Shares of cloud computing name Akamai Technologies Inc (NASDAQ:AKAM) were last seen up 5.6% to trade at $93.09, after a rare double upgrade from Morgan Stanley to "overweight" from "underweight." The firm also lifted its price target to $115 from $83, citing the stock's low valuation and growth prospects. On the charts, Akamai Technologies stock has yet to fully recover from the 21.7% post-earnings drop that occurred in February, which took it from $98.03 to $76.73. Today's pop has shares breaking above the ...

Key Points Many AI stocks have struggled recently, following several years of spectacular performance. Investors are questioning high valuations and intense spending on AI infrastructure. One stock, in particular, has seesawed since becoming a major AI data center player last September. 10 stocks we like better than Oracle › The artificial intelligence (AI) sector has been in the spotlight for several years now. Much of the ride has been up and to the right, but recently a cohort of the market h ...

Core Insights - ISG has initiated studies focused on providers of private and hybrid cloud data center services, particularly for data-intensive and AI-led workloads [1] Group 1 - The studies aim to evaluate the capabilities and offerings of various cloud service providers [1] - The focus is on understanding how these providers can support the growing demand for data-intensive applications driven by artificial intelligence [1]

Core Insights - JB Global Capital reported an 8.9% decline in Q4 2025, primarily due to a significant drop in Alibaba, its largest holding, while global markets experienced modest gains [1] - Despite the quarterly setback, the fund achieved a strong full-year return of 67.5% and has delivered 108.9% returns since inception, outperforming major benchmarks [1] - The fund's strategy focuses on avoiding mega-cap tech companies due to valuation discipline, with an emphasis on fundamentals for long-term performance [1] Company-Specific Insights - Alibaba Group Holding (NYSE:BABA) experienced a 34% year-over-year growth in cloud revenue and nine consecutive quarters of triple-digit revenue growth in AI-related products [2] - At the end of Q4 2025, Alibaba's stock traded at approximately $146 per share, with $41 billion in net cash and nearly $35 billion in quarterly revenue from core businesses [2] - JB Global Capital reduced its exposure to Alibaba by about 10% at $172 per share after an 85% price increase, indicating a shift in the risk/reward profile rather than a loss of confidence in the company's value [3]

Core Viewpoint - Amazon's stock underperformed in 2025 with a total return of 5.2%, significantly lower than the S&P 500's 17.9% return. However, growth in Amazon's cloud computing business is expected to drive better performance in 2026 [1][7]. Group 1: Cloud Computing Growth - Amazon Web Services (AWS) experienced a year-over-year growth of 17% in the first half of 2025, which accelerated to 20% in the third quarter [3]. - AWS's revenue growth has been limited by insufficient compute capacity to meet demand, but Amazon plans to double its capacity by the end of 2027, potentially leading to higher revenue growth [3][4]. - The management anticipates that Amazon Bedrock will become a significant revenue driver for AWS, positioning the company to capitalize on the growing demand for agentic AI [4]. Group 2: Stock Valuation and Market Position - Amazon's stock is currently trading at its lowest operating cash flow multiple in over a decade, suggesting potential for outperformance relative to the S&P 500 in 2026 [4]. - Despite the optimism surrounding Amazon's growth prospects, it was noted that the Motley Fool Stock Advisor identified 10 stocks they believe are better investment opportunities than Amazon at this time [5][7].

Core Insights - Big tech companies are increasingly entering into direct agreements with utility companies to ensure stable and long-term energy supplies due to rising power demands driven by data centers, cloud computing, and artificial intelligence [1] Group 1 - The surge in power needs is primarily attributed to the expansion of data centers [1] - Cloud computing is a significant factor contributing to the increased energy requirements of big tech firms [1] - Artificial intelligence is also driving the demand for reliable energy sources among major technology companies [1]

Chaay_Tee / iStock via Getty Images Quick Read All three major indices closed at all-time highs on Friday after a winning week for investors. Unemployment fell to 4.4% from 4.6% despite payrolls missing estimates. Large-cap money center banks report fourth-quarter earnings this week. They could very well set the tone for this earnings season. Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expecte ...

