Key Takeaways Alphabet's Google Cloud revenues jumped 35.8% in 2025, with backlog surging 55% to $240 billion. GOOGL is riding strong AI demand, with Gen AI product revenue up nearly 400% in Q4 2025. Alphabet plans $175B-$185B in 2026 capex as it battles Amazon and Microsoft in cloud. Alphabet (GOOGL) is riding on a strong Google Cloud prospect, which accounts for 14.6% of GOOGL’s 2025 revenues. Google Cloud revenues jumped 35.8% over 2025’s reported figure to $58.71 billion. The top line benefited from gro ...

Core Insights - GE HealthCare Technologies Inc. (GEHC) has launched the next generation of its LOGIQ ultrasound portfolio, which aims to enhance clinical image quality, streamline workflows, and improve diagnostic confidence through AI-powered innovations and Verisound Digital architecture [1][5] Product Features - The new LOGIQ systems include the LOGIQ E10 Series, LOGIQ Fortis, and LOGIQ Totus, featuring upgraded imaging performance and an expanded open digital platform to enhance operational efficiency and support clinical decision-making [2][9] - The systems are designed for a wide range of clinical applications, from routine imaging to complex abdominal and liver assessments, with a focus on improving diagnostic confidence and productivity [3][10] - Key innovations include Ultrasound-Guided Fat Fraction for liver assessment, which addresses the rising global prevalence of fatty liver disease affecting nearly 40% of the population [10][11] Technological Advancements - The new systems incorporate AI tools that aim to speed measurements and reduce user interactions by 80%, alongside features like Auto Abdominal Suite 2.0 for improved measurement accuracy [7][11] - GEHC is expanding its open digital platform to allow integration of third-party applications, enhancing connected workflows and data-driven clinical reporting [12] Market Position and Trends - GEHC's market capitalization stands at $38.31 billion, and the company has seen a 13.5% increase in shares over the past six months, outperforming the industry [6][4] - The artificial intelligence in ultrasound imaging market is projected to reach $1.22 billion by 2026, with a CAGR of 8.4% through 2035, driven by the growing demand for ultrasound imaging and AI technology [13][14] Future Prospects - The launch of the LOGIQ ultrasound portfolio is expected to strengthen GEHC's competitive position in high-demand diagnostic imaging markets, addressing critical clinical needs while improving workflow efficiency [5][10]

Cybersecurity Stocks Can Rebound From Claude FearsIt seems like hardly a day goes by without Anthropic's Claude artificial intelligence (AI) tool disrupting some corner of the technology sector, causing share price declines in the process. Last week's "victim†was the cybersecurity industry. Shares of some of the most prominent names in the space, including those residing in the [Invesco QQQ Trust (QQQ)] and the [Invesco NASDAQ 100 ETF (QQQM)], were punished on news that Anthropic's vulnerability- scanning t ...

Core Idea - CoreWeave is leveraging Nvidia's financial strength to secure financing for its data center buildout, which is crucial for its AI infrastructure expansion [1][3][4] Financing Arrangements - CoreWeave will use Nvidia as a guarantor for its lease payments to facilitate financing for data centers [1][3] - This arrangement is similar to a recent guarantee made by Google for a partner's data center financing [2][14] - Nvidia has already invested billions in CoreWeave, including a recent purchase of $2 billion in stock and a commitment to buy up to $6.3 billion of computing capacity if needed [3][4] Financial Projections - CoreWeave is expected to spend over $30 billion on capital expenditures by 2026, more than double its anticipated spending in 2025 [9] - The company reported a backlog of contracted revenue amounting to $55.6 billion, which will be realized as it builds and delivers AI facilities [17] Market Sentiment - Recent developments regarding Nvidia's support have shifted investor sentiment positively towards CoreWeave, which had previously been low [10] - CoreWeave's stock experienced volatility, dropping by as much as 12% before rebounding after news of financing efforts [11] Operational Updates - CoreWeave is currently constructing a $4 billion data center in Lancaster, Pennsylvania, which is reported to be fully funded and on schedule [12] - The company aims to end 2025 with 850 megawatts of operating data center facilities, up from 590 megawatts at the end of Q3 [16] Credit Rating and Debt - CoreWeave's debt is projected to grow to $38 billion by the end of 2026, with current debt reported at approximately $14 billion [16] - The company's credit rating is currently below investment grade at B+, but successful scaling and realization of contracted revenue could improve this rating [18][19]

