Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The competition for AI traffic entry among internet giants is intensifying, with multiple business lines integrating and collaborating. AI empowerment is expected to drive performance and valuation. The demand for AI cloud services is anticipated to continue growing, supported by the rapid growth of domestic AI chips. Recommended stocks include Alibaba-W, Baidu Group-SW, and Pinduoduo, with Tencent Holdings as a beneficiary [5][41] - The Moltbot, an AI agent, is gaining attention as a significant breakthrough in the AI agent sector. It is designed to execute practical tasks and is expected to create new opportunities in the AI infrastructure layer. Cloudflare is highlighted as a key observation target due to its leading position in the market [6][20][23] Summary by Sections Internet Sector - The competition for AI traffic entry is increasing, with AI empowerment potentially becoming a key driver for performance and valuation. The demand for AI cloud services is expected to validate continuously, and the growth of domestic AI chips is rapid. Recommended stocks include Alibaba-W, Baidu Group-SW, and Pinduoduo, with Tencent Holdings as a beneficiary. The second-hand housing market in core cities is showing a downward trend in listings, with Beike-W recommended [5][13][41] AI Sector - Moltbot is emerging as a significant breakthrough in the AI agent space, characterized by its ability to execute practical tasks. It has gained popularity in the open-source community and is expected to create positive industry opportunities in 2026. Cloudflare is positioned as a leading beneficiary in this sector due to its robust infrastructure and market presence [6][20][22][23] Weekly Data Update - The Hang Seng Index increased by 2.4%, outperforming major global markets. The real estate sector showed significant gains, with a 6.11% increase in the Hang Seng real estate index [31][32]

Core Viewpoint - Baillie Gifford continues to focus on technology and growth sectors, maintaining a global perspective despite a reduction in total assets held to $120 billion, down $15 billion from the previous quarter [1]. Holdings Overview - As of Q4 2025, Baillie Gifford holds a total of 265 companies with assets amounting to $120 billion, reflecting a decrease of $15 billion from Q3 [1]. Top Holdings - The firm remains heavily invested in global technology and consumer giants, with a notable emphasis on Latin American e-commerce platform MercadoLibre, and Nvidia leading the portfolio, indicating confidence in the long-term potential of AI infrastructure [4]. Top Buys - Significant increases in holdings include: - Axon Enterprise (AXON) with an additional investment of $860 million - Medline Inc (MDLN) with $437 million - Rocket Lab (RKLB) with $399 million - Google-A (GOOGL) with $373 million - Duolingo (DUOL) with $357 million - The firm shows strong interest in vertical technology sectors, particularly in safety technology and education [5][6]. Top Sells - The firm has reduced its positions in: - Datadog Inc (DDOG) by $1.01 billion - Cloudflare (NET) by $990 million - Shopify (SHOP) by $680 million - BioNTech SE (BNTX) by $630 million - Meta Platforms (META) by $590 million - This indicates a strategic retreat from cloud computing and vaccine-related companies, likely based on valuation and growth switching logic [7][8]. New Positions - New investments include: - Medline Inc (MDLN) with $437 million - United Therapeutics (UTHR) with $157 million - MongoDB (MDB) with $112 million - BillionToOne (BLLN) with $104 million - Silvergate Capital (SVM) with $35 million - The new positions reflect Baillie Gifford's exploration in emerging fields such as rare disease treatment and databases, showcasing a commitment to long-term tracking in technology and healthcare [9][10].

IT之家 1 月 30 日消息，Cloudflare 宣布入驻B站和小红书，认证显示为"Cloudflare 中国官方账号"，视频页显示相应账号主要服务出海开发者，截至IT之家发 稿，其中 B 站粉丝数量为 864 人，小红书粉丝为 2779 人。 CLOUDFLARE Cloudflare ● 小红书号：154300369 | IP属地：北京 Cloudflare 帮助构建更好的互联网 0 关注 2779 粉丝 1259 获赞与收藏 笔记 收藏 CLOUDFLARE Cloudflare 官方正式入驻小红书啦! Cloudflare ♡ 1104 | 우 公开信息显示，Cloudflare 总部位于美国旧金山，以向客户提供基于反向代理的内容分发网络及分布式域名解析服务为主要业务。公司 2025 年第三季度营 收达到 5.62 亿美元（IT之家注：现汇率约合 39.07 亿元人民币），同比增长约 31%，高于市场预期。2025 年第四季度预计收入为 5.914 亿美元（现汇率约 合 41.12 亿元人民币），公司目标在 2028 财年实现 50 亿美元的年化营收。 ...

