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Near-Exit On Google To Top Holding: How Bill Ackman Nailed The AI Mega-Cap Rotation","url":"https://stock-news.laohu8.com/highlight/detail?id=1106327579","media":"Options & Short Sell","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106327579?lang=en_us&edition=fundamental","pubTime":"2026-10-01 19:31","pubTimestamp":1790854270,"startTime":"0","endTime":"0","summary":"","market":"uk","thumbnail":"https://news-video-sg.skytigris.cn/videos/covers/2992.webp","type":0,"news_type":0,"thumbnails":["https://news-video-sg.skytigris.cn/videos/covers/2992.webp"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"From Near-Exit On Google To Top Holding: How Bill Ackman Nailed The AI Mega-Cap 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Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672751625","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672751625?lang=en_us&edition=fundamental","pubTime":"2026-10-01 19:14","pubTimestamp":1790853288,"startTime":"0","endTime":"0","summary":"EXPLAINER-Why are world bond markets selling off again?LONDON, Oct 1 -Government borrowing costs from the United States to Germany and Japan have hit freshmulti-decadepeaks on heightened worries about inflation and rising interest rates, along with nagging anxiety about nations' debt loads.Elevated bond yields could squeeze households and companies and worsen government finances.Here's a look at what's behind the move in some major economies.WHAT'S GOING ON?A surge in bond sales tofund AI investmentsis another factor pushing up bond yields.Analysts point to the laws of supply and demand: if there is a jump in the need for borrowing, lenders can demand higher interest rates, pushing up yields.Five of the biggest AI hyperscalers — Alphabet, Amazon, Meta, Microsoft and Oracle — have issued $220 billion of debt already this year as they fund investments in data 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Capital Sticks to Its Buy Rating for Alphabet Class A (GOOGL)","url":"https://stock-news.laohu8.com/highlight/detail?id=2672756102","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672756102?lang=en_us&edition=fundamental","pubTime":"2026-10-01 18:16","pubTimestamp":1790849778,"startTime":"0","endTime":"0","summary":"RBC Capital analyst Brad Erickson maintained a Buy rating on Alphabet Class A today and set a price target of $425.00. According to TipRanks, 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| Nu Holdings Jumps 6%; Rocket Lab, Constellation Energy Advance 3%; Alphabet Rises 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1192026527","media":"US Overnight","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192026527?lang=en_us&edition=fundamental","pubTime":"2026-10-01 08:11","pubTimestamp":1790813479,"startTime":"0","endTime":"0","summary":"Dow Futures rose 0.23%, S&P 500 Futures rose 0.31%, Nasdaq Futures rose 0.31%, reflecting a cautiously risk-on tone in overnight trading.Rocket Lab USA, Inc. (RKLB) rose 2.77%. 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Skips Gemini 3.5 Pro, Jumping Straight To Gemini 4 To Reclaim The AI Frontier","url":"https://stock-news.laohu8.com/highlight/detail?id=1187540741","media":"AI Industry Frontlines","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187540741?lang=en_us&edition=fundamental","pubTime":"2026-10-01 08:03","pubTimestamp":1790813001,"startTime":"0","endTime":"0","summary":"","market":"fut","thumbnail":"https://static.tigerbbs.com/80841414032ed5cd5ea516a51f7161f4","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/80841414032ed5cd5ea516a51f7161f4"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Google Skips Gemini 3.5 Pro, Jumping Straight To Gemini 4 To Reclaim The AI Frontier","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GGLL","GGLS","GOOGL","GOGL","GOOX","GOOW","GOOP","GOOY","GOU","GOOL","GOOG"],"isVideo":true,"video":{"duration":128,"video_url":"https://news-video-sg.skytigris.cn/videos/cdn/2941.mp4","video_thumbnail":"https://news-video-sg.skytigris.cn/videos/covers/2941.webp","audio_url":"https://static.tigerbbs.com/8678a8a39faa6394ff389b4822da9ff4.mp3","isAI":true},"gpt_icon":0},{"id":"2672738435","title":"Market Chatter: Alphabet's Google Staff Question Gemini 4 Performance Despite Strong Benchmarks","url":"https://stock-news.laohu8.com/highlight/detail?id=2672738435","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672738435?lang=en_us&edition=fundamental","pubTime":"2026-10-01 07:12","pubTimestamp":1790809942,"startTime":"0","endTime":"0","summary":"Alphabet's  Google has begun rolling out its Gemini 4 Argon flagship AI model while grappling with internal skepticism over how it performs in key areas such as coding, Bloomberg reported Wednesday, citing people with direct access to the effort.The people said the model has done well on widely used benchmarks but performs less well when employees put it to work, according to the report, they said it struggles with certain coding tasks, such as front-end design, and that its coding abilities are uneven.Google told Bloomberg it would be inaccurate to say the model is underperforming in areas such as coding. It pointed to comments from Google DeepMind head Koray Kavukcuoglu, who said last week he was encouraged by the model's performance, the report said.Google did not immediately respond to a request for comment from MT 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