Group 1: Nvidia - Nvidia is currently the world's largest company with a market cap of nearly $4.3 trillion, requiring only a 16% increase in stock price to reach $5 trillion [3][6] - The company's future performance will be driven by rising artificial intelligence (AI) infrastructure spending, particularly from cloud computing companies [4] - Nvidia's GPUs are essential for AI workloads, supported by its CUDA software platform and NVLink interconnect system, creating a competitive advantage [6][7] - The stock is reasonably valued with a forward price-to-earnings (P/E) ratio of less than 24 and a price/earnings-to-growth (PEG) ratio near 0.6, indicating potential for growth [7] Group 2: Alphabet - Alphabet has a market cap of approximately $3.7 trillion and needs a 35% increase in stock price to reach $5 trillion [8][10] - The company is the most profitable globally, with a forward P/E of 27 and a PEG below 1, suggesting it is attractively valued [9][11] - Alphabet's cloud computing and AI businesses complement each other, providing a structural cost advantage through its custom tensor processing units (TPU) [11][12] - The company is expected to benefit from its Waymo robotaxi business and investment in SpaceX, contributing to its goal of reaching a $5 trillion market cap by 2026 [13]

Core Insights - Black Creek has reduced its stake in Baidu at a significant time, as the stock experienced a 54% increase in Q3 2025 after years of stagnant trading [1] Company Overview - Baidu, Inc. is a prominent Chinese technology firm focused on internet search, digital marketing, and cloud services, leveraging AI capabilities and a large user base to provide integrated digital solutions [2] - The company serves businesses seeking digital marketing and cloud solutions, as well as consumers using its search and entertainment platforms [3] Financial Performance - As of November 11, 2025, Baidu shares were priced at $131.95, reflecting a 49.47% increase over the past year, outperforming the S&P 500 by 34.13 percentage points [3] - Black Creek's holding in Baidu decreased from 7.11% to 4.93% of its reported U.S. equity AUM, following a sale of 998,716 shares valued at $49.13 million, leaving 793,718 shares valued at $104.59 million at quarter-end [3][4] Investment Strategy - Black Creek's decision to sell Baidu shares is notable due to the 56% reduction in position size, marking the largest negative adjustment by percentage among its 28 stocks in Q3 [5] - Despite the reduction, Black Creek still retains 44% of its Baidu shares, indicating a potential strategy of profit-taking amid the stock's price increase [6]

AirTrunk is investing as much as $8 billion to scale up its capacity in Japan amid increased demand for cloud computing and AI infrastructure in the country. https://t.co/ctZCPq9b4y (Photo: Getty Images) https://t.co/3sLXXwe2PX ...

Core Insights - Vercel has appointed Susan St. Ledger, former President of Worldwide Field Operations at HashiCorp, to its board of directors, bringing over two decades of enterprise go-to-market leadership experience [1][3] Company Overview - Vercel recently completed a $600 million Series F funding round, achieving a valuation of $9.3 billion, as it scales its AI Cloud platform [3] - The company provides AI-native infrastructure for both emerging AI startups and global enterprises, powering popular frameworks like Next.js and AI SDK [3][5] - Vercel has doubled its user base over the past year and achieved 82% year-over-year top-line growth [3] Leadership and Expertise - Susan St. Ledger has a proven track record in scaling go-to-market organizations, having previously helped Okta and Splunk triple their revenues, with Splunk's revenue growing from approximately $700 million to nearly $2.5 billion [2] - She has served on the board of directors at Klaviyo and was involved with HashiCorp from pre-IPO through its acquisition by IBM in 2025 [2][3] Strategic Vision - St. Ledger emphasizes the evolution of cloud computing and the role of AI in automating manual tasks, allowing developers to focus on innovation [4] - Vercel aims to enable customers to build with the speed, security, and scalability necessary to succeed in the AI landscape [4]

Industry Overview - The computer storage devices industry is expected to benefit from growth in cloud computing, IoT, connected devices, virtual reality, and AI, leading to increased demand for robust data storage solutions [1] - Companies are leveraging AI for IT Operations (AIOps) and machine learning to optimize storage solutions, while virtualization technologies are being used to streamline data storage [2] Company Insights Western Digital Corp. (WDC) - WDC has seen strong performance driven by cloud and AI demand, with cloud end market revenue increasing by 31% in the last quarter, accounting for 89% of total revenue [6] - The company has doubled shipments of ePMR products and is set to ramp up HAMR drives by the first half of 2027 [6] - WDC anticipates a client refresh cycle due to generative AI, boosting storage demand across various consumer electronics [7] - Expected revenue for fiscal Q2 2026 is $2.9 billion, a 20% increase, driven by data center demand [9] - Current revenue and earnings growth rates are projected at -12.1% and 54.8%, respectively, for the current year [10] Teradata Corp. (TDC) - TDC is expected to benefit from improved ARR growth, cost savings, and productivity measures, which will enhance free cash flow [11] - The company is well-positioned to manage enterprise data for AI systems, with innovative products like QueryGrid and ClearScape Analytics driving growth [12][14] - Recent acquisitions, such as Stemma, enhance TDC's analytics capabilities [13] - Expected revenue and earnings growth rates for next year are -0.6% and 3.3%, respectively [14] Seagate Technology Holdings plc (STX) - STX is experiencing strong demand from the cloud and high-capacity HAMR drive adoption, with significant revenue generated from data centers [15] - The company has its high-capacity nearline production booked through 2026, with revenue projections of $2.7 billion for fiscal Q2 2026, a 16% year-over-year increase [16][19] - Advancements in aerial density are a key strength for STX, providing a competitive advantage in the hard drive industry [17] - STX has formed an alliance with Acronis to offer secure storage solutions for AI-driven data growth [18]

