We recently published 9 Stocks Jim Cramer Talked About. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks that Jim Cramer talked about. Amazon.com, Inc. (NASDAQ:AMZN)’s shares are down by 9.8% over the past year and by 7% year-to-date. DA Davidson cut the stock’s rating to Neutral from Buy and the share price target to $175 from $300 in February. The financial firm outlined that Amazon.com, Inc. (NASDAQ:AMZN)’s cloud computing division, Amazon Web Services, was facing tight competition from rivals Micro ...

Core Insights - Integrated software platforms are increasingly vital for AI-enabled modernization of hybrid, multicloud enterprise IT environments, as per ISG's research [1][2] - Platform consolidation has shifted from being an efficiency measure to a structural necessity for enterprises [1] - Enterprises are replacing fragmented toolchains with platforms that integrate AI-assisted execution and robust governance [1] Group 1: Platform Evaluation and Rankings - The 2026 ISG Buyers Guides™ evaluated 97 software providers, focusing on integration, delivery speed, automation, and governance [1] - Microsoft emerged as the top Overall Leader in the Application Platforms category, followed by ServiceNow and Salesforce, all rated Exemplary [1][2] - In the AI-Driven Development Platforms category, Microsoft also led, with Appian and Pegasystems following, all rated Exemplary [2] Group 2: AI Integration in Platforms - AI functionality is now a core component across all platform categories, enhancing efficiency and visibility in application delivery [1] - Development platforms are incorporating AI for code generation, testing, documentation, and performance tuning [1] - Organizations with mature integration practices are better positioned to adopt unified, AI-enabled platforms [1] Group 3: Intelligent Automation Platforms - ISG evaluated 37 providers in the Intelligent Automation Platforms category, with Appian, Microsoft, and Automation Anywhere leading in Process Intelligence Platforms [2] - In Intelligent Document Processing Platforms, Appian ranked first, followed by Microsoft and ServiceNow, all rated Exemplary [2] - Microsoft also led in Automation and Orchestration Platforms, with Appian and Automation Anywhere following closely [2]

Core Insights - Vanguard Large-Cap ETF (VV) outperformed the S&P 500 with an 86.22% return over five years compared to the S&P 500's 78.13% [1] - VV has a low annual expense ratio of 0.04%, equating to $4 per $10,000 invested, which supports long-term wealth accumulation [1] - The fund's portfolio is diversified across over 400 large-cap U.S. companies, with a significant allocation to technology, financials, healthcare, and industrials [1] Performance Metrics - VV's five-year return is 86.22%, surpassing the S&P 500's 78.13% [1] - The fund's largest holdings, including NVIDIA, Apple, and Microsoft, account for approximately 20.7% of its assets [1] - The dividend yield is 1.06%, with dividends increasing from $2.02 per share in 2016 to $3.41 in 2025, marking a 69% growth [1] Investment Strategy - VV is designed for investors seeking broad U.S. large-cap exposure without making active sector bets, functioning well in various investment accounts [1] - The fund's low turnover rate of 2% minimizes friction from fees and taxes, enhancing compounding returns over time [1] - The concentration in technology (34.6% of assets) exposes investors to sector-specific risks, particularly in AI and semiconductor markets [1] Recent Trends - In the last month, Vanguard Value ETF (VTV) gained 6.38%, while VV experienced a slight decline of 0.19%, highlighting potential short-term divergences in performance based on investment style [1]

Cloudflare Inc. (NYSE:NET) reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates on Tuesday.Cloudflare reported quarterly earnings of 28 cents per share which beat the analyst consensus estimate of 27 cents per share. The company reported quarterly sales of $614.507 million which beat the analyst consensus estimate of $591.276 million.The company said it sees full-year 2026 revenue in the range of $2.79 billion to $2.80 billion versus estimates of $2.7 ...

INVESTOR PRESENTATION UPDATED: FEBRUARY 2026 INTRODUCTION TO CELLEBRITE February 11, 2026 www.cellebrite.com © 2025 Cellebrite DI Ltd. www.cellebrite.com DISCLAIMER This presentation has been prepared by Cellebrite DI Ltd. (the "Company") solely for informational purposes. It is not, and should not be assumed to be, complete. This presentation is not an offer to sell securities, nor is it a solicitation of an offer to buy securities. This presentation is not directed at, or intended for distribution to or u ...

