THAN 400 POINTS. THE RUSSELL ALSO UP MORE THAN THREE QUARTERS OF 1%. AND WITH THAT LET'S GET THE CONVERSATION STARTED JOE.HAPPY HOLIDAYS. THANK YOU ALL FOR BEING HERE. >> HAPPY THANKSGIVING FRANK. >> HAPPY THANKSGIVING TO YOU.ALL RIGHT. SO JOE, I WANT TO ASK YOU, OBVIOUSLY TOMORROW'S A HOLIDAY HALF DAY ON FRIDAY. THEN WE HAVE THE LAST MONTH OF THE YEAR.THE ACTION WE'VE SEEN IN NOVEMBER SO FAR. DO YOU EXPECT THAT TO BE A SIGN OF WHAT TO EXPECT GOING ON FOR THIS LAST MONTH. HEALTH CARE AND LEADERSHIP INVESTOR ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Viewpoint - Citigroup maintains a "Buy" rating for Alibaba and raises the price target from $218 to $225, indicating confidence in the company's future performance [2][5]. Company Overview - Alibaba Group Holding Limited is a leading e-commerce and technology company based in China, competing with tech giants like Amazon and Tencent [1]. - The company's market capitalization is approximately $364.06 billion, reflecting its significant presence in the tech industry [4][5]. - Alibaba has a trading volume of 27.06 million shares on the NYSE, highlighting its active market participation [4][5]. Stock Performance - Despite a recent decrease of 2.31% or $3.72, Alibaba's stock has shown resilience, trading between $156.15 and $166.37 [2]. - Over the past year, the stock has fluctuated between a high of $192.67 and a low of $80.06 [2]. Strategic Initiatives - Alibaba's CEO, Eddie Wu, expresses optimism about the AI market, noting that demand for AI is outpacing the global supply of chips [3]. - In response to the growing AI demand, Alibaba plans to invest aggressively in AI, which aligns with Citigroup's positive outlook and increased price target [3][5].

Core Viewpoint - Amazon's cloud and AI sectors are experiencing significant growth, which is being overlooked by the market following a recent stock pullback. The company's strong performance in Amazon Web Services (AWS) and partnerships with firms like Anthropic and OpenAI are key drivers of this momentum [1][2]. Group 1: AWS Performance and Growth - AWS has reported its fastest growth in nearly three years during the third quarter, indicating a robust demand for its services [2]. - The backlog for AWS grew by 22% year-over-year to $200 billion, with more bookings in October than in the entire third quarter, showcasing strong future demand [7]. Group 2: Partnerships and Strategic Initiatives - Amazon is expanding its partnership with Anthropic through Project Rainier, doubling Anthropic's access to Trainium 2 chips from about 500,000 to over one million by year-end, which is expected to generate around $9 billion in annual AWS revenue [6]. - A newly announced partnership with OpenAI includes a $38 billion, seven-year commitment to scale workloads on AWS infrastructure, further solidifying AWS's market position [7]. Group 3: Upcoming Developments and Expectations - The upcoming re:Invent conference is anticipated to provide important updates on AWS's AI strategy, including the timing and performance of the Trainium 3 AI chip, which is projected to deliver 40% better price-performance than its predecessor [4][5]. - Anmuth expects AWS growth to accelerate in 2026, potentially surpassing Microsoft Azure in quarterly revenue gains starting early 2026 [8]. Group 4: Investment Outlook - JP Morgan analyst Doug Anmuth maintains an Overweight rating on Amazon, projecting a price target of $305, and recommends buying the stock following its post-earnings dip, viewing it as a top pick for the upcoming year [1][9]. - Fourth-quarter revenue is projected at $212.67 billion with an adjusted EPS of $2.76, indicating strong financial performance [10].

Key Takeaways AMZN is featured among four retail picks poised to benefit from robust holiday shopping.EXPE has seen its earnings estimate rise over 60 days amid strong holiday spending projections.BOOT shows improved earnings estimates as online sales are expected to fuel holiday growth.The U.S. holiday season has begun, with this week set to witness the biggest shopping days of the year. Although inflationary pressures have been weighing on consumer spending for some time, the holiday season is expected to ...

Flash | 25 Nov 2025 09:39:29 ET │ 10 pages NVIDIA Corp (NVDA.O) Updated Thoughts on TPU Competition CITI'S TAKE Bloomberg reported today that Meta is in talks to use Google's TPU chips in 2027 following prior news that Meta might use Google's GCP cloud services next year (see our note from early September). We believe Custom AI accelerators, including the Google TPU and Amazon Trainium, continue to scale as these platforms increasingly support both internal AI workloads and external customers. Custom XPU ex ...

Shares of Amazon.com Inc. (NASDAQ: AMZN) gained 2.80% over the past five trading sessions after losing 10.98% the five prior. ...

Core Insights - The article discusses the current market trends and potential investment opportunities within specific sectors, highlighting the importance of thorough analysis before making investment decisions [2]. Group 1: Market Trends - Recent market fluctuations have shown a significant impact on investor sentiment, with a notable increase in volatility across various sectors [2]. - Analysts are observing a shift in consumer behavior, which may influence future earnings reports and stock performance [2]. Group 2: Investment Opportunities - Certain industries, particularly technology and renewable energy, are identified as having strong growth potential, driven by innovation and regulatory support [2]. - The article emphasizes the need for investors to focus on companies with solid fundamentals and growth strategies to capitalize on emerging trends [2].

We recently published 11 Stocks Jim Cramer Shared His Insights On.  Target Corporation (NYSE:TGT) is one of the stocks Jim Cramer discussed. While Cramer has repeatedly praised Walmart and Costco throughout 2025, he hasn’t been similarly optimistic about Target Corporation (NYSE:TGT). He started the year with a warning that the firm might be facing a profitability squeeze and then proceeded to outline that it was facing tough competition from Walmart and Costco. In January, Cramer remarked that while Targ ...

Commercial space exploration company SpaceX is now offering the hardware of its satellite internet service provider Starlink on Amazon.com Inc.'s (NASDAQ:AMZN) e-commerce platform.SpaceX Selling Starlink Kits On AmazonInfluencer Sawyer Merritt shared the news on the social media platform X, showcasing various Starlink products available on the platform. The products on offer include Starlink's Mini Router, a Standard Wall Mount Kit, a replacement cable, 3rd generation WiFi Routers, a Pipe adapter, as well a ...