Core Insights - The City of Manhattan, Kansas, has selected Oracle Permitting and Licensing (OPAL) to modernize regulatory services and enhance economic growth through streamlined review and approval processes [1][2]. Group 1: Implementation and Objectives - Manhattan aims to replace outdated systems and manual processes with OPAL to improve efficiency in revenue management and service delivery [2]. - The city plans to launch a comprehensive online permitting and licensing system by summer 2026, which will automate workflows and provide real-time project updates [3]. Group 2: Benefits of OPAL - OPAL will enable a streamlined self-service experience for residents and businesses, allowing easy application submissions and real-time status tracking [7]. - The solution consolidates various regulatory functions into a unified cloud platform, enhancing data collection and analytics for better decision-making [7]. - OPAL is expected to improve transparency and engagement through automated updates and communication tools, thereby increasing customer satisfaction [7]. - The implementation of OPAL is anticipated to accelerate economic development by simplifying business registration and licensing processes [7]. Group 3: Industry Context - Local governments are under pressure to modernize regulatory services while managing limited resources, making solutions like OPAL essential for operational efficiency [4]. - Other municipalities have successfully adopted Oracle solutions, processing thousands of permits annually and improving citizen satisfaction [5].

Core Insights - Google-parent Alphabet (GOOGL) has shown strong performance in 2025, with stock surging 69% and reaching an all-time high of 328.83 on Nov. 25, 2025, amid a focus on artificial intelligence [1][3] - Alphabet's valuation now exceeds $3.8 trillion, making it one of the top companies in the AI sector, alongside Nvidia and Apple [3] - The company is leveraging its AI capabilities across various sectors, including search, advertising, cloud computing, and self-driving technology [4][10] Financial Performance - Google reported Q3 earnings that exceeded expectations, with cloud-computing revenue climbing 33.5% to $15.16 billion, surpassing estimates of $14.70 billion [9][10] - The order backlog for Google Cloud increased by 82% year-over-year to $155 billion, indicating strong demand for its services [10] - Capital spending for 2025 has been increased by 8% to $92 billion, primarily directed towards AI cloud infrastructure [9] AI Developments - Google has introduced its latest AI system, Gemini 3, which enhances capabilities in coding, searching, and image creation, positioning it against competitors like OpenAI's GPT-5 [7][8] - AI Overviews have been deployed in the U.S., attracting over 1.5 billion monthly active users, which may impact Google's search ad revenue growth [6] Competitive Landscape - Despite competition from OpenAI's ChatGPT and other emerging platforms, Google maintains a dominant position, powering 90% of global internet searches [2][5] - The introduction of AI Overviews and the Gemini app aims to retain users and enhance engagement within Google's ecosystem [6][8] Strategic Moves - Berkshire Hathaway has disclosed a new position in Alphabet valued at approximately $4.3 billion, indicating confidence from major investors [5] - Waymo, Alphabet's self-driving unit, is expanding its services to new cities and integrating with public transit networks, which could enhance its market presence [14][15] Market Position - GOOGL stock holds a Relative Strength Rating of 95 and an Accumulation/Distribution Rating of A-plus, reflecting strong institutional buying [16][17] - The stock's IBD Composite Rating stands at 99, indicating exceptional strength in both fundamental and technical metrics [17]

Core Viewpoint - FactSet Research Systems Inc. (FDS) is experiencing significant stock underperformance despite its strong market position and high client retention in the financial data and analytics sector [1][3][4]. Company Overview - FactSet has a market capitalization of $10.9 billion, classifying it as a large-cap stock, which highlights its size and influence in the financial sector [1][2]. - The company operates a subscription-based model, serving asset managers, banks, hedge funds, and corporations globally [1]. Stock Performance - FactSet's stock has declined 41% from its 52-week high of $496.90, with a 15.1% drop over the past three months, underperforming the Financial Select Sector SPDR Fund (XLF), which rose by 2% during the same period [3]. - Over the past year, FDS shares have decreased by 39.9%, and by 30.5% in the last six months, while XLF advanced by 10.5% and 8.1% respectively [4]. - The stock has remained below its 200-day moving average since early June, although a recent move above the 50-day moving average indicates potential short-term stabilization [4]. Recent Developments - On December 4, FactSet announced its market intelligence is now available through Amazon Quick Research, allowing clients to integrate FactSet data with AWS cloud environments, which supports AI-driven strategies [6]. - Following this announcement, FDS shares rose more than 4% in the next trading session [6]. Competitive Position - In comparison, rival S&P Global Inc. (SPGI) has only seen a marginal decline over the past year and a 1% dip over the past six months, emphasizing FactSet's relative underperformance in the market [7].

Core Insights - Jiujiang Zhaojing Technology Co., Ltd. has been established with a registered capital of 100,000 RMB and is led by legal representative Liu Yuhao [1] Company Overview - The company focuses on a wide range of operations including new material technology research and development, mold sales, and plastic processing equipment sales [1] - It is involved in artificial intelligence application software development, AI theory and algorithm software development, and the sale of AI hardware [1] - The company also engages in the manufacturing and sales of various products such as plastic products, toys, and smart home consumer devices [1] Industry Focus - The company operates in sectors related to cloud computing, data processing, and storage support services, as well as IoT technology services [1] - It aims to provide services related to big data and internet data, indicating a strong focus on digital transformation and technological innovation [1]

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