Valued at a market cap of $2.6 trillion, Amazon.com, Inc. (AMZN) is a technology and consumer services company based in Seattle, Washington. It is best known for its dominant e-commerce platform, where it sells a vast range of products directly and through third-party sellers. The company is ready to announce its fiscal Q4 earnings for 2025 in the near future. Before this event, analysts expect this e-commerce giant to report a profit of $1.97 per share, up 5.9% from $1.86 per share in the year-ago quart ...

Core Viewpoint - The IDC report highlights that Baidu Intelligent Cloud has entered the leader quadrant in the hybrid cloud AI infrastructure market due to its comprehensive AI technology and mature hybrid cloud practices [1] Group 1: Hybrid Cloud AI Infrastructure - The evolution of cloud infrastructure is shifting from general computing platforms to AI-optimized intelligent infrastructure, driven by advancements in industry large models and generative AI [1] - A hybrid cloud AI infrastructure that combines stability, elasticity, and controllability is becoming essential for enterprises to advance their intelligent transformation [1] - Vendors with extensive experience in large-scale intelligent computing clusters, full-stack product capabilities, and mature delivery and operation systems are more likely to establish a long-term competitive advantage in the hybrid cloud AI infrastructure market [1] Group 2: Baidu's Full-Stack Capabilities - Baidu Intelligent Cloud has developed a complete chain from underlying computing power to platform capabilities, addressing enterprise-level AI deployment needs [2] - The company is advancing self-developed AI chips, super nodes, and large-scale intelligent computing cluster construction, achieving long-term stable operation verification in clusters exceeding 10,000 cards [2] - Baidu's AI computing platform integrates key processes such as computing power scheduling, model training, inference deployment, and resource management, forming AI Infra capabilities for the entire lifecycle of large models [2] Group 3: Industry Applications and Impact - Baidu Intelligent Cloud has facilitated the large-scale implementation of numerous AI applications across various industries, with over 65% of central enterprises and all systemically important banks choosing its services for large model deployment [6] - In the financial sector, Baidu collaborated with China Merchants Bank to train a billion-parameter model using only 32 servers, significantly enhancing the efficiency of multimodal analysis and intelligent customer service [6] - The company has partnered with Southern Power Grid and China Eastern Airlines to apply AI capabilities in monitoring power grid operations and travel service processes, improving system efficiency and user experience [6] Group 4: Long-Term Value of AI Industry - The value of hybrid cloud AI infrastructure is becoming evident through the continuous adoption by high-value industry clients, as AI applications transition from exploration to large-scale implementation [7] - Vendors that can achieve synergy across computing power, platforms, and applications will find it easier to convert technological advantages into long-term growth momentum [7] - Baidu Intelligent Cloud, as one of the earliest proponents of the "cloud-intelligence integration" strategy, is leveraging its ongoing investments in AI infrastructure to drive long-term value across more industrial scenarios [8]

| KC | | | | --- | --- | --- | | 11 020 + +0.040 +0.36% | | 收盘价 01/09 15:59 美东 | | 12.600↑ 1.580 +14.34% | | 盘前价 01/12 04:26 美东 | | 三 7 24 字 5 日 0 自选 | | ● 快捷交易 | | 最高价 11.410 | 开盘价 11.170 | 成交量 64.92万 | | 最低价 11.015 | 昨收价 10.980 | 成交额 721.69万 | | 平均价 11.117 | 市盈率TIM 亏损 | 总市值 33.29亿 … | | 振 幅 3.60% | 市盈率(静) 亏损 | 总股本 3.02亿 | | 换手率 0.38% | 市净率 3.445 | 流通值 18.79亿 | | 52周最高 22.260 | 委 比 -63.64% | 流通股 1.71亿 | | 52周最低 9.120 | 量 比 0.72 | 色 主 1股 | | 历史最高 74.670 | 股息TTM -- | 换股比率 15.00 | | 历史最低 1.770 | 股票率 TM -- | | ...