Core Viewpoint - Calix, Inc. has postponed its 2026 Investor Day due to a major weather event affecting the New York Metro area, prioritizing the safety of attendees. The event will be rescheduled for later in the spring, with details to be confirmed [1]. Company Overview - Calix, Inc. is an AI and cloud platform company that assists communications service providers (CSPs) in transforming into communications experience providers (CXPs) [1]. - The company offers Calix One, an AI-native broadband platform that enables CXPs to enhance subscriber experiences, grow revenue, and build loyalty across various markets [1]. - Calix has over 1,600 customers globally, ranging from regional providers to large operators, leveraging its solutions to compete effectively [1]. Event Details - The postponed Investor Day was originally scheduled for February 24, 2026, at the New York Stock Exchange and will include executive presentations, demos, and roundtables with the leadership team [1]. - The new date for the rescheduled Investor Day will be announced once confirmed [1]. Strategic Focus - Calix aims to share its strategy, platform progress, and long-term financial framework during the rescheduled Investor Day [1].

智通财经APP获悉，2月23日，微信发布2026马年春节数据报告显示，"史上最长春节假期"点燃消费热潮。春节期间，旅行、生活娱乐微信支付笔数同比 均增长超20%。跨境游火爆，马来西亚、马尔代夫线下交易金额同比分别大涨131%和186%，马来西亚小程序春节期间交易金额同比增长超140%；海外入 境游客通过在微信绑定国际银行卡线下交易笔数维持高速增长，日均访问小程序的入境游用户环比增长超1倍。微信支付现已支持12个国家地区的29个境 外钱包，今年春节同比去年笔数增长超过 28%。 春节期间发送带封面红包超6亿次，超921万条和春节有关内容在视频号发布。广东在全国"最爱发红包"。 巷人网购年货正兴,新年过关饮茶又问诊 电商平台消费笔数 茶饮品牌 TOP 3 同比增长近430% & F F 6 港人私立/民营医院诊所 消费笔数同比增长117% 策马扬鞭,马不停蹄 春节期间微信运动用户总步数达 《 13,500,000,000,000 新能源车充电桩 提升 34% 小程序访问量同比 超长假期温薪时 旅游、生活娱乐双上涨 假长、年味浓!大家更爱为体验买单! 春节期间,旅行、生活娱乐交易笔数 涨幅均超20% 谁是今年最"燃 ...

除淘宝闪购外，春节前后，千问陆续接入飞猪、高德、大麦等阿里生态体系产品，让千问一句话下单能 覆盖"吃喝玩乐"各种需求：用户让千问下单购买的电影票房环比增长66倍，其中近八成用户选择了《飞 驰人生3》和《惊蛰无声》；机票等交通票务订单周环比增长540%，景点门票周环比增长24倍。（文 猛） 新浪科技讯 2月23日下午消息，大年初七，千问发布数据显示，春节期间，用户在千问上"一句话下 单"近2亿次，全国平均每10人就有1人在千问下单，让"千问帮我"买餐饮奶茶、订机票酒店、买电影票 和景点门票，正在成为马年春节的新年俗。 备年货、喝奶茶成为"一句话下单"的主要消费场景。据统计，春节期间，用户让千问下单购买了超3000 吨鸡蛋，相当于一个中等县城居民一年的鸡蛋消耗量；同时，用户总计下单了5500万杯奶茶和3516万杯 果茶，咖啡销量也达到了1138万杯。 备年货、喝奶茶成为"一句话下单"的主要消费场景。据统计，春节期间，用户让千问下单购买了超3000 吨鸡蛋，相当于一个中等县城居民一年的鸡蛋消耗量；同时，用户总计下单了5500万杯奶茶和3516万杯 果茶，咖啡销量也达到了1138万杯。 除淘宝闪购外，春节前后，千问陆 ...

