Group 1: NVIDIA - NVIDIA's Data Center sales reached $39.1 billion, a 73% increase from $22.5 billion in the same period last year [2] - The stock trades at a forward 12-month earnings multiple of 32.8X, significantly lower than its five-year high of 106.3X and median of 48.4X [3] - The current PEG ratio stands at 1.1X, again below five-year highs and median [3] Group 2: Palantir - Palantir's quarterly sales grew by 40% year-over-year, with an upgraded sales outlook for the current year [6] - Customer count increased nearly 40% year-over-year and 8% sequentially, with a record U.S. commercial total contract value of $810 million, up 180% year-over-year [8] Group 3: Amazon - Amazon's AWS segment reported sales of $29.3 billion, a 17% increase year-over-year [9] - The company signed several new AWS deals with major firms including Adobe, Uber, and Cisco, indicating strong demand for AWS services [10] - Analysts project a Zacks Consensus EPS estimate of $6.22 for the current fiscal year, reflecting a 12.5% year-over-year growth [13] Group 4: Overall Market Context - The AI frenzy has kept stocks like NVIDIA and Palantir in high demand, while Amazon's AWS performance contributes to its ongoing attention [15] - All three companies operate in a favorable environment, benefiting from strong demand driven by AI and cloud services [16]

Oracle has a new top bull on Wall Street. Jefferies raised its price target for the cloud computing giant’s stock to $270 from $220, the most bullish target among firms tracked by Visible Alpha. https://t.co/9F5il92oQe ...

The commitment that we're seeing from certain companies taken matter, but also Microsoft and Google, the so-called hyperscalers, to invest with such certainty in winning the so-called superintelligence race. Is this the right thing you want to be hearing and seeing. Yeah, I think it is.This is an exceptionally big money competition. It takes really deep pockets to attract the engineering talent to get the compute power. So the big companies are flexing their muscles and showing great commitment and they're ...

Core Insights - Alphabet's Google Cloud business is experiencing significant growth, contributing 13.6% of total revenues in Q1 2025, with revenues increasing by 28.1% year-over-year to $12.26 billion, driven by demand for AI infrastructure and generative AI solutions [1][8] - Google Cloud is expanding its market presence through partnerships, including deals with Ecobank in Africa and BBVA, which are expected to enhance its global reach and client base [4][8] Market Position - Google Cloud, alongside Microsoft, is gaining market share in the cloud sector, with Google holding 22% and Microsoft 12%, while Amazon Web Services leads with 29% [2] - The partnership with NVIDIA enhances Google Cloud's offerings, making it a preferred choice for enterprises looking to deploy AI solutions [3] Client Expansion - The collaboration with BBVA will enable the deployment of Google Workspace with Gemini across the bank's global operations, while the Ecobank partnership aims to transform financial services in Africa through advanced analytics and AI [4][8] - Google Cloud's expanding clientele is anticipated to positively impact Alphabet's overall revenue growth [4] AI Integration - Alphabet is heavily infusing AI across its products, including Google Cloud and Search, which is expected to drive user engagement and growth [9][10] - The introduction of AI Overview has led to a more than 10% increase in usage for AI-supported queries in major markets [10] Financial Performance - The Zacks Consensus Estimate for Q2 2025 earnings is $2.12 per share, indicating a year-over-year growth of 12.17% [12] - The consensus for 2025 earnings is projected at $9.53 per share, suggesting an 18.53% year-over-year growth [13] Investment Considerations - Despite the growth potential, Alphabet's stock has underperformed compared to competitors like Microsoft and Amazon, with a year-to-date drop of 6.8% [5] - The stock is currently viewed as overvalued, with a forward Price/Sales ratio of 6.22X compared to the industry average of 5.33X [16]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores provide a framework for evaluating stocks based on value, growth, and momentum [2][3][4][5][6] Zacks Style Scores - Each stock is rated from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E and Price/Sales [3] - The Growth Score assesses a company's financial health and future growth potential through earnings and sales projections [4] - The Momentum Score identifies stocks with favorable price trends and earnings outlooks [5] - The VGM Score combines all three Style Scores to highlight stocks with the best overall characteristics [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, achieving an average annual return of +23.62% since 1988 [7] - There are typically over 800 stocks rated 1 or 2, making it essential to utilize Style Scores for selection [8] Investment Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - The direction of earnings estimate revisions is crucial; stocks with lower ranks but high Style Scores may still face downward price pressure [10] Company Spotlight: Twilio Inc. - Twilio Inc. is a cloud communications platform founded in 2007 and listed on NYSE in 2016, enabling real-time communications within software applications [11] - Twilio holds a Zacks Rank of 3 (Hold) and has a VGM Score of B, indicating potential for growth [12] - The company is forecasted to achieve year-over-year earnings growth of 22.3% for the current fiscal year, with a recent earnings estimate increase [12] - With strong Growth and VGM Style Scores, Twilio is recommended for investors' consideration [13]

