Core Insights - Alphabet has been one of the top-performing stocks in the market in 2025, with its stock rising over 60%, placing it among the top 30 performers of the S&P 500 [1] - The company experienced several tailwinds in 2025, including a positive ruling in its monopoly court case and leadership in the generative AI sector, but these catalysts may not carry into 2026 [2] Group 1: Business Performance - Alphabet's core business, Google Search, is excelling, with Q3 revenue rising 15% year over year, which is strong for a mature business unit expected to grow in the high single digits to low double digits [6][7] - The integration of AI search overviews has allowed Google to maintain its market position and thrive in a booming ad market, alleviating initial investor concerns about generative AI replacing Google Search [6][7] Group 2: Cloud Computing Growth - Google Cloud is thriving due to the migration of traditional workloads to the cloud and the rapid increase in AI workloads, as companies prefer renting computing capacity from providers like Google Cloud rather than building their own data centers [10]

Alphabet Inc. (NASDAQ:GOOGL) is among the 14 Best S&P 500 Stocks to Buy Now. According to a Reuters report on Wednesday, Google is working with Meta to make its AI chips better suited to running PyTorch, in a bid to challenge Nvidia’s dominance in the market. Alphabet Inc. (GOOGL) and Meta Working Together To Challenge Nvidia's Market Dominance: Report Google The initiative, called TorchTPU, aims to position Google’s Tensor Processing Units (TPUs) as an alternative to the chipmaker’s Graphics Processing ...

Core Viewpoint - Microsoft Corporation (NASDAQ:MSFT) is recognized as one of the best stocks to buy in the S&P 500, with a consensus Strong Buy rating from Wall Street analysts and a one-year average price target indicating a potential upside of 33% [1]. Analyst Ratings - Morgan Stanley analyst Keith Weiss reiterated a Buy rating on December 17, setting a price target of $650 for the stock [2]. - Phillip Securities adjusted its price target on December 14, lowering it to $540 from $550 while maintaining an Accumulate rating, highlighting Microsoft's aggressive investments in cloud and AI infrastructure [3]. - DA Davidson maintained a Buy rating on December 4, with a target price of $650, emphasizing the strategic partnership with OpenAI as a key factor in maintaining Microsoft's status as the fastest-growing hyperscaler [4]. Investment in AI and Cloud - Microsoft announced up to $23 billion in new AI investments, with $17.5 billion allocated for establishing a significant cloud computing presence in India over the next four years, and $5.42 billion for AI partnerships and cloud capacity in Canada [5].

OneStream, the Michigan-based enterprise software firm, with a focus on the financial services sector, is the first software stock we’ll look at here. The company bills itself as ‘the operating system for modern finance,’ and offers its customers a cloud-based AI platform that lets its users reconcile data and manage workarounds, freeing up time and energy for their more vital business functions.Putting this view into concrete terms, Altmann has recommended three beaten-down software stocks as Buys for the ...

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing global macro, fundamental, and quantitative strategies [1] - Core expertise lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Insights - Khaveen Investments is a global investment advisory firm that serves high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] Investment Strategy - Khaveen Investments employs a multifaceted investment approach that integrates top-down and bottom-up analysis [1] - The firm blends three core strategies: global macro, fundamental, and quantitative [1] - The core expertise of the firm lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

J P M O R G A N North America Credit Research 15 December 2025 Oracle If You Build It, Will They Pay? See page 6 for analyst certification and important disclosures. J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. Neutral | ORCL | | | | ...

Group 1: CoreWeave - CoreWeave is a leader in the cloud services industry, specifically designed for artificial intelligence workloads, and is recognized as the most capable provider of cloud AI services, surpassing major tech companies like Amazon and Microsoft [4][5] - The company reported a 134% increase in revenue to $1.3 billion, with a narrower GAAP loss of $0.22 per diluted share compared to $1.82 in the previous year, and cash from operations increased over 100% to $1.7 billion [5] - Despite a 36% decline in stock price due to lowered full-year guidance, concerns are considered overblown as the guidance reflects postponed revenue from construction delays, and cloud AI spending is projected to grow at 40% annually through 2030 [6] - CoreWeave's stock trades at 6.5 times sales, which is seen as reasonable given a projected revenue growth rate of 95% annually through 2027, supported by strong customer relationships with AI giants [7] Group 2: Circle Internet Group - Circle is a fintech company that issues stablecoins, with its primary product being USDC, the second-largest stablecoin by market value, known for its regulatory compliance [10] - The company reported a 66% increase in revenue to $740 million, driven by a 108% increase in circulating volume of USDC, and adjusted EBITDA rose 78% to $166 million [12] - Circle is expanding its services with the Circle Payments Network, which includes 29 financial institutions and aims to facilitate faster and cheaper transactions [13] - Stablecoin revenue is projected to grow at 54% annually through 2030, with USDC being favored among financial institutions for its regulatory compliance, making Circle an attractive long-term investment [14]

Key Points ASML has monopolized a crucial technology in chipmaking. It will benefit from the rapid expansion of the cloud and AI markets. Its stock isn’t cheap, but it deserves a premium valuation. 10 stocks we like better than ASML › ASML's (NASDAQ: ASML) stock closed at a record high of $1,140.92 per share on Dec. 3. It's pulled back slightly over the past two weeks, but it's still up nearly 50% for the year. It also easily outperformed the Nasdaq Composite's year-to-date gain of about 20%. The ...

Core Insights - Cloud computing is increasingly vital for innovation and digital transformation, allowing users to access and store data over the Internet without managing physical servers [2] - Major tech firms like Microsoft, Alphabet, Amazon, and IBM are essential for investment portfolios focused on cloud computing [3] Industry Overview - The global cloud computing market is projected to grow from $752.4 billion in 2024 to $2,390.2 billion by 2030, reflecting a CAGR of 20.4% [6] - Cloud computing services are categorized into IaaS, PaaS, serverless, and SaaS, providing various control and management options for enterprises [5] Company Insights Microsoft - Microsoft Azure offers a wide range of IaaS and PaaS solutions, enhancing its competitive position with increased availability in over 60 regions globally [9][10] - The company is heavily investing in AI-powered cloud services, integrating technologies like Azure OpenAI Service and Copilot [12] Alphabet - Google Cloud has become a key growth driver for Alphabet, expanding its cloud footprint with 42 cloud regions and 127 availability zones [14] - The company's investments in AI and cloud computing are expected to bolster its long-term prospects despite competitive pressures [15] Amazon - Amazon Web Services (AWS) is a leading player in the IaaS market, offering over 200 services and catering to a diverse customer base [16][17] - AWS aims to enhance its AI and ML capabilities while expanding its global infrastructure for improved service delivery [18] IBM - IBM has strengthened its position in the hybrid cloud market through the acquisition of Red Hat, which enhances its cloud and data platform offerings [19] - The company is well-positioned to benefit from the growing demand for hybrid cloud and AI solutions, driving growth in its Software and Consulting segments [21]