Core Insights - The AI trade is experiencing a significant resurgence, particularly benefiting tech stocks as fears around AI spending have eased [1] - Vertiv Holdings has emerged as a key player in critical digital infrastructure, with its stock rising over 2,000% from under $10 per share during the 2022 bear market [2] - Vertiv's stock reached all-time highs of over $200 per share, reflecting a 25% gain in the current year, driven by its role in the AI ecosystem [3] Company Performance - Vertiv's growth has been significantly influenced by the surge in AI demand, particularly for data center capacity, where power and cooling solutions are critical [5] - The company has established itself as a leader in liquid cooling technologies, essential for high-density AI servers, and has formed partnerships with major chip manufacturers like Nvidia [6] - In the past year, Vertiv reported a 29% increase in organic net sales, with data center-related revenue becoming the primary growth driver [7] Market Position and Analyst Sentiment - Recent analyst upgrades and recognition of Vertiv's thermal solutions have highlighted its competitive advantages, particularly in a volatile market [9] - The upcoming earnings report is anticipated to show a 30% year-over-year increase in EPS, with revenues projected at $2.88 billion [10] - Analysts expect continued organic growth of over 20% for 2026, reflecting strong market confidence in Vertiv's future performance [11] Earnings Expectations - Vertiv has a positive Earnings ESP of +2.23%, indicating a potential for a positive earnings surprise in the upcoming report [13] - The company holds a Zacks Rank 2 (Buy), supported by positive estimate revisions and a history of exceeding earnings expectations [11]

Industry Overview - Cloud computing has seen significant adoption across the business ecosystem, enabling users to access and store data over the Internet without managing physical servers, thus driving innovation and digital transformation [2][3] - The global cloud computing market is projected to grow from $943.7 billion in 2025 to $3,349.6 billion by 2033, representing a CAGR of 16% [6] Cost Efficiency and Flexibility - The pay-per-use pricing model allows enterprises to only pay for the computing resources they use, reducing operating costs associated with on-site data centers and IT management [4] - Cloud computing enhances productivity and scalability while providing a secure network with low latency and reliable data backup facilities [4] Cloud Computing Categories - Cloud computing services are categorized into IaaS, PaaS, serverless, and SaaS, offering varying levels of control and management options [5] Key Players - Alphabet Inc. has transitioned from a search engine provider to a leading cloud computing technology provider, with Google Cloud being a significant growth driver [9] - Microsoft Azure offers a wide range of IaaS and PaaS solutions, with increased availability in over 60 regions globally, enhancing its competitive position [12][13] - IBM has strengthened its position in the hybrid cloud market through acquisitions like Red Hat, which aids enterprises in digital transformation [15][16] - Arista Networks provides cloud networking solutions with a focus on high capacity, programmability, and performance, differentiating itself in the industry [17][18][19] Investment Opportunities - The thematic investing screen can help identify high-potential stocks in the cloud computing domain, making it easier for investors to capitalize on emerging trends [7]

Company Overview - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) [1] - It offers comprehensive services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - The firm specializes in disruptive technologies that are reshaping modern industries [1] - Key focus areas include Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Viewpoint - Paylocity (PCTY) is a cloud payroll and human capital management (HCM) software provider based in the US, with a history of coverage since 2020 [1]. Group 1 - Paylocity has been followed for multiple years, indicating a sustained interest in its performance and market position [1].

Barclays (NYSE:BCS) Q4 2025 Earnings call February 10, 2026 04:00 AM ET Company ParticipantsAlvaro Serrano - Head of European Banks ResearchAnna Cross - CFOC.S. Venkatakrishnan - CEOChris Hallam - Managing Director and Head of European Financials ResearchChristopher Cant - Head of Banks StrategyTim Piechowski - Co-Chief Investment OfficerConference Call ParticipantsAndrew Coombs - Equity Research AnalystGuy Stebbings - Equity Research AnalystJames Invine - AnalystJonathan Pierce - Equity Research AnalystMic ...