Core Viewpoint - Seth Klarman's investment strategy indicates a shift from Alphabet to Amazon, highlighting the perceived undervaluation of Amazon amidst market pessimism and strong growth potential in cloud computing and AI services [2][10][12]. Group 1: Alphabet (GOOG) - Klarman initially invested in Alphabet during the COVID-19 pandemic, drawn by its strong free cash flow and dominant market position [4]. - Despite trimming his stake, Klarman sold 41% of his remaining shares in Alphabet last quarter, capitalizing on a significant price increase as the stock's forward P/E ratio rose from around 20 to 30 [5][8]. - Alphabet's recent developments, including lenient antitrust remedies and growth in its core Search and cloud computing businesses, contributed to its stock price surge, making it a top-10 position in Baupost's portfolio [6][8]. Group 2: Amazon (AMZN) - Klarman invested nearly half a billion dollars in Amazon in the fourth quarter, making it the second-largest position in Baupost's portfolio at 9.3% [10]. - Amazon's stock only increased by 5% from the start of 2025, contrasting sharply with Alphabet's 65% rise, which may present a buying opportunity due to its attractive valuation [11][12]. - Amazon Web Services (AWS) showed a 24% year-over-year revenue growth, with expectations for strong earnings acceleration in 2027, despite significant capital expenditures planned for 2026 [14][15].

boggy22/iStock Editorial via Getty Images The following segment was excerpted from the Pershing Square Holdings (PSHZF) H2 2025 Letter To Shareholders. Alphabet (GOOGL), the parent company of Google, delivered strong business performance in 2025, highlighting its unique ability to leverage ...

do want to shift gears here though and move into talking about Chinese tech stocks and some opportunities in China. Welcome in our next guest, bring Sam back into the conversation. Joining us now, Henry Green, senior investment strategist at Crane Shares.Henry, great to have you with us. So, we've seen how this AI tech theme is playing out in US markets. How is it playing out in China. Is it similar. Is it different.What are you seeing. >> Sure. Uh, thanks for having me.Yeah, I think it is different than in ...

Group 1 - Alphabet Inc. is recognized as one of the top AI stocks on Wall Street, with a Market Outperform rating and a price target of $385.00 set by Citizens analyst Andrew Boone [1] - The expansion of artificial intelligence is increasing the Total Addressable Market (TAM) for search, allowing for a broader range of queries and better inference of commercial intent from informational questions [1][2] - The firm believes that retail media budgets may shift towards search as agentic search matures, and anticipates that Google can sustain search growth in the teens, potentially exceeding 20% [2] Group 2 - While Alphabet Inc. is seen as a strong investment, some analysts suggest that other AI stocks may offer greater upside potential with less downside risk [3] - The article hints at the potential benefits of certain undervalued AI stocks from trends such as Trump-era tariffs and onshoring [3]

Core Viewpoint - Berkshire Hathaway has made a significant investment in Alphabet, marking a notable shift in its investment strategy towards technology, particularly artificial intelligence [2][5]. Company Investment - Berkshire Hathaway now holds a $5.4 billion stake in Alphabet, making it the 14th-largest position in its public equities portfolio [5]. - This investment reflects a vote of confidence in Alphabet's business model and growth potential, despite Warren Buffett's historical reluctance to invest in tech stocks [3][5]. Financial Performance - Alphabet reported a 32% operating margin in 2025 and generated $73 billion in free cash flow during the year, indicating a strong financial position [7]. - The average price-to-earnings ratio for Alphabet shares in Q3 2025 was 22.3, suggesting an attractive valuation at the time of Berkshire's investment [7]. Competitive Advantages - Alphabet possesses a wide economic moat supported by network effects in its Search and YouTube platforms, along with valuable intangible assets such as brand and data [6]. - The company benefits from significant switching costs for Google Cloud customers and a major cost advantage due to its scale [6]. AI Leadership - Alphabet is recognized as a leader in the AI sector, with its Gemini app achieving 750 million monthly active users in Q4 2025 [10]. - Google Cloud's revenue surged by 48% in Q4, driven by high demand for its AI-related services [10]. Advertising Revenue - AI integration enhances user experience across Alphabet's applications, which in turn supports higher engagement and ad revenue, a critical area as ads account for 72% of sales [11]. - Alphabet is leveraging AI to improve targeting capabilities and creative efforts for its advertising clients [11]. Future Outlook - The company plans to invest approximately $180 billion in capital expenditures in 2026 to expand its AI-related infrastructure and meet strong demand [12]. - Current shares are considered reasonably priced with a P/E multiple of 27.8, indicating potential for long-term performance [12].

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The impact of artificial intelligence, especially over the past year, has led portfolios to shift from traditional value stocks to growth stocks, while preserving diversification. Major hedge funds are increasingly adding the magnificent seven stocks to their diversified lists or increasing their existing bets. Billionaire hedge fund manager Bill Ackman, through his Pershing Square Capital Management, also appears to be playing by this playbook. In its latest 13F filing, Pershing Square revealed surpri ...