Key Takeaways AMZN posted Q4 net sales of $213.4B, beating estimates, while EPS rose 5% year over year but missed.AWS revenues grew 24% to $35.6B, the fastest pace in 13 quarters, driven by core demand and AI services.AMZN plans about $200B in 2026 capex, largely for AWS, pressuring free cash flow and rattling shares.Amazon.com (AMZN) shares dipped in after-hours trading on Thursday after the company delivered fourth-quarter 2025 earnings of $1.95 per share, which increased 5% from the year-ago quarter but ...

• Burney U.S. Factor Rotation ETF stock is showing upward bias. What’s next for BRNY stock?Factor-Based Strategy with Adaptive AllocationBRES invests in firms based on estimates provided by the BRES through various key factors. These factors include growth, valuation, profitability, quality and momentum. BRES does not invest in firms solely based on a specific factor weighting. The ETF invests in firms based on changing market conditions.The strategy also includes a digital footprint analysis that uses alt ...

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We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks that Jim Cramer discussed. Along with Meta, software giant Microsoft Corporation (NASDAQ:MSFT) also reported its earnings as January ended. However, unlike Meta, the shares closed lower following the report. Ahead of the earnings, Cramer was cautious about the firm but continued to cite faith in its management. After the report, RBC Capital kept an O ...

Core Viewpoint - Senator Josh Hawley is advocating for a new bill that mandates data centers to self-supply their electricity when constructing new high-energy facilities, aiming to prevent cost transfer to consumers and protect households from rising electricity prices [1] Group 1: Legislative Proposal - The proposed legislation directly addresses the core issue of the U.S. electricity market, where large data centers consume power far exceeding the current grid capacity, leading to significant price increases for local residents [1] - The bill requires new data centers to implement a "behind-the-meter" power supply arrangement, meaning they must generate their own power and cannot pass energy costs onto consumers [1][2] - This legislative move could fundamentally alter the investment and operational models of the U.S. data center industry, especially as demand for AI and cloud computing surges [1] Group 2: Power Supply Models - The core demand from lawmakers is to establish a responsibility mechanism of "who uses electricity, who generates electricity" [2] - The "behind-the-meter" model is seen as a direct way to alleviate taxpayer burdens by physically isolating corporate electricity use from residential use, ensuring that data centers' energy consumption does not strain existing grid resources [2] - An alternative "front-of-the-meter" model allows data centers to self-generate power while still utilizing the local grid for transmission, which could shorten the operational timeline for facilities [3] Group 3: Market Context - The legislative initiative arises amid growing resistance to new data centers across the U.S., with increasing studies linking electricity price surges to data center construction [4] - The root of the problem lies in the mismatch between supply and demand, where a gigawatt-scale data center can consume power that far exceeds the grid's capacity, leading to local power shortages and price hikes [4] - Lawmakers aim to resolve the supply-demand imbalance by mandating data centers to either self-generate power or fund grid upgrades, ending the reliance on public grid resources that inflate residential electricity prices [4]

Core Viewpoint - Microsoft is experiencing a significant stock decline despite strong underlying business performance, raising questions about whether this presents a buying opportunity for investors [1][2]. Financial Performance - Microsoft's fiscal second-quarter revenue increased by 17% year over year, or 15% on a constant-currency basis, with operating income rising 21% year over year to $38.3 billion [4]. - The productivity and business processes segment revenue grew 16% year over year to $34.1 billion, while the intelligent cloud segment saw a 29% year-over-year revenue increase to $32.9 billion, with Azure and other cloud services revenue climbing 39% [5][6]. - The "more personal computing" segment experienced a slight revenue decline of 3% year over year, contributing $14.3 billion during the period [7]. Growth Potential - Microsoft reported a commercial remaining performance obligation (RPO) of $625 billion, reflecting a 110% year-over-year increase, indicating strong future growth potential, particularly in cloud computing [8]. - The company anticipates that approximately 25% of this backlog, around $156 billion, will be recognized as revenue in the next 12 months, with 45% of the RPO balance linked to OpenAI [9]. Investment Considerations - The current price-to-earnings ratio of about 25 suggests that shares are not overvalued, but the significant capital expenditures of $37.5 billion, up 66% year over year, indicate heavy investment in AI infrastructure [10][11]. - Given the ongoing investment cycle, shares may be more suitable as a hold rather than a buy, although long-term investors in AI may find this a good entry point [12].