Core Insights - Flagstar Bank returned to profitability in Q4 2025, reporting net income of $29 million compared to a net loss of $36 million in Q3 2025 and a net loss of $188 million in Q4 2024 [1][2] - The bank's adjusted net income attributable to common stockholders was $30 million or $0.06 per diluted share in Q4 2025, compared to a net loss of $31 million or $0.07 per diluted share in Q3 2025 [2][3] - For the full year 2025, Flagstar reported a net loss of $177 million, significantly improved from a net loss of $1,118 million in 2024 [1][2] Financial Performance - Operating expenses decreased by 3% quarter-over-quarter and 26% year-over-year, reflecting strong expense management [1][2] - Net interest margin (NIM) increased by 23 basis points to 2.14% quarter-over-quarter, driven by a decline in the cost of funds [1][3] - Total loans and leases held for investment decreased to $60.7 billion, down 3% from Q3 2025 and down 11% year-over-year [2][3] Asset Quality - Non-accrual loans decreased by 8% compared to Q3 2025, with net charge-offs improving to 0.30% of average loans [1][2] - The allowance for credit losses (ACL) was $1.1 billion, or 1.79% of total loans held for investment [1][5] - Criticized/classified loans declined by 2% compared to Q3 2025 and by 19% since December 31, 2024 [1][5] Capital Position - The common equity tier 1 (CET1) capital ratio improved to 12.83%, exceeding regulatory minimums [5] - Tangible book value per share was reported at $15.82, with excess capital of $1.4 billion after tax [1][5] - Total stockholders' equity stood at $8.1 billion as of December 31, 2025 [5] Strategic Focus - The bank has strategically reduced its commercial real estate (CRE) exposure, with CRE loans declining by 8% compared to Q3 2025 [1][2] - C&I lending commitments increased by 28% to $3 billion, with originations up 22% to $2.1 billion [1][2] - The bank added over 250 experienced bankers to enhance its C&I banking platform, contributing to loan growth in specialized industries and regional commercial banking [1][2]

Cloudflare (NET) closed at $184.79 in the latest trading session, marking a -10.27% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.01% for the day. Meanwhile, the Dow experienced a rise of 0.03%, and the technology-dominated Nasdaq saw an increase of 0.17%. Heading into today, shares of the web security and content delivery company had gained 3.17% over the past month, outpacing the Computer and Technology sector's gain of 1.46% and the S&P 500's gain of 0.78%.Inv ...

Key Takeaways Northrop Grumman is expanding its quantum role via investments and research ties, including a $12.5M pledge.NET is advancing post-quantum security with cryptography support in Zero Trust, protecting over 35% traffic.ARQQ launched Encryption Intelligence and landed pilot and multi-year telecom deals.The recently announced $1.8 billion acquisition of SkyWater Technology by IonQ (IONQ) marks a strategic inflection point in the evolution of the quantum computing industry. By bringing a U.S. semico ...

Inference wins, narratives rotateSemis Rip While Software SinksMarkets are once again rallying on semiconductors, while software is being treated as yesterday's trade. Capital continues to crowd into compute, memory, and infrastructure names as visibility around AI capex remains strong. Software, by contrast, is acting like a funding source as investors rotate toward assets with clearer near-term demand signals.The takeaway is not that software is broken, but that timing matters. In this phase of the cycle, ...

Cloudflare (NET) shares have been in a sharp uptrend on viral enthusiasm surrounding “Clawdbot,” an open-source artificial intelligence (AI) agent that’s seen rapid growth in developer interest. The firm’s low-latency edge network and consumption-based pricing architecture helped it become the backbone for hosting and running Clawdbot, cementing its positioning within agentic AI. More News from Barchart While Cloudflare stock is already trading at more than double its price in April 2025, for long-term ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 随着大型科技公司竞相为人工智能（AI）数据中心锁定制核能，NextEra Energy Inc.正将其 位于美国威斯康星州（WI）和新罕布什尔州（NH）的核电站产生的大量电力，出售给寻求为 人工智能数据中心供电的大型科技公司。 该公司目前正向市场投放来自 Point Beach（威斯康星州） 和 Seabrook Station（新罕布 什尔州） 核电站的 1.7 吉瓦（GW） 发电容量。 七 巨 头 日 报 【 欧盟要求谷歌向竞争对手开放AI服务和数据权限 】 在最新一轮针对大型科技公司的监管行动中，欧盟要求 谷歌-C(GOOG.US) 在六个月内解除 安卓(Android)系统中阻碍竞争对手AI搜索助手的技术壁垒，并向其他搜索引擎提供关键数 据。欧盟监管机构依据其旗舰法规《数字市场法》宣布，将评估谷歌是否遵守有关安卓系统与 竞争性人工智能软件实现互操作，以及在公平条件下向 ...

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by over 5% compared to the benchmark index in the next 3-6 months [19]. Core Insights - The launch of Clawdbot, an AI assistant capable of taking over devices and performing tasks autonomously, has generated significant market interest, achieving over 50,000 stars on GitHub within days of its release [2][4]. - The report highlights the importance of low-latency and secure infrastructure support for AI agents like Clawdbot, which is expected to benefit companies involved in cloud computing, AI data centers, computing power services, and content delivery networks [8]. Industry Overview - The computer industry consists of 337 listed companies with a total market capitalization of 64,957.50 billion and a circulating market capitalization of 58,620.09 billion [5]. - The absolute performance of the industry over the past 1 month, 6 months, and 12 months has been 13.7%, 22.6%, and 42.4% respectively, while the relative performance has been 10.3%, 7.0%, and 19.2% [6]. Key Companies to Watch - The report suggests focusing on companies that provide secure and low-latency infrastructure, including: 1. Cloud computing: Alibaba, NET, Deepin Technology, Kingsoft Cloud, New Idea Network Group, Yuke Data 2. AI Data Centers: Runze Technology, Baoxin Software, Data Port, Guanghuan New Network, Aofei Data, Yunsai Zhili 3. Computing Power Services: Kexin Data, Hongjing Technology, Dawi Technology, Youfang Technology, Litong Electronics, Zhiwei Intelligent 4. CDN: Wangsu Technology 5. Chips: Haiguang Information, Cambricon, Muxi Co., Tian Shuzhixin, Moer Thread, Longxin Zhongke 6. Large Models: Minimax, Zhipu, iFlytek [8].