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The Zacks Analyst Blog Amazon, Atlassian and Cloudflare
ZACKS· 2025-12-19 14:11
Core Viewpoint - The cloud computing market is experiencing significant growth, with a projected CAGR of 20.4% from 2025 to 2030, driven by its cost-effectiveness and ability to enhance productivity across various industries [4]. Group 1: Cloud Computing Industry Overview - Cloud computing is gaining traction as it reduces operating costs associated with on-site data centers and IT management, allowing enterprises to pay only for the resources they use [2]. - The technology enhances productivity, agility, flexibility, and scalability while providing secure, low-latency services for applications and data backup [3]. Group 2: Market Growth Projections - The global cloud computing market is expected to grow at a CAGR of 20.4% from 2025 to 2030, impacting sectors such as healthcare, finance, education, retail, and manufacturing [4]. Group 3: Featured Cloud Computing Stocks - **Amazon.com, Inc.**: Dominates the cloud market with AWS, which has a broad customer base and offers over 200 services. The stock has gained 4.1% in the past six months, with earnings estimates up 15.1% since December 2024 [6][8]. - **Atlassian Corporation**: Provides cloud-based software solutions for collaboration, with a potential $18 billion annual revenue opportunity. The stock has gained 10.5% in the past month, and earnings estimates have increased by 19.6% for the current fiscal year [9][11]. - **Cloudflare, Inc.**: Offers integrated cloud services and is expanding in cybersecurity. The stock has gained 76.3% in the past year, with long-term earnings growth expectations of 26.8% [12][14].
Palo Alto Networks and Google Cloud Forge Landmark Agreement to Help Customers Securely Accelerate Cloud and AI Initiatives
Prnewswire· 2025-12-19 13:15
Core Insights - Palo Alto Networks and Google Cloud have expanded their strategic partnership to enhance the secure development and deployment of AI solutions, combining Google Cloud's AI capabilities with Palo Alto Networks' Prisma AIRS security platform [1][2][4] Partnership Expansion - The partnership aims to address the increasing use of cloud infrastructure for AI applications, with 99% of surveyed customers reporting at least one attack on their AI infrastructure in the past year [2] - The collaboration will integrate security into every layer of hybrid multicloud infrastructure, application development stage, and endpoint, allowing businesses to innovate securely [2][5] Security Solutions Offered - The partnership will provide end-to-end AI security from code to cloud, protecting live AI workloads and data on Google Cloud, including tools like the Agent Development Kit (ADK) [5] - Palo Alto Networks will offer AI-driven next-generation software firewalls (SWFW) and a secure access service edge (SASE) platform, enhancing security for cloud environments and remote users [5][6] Historical Context and Future Commitments - The partnership builds on over 75 joint integrations and $2 billion in sales through the Google Cloud Marketplace, with Palo Alto Networks committing to run its security platforms on Google Cloud's infrastructure [6] - The use of Google Cloud's Vertex AI platform and Gemini LLMs will further enhance Palo Alto Networks' capabilities, ensuring optimized performance and reliability for customers [6]
Oracle Wins Big In New TikTok Deal
Seeking Alpha· 2025-12-19 12:19
Financial Developments - The EU has committed €90 billion to Ukraine, but there is no agreement on utilizing frozen Russian assets for the loan [2] - Oracle's stock has seen a significant decline, losing nearly half its market value since the end of September, but analysts suggest a potential recovery for long-term investors [6] Company-Specific News - TikTok has signed an agreement to divest its U.S. entity to a joint venture controlled by American investors, valued at approximately $14 billion, expected to close in January [4] - The new venture will have a majority-American board and will store U.S. user data locally, with Oracle acting as the "trusted security partner" [5] - Oracle will also be responsible for retraining TikTok's content recommendation algorithm to prevent outside manipulation [5] Market Trends - Marijuana stocks experienced a sell-off following President Trump's rescheduling order [3] - FedEx reported positive earnings, while Nike is facing challenges [9] - The Bank of Japan has raised its benchmark rate to the highest level in 30 years [7]
常山北明:公司组建了华为鸿蒙开发团队
Zheng Quan Ri Bao Wang· 2025-12-19 08:43
证券日报网讯12月18日,常山北明(000158)在互动平台回答投资者提问时表示,针对华为鸿蒙应用开 发,公司组建了华为鸿蒙开发团队,团队成员全员通过了HarmonyOS应用开发者高级认证。公司技术 研发团队中,高层由首席科学家、云计算、大数据、人工智能等技术带头人领军,形成业界领先的技术 优势;中层由各行业领域专家带队,形成从咨询到运维服务的行业解决方案团队;基层按照行业和技术 领域,形成专业化的实施团队。 ...
