A new issue of Procurement Magazine highlighting the companies, technologies, and ideas driving sustainable transformation worldwide London - 18 November 2025 - BizClik has released the latest editions in its Procurement Magazine, marking the completion of the December 2025 series. This latest issue of Procurement Magazine highlights global leaders, breakthrough technologies, and the strategies shaping the future of resilience, visibility, and traceability. Each digital magazine delivers exclusive interview ...

Core Insights - Cloud computing is becoming increasingly popular due to its cost-effectiveness, allowing enterprises to reduce operating costs associated with on-site data centers and IT management [1][2] - The global cloud computing market is projected to grow at a CAGR of 20.4% from 2025 to 2030, impacting various industries such as healthcare, finance, education, retail, and manufacturing [3] - Cloud computing stocks are currently favored by investors, with a focus on companies that have strong fundamentals and Zacks Rank [4] Company Insights - **Amazon.com, Inc. (AMZN)**: Dominates the cloud computing market, particularly in the IaaS sector through Amazon Web Services (AWS), which is a high-margin business. AWS's expanding customer base is expected to support Amazon's market leadership [5][6] - **Atlassian Corporation (TEAM)**: Offers cloud-based software solutions for collaboration and workforce management. The company anticipates an $18 billion annual revenue opportunity from its existing customer base, with a focus on integrating generative AI features to enhance its offerings [10][11] - **Cloudflare, Inc. (NET)**: Provides a suite of integrated cloud services, including cybersecurity solutions. The company is well-positioned for growth through its Zero Trust security integrations and has a strong presence in the cybersecurity domain [13][14] Performance Metrics - **Amazon (AMZN)**: Has an average broker recommendation of 1.17, with a stock gain of 4.1% over the past six months. Earnings estimates for the current fiscal year have increased by 15.1% since December 2024 [7] - **Atlassian (TEAM)**: Holds an average broker recommendation of 1.54, with long-term earnings growth expectations of 20.5%. The stock has gained 10.5% in the past month, and earnings estimates have risen by 19.6% and 9.7% for the current and next fiscal years, respectively [12] - **Cloudflare (NET)**: Exhibits long-term earnings growth expectations of 26.8%, with a stock gain of 76.3% over the past year. Earnings estimates have increased by 9.6% and 11.5% for the current and next fiscal years, respectively [15]

Just when you thought the circular dealmaking across the AI scene couldn't pick up any more traction, news breaks that e-commerce and hyperscaler Amazon (NASDAQ:AMZN) is chatting with OpenAI about a potential $10 billion investment and a deal to start using Amazon chips. ...

That points toward a terrific increase of around 66% from TSMC's current CoWoS capacity of 75,000 wafers. Importantly, the higher capacity that TSMC is set to bring online throughout next year is said to be fully booked out, as reported by market research firm TrendForce. This isn't surprising as the foundry giant needs to fulfill orders for AI and high-performance computing (HPC) chips from companies like Nvidia (NASDAQ: NVDA), Amazon , MediaTek, Google, and others.The first major reason why TSMC's growth ...

A major part of the returns has come from AI-linked stocks. Nearly 75 percent of the S&P 500’s return in 2025, up to early December, has come from AI-linked stocks. Clearly, 2025 has been a year of the AI boom in the market. ‘AI gainers’ like the US, China, Taiwan and South Korea gained handsomely in 2025 from the AI boom.India, an ‘AI loser’, couldn’t participate in the AI boom. While S&P 500 (up 17.59 percent), Nikkei ( up 28.87 percent), Shanghai Composite (up 18.27 percent), Kospi (up 73 percent) and T ...

