Core Insights - Oracle is poised to benefit from a significant business deal involving its partner, Oklo, which has contracted with Meta Platforms for energy supply to data centers [1][2] - Oracle's stock has been recognized by HSBC as one of the top U.S.-listed stocks expected to outperform in the upcoming earnings season, with a project backlog nearly ten times larger than the previous year [4] Business Developments - The deal between Oklo and Meta is not directly involving Oracle, but it enhances Meta's AI capabilities, which rely on Oracle's Cloud Infrastructure [2][3] - Oracle's involvement in the AI sector positions it as a key player in the ongoing AI revolution, making it an attractive investment opportunity [6] Market Performance - Oracle's share price increased by approximately 5% following the news of the business deal and its recognition by HSBC [1] - The company's market capitalization stands at $276 billion, with a 52-week price range of $45.66 to $83.03 [5][6]

George H. Conrades, then chairman and CEO of Akamai Technologies, listens during a meeting of the National Infrastructure Advisory Council in Washington on April 13, 2004.Oracle said Friday that two longtime directors, both octogenarians, have resigned from the board.George Conrades, former CEO of content network distribution company Akamai, is leaving, along with Naomi Seligman, a senior partner at technology research firm Ostriker von Simson, Oracle said in a filing. Conrades, 86, has been on the board fo ...

Shares of e-commerce player and cloud computing provider Amazon.com, Inc. ( AMZN ) have left investors asking for more after returning just 3% in 2025 despite the S&P 500 index (Hi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from time to time. While I have a slight bias toward technology companies, I ...

Key Points AI is a major growth opportunity for both companies, but also a key risk. Amazon and Microsoft have seen their cloud businesses accelerate recently. Both tech companies are finding ways to integrate AI across their existing services. 10 stocks we like better than Amazon › AI (artificial intelligence) has become the most important growth theme in tech. But it has also created a problem for investors: many of the pure-play AI names are either unprofitable, hard to value, dependent on one ...

Rising stock chart as an imaginative depiction of potential gains in the technology sector. Key Points Broadcom’s AI networking and custom silicon exposure could accelerate earnings later in 2026. Oracle’s cloud infrastructure backlog positions the stock for stronger second-half revenue recognition. Uber’s margin expansion and free cash flow growth make profitability, not autonomy, the real catalyst. Interested in Uber Technologies, Inc.? Here are five stocks we like better. The first few trading ...

Company Overview - Nebius had 220 megawatts (MW) of connected data center power capacity at the end of 2025, a nearly tenfold increase from 2024, but only 100 MW of active data center power due to hardware and GPU shortages [1] - The company operates dedicated AI data centers equipped with high-end GPUs, offering full-stack AI infrastructure services, including software tools for clients to develop and deploy AI applications [4] Market Demand - The demand for AI data center power is significantly outpacing supply, with Deloitte predicting U.S. demand could grow from 4 gigawatts (GW) in 2024 to 123 GW by 2035 [3] - PwC estimates that AI could boost global economic output by up to 15 percentage points over the next decade, driving the need for AI computing power [2] Financial Performance - An investment of $1,000 in Nebius shares a year ago would now be worth over $3,200, reflecting strong revenue growth and a promising pipeline [5] - The company has a substantial contractual backlog exceeding $20 billion, indicating potential for significant revenue increases in the coming years [9] Future Capacity and Contracts - Nebius aims to increase its connected data center capacity to between 800 MW and 1,000 MW (1 GW) this year, with all new capacity already sold out due to high demand [6][7] - Major contracts include a $17.4 billion deal with Microsoft running through 2031 and a $3 billion deal with Meta Platforms, highlighting the company's growth potential [8] Growth Projections - The company is targeting a contracted power capacity of 2.5 GW for 2026, up from an earlier target of 1 GW, to address the supply gap in the market [11] - Nebius is well-positioned for long-term growth due to its accelerating revenue and the lucrative contracts that finance its data center construction [12][13]

Alibaba (BABA) stock has retreated from its recent highs, falling over 20% from its 52-week peak of $192.67. BABA stock has declined despite encouraging momentum in the company’s cloud business. Notably, much of the pressure on Alibaba's stock can be traced to margin challenges. Competition across China’s online retail landscape has intensified, forcing Alibaba to lower prices and invest aggressively to defend market share. These competitive dynamics have weighed on profitability, even as revenue remains ...

