RT Bloomberg Live (@BloombergLive)At #BloombergScreentime we speak with General Manager of Media & Entertainment, Games & Sports Business @awscloud's Samira Bakhtiar.Live 10/9 at 11:05 AM! Find out more: https://t.co/XSbvaWPBso https://t.co/kI4gnf12X3 ...

Core Insights - Oracle's stock has increased by 100% over the past six months, driven by a surge in demand for Oracle Cloud Infrastructure (OCI) due to artificial intelligence workloads [1] - The company's remaining performance obligations (RPO) reached $455 billion, a 359% increase from the previous year, indicating strong future revenue visibility [3] - Oracle's total revenue for the first quarter of fiscal 2026 was $14.9 billion, an 11% year-over-year increase, surpassing the previous year's growth rate [4] Cloud Revenue Performance - Total cloud revenue, including applications and infrastructure, rose by 27% to $7.2 billion [5] - Cloud infrastructure revenue surged by 54% to $3.3 billion, building on a 46% increase from the same period last year [5] - Consumption revenue increased by 57%, while cloud database services expanded by 32% to nearly $2.8 billion in annualized revenue [5] Multi-Cloud Strategy - The multi-cloud database business experienced a remarkable revenue increase of 1,529% as Oracle integrated its database technology into AWS, Azure, and GCP [6] - Oracle has 34 multi-cloud data centers operational across major platforms, with plans for 37 more, enhancing its competitive position in AI infrastructure [6] - The strategy of embedding OCI capabilities into other major cloud ecosystems is proving effective [2]

Government Shutdown and Economic Impact - President Trump is meeting with congressional leaders to discuss a short-term funding bill to avert a government shutdown, which must pass before October 1st [2][3] - Democrats are pushing for health care subsidies and restoration of budget cuts, while Republicans want to negotiate these issues after avoiding a shutdown [3] - A partial government shutdown could lead to federal workers not receiving paychecks, although essential services will continue [5][6] Market Reactions and Economic Indicators - Global stocks are rising following the latest US inflation reading, with core inflation remaining stable at 0.3% for August and an annual headline number of 2.7% [9][10] - Gold prices have surged past $3,800 an ounce, driven by expectations of Fed rate cuts and concerns over the government shutdown, marking a year-to-date increase of over 40% [10][19] - Oil prices are declining as OPEC Plus is expected to increase production in November, reversing previous output cuts [12] Corporate Earnings and Market Trends - Nike is expected to increase its marketing budget significantly ahead of the World Cup, aiming to regain market share lost to smaller brands [20][21] - Alibaba's stock has risen nearly 50% in one month due to bullish analyst calls and significant investments in AI, despite ongoing geopolitical tensions [46][48] - BYD, a major competitor in the EV market, anticipates exporting up to 1 million vehicles by 2025, even as it lowers overall sales targets [38]

Core Insights - Hugging Face announced that Alibaba's Tongyi models secured seven spots in the top ten open-source models globally, with the newly released Qwen3-Omni taking the top position [1][4] - Alibaba Cloud unveiled seven large models at the 2025 Yunqi Conference, showcasing advancements in various AI fields including language, speech, vision, and multi-modal capabilities [2][4] - Alibaba is committed to a three-year investment plan of 380 billion yuan in AI infrastructure, with plans for further investments to support its ambitious goals in artificial intelligence [8][9] Group 1: Model Developments - Alibaba Cloud's CTO, Zhou Jingren, announced the release of seven large models, including Qwen3-Omni, which excels in audio and video capabilities, achieving 32 state-of-the-art (SOTA) performance metrics [6][4] - Qwen3-Omni can process text, images, audio, and video, significantly enhancing user interaction with AI by consolidating multiple model functions into one [6] - The Qwen3-Max model, part of the Tongyi Qianwen family, has a pre-training data volume of 36 terabytes and over one trillion parameters, showcasing strong coding and agent tool capabilities [6] Group 2: Strategic Vision and Investment - Alibaba's CEO, Wu Yongming, emphasized the company's vision for achieving Artificial Super Intelligence (ASI) through a three-phase evolution plan, starting from general AI to self-learning systems [8][9] - The company plans to expand its global data center capacity significantly by 2032, anticipating a tenfold increase in energy consumption compared to 2022 [9] - Alibaba Cloud is set to establish new cloud computing regions in Brazil, France, and the Netherlands, while expanding data centers in Mexico, Japan, South Korea, Malaysia, and Dubai to meet growing AI and cloud computing demands [9]

BREAKING: Futures Climb With Tesla Deliveries, September Payrolls On Tap U.S.-listed Alibaba Group (BABA) stock was pushing higher in early trading Monday, adding to a strong month for shares of the Chinese e-commerce and cloud-computing giant. The gains Monday comes as Wall Street analysts offered bullish views on Alibaba following the company's cloud conference in China last week. At the conference, Alibaba Group Chief Executive Eddie Wu said the company will exceed its previously announced plans to spen ...

Key Points Nvidia and Broadcom offer unique opportunities to benefit from AI processors. Microsoft and Alphabet are tapping into chatbots and cloud services to boost their growth. Taiwan Semiconductor Manufacturing is an AI processor powerhouse with an estimated 90% of the market. 10 stocks we like better than Nvidia › Technology stocks have been on a tear lately, mostly due to the industry's embrace of artificial intelligence. AI could add an estimated $15.7 trillion to global GDP by 2030, accord ...