新华财经北京2月6日电当地时间2月5日，亚马逊在盘后公布了2025年第四季度财报。财报显示，2025年 第四季度亚马逊净销售额增长14%至2134亿美元；净利润为212亿美元，同比增长了6%；第四季度的北 美销售额增速为10%；国际部门营收增速为17%。 值得注意的是，亚马逊将2026年资本支出预期上调至2000亿美元。这一支出计划规模不仅超过谷歌母公 司Alphabet，更接近META今年支出预计规模的两倍。而在2025年，亚马逊全年的资本支出约为1310亿 美元。受此影响，亚马逊股价在盘后跌超11%。 AWS收入同比增24% 创逾三年最高增速 在财报电话会议上，贾西表示，这些支出"主要"将用于AWS。去年10月，亚马逊开设了其价值110亿美 元的名为Project Rainier的人工智能数据中心，该数据中心专门用于运行来自Anthropic的工作负载。 "我们的需求非常旺盛，"贾西强调，"客户确实非常青睐AWS用于核心业务和人工智能工作负载的解决 方案，而我们也在尽可能快地将服务部署到位，并实现盈利。" 华尔街分析师对亚马逊这一大规模资本支出计划反应不一。摩根士丹利分析师认为，2000亿美元的资本 支出 ...

We got that capex guy. Aroon, we're talking about $200 billion dollars. It's a number that's hard, I think, to get your head around.Aroon, you got a strong buy on this name. We're down here a quick 10% in the after hours. Give me your your take, Arun, your first impressions on the print and the forecast.>> Yeah. Yeah. Thanks for having me.Yeah. I mean, overall, I think the I mean, the one big positive here is that AWS acceleration. You know, we we wanted to see acceleration.We got that last quarter. We saw ...

Open Text (NasdaqGS:OTEX) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsGreg Secord - Head of Investor RelationsJames McGourlay - Interim CEOSteve Rai - EVP and CFOTom Jenkins - Executive Chair and Chief Strategy OfficerConference Call ParticipantsDavid Kwan - Research Analyst in TechnologyGeorge Kurosawa - Equity Research AnalystKarl Keirstead - Managing Director and Senior Equity Research AnalystPaul Treiber - Director and Senior Equity Research AnalystThanos Moschopoulos - Manag ...

Financial Data and Key Metrics Changes - The company reported Core FFO per share of $1.86 for Q4 2025 and $7.39 for the full year, representing a 10% increase over 2024 [5][25] - Core FFO per share grew by 8% year-over-year in Q4 2025, reflecting strong core growth and continued growth in fee income [19][25] - Same capital cash NOI growth was 8.6% year-over-year in Q4, driven by an 8.2% increase in data center revenue [26] Business Line Data and Key Metrics Changes - The 0-1 MW-plus interconnection product set posted nearly $340 million in bookings, a record and 35%+ increase over 2024 levels [9] - The company signed leases representing $400 million of annualized rent in Q4, with strong demand for both larger capacity blocks and smaller colocation capacity [20] - The 0-1 MW-plus interconnection category set a new quarterly leasing record of $96 million, 7% higher than the previous record [21] Market Data and Key Metrics Changes - New leasing activity was particularly strong in the Americas, accounting for 65% of bookings in Q4 [20] - Interconnection bookings increased by 22% year-over-year, driven by record bookings in EMEA and momentum within the ServiceFabric product [22] - Hyperscale leasing exceeded $800 million in 2025, indicating strong demand in the Americas [10] Company Strategy and Development Direction - The company aims to evolve its funding strategy to support the growth of hyperscale data center capacity, with over $3.2 billion in LP equity commitments to its closed-end fund [6][31] - The strategy focuses on a global, full-spectrum, and connectivity-rich platform, emphasizing operational excellence and disciplined capital allocation [8] - The company is expanding its footprint in the APAC region, with recent investments in Indonesia and Malaysia to strengthen its presence in fast-growing markets [12][80] Management's Comments on Operating Environment and Future Outlook - Management noted that data centers have gained prominence due to accelerated AI adoption and cloud platform scaling, with power becoming a primary constraint in the industry [8] - The company anticipates continued strong demand for cloud and AI services, with infrastructure needs evolving to support low-latency, secure, and cost-efficient AI workflows [15] - Management expressed confidence in the company's ability to meet future demand, citing a robust backlog of nearly $1.4 billion [23][33] Other Important Information - The company plans to enhance its reporting by transitioning to power-based metrics, aligning occupancy reporting with IT load [26] - The total development pipeline is valued at over $10 billion, with an expected stabilized yield of 11.9% [29] - The company raised EUR 1.4 billion in a dual tranche green Eurobond offering to support its capital needs [30] Q&A Session Summary Question: Insights on hyperscaler activity and bookings - Management noted a significant increase in hyperscaler demand, particularly in Northern Virginia, Charlotte, Atlanta, and Dallas, with customers looking further out for power capacity [38] Question: Context around inference scaling in 2026 - Management indicated that both hyperscale and enterprise businesses are seeing increased demand for AI-related capacity, with a mix of cloud and AI use cases becoming a priority [41] Question: Impact of industry capacity growth on bookings - Management stated that while there is a significant amount of capacity coming online in 2027 and 2028, demand remains strong, and the company is well-positioned to meet this demand [66] Question: Disconnect between public and private data center valuations - Management discussed that asset mix influences valuations and emphasized the company's strong backlog and execution, which positions it well for future growth [72][74] Question: Investments in new markets and interconnection-focused facilities - Management highlighted strategic acquisitions in Malaysia, Indonesia, and Portugal, focusing on network-dense, highly connected assets to support growth [78]