Core Insights - Amazon has withdrawn funding from REIT Fermi's large-scale data-center project, as reported by Business Insider, citing CEO Toby Neugebauer [1] Company Summary - Amazon was identified as the prospective tenant for the data-center project [1] - The withdrawal of funding indicates a significant shift in Amazon's investment strategy regarding data centers [1] Industry Summary - The decision by Amazon may impact the data center real estate investment trust (REIT) sector, particularly for Fermi [1] - This event highlights potential volatility in the data center market, influenced by major players like Amazon [1]

Moments after we taped our show last night, the Mad Red Hatter wrote, "I can't believe ABC Fake News gave Jimmy Kimmel his job back. >> You can't believe they gave me my job back. I can't believe we gave you your job back." >> Jimmy Kimmel had the last laugh in the Trump FCC's failed bid to get him cancelled, as you saw there. He won the battle and his ratings rose after that clash. We can also report new he's just renewed his deal at a time when these companies are trimming late night budgets.Kim will beat ...

Core Viewpoint - A union-aligned investment group is inquiring about the financial and supply chain impacts of U.S. President Donald Trump's immigration policies on major companies like Amazon, Walmart, and Alphabet [1] Group 1: Company Impact - The investment group sent letters to Amazon, Walmart, and Alphabet, seeking information on how immigration policies are affecting their operations [1] - The focus is on understanding the financial implications and supply chain disruptions caused by these policies [1] Group 2: Industry Context - The inquiry reflects broader concerns within the industry regarding the effects of government policies on business performance and operational efficiency [1] - Companies are being urged to disclose how external political factors influence their financial health and supply chain management [1]

Core Insights - Big Tech is accelerating its artificial intelligence (AI) initiatives across various sectors, including productivity tools, infrastructure, content, and consumer hardware [1] Google - Google has launched a new AI agent named CC, integrated into Gmail, Google Calendar, and Drive, aimed at enhancing user productivity by providing personalized daily briefings and assisting with tasks like drafting emails and setting appointments [3][4] - CC is designed to operate within existing productivity workflows, positioning itself as a "second brain" for users, which is a strategic move to compete with Microsoft's Copilot and OpenAI's offerings [5] OpenAI and Amazon - OpenAI is reportedly in discussions with Amazon for a potential investment exceeding $10 billion, which may lead to deeper collaboration on AI chips and infrastructure, particularly leveraging Amazon Web Services (AWS) [6] - A stronger partnership with OpenAI could enhance AWS's competitive position against Microsoft Azure and Google Cloud in the AI compute market, as OpenAI seeks to diversify its computing infrastructure beyond Nvidia [7] Amazon - Amazon has introduced generative AI features in its Kindle ecosystem, including "Ask This Book," an AI assistant that allows readers to engage with text without revealing spoilers, and "Recaps," which provides summaries of book series [8][9] Meta - Meta Platforms is shifting its AI strategy from open-source development to proprietary, revenue-focused AI models, with a new project codenamed Avocado set for release next spring [10][11] - The company is also enhancing its AI-enabled smart glasses with features like Conversation Focus and Spotify integration, indicating ongoing investment in real-world AI applications and global accessibility [12]

Core Insights - Amazon has withdrawn funding from Fermi America's significant data-center project, leading to a substantial drop in the developer's stock price [1][2] - Fermi America is developing an 11-gigawatt data-center campus in Texas, which aims to meet the increasing energy demands driven by the AI boom [8] Company Developments - Fermi's stock fell nearly 50% after a securities filing revealed the cancellation of a $150 million advance for construction, following the end of an exclusivity period [2] - The CEO of Fermi, Toby Neugebauer, confirmed that Amazon was the prospective tenant and that negotiations were ongoing, with the deal potentially worth over $20 billion over 20 years [3][6] - The project, known as Project Matador, relies on a 99-year ground lease with the Texas Tech University System, contingent on a signed letter of intent with a tenant [9] Financial Context - Fermi America went public in September, pricing shares at $21 and raising over $680 million, but its valuation has since dropped from nearly $14 billion to below $6 billion due to recent stock performance [8][12] - Analysts noted that the anchor tenant attempted last-minute changes to the agreement pricing that were deemed unacceptable by Fermi [10] Market Position - Fermi's project is among the most ambitious efforts to address the energy needs of data centers, with plans to bring 11 gigawatts of new power online over the next decade from various sources [8] - The company is reportedly in discussions with additional tenants, indicating ongoing interest in the project despite the setback with Amazon [11]