9月29日，华为云表示，目前已完成对 DeepSeek-V3.2-Exp 模型的适配工作，最大可支持160K长序列上 下文长度。目前，该模型已正式上架华为云大模型即服务平台 MaaS。 目前，该模型已正式上架华为云大模型即服务平台 MaaS。 ...

Group 1: Growth Stocks Overview - Growth stocks can be diverse, with companies like Cintas and Sherwin-Williams showing average annual gains of over 25% and nearly 20% respectively over the past 15 years [1][2] - Despite the potential for overvaluation, there are still undervalued growth stocks worth considering [2] Group 2: Fluor Corporation - Fluor Corporation is a $7 billion diversified construction and engineering company with an average annual gain of 35% over the past five years, though only 1% over the past decade [4] - The stock is currently down 14% year-to-date, presenting a potential buying opportunity, with a forward-looking P/E ratio of nearly 18, close to its five-year average [4][6] - Fluor has a significant backlog of orders valued at $28.2 billion and holds a majority stake in the nuclear startup NuScale Power, which may benefit from the growing use of nuclear power in AI data centers [6] Group 3: Opendoor Technologies - Opendoor Technologies has shown an average annual gain of 42% over the past three years and is up 320% over the past year [7][9] - The company operates an online platform for buying and selling homes and has a price-to-sales ratio of just 1.1, suggesting it may not be overvalued [8][9] - A potential tailwind for Opendoor is the decline in interest rates, while a headwind could be the sluggish real estate market affecting its profitability [9][10] Group 4: Amazon - Amazon is a well-known growth stock with a forward P/E ratio of 28, significantly below its five-year average of 46, indicating it may be attractively priced [11] - The company is not only the largest online marketplace but also a major player in cloud computing through Amazon Web Services [11] - Amazon continues to grow and explore new avenues, including grocery deliveries, despite concerns about its growth rate relative to investments in AI [12] Group 5: Technology Select Sector SPDR ETF - The Technology Select Sector SPDR ETF has averaged annual gains of nearly 20% over the past 15 years and 32% over the past three years [13] - The ETF includes 68 stocks in sectors such as semiconductor equipment and internet services, with top holdings including Nvidia, Microsoft, Apple, and Broadcom [13][14] - It features a low expense ratio of 0.08%, making it an attractive option for investors looking to own a diversified portfolio of growth stocks without the burden of selecting individual stocks [14]

Core Viewpoint - Amazon's stock has underperformed this year despite strong market performance, but the company's fundamentals are improving, positioning it for stronger profits in the future [1][2] Group 1: Cloud Growth and AI Development - Amazon Web Services (AWS) revenue increased by 17.5% last quarter, reaching nearly $31 billion, with operating income surpassing $10 billion, highlighting its significance as a profit engine compared to e-commerce [4] - AWS is becoming a central hub for AI development, offering solutions like Bedrock for customizing large language models and SageMaker for training and deploying models, alongside proprietary AI chips Trainium and Inferentia [5] - The demand for AI workloads is driving AWS's growth, with new solutions like Strands and Agentcore being introduced to support AI agent development [6] Group 2: Robotics and Operational Efficiency - Amazon has over a million robots in its fulfillment centers, enhancing operational efficiency by detecting damaged goods and self-repairing capabilities [7][8] - AI is being utilized to optimize shipment times, predict warehouse storage needs, and improve delivery routes, leading to significant cost savings [9] Group 3: E-commerce and Advertising Growth - AI is enhancing various aspects of e-commerce, including product recommendations through the Rufus AI assistant, improving third-party listings, and aiding advertisers in targeting [10] - Amazon's advertising segment is a fast-growing area with high gross margins, contributing to operating leverage; North American operating income surged by 47% to $7.5 billion with an 11% revenue increase to $100.1 billion [11] Group 4: Investment Outlook - With Amazon's stock being flat this year, it presents a potential buying opportunity; the company has a history of strategic investments, particularly in AI, which could lead to significant future gains [13]

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a positive outlook on AI infrastructure investments and related sectors [2][29]. Core Insights - The report highlights a significant increase in overseas computing power chain activity, with Nvidia planning to invest up to $100 billion in data center construction for OpenAI, indicating a strong demand for GPUs [3][19]. - Alibaba is set to increase its investment in AI infrastructure, with plans to enhance its global data center capacity significantly by 2032, which is expected to drive further advancements in AI applications [3][19]. - The report emphasizes the growing importance of domestic computing power chains, particularly in semiconductor design, equipment, and foundry services, as companies ramp up their AI capabilities [3][19]. Weekly Market Review - The TMT sector saw varied performance, with electronics up by 3.51%, while the computer and communication sectors experienced slight declines [3][8]. - Notable stock performances included significant gains in semiconductor equipment and materials, with increases of 15.56% and 12.30%, respectively [3][11]. Industry News and Key Company Announcements Important Industry Events - Nvidia's collaboration with OpenAI and Alibaba's AI infrastructure plans were highlighted as key developments in the industry [3][19]. - The report mentions the launch of several new AI models by Alibaba, showcasing advancements in AI capabilities [3][19]. Company Announcements - Companies like IBIDEN and others are expanding their production capacities to meet the rising demand for AI-related components [3][25]. - The report notes that several companies are experiencing rapid growth in AI server orders, indicating a robust market for AI infrastructure [3][25].