Global Diversification: Why Indian investors are looking beyond home markets to the US
The Economic Times· 2025-12-19 07:42
The In terms of returns, Why Global Diversification Matters More Than EverMarket cycles do not move in tandem across geographies. While Indian markets remain a compelling long-term growth story, global exposure—especially to the US—can help investors balance risk, reduce portfolio volatility, and access sectors that are either underrepresented or unavailable domestically.Investment flows into overseas equities rebounded sharply, rising from USD 152 million in August to USD 279 million in September. (Refere ...
阿尔及利亚完善创业支持体系
Shang Wu Bu Wang Zhan· 2025-12-19 03:02
在创业领域,阿尔及利亚通过发布第25-311号行政法令,正式推出"加速型企业(Scale-up)"标 签,重点支持已度过初创阶段、具备持续增长能力的创新型企业。新标签完善了从"初创企业"到"加速 型企业"的分层培育体系,并同步强化现有标签的绩效评估和续期机制。整体来看,上述举措体现出阿 尔及利亚以数字化和创新驱动经济转型、提升产业竞争力的政策导向。 据 Algérie360 网站12月12日报道,阿尔及利亚正加快推进银行业数字化与创业生态升级。在金融领 域,阿政府通过推动银行系统采用云计算、网络安全、人工智能和开放银行等关键技术,稳步推进新一 代金融基础设施建设。"Algeria Banking Connect 2025"会议围绕核心银行系统现代化、云架构迁移及以 客户体验为中心的全渠道布局展开,显示出银行业向公有云、私有云和混合云并行发展的趋势。在"主 权云"框架下,随着本地数据中心、数据本地化和网络安全标准逐步完善,银行业云转型项目正在有序 推进。 (原标题:阿尔及利亚完善创业支持体系) ...
BMO Keeps Outperform on Amazon (AMZN), Sees AWS Growth Accelerating
Yahoo Finance· 2025-12-18 22:58
Amazon.com, Inc. (NASDAQ:AMZN) is included among the 12 Best Long Term US Stocks to Buy Now. BMO Keeps Outperform on Amazon (AMZN), Sees AWS Growth Accelerating christian-wiediger-rymh7EZPqRs-unsplash On December 16, BMO Capital raised its price target on Amazon.com, Inc. (NASDAQ:AMZN) to $304 from $300 and kept an Outperform rating on the stock. The update followed recent calls with two former AWS employees. Those conversations pointed to faster-growing cloud commitments, Claude emerging as a preferred ...
Applied Digital Sets Fiscal Second Quarter 2026 Conference Call for Wednesday, January 7, 2026, at 5:00 p.m. Eastern Time
Globenewswire· 2025-12-18 21:05
DALLAS, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) ("Applied Digital" or the "Company"), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocations services for artificial intelligence, cloud, networking and blockchain workloads, will host a conference call on Wednesday, January 7, 2026, at 5:00 p.m. Eastern Time to discuss its operations and financial results for the fiscal second quarter ended November 30, 2025. A press rele ...
3 Renewable Energy Stocks Poised for Explosive Growth in 2026
ZACKS· 2025-12-18 19:07
Key Takeaways Renewables are projected to overtake coal by 2026, reaching 36% of global electricity generation.Per EIA, U.S. renewable power share is expected to rise from 22% in 2024 to 25% by 2026, led by solar growth.Massive investments in solar, wind and battery storage are driving capacity additions through 2030.In 2025, U.S. renewables accounted for the majority of capacity growth, driven mainly by strong additions in solar and wind capacity and unprecedented levels of public and private investment. A ...
CommScope Holding Company, Inc. (COMM): A Bull Case Theory
Yahoo Finance· 2025-12-18 18:12
We came across a bullish thesis on CommScope Holding Company, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on COMM. CommScope Holding Company, Inc.'s share was trading at $18.35 as of December 16th. COMM’s trailing and forward P/E were 16.26 and 3.72 respectively according to Yahoo Finance. Quantum Computing (QUBT) Jumps 9.7% on Bargain-Hunting CommScope Holding Company (COMM) is a leading provider of network infrastructure solutio ...