Core Insights - Amazon's cloud computing division has shown a strong recovery, achieving its best quarterly performance in nearly three years, setting the stage for growth driven by AI in 2026 [2] - The Zacks Consensus Estimate for Amazon's 2026 earnings is projected at $7.85 per share, reflecting a 9.46% increase from the previous year [3] AWS Performance - Amazon Web Services (AWS) reported $33 billion in third-quarter revenues, marking a 20.2% year-over-year growth, the highest rate in 11 quarters, indicating strong demand and effective infrastructure strategy [4] - AWS generated $11.4 billion in operating income during the quarter, showcasing profitability while scaling to meet increasing AI workload demands [4] Future Guidance - The fourth-quarter revenue guidance is set between $206 billion and $213 billion, indicating a growth of 10% to 13%, with operating income expected to be between $21 billion and $26 billion [5] - Amazon's cloud backlog reached $200 billion, providing significant revenue visibility and highlighting sustained customer demand for both traditional cloud services and emerging AI workloads [5] Innovation and AI Development - The AWS re:Invent conference introduced new AI and cloud innovations, including Graviton5 CPUs and Trainium3 UltraServers, aimed at enhancing AI training and inference capabilities [6][7] - New software capabilities, such as Amazon Bedrock AgentCore and Nova model family expansions, were launched to support advanced AI development [7][8] Infrastructure Investments - Amazon's capital expenditures reached $34.2 billion in Q3, totaling $89.9 billion for the year, with expectations to hit approximately $125 billion in 2025 [11] - The majority of these investments are directed towards revenue-generating equipment for AWS, including AI infrastructure and custom silicon development [11][12] Competitive Landscape - Amazon maintains its leadership in the cloud infrastructure market, despite competition from Google Cloud and Microsoft Azure, which reported higher growth rates [19] - AWS revenues of $33 billion significantly surpass those of competitors, reinforcing Amazon's strong market position [19] Investment Outlook - Amazon shares have returned 12.8% over the past year, presenting an attractive entry point for investors as AWS growth momentum builds [13] - The stock's price-to-earnings ratio of 31.21x, while above the industry average, remains below its historical average, suggesting potential for multiple expansion as AWS growth accelerates [17][20]

Group 1: Market Reaction - Alibaba Group's stock rose over 5% following reports of potential expanded access to Nvidia's H200 AI chips in China [1] - The stock experienced a slight decline of 2.51% in premarket trading on Friday, settling at $150.59 [6] Group 2: Nvidia's Sales Strategy - Nvidia is tightening its sales approach for H200 chips to China, requiring full upfront payment and rigid terms from Chinese customers [2] - The company is navigating geopolitical tensions while attempting to reopen the Chinese market [2] Group 3: Regulatory Developments - Chinese regulators are preparing to approve limited imports of H200 chips for specific commercial uses, while restricting access for military and sensitive government entities [3] - There are indications that some Chinese tech firms may need to pause orders and consider purchasing domestically made chips alongside Nvidia products [3] Group 4: Alibaba's Interest - Alibaba has expressed interest in ordering over 200,000 units of the H200 chips from Nvidia [4] Group 5: Analyst Insights - Analysts believe that the expected approval for domestic companies to use Nvidia's H200 chips would benefit firms like Alibaba [5] - The H200 chip is considered an older-generation chip that can still be exported to China amid ongoing geopolitical tensions [5] Group 6: Alibaba's AI Investment - Alibaba has become the largest AI spender among Chinese tech companies, with a reliable chip supply likely to bolster its cloud business [6] - The company's stock has surged 92% over the past 12 months, reflecting strong investor confidence in its AI investments