【市场复盘】 本周二（2月10日），A股人工智能与机器人赛道延续强势走势，两大主题ETF同步走高且盘面运行 稳健，做多氛围持续升温，机器人ETF更获主力资金大手笔布局，做多逻辑再度强化。科创人工智能 ETF华夏（589010）高开上涨后全天窄幅震荡，维持高位整理态势，最新价1.587元，较开盘价上涨 2.255%，走势平稳且涨幅可观。持仓层面，30只成分股中23只个股走涨，芯原股份涨8.54%领涨，云天 励飞涨6.71%紧随其后形成跟涨，板块内无明显下跌标的形成拖累，做多力量稳步释放。流动性方面， 成交额达8587万元，换手率3.25%，成交活跃度维持高位，场内做多资金有序释放，盘面承接表现稳 健。机器人ETF（562500）开盘后依托日均线震荡整理，午后小幅拉升后平稳收盘，走势韧性凸显，最 新价1.079元，较开盘价上涨0.841%。持仓层面，66只成分股中45只个股上涨，克来机电涨停强势领 涨，云天励飞、埃夫特、科瑞技术涨幅居前，形成强劲核心跟涨梯队，成为盘面拉升的核心动力；仅瑞 松科技等个股下跌形成个别拖累，对板块整体普涨态势无明显影响。流动性方面，成交额达13.40亿 元，换手率5.20%，资金交投氛 ...

AI Industry Updates - ByteDance released the image generation model Seedream 5.0, capable of generating images up to 4K resolution, emphasizing intelligent understanding and knowledge-driven capabilities, showcasing intense competition with Alibaba in the AI image generation sector [2] - Alibaba Cloud launched the next-generation image generation model Qwen-Image-2.0, a 7B model that supports 2K resolution image generation and excels in Chinese text rendering, marking a significant advancement in domestic AI image models for professional design and content creation [2] - OpenAI introduced the advanced code-specific AI agent model GPT-5.3-Codex, which shows significant performance improvements in benchmark tests and faster response times, representing a key evolution from code assistants to autonomous engineering agents [2] - The Chinese Academy of Sciences and other institutions released the world's first AI model "Feiyu-1.0" for the South China Sea, capable of intelligently analyzing complex interactions between the ocean and atmosphere, enhancing typhoon forecasting accuracy [3] - Google Chrome integrated AI features to transform the browser into a personal AI assistant, introducing a sidebar experience for direct interaction with Gemini for tasks like shopping comparisons and comment summaries [3] - Xmax AI launched the world's first real-time interactive video generation model X1, allowing users to interact with characters in images through their mobile cameras, marking a new phase in AI video generation [3] Cloud Services Updates - Amazon AWS introduced the "Climate Smart Cloud" service, achieving a PUE of 1.08, a new industry low, through innovations like immersion liquid cooling and AI dynamic temperature adjustment [4] - Alibaba Cloud and Saudi Telecom (STC) announced a $500 million investment to build the first "cloud-edge-end collaborative industrial cloud" in the Middle East, focusing on the energy and manufacturing sectors [5] - Baidu Smart Cloud launched "Wenxin AI Cloud Service 8.0," enhancing the training efficiency of 300 trillion parameter models by 250% and achieving a resource utilization rate of 97% [6] - Microsoft Azure partnered with Unilever to upgrade the "Consumer Insight Cloud Brain 3.0," optimizing supply chains across 200 countries with AI predictions achieving a 98% accuracy rate [7] Cybersecurity Updates - IBM announced a breakthrough in quantum computing with its 127-qubit processor "Eagle," successfully cracking the RSA-4096 encryption algorithm, prompting financial and governmental institutions to reassess encryption risks [8] - A new AI phishing attack method combining voice cloning and social engineering has emerged, leading to significant financial losses for banks in the U.S. [9] - The Ministry of Industry and Information Technology in China issued guidelines for AI security in industrial internet systems, mandating physical isolation of OT and IT networks and requiring AI models to undergo backdoor injection testing [9] - Qihoo 360 launched "Industrial Security Brain 3.0," reducing the false positive rate of AI protocol analysis to 0.2%, enhancing security for industrial control systems [10] - A cross-border data flow security alliance was established among the U.S., EU, and China to share intelligence on AI training data leaks and develop a whitelist for cross-border data flow [11]

It’s a big week for the AI trade.After losing steam in January, tech stocks bounced sharply over the past few days as AI spending fears eased. The reality is that the evolution of data center and infrastructure stocks has been taking place for many years, with several companies emerging as true beneficiaries of the structural trend.One such company is Vertiv Holdings, a leader in critical digital infrastructure including power management, thermal solutions, and integrated rack systems. The stock has experie ...

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]