Core Viewpoint - MT ferrules are essential components in multi-core fiber optic connectors, playing a critical role in modern high-speed optical communication networks, with increasing demand driven by the expansion of 5G, 6G, and data centers [3][4][6]. Market Overview and Forecast - The global MT ferrule market is projected to grow from USD 262 million in 2024 to USD 416 million by 2031, with a compound annual growth rate (CAGR) of approximately 8.5% [6]. - In terms of volume, global sales of MT ferrules are expected to rise from approximately 84.87 million units in 2024 to 137.67 million units by 2031 [6]. - The 16-24 core type of MT ferrule is the most widely used, expected to account for about 65.31% of the market share in 2024, particularly in data centers and communication base stations [6]. Application Areas - The primary application area for MT ferrules is signal base stations, projected to account for approximately 39.08% of global revenue in 2024, followed by data centers and consumer electronics [6]. - The Asia-Pacific region has been the largest market for MT ferrules, expected to maintain a leading position with a market share of about 52.01% in 2024 [6]. Industry Drivers - The rapid development of cloud computing, artificial intelligence, and big data is driving the demand for high-speed and large-scale data center construction, which in turn increases the need for MT ferrules [9]. - The trend towards domestic production and the maturation of the supply chain for optical modules and connectors are raising the demand for high-precision MT ferrules [9][10]. Competitive Landscape - Major manufacturers of MT ferrules include USConec, Hakusan, Nissin Kasei, Sumitomo, and Furukawa Electric, which collectively hold over 71.57% of the market share [8]. - The industry is characterized by high concentration, and competition is expected to intensify as the optical communication market in China and the Asia-Pacific region grows rapidly [8]. Development Trends - There is a trend towards higher core counts and port densities in MT ferrules, with a shift from traditional 8-core and 12-core to 16-core and 24-core configurations to meet the demands of ultra-large data centers and AI computing clusters [15]. - The demand for single-mode MT ferrules is increasing as data center transmission distances lengthen, requiring higher precision and quality [16]. - Low-loss and ultra-low-loss MT ferrules are becoming core competitive indicators, with manufacturers focusing on optimizing materials and processing techniques to enhance performance [17].

天眼查工商信息显示，近日，联想智联(凌源)智慧科技有限公司成立，法定代表人为刘峤，注册资本 2000万人民币，经营范围含工业互联网数据服务、软件外包服务、网络技术服务、物联网技术服务、人 工智能公共服务平台技术咨询服务、信息咨询服务、数字技术服务、云计算装备技术服务、信息技术咨 询服务等。股东信息显示，该公司由联想旗下广西联想智联信息科技有限公司全资持股。 ...

6 February 2026 | 12:52AM EST Equity Research Amazon.com Inc. (AMZN) Q4'25 Review: Investments Aimed at Compounded Platform Growth Aligned with Long-Term Strategic Initiatives Around AI & Commerce BUY Eric Sheridan +1(917)343-8683 | eric.sheridan@gs.com Goldman Sachs & Co. LLC Alex Vegliante, CFA +1(212)934-1878 | alex.vegliante@gs.com Goldman Sachs & Co. LLC Emma Huang +1(212)902-7229 | emma.huang@gs.com Goldman Sachs & Co. LLC | AMZN | | --- | | 12m Price Target: $280.00 | | Price: $222.69 | | Upside: 25. ...

Accessible version Amazon.com Cloud leader all in on capacity build; Buy Reiterate Rating: BUY | PO: 275.00 USD | Price: 222.69 USD AWS drives 4Q beat, but 1Q outlook leaves more to desire 4Q sales of $213bn was above Street at $211bn, while GAAP profit of $25.0bn beat Street at $24.8bn (and would have been $27.4bn excluding one-time charges). AWS growth of 24% accelerated q/q and beat expectations at 22% as capacity adds drove revenues. The 1Q sales guide for $173.5bn-$178.5bn bracketed Street at $176bn an ...

Key Takeaways Cloud computing remains a dominant investment theme, particularly so during the AI era. For those seeking exposure, Zacks Thematic Screens can lend a hand. Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you..Let’s take a closer look at the ‘Cloud Computing’ theme and analyze a stock within, namely Micro ...