Group 1: Cipher Mining - Cipher Mining is focused on creating AI data centers that address significant challenges in artificial intelligence, which is crucial for big tech companies [3] - The company has long-term agreements with Amazon and Alphabet, translating into high annual recurring revenue, with only a fraction of its total pipeline utilized [6] - Cipher Mining's crypto revenue reached $71 million in Q3 2025, and the Amazon deal is expected to more than double total revenue [7] - The company has a market cap of $5.8 billion and significant cash reserves of $1.2 billion, which will support further expansion of AI data centers [9] Group 2: SoFi Technologies - SoFi is a high-growth online bank that has seen a 37% year-over-year revenue increase in Q4 2025, despite a nearly 30% decline in stock price year-to-date [10] - The company relaunched crypto trading in December 2025, attracting over 63,000 customers within ten days, indicating strong interest in this segment [10] - SoFi has diversified its revenue streams beyond loans, with interest revenue from loans increasing by 30% year-over-year, supported by a rise in consumer deposits [13] - The company has 13.7 million members and is well-positioned for growth, particularly with the potential for a future crypto bull market [14]

Core Viewpoint - Amazon has issued a strong rebuttal to a Financial Times report suggesting that its AI coding tools were responsible for outages in AWS, indicating that the disagreement may hinge on semantic interpretations and definitions of what constitutes an outage [1] Group 1 - Amazon's rebuttal emphasizes that the AI coding tools did not directly cause the AWS outages as reported [1] - The company suggests that the interpretation of the term "outage" is central to the dispute, implying that definitions may vary [1] - The response highlights Amazon's commitment to clarifying the situation and addressing any misconceptions regarding the performance of its AI tools [1]

Key TakeawaysMoody’s Investors Service has affirmed the A1 senior unsecured rating for Amazon.com, Inc. (AMZN) while revising its outlook from positive to stable.The shift to a stable outlook follows Amazon's announcement of a massive $200 billion capital expenditure forecast for 2026, aimed at scaling AI infrastructure and AWS capacity.Despite the outlook change, the A1 rating reflects Amazon's dominant market position, with AWS revenue growing 24% year-over-year to $35.6 billion in the most recent quarter ...

Investors looking to take advantage of the volatility in tech stocks might find Amazon ( AMZN ) attractive. The e-commerce and cloud juggernaut has achieved dominant positioning at a global scale. The company is generating stunning e-commerce margins despite offering best-in-class shipping speeds. IJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors wi ...

The market is giving investors a rare buying opportunity for some of its best stocks.The tech market has hit a bit of a lull. While the S&P 500 (^GSPC +0.59%) is right at all-time highs, many of the biggest tech stocks are down significantly from their highs. This retreat opens up a prime buying opportunity, as the market's current bearish outlook on tech could easily pivot into a bullish one and send these stocks to new highs.I've got five stocks that all look like fantastic buying opportunities, and each ...

US stock market surging big today: The US stock market is surging Friday after a 6-3 The market reversed early losses after the high court struck down most tariffs imposed under the International Emergency Economic Powers Act (IEEPA), ruling that the law does not authorize the president to impose broad import duties. The decision immediately boosted tech stocks, retail shares, and consumer-focused companies that had been facing higher import costs, particularly from China. Wall Street reacted to both reli ...

Key Takeaways Bye-bye, tariffs—and buy, buy stocks that were pressured by them. Shares of a range of consumer-oriented companies rose Friday following the Supreme Court's ruling that struck down many of the Trump administration's tariffs. While the path forward for the administration, the import taxes and related policy remains uncertain, in the immediate term investors are bidding some shares higher. Investors got some measure of tariff relief on Friday after the court ruling, with some shares—consumer- fo ...

E-commerce stocks that were exposed to President Donald Trump's far-reaching global tariffs rallied Friday, after the Supreme Court struck down a key pillar of the president's economic agenda.In a 6-3 ruling, the court said Trump does not have the legal authority to impose tariffs under the International Economic Powers Act, the method by which many of the levies were invoked. IEEPA does not explicitly mention tariffs. The decision sent Amazon's stock up more than 1%, while Etsy climbed 5%. Shares of Shopif ...

Amazon’s huge cloud computing arm reportedly experienced at least two outages caused by its own artificial intelligence tools, raising questions about the company’s embrace of AI as it lays off human employees.A 13-hour interruption to Amazon Web Services’ (AWS) operations in December was caused by an AI agent autonomously choosing to “delete and then recreate” a part of its environment, the Financial Times reported.AWS, which provides vital infrastructure for much of the internet, suffered several outages ...

Core Insights - Amazon.com, Inc. reported its fourth-quarter and full-year 2025 earnings, surpassing expectations with a quarterly revenue of $213.39 billion and diluted earnings per share of $1.92 [1] - For the full year 2025, Amazon's total revenue reached $716.92 billion [1] Financial Performance - Fourth-quarter revenue: $213.39 billion [1] - Earnings per share (diluted) for Q4: $1.92 [1] - Full-year revenue for 2025: $716.92 billion [1]