strong and churn doesn't budge, this will be a meme, not a thesis. Still, it's not the look you want when your flagship show is supposed to flex your dominance. | Uber (NYSE: UBER) | Your Driver Today Is…No One
Uber just rolled out fully driverless robotaxis in Abu Dhabi, its first such launch in the Middle East and another step in the company's let partners buy the cars, we'll bring the riders strategy. | Riders can now match into a WeRide robotaxi when they request an UberX or Comfort ride in certain parts of Yas Island, joining similar offerings in Austin, Phoenix, and Atlanta. | It's early days, limited geographies, and plenty of fine print, but it shows where Uber wants to land: a mix of human drivers, delivery, and autonomous fleets, all running through the same app. | If robotaxis work economically, Uber gets to grow trips without having to add the same number of drivers, which is why they keep signing AV partnerships like they're collecting Infinity Stones. | | It's All Connected. (Sponsored) | | | Why did the President tour the Middle East?
Why the sudden focus on Ukraine's resources?
And why are major billionaires quietly meeting with policymakers?
A new investigation uncovers one powerful throughline that connects these seemingly random events, a hidden force already rewriting America's financial future.
Once you see what's happening, the chaos in the markets and politics will make perfect sense.
But most will never understand it until it's too late to act.
Click here to uncover the full truth.
(By clicking here, you will be subscribed to receive emails from Porter's Daily Journal. Porter's Daily Journal is read by 50,000 of the world's best-informed investors.) |
|
| | The Old Guard's AI Comeback Tour | Alphabet Inc. (NASDAQ: GOOG) | Google went from caught flat-footed when ChatGPT launched to wait, are they winning this thing again? | Shares are up nearly 70% this year, the company just briefly leapfrogged other megacaps by market cap, and analysts are suddenly talking about an AI comeback with a straight face. | The good list is Gemini 3, its latest AI model, and Ironwood, its new AI chip. | Gemini 3 aims to handle more complex questions with less hand-holding, and early testers, from Wall Street desks to Marc Benioff, are raving about how sharp it feels. | Ironwood, Google's latest in-house TPU, is pitched as far more power-efficient than earlier versions and is already winning billion-dollar deals with AI-heavy customers. | Scorecard You Can Use | Products Finally Shipping: After a year of stumbles and walk-backs, Google is now actually pushing AI into Search, the Gemini app, YouTube, Workspace, and Cloud instead of just demoing it. Stack Advantage: Models plus chips plus cloud gives them control over the full AI stack, which makes it easier to tune everything for performance and cost. Content Edge: YouTube and the broader Google ecosystem feed huge amounts of video and fresh data into training, a real advantage for multimodal models. Numbers To Back It Up: The cloud unit just helped Google notch its first $100 billion revenue quarter and has a hefty AI backlog, while the core ad machine keeps funding the arms race.
| Why The Stock Cares | For a while, the narrative was that Google had the research, but not the execution. | Now, it looks like management finally pulled the pieces together: models that can hang with the best, chips that give customers a non-Nvidia option, and clear ways to stuff AI into products billions of people already use daily. | That's why you're seeing a rerate. Investors aren't just paying for search anymore; they're paying for a company that might actually monetize AI across ads, cloud, devices, and developer tools without blowing up margins. | Add in the Buffett stamp of approval via a multi-billion-dollar stake, and you get a name that went from too late to too interesting to ignore in record time. | What Could Still Go Sideways | AI Arms Race Costs: All of this requires massive spending on data centers and chips. If the revenue payback lags, those capex numbers will start to bite. Regulatory Swarm: From antitrust to privacy rules, Google is still a prime target in the U.S., Europe, and beyond. Any forced changes to how it runs search or ads would sting. Neck-And-Neck Models: OpenAI, Anthropic, and others are still shipping their own upgrades. Being best-in-class for a week doesn't mean you stay there.
| What To Watch Next | Real-World Gemini 3 Usage: Stats on how many users and enterprises are actually using the new model inside Google's products. Cloud AI Deals: Big-name wins that explicitly call out Google's models or TPUs are your cleanest tells that the AI stack is resonating. Chip Momentum: Any expansion of Ironwood deployments or new partnerships that lean on TPUs over GPUs.
| Actionable Take | Builders: This looks more and more like a core-position candidate: still an ad and search titan, but now with a credible AI platform on top. Red days may be your friend if you're thinking in 3–5 year horizons. Traders: With the stock near highs and sentiment hot, expect swingy moves around each new AI headline. Big spikes on model hype can be spots to trim, while pullbacks on AI fatigue might set up short-term entries.
| Bottom Line:
The company that once looked late to the AI boom is now making a very real case that it belongs at the front of the pack. | If it can keep the model quality high, prove out the economics of its chips and cloud, and avoid major regulatory landmines, this comeback tour may still have more encores left. | | Everything Else | 🕶️ Alibaba's new Quark AI glasses are hitting shelves in China, trying to turn smart specs from sci-fi cosplay into something you'd actually wear outside the house. 🧮 A fresh MIT study says today's AI could already replace about 11.7% of U.S. jobs, which is either a productivity dream or a "maybe I will learn Excel" moment depending on your LinkedIn title. 👑 Nvidia's status as AI market king suddenly looks a bit wobbly, as investors wonder how long one chip giant can carry an entire theme trade on its shoulders. 🕵️ South Korea suspects North Korean hackers were behind a $30 million hit on crypto exchange Upbit, another reminder that "yield farming" can sometimes mean "funding someone's cyber army." ⚖️ Intel is firmly denying TSMC's allegations that a former executive leaked trade secrets, turning a cutting-edge chip rivalry into a full-on legal drama about who copied whose homework.
|
|
| | That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out. | Best Regards,
—Noah Zelvis
Tech Stock Insider |
|
