Core Insights - Inseego Corp. has announced that Zack Kowalski, Senior Vice President of Business Development, has been included in the 2026 CRN Channel Chiefs list, recognizing his contributions to channel strategy and innovation in the IT industry [2][6] Company Overview - Inseego Corp. is a leading provider of cloud-managed wireless broadband connectivity solutions, specializing in 5G mobile broadband and fixed wireless access (FWA) devices [7] - The company has delivered over 10 generations of solutions that offer unmatched speed, security, and reliability for various sectors including businesses, government agencies, and educational institutions [7] Leadership and Achievements - Zack Kowalski joined Inseego in 2025, bringing over 17 years of experience in building strategic partnerships and business operations within the wireless and IoT industries [3][4] - Under Kowalski's leadership, Inseego has transformed its channel program to better support partners, focusing on cloud services, remote management, and recurring revenue streams [3][5] - The CRN Channel Chiefs list highlights influential leaders who drive innovation and empower partners, showcasing their commitment to the IT channel [6]

Core Insights - Amazon reported mixed financial results for the fourth quarter, with revenue exceeding Wall Street estimates but earnings slightly missing projections [1][3] - CEO Andy Jassy highlighted the e-commerce segment's ability to deliver essentials to more customers as a key growth driver [1] - The company's shares fell over 8% in after-hours trading due to a forecasted capital expenditure of about $200 billion for 2026, which was higher than expected [2] Financial Performance - Amazon's net sales for the quarter rose 14% year-over-year to $213.4 billion, surpassing estimates [3] - Net income was $21.2 billion, translating to $1.95 per diluted share, which was an increase from the previous year but missed analyst expectations [3] - In North America, sales increased 10% year-over-year to $127.1 billion, with operating income climbing to $25 billion due to improved fulfillment-network efficiency [4] Delivery and Customer Experience - Prime members in the U.S. received over 8 billion items the same or next day in 2025, a 30% year-over-year increase, with groceries and everyday essentials making up about half of that volume [5] - Same-day delivery is Amazon's fastest-growing delivery option, utilized by nearly 100 million U.S. customers last year [5] - The company has improved local inventory placement, leading to faster delivery at lower costs [6] Future Projections - Amazon expects first-quarter 2026 net sales between $173.5 billion and $178.5 billion, indicating 11% to 15% year-over-year growth, aided by a 180-basis-point benefit from foreign exchange [6] - Operating income is projected to be between $16.5 billion and $21.5 billion, compared to $18.4 billion a year earlier, reflecting increased costs related to Amazon Leo and investments in quick-commerce offerings [7] - The company plans to invest approximately $200 billion in capital expenditures in 2026, a significant increase from about $131 billion in 2025, focusing on data centers, fulfillment operations, delivery infrastructure, and automation [8]

Microsoft (NASDAQ: MSFT) is a company that attracts a lot of attention during earnings season. As it is one of the largest and most influential tech companies in the world, its earnings not only provide a look into its business but also give a glimpse of broader tech trends. Unfortunately, this latest earnings report was a tale of two different stories for Microsoft. On the one hand, it delivered an impressive financial performance. On the other hand, a less-than-stellar outlook caused its stock to decline ...

Core Insights - The article discusses the best non-REIT dividend stocks to invest in, highlighting the importance of dividends across various sectors beyond real estate investment trusts (REITs) [1][3] Dividend Market Overview - REITs have shown resilience in 2025, with aggregate funds from operations rising by 6.2%, net operating income increasing by 4.7%, and total dividends paid climbing by 6.3% compared to the same period in 2024, indicating strong fundamentals and disciplined capital access [2] - There is a significant demand for dividend-paying stocks, with over $1 trillion in funds and ETFs globally focusing on dividends, reflecting investors' desire for consistent and reliable income streams [3] Methodology for Stock Selection - The article identifies dividend-paying stocks outside of REITs with a yield above 3% as of January 31, and selects those with the highest number of hedge fund investors at the end of Q3 2025 [6] Company Highlights - **Open Text Corporation (NASDAQ:OTEX)**: - Dividend yield of 4.31% with 14 hedge fund holders; focuses on software for information management, heavily reliant on recurring revenue [9] - Analyst Stephanie Price from CIBC cut the price target to $37 from $40, maintaining a Neutral rating due to weaker-than-expected Q2 guidance [10] - The company plans to divest non-core business units, potentially reducing revenue by up to 20% to focus on AI-related content [12] - **NorthWestern Energy Group, Inc. (NASDAQ:NWE)**: - Dividend yield of 3.89% with 24 hedge fund holders; operates as a regulated utility providing electricity and natural gas [13] - Barclays raised its price target to $62 from $61, maintaining an Overweight rating following a solid Q3 performance with GAAP earnings of $0.62 per share [14][15] - The company is pursuing a strategic all-stock merger with Black Hills Corporation, expected to enhance its market presence [16]