Core Viewpoint - Wall Street sentiment has turned bearish on CoreWeave despite its impressive performance since its IPO, with shares falling 3.33% to $159.70, although the stock has increased by 299% since its debut [1][3] Analyst Ratings - Stifel analyst Ruben Roy downgraded CoreWeave from 'Buy' to 'Hold', raising the price target from $75 to $115, citing near-term overhangs despite recognizing the strategic value of the $9 billion acquisition of Core Scientific [4][6] - Mizuho analyst Gregg Moskowitz downgraded the stock from 'Outperform' to 'Neutral', significantly increasing the price target from $70 to $150, while noting the acquisition's potential to enhance CoreWeave's infrastructure control [7][8] Acquisition Impact - The acquisition of Core Scientific is expected to transform CoreWeave into a vertically integrated provider of AI and high-performance computing infrastructure, with an initial gross power capacity of approximately 1.3 gigawatts and potential future expansion exceeding 1 gigawatt [5][6] - The all-stock deal values Core Scientific at $20.40 per share and aims to strengthen CoreWeave's position in AI-focused data centers and energy assets [6] Valuation Concerns - Analysts express caution regarding the stock's nearly 300% surge in three months, indicating that the valuation has reached a level where risk and reward appear more balanced [9]

Next-gen OpenStack-based architecture offers scalable performance for mission-critical workloads without vendor lock-inSAN ANTONIO, July 08, 2025 (GLOBE NEWSWIRE) -- Rackspace Technology® (NASDAQ: RXT), a leading end-to-end hybrid cloud and AI solutions company, today announced the launch of Rackspace OpenStack Business, a new, open source, dedicated private cloud for organizations running mission-critical or regulated workloads. This fully-managed solution delivers improved performance, enhanced security, ...

Core Insights - Oracle Database@AWS is now generally available, allowing customers to run Oracle Exadata Database Service and Oracle Autonomous Database on Oracle Cloud Infrastructure (OCI) within AWS [1][2] - The service is currently available in the U.S. East (N. Virginia) and U.S. West (Oregon) Regions, with plans to expand to 20 additional AWS Regions globally [1][8] Group 1: Product Features and Benefits - Customers can migrate their Oracle Database workloads to Oracle Database@AWS without rearchitecting applications, benefiting from AWS's security, resiliency, and scalability [3] - The service includes zero-ETL integration, simplifying data integration between Oracle Database services and AWS Analytics services, enhancing application capabilities with AWS analytics, machine learning, and generative AI [2][4] - Oracle Database@AWS supports Oracle Database 23ai with embedded AI Vector capabilities, allowing for advanced search functionalities based on conceptual content [4] Group 2: Customer Adoption and Use Cases - Early adopters include major enterprises such as Fidelity Investments, Nationwide, and SAS, which report improvements in operational efficiency and value delivery [6][7] - Organizations in regulated industries like telecommunications, energy, and financial services are leveraging Oracle Database@AWS to address complex business challenges [6] Group 3: Migration and Integration - The service simplifies and accelerates the migration of Oracle databases to the cloud, compatible with proven migration tools like Oracle Zero Downtime Migration [4] - Customers can utilize existing AWS commitments and Oracle license benefits, including Bring Your Own License (BYOL) and discount programs [4] Group 4: Future Expansion - Oracle Database@AWS is set to expand to 20 more AWS Regions, including locations such as Canada, Germany, India, and Japan, enhancing global accessibility [8]

Core Viewpoint - Akamai Technologies has announced the addition of Janaki Akella and Bas Burger to its Board of Directors, enhancing its leadership in cloud computing and cybersecurity through their extensive experience in technology and global business transformation [1][4]. Group 1: New Board Members - Janaki Akella brings expertise in cloud computing, cybersecurity, and AI, with previous leadership roles at Google and McKinsey & Company, and currently serves on several boards including Southern Company and Sallie Mae Corporation [2]. - Bas Burger, CEO of BT International, has a strong background in executing go-to-market initiatives and driving customer acquisition and retention, contributing to global data and cloud connectivity solutions [3]. Group 2: Strategic Importance - The addition of Akella and Burger is seen as critical for Akamai's growth in cloud computing and cybersecurity, with their insights expected to support the company's transformation and innovation efforts [4]. - Akamai's CEO, Tom Leighton, emphasized the value of Akella's experience in digital transformation and Burger's international business acumen in driving future growth opportunities [4]. Group 3: Company Overview - Akamai is recognized as a leading cybersecurity and cloud computing company, providing market-leading security solutions and full-stack cloud computing services to safeguard enterprise data and applications [5].

Oracle just signed a massive new cloud deal.Since artificial intelligence (AI) emerged as the stock market's next major trend a couple of years ago, a small concentration of mega cap technology companies have become favorites within investment circles.The collective, known as the "Magnificent Seven", includes cloud hyperscalers Microsoft, Alphabet, and Amazon, consumer electronics maker Apple, electric vehicle (EV) pioneer Tesla, social media behemoth Meta Platforms, and chip designer Nvidia. While many of ...