SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced today that it has achieved the Amazon Web Services (AWS) Agentic AI Specialization, a new category launched within the AWS AI Competency. This specialization recognizes Elastic as an AWS Partner that enables customers to deploy smart, self-operating AI systems that can process, plan, and work independently to execute complex business processes. The AWS AI Specialization in Agentic AI distinguishes Elastic as. ...

The AI investment megatrend is alive and well heading into 2026.Although 2025 isn't quite over yet, most fund managers have already shifted their focus to 2026, and are adjusting their portfolios for the future. There are plenty of great growth stocks that look reasonably priced now and positioned to do well next year.Here are six in particular that I think retail investors should consider taking positions in now, in case there is a Santa Claus rally to end the year. NvidiaNo list of good growth stocks woul ...

LAS VEGAS, Dec. 01, 2025 (GLOBE NEWSWIRE) -- (re:Invent) -- SUSE, a global leader in enterprise open source solutions, today announced a collaboration with Amazon Web Services (AWS) to enrich the cloud native Linux experience for Amazon Linux. As part of this agreement, SUSE delivers thousands of additional, enterprise-grade open source packages via the new Supplementary Packages for Amazon Linux (SPAL) service. This expands the toolset available to customers already leveraging Amazon Linux for their applic ...

来源：市场资讯 【国联民生海外 | 美股科技行业点评】从全球科技巨头最新财报看AI泡沫论 来源：声鸣海外 Global 报告摘要 事件：芝加哥联储古尔斯比警告AI投资热潮现投机泡沫迹象。芝加哥联邦储备银行行长古尔斯比在 2025年10月讲话中指出AI投资狂热可能已出现过热迹象。 AI泡沫论兴起的主流观点是ROI缺口。头部科技公司CapEx激增而AI收入目前无法跟上。微软、谷歌、 Meta、亚马逊等科技公司每年投入数千亿美元购GPU和建设数据中心。空头认为为了收回这些成本， AI行业每年需要产生数千亿美元的增量收入，然而目前头部AI公司收入体量和CapEx之间有着较大鸿沟 （2025年底OpenAI ARR约200亿美元，Anthropic ARR约90亿美元）。 最新财报情况来看，头部科技公司资本开支加速，云和广告增长强劲。AI投入方面，头部科技公司资 本开支继续加速。头部科技公司2025三季度CapEx环比增长，CapEx合计突破1000亿美元。谷歌和Meta 上修2025年CapEx指引。四家公司均预计2026年CapEx将继续增长。AI产出方面，AI继续赋能头部科技 公司的云、电商、广告等业务。广告方面 ...

On CNBC's “Halftime Report Final Trades,” Capital Area Planning Group’s Malcolm Ethridge named CrowdStrike Holdings, Inc. (NASDAQ:CRWD) , which is scheduled to report quarterly earnings this week.CrowdStrike will release earnings results for the third quarter after the closing bell on Tuesday, Dec. 2. Analysts expect the Austin, Texas-based company to report quarterly earnings at 94 cents per share. That’s up from 93 cents per share in the year-ago period. The consensus estimate for CrowdStrike's quarterly ...

Amazon’s ( AMZN ) shares have underperformed their technology peers year to date by a significant margin, as they increased in value by just 1.50% over the last eleven months, compared with over 13% for the broad S&PI am an investor and analyst with a strong focus on long-term compounders, high-moat businesses, and structurally growing industries. My core interest lies in identifying durable companies with economic resilience, pricing power, and capital efficiency — the kind of businesses that outperform ov ...

Dec 1, 2025 8:02 AM Eastern Standard Time Share CrowdStrike named an inaugural AWS Agentic AI Specialization Partner, recognized for its proven expertise in securing and operationalizing intelligent, agentic AI systems at scale AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--AWS re:Invent 2025--CrowdStrike (NASDAQ: CRWD) today announced at AWS re:Invent 2025 that it has achieved the Amazon Web Services (AWS) Agentic AI Specialization, a new category launched within the AWS AI Competency, as an inaugural launch ...

BREAKING: Futures Fall; Trump Says He's Made Fed Chief Pick Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos Get market updates, educational videos, webinars, and stock analysis. Eli Lilly (LLY) recently became the 11th company with a trillion-dollar valuation. Nvidia (NVDA) remains No. 1, but Apple (AAPL) and a fast-rising Google-parent Alphabet (GOOGL) are closing the gap. Microsoft (MSFT) and Am ...

最新财报情况来看，头部科技公司资本开支加速，云和广告增长强劲。AI投入方面，头部科技公司资 本开支继续加速。头部科技公司2025三季度CapEx环比增长，CapEx合计突破1000亿美元。谷歌和Meta 上修2025年CapEx指引。四家公司均预计2026年CapEx将继续增长。AI产出方面，AI继续赋能头部科技 公司的云、电商、广告等业务。广告方面，AI提升Meta用户粘性以及帮助广告主降本增效， Facebook/Threads/Instagram使用时长同比分别+5%/10%/30+%，使用Advantage Plus的广告主单条线索成 本下降14%；谷歌广告付费点击量同比+7%，CPC同比+7%，AI Overviews覆盖用户规模超20亿。云方 面，微软商业订单实现三位数增幅，RPO余额创历史新高；谷歌云AI相关产品收入同比+200+%；亚马 逊AWS收入增速创11个季度以来的最高水平。 建议关注AI收入与折旧剪刀差，重视基础设施到应用兑现趋势。我们认为，市场对AI泡沫的担忧，本 质上源于对"CapEx持续加速"与"收入回收滞后"之间时间错配的恐慌。CapEx作为前置的指标，其对应 的稳态ROI在短 ...

" Anthropic的一纸禁令，揭开了AWS大中华区无奈的一面。 " 作者丨徐晓飞 编辑丨包永刚 "Claude说断就断，AWS大中华区根本无力周旋。"近期多位外资云销售向雷峰网反馈，不久前Claude大 模型的研发公司Anthropic对中国企业发布了"AI断供令"，随后亚马逊云科技（简称AWS）大中华区的 Bedrock平台就下架了Claude模型， 同时也丢掉了字节和腾讯这两个大客户。 "字节是AWS大中华区Bedrock平台上的大客户，其贡献的MRR（经常性月收入）能达到800~900万美 元。此外腾讯的CodeBuddy也有一定的量。这下全没了。" 雷峰网了解到，Bedrock是AWS的大模型调用平台，也是其"AI大模型超市"理念的载体。但长期以来，该 平台都存在一种"畸形"—— 平台上90%多的调用量都来自于Claude模型，大中华区也不例外。 如今随着Claude对中国企业的断供，AWS大中华Bedrock受到牵连，大客户流失，调用量下跌，数亿美 元的营收也飞了。 更让人担忧的是，这还让 AWS大中华区的genAI（生成式AI）业务陷入几乎无货可卖的境地。 "能卖的基本就剩下Kiro、Quic ...