Moody's Corporation (NYSE:MCO) is among the 20 Best Investments in 2026. UBS Maintains Neutral on Moody's Corporation (MCO) Following Q4 Earnings Release Moody’s Corporation (NYSE:MCO) is among the best investments on our list. TheFly reported on February 19 that UBS reduced its price target on MCO to $490 from $515 and maintained a Neutral rating, reflecting adjustments to its model after the company’s fourth-quarter earnings release. On February 18, 2026, Moody's Corporation (NYSE:MCO) released its f ...

Group 1 - Jefferies has lowered its price target for Intuit Inc. (INTU) to $650 from $850 while maintaining a Buy rating, anticipating solid results in fiscal Q2 despite a "seasonally light" period [1] - The potential upside for Intuit is driven by Credit Karma, with favorable momentum among card issuers [1] - Intuit has introduced a major update to its Consumer Group with the TurboTax "Done-For-You" experience, utilizing Agentic AI for about 90% of standard tax form data entry [2] Group 2 - The new TurboTax experience is supported by nearly 600 Expert Offices and 20 new immersive stores, enhancing customer service [2] - A partnership with Uber Advertising will offer consumers a complimentary ride up to $25 to visit local tax experts, improving accessibility [3] - The program aims to streamline tax preparation, eliminate obstacles, and provide a more effective, individualized, and secure experience for filers [3] Group 3 - Intuit Inc. provides financial, accounting, and tax software solutions, including QuickBooks, TurboTax, and Mint, helping individuals and businesses manage finances efficiently [4]

MercadoLibre, Inc. (NASDAQ:MELI) is among the 20 Best Investments in 2026. Wedbush Notes MercadoLibre, Inc. (MELI) Well-Positioned Going Into Q4 MercadoLibre, Inc. (NASDAQ:MELI) tops our list for being one of the best investments. TheFly reported on February 17 that Wedbush adjusted its price target for MELI to $2,600 from $2,700 while keeping an Outperform rating on the stock. The firm supports MELI as a top choice for 2026 and believes it is well-positioned going into the fourth quarter, but it points ...

Veeva Systems Inc. (NYSE:VEEV) is among the 20 Best Investments in 2026. Veeva Systems Inc. (VEEV) Launches eSource to Streamline Clinical Trial Data The fifth stock on our list of best investment stocks is Veeva Systems Inc. (NYSE:VEEV). TheFly reported on February 20 that UBS reduced its price target on VEEV to $200 from $280 while maintaining a Neutral rating on the stock. Veeva Systems Inc. (NYSE:VEEV) made a significant announcement on January 29 when it unveiled Veeva eSource, a new application w ...

Sprouts Farmers Market, Inc. (NASDAQ:SFM) is among the 20 Best Investments in 2026. Goldman Sachs Notes Slower-Than-Expected Early-Year Comps for Sprouts Farmers Market, Inc. (SFM) The seventh stock on our list of best investments is Sprout Farmers Market, Inc. (NASDAQ:SFM). TheFly reported on February 20 that Goldman Sachs lowered its price target on SFM to $111 from $130 and kept a Buy rating. Despite falling short on gross margins, the company's fourth-quarter results surpassed comparable-store sales ...

Group 1 - Dell Technologies Inc. is recognized as one of the 20 Best Investments for 2026, indicating strong future potential [1] - Morgan Stanley has reduced its price target for Dell from $111 to $101, assigning an Underweight rating due to expected solid but not exceptional performance in the upcoming quarters [3] - Dell continues to strengthen its partnership with McLaren Racing, providing advanced AI infrastructure and technology to enhance the team's performance and operations [4][5] Group 2 - Dell Technologies offers a wide range of IT hardware, software, and services, including servers, storage, networking, and cloud solutions, aimed at helping businesses and consumers manage digital infrastructures effectively [6] - Despite the potential of Dell as an investment, there are AI stocks perceived to have greater upside potential and lower downside risk, suggesting a competitive landscape in the tech sector [7]