Microsoft CEO Satya Nadella gestures as he speaks during the World Economic Forum meeting in Davos, Switzerland, on Jan. 20, 2026.Microsoft shares slid about 10% on Thursday following an earnings report that disappointed some investors, prompting the stock's sharpest daily decline since March 2020. The move trimmed the technology company's market cap by $357 billion, leaving it at $3.22 trillion by the end of Thursday trading.The iShares Expanded Tech-Software Sector exchange-traded fund tumbled 5% on Thurs ...

分组1 - Airbnb is a dominant player in the short-term rental market, exhibiting a strong brand moat and generating significant cash flow, which positions it as a potential winner in the stock market [1][2] - The company reported a revenue growth of 10% in the most recent quarter and anticipates high single-digit growth in the upcoming quarter, indicating reasonable growth in an expanding market [1][2] - Airbnb has invested $200 million in experiences and services, with half of its bookings in the third quarter not tied to a place to stay, showcasing a trend towards experiences rather than just accommodations [4] 分组2 - Airbnb's competitive position allows for patience among investors, as it is not burning cash and is actively buying back shares while exploring new business opportunities [4][5] - The co-founder and CEO, Brian Chesky, is living in different Airbnb properties, which may resonate with older travelers and enhance the brand's appeal [6] - Traditional hotels are increasingly listing their properties on Airbnb, sometimes at lower prices than on aggregator sites, indicating a potential growth driver for the company [7][8] 分组3 - Analysts believe that while Airbnb has compelling valuation metrics, there is skepticism about its ability to deliver significant growth in the near term [20] - The overall sentiment among analysts is that Lululemon may have a clearer path to doubling in value over the next five years compared to Airbnb, despite Airbnb's strong market position [18][20]

it is funny they are openly bragging about a ponzi at this point> company commits to spending some money on cloud> cloud company "invests" money into the customer> customer uses that money to raise more money> infinite money glitchcrypto has trained us for thisAnthropic (@AnthropicAI):We’ve formed a partnership with NVIDIA and Microsoft.Claude is now on Azure—making ours the only frontier models available on all three major cloud services.NVIDIA and Microsoft will invest up to $10bn and $5bn respectively in ...

#观察 微软Azure，亚马逊AWS，Cloudflare这些美国主流的云服务商近几个月先后出现全球性的严重故障，都是数小时级别的。。。 ...

Core Insights - Amazon is a dominant player in both e-commerce and cloud services sectors [1] E-commerce Sector - Amazon continues to lead the e-commerce market, showcasing significant market share and customer base [1] Cloud Services Sector - The company is also a major force in cloud services, contributing to its overall revenue growth and market influence [1]

Core Insights - Microsoft experienced significant outages in its Azure cloud and 365 services shortly before its scheduled earnings release [1][2] - Users reported widespread access issues on social media, with Microsoft's website also being inaccessible during the outage [2] - The company acknowledged the problems on its support accounts, indicating that customers might face intermittent request failures or latency [3] Service Disruptions - The issues began around 11:40 a.m. ET, as reported by Downdetector, which tracks user-reported problems [2] - Microsoft is investigating the impact on Azure Front Door services and has communicated that customers may experience difficulties accessing the portal [3] - This disruption follows a recent major outage reported by Amazon Web Services, which also affected numerous major websites [3] Financial Context - Microsoft is set to report its fiscal first-quarter results after the close of trading, but the company did not provide immediate comments regarding the outages [4] - A previous outage in March had already affected tens of thousands of users, particularly impacting access to Outlook email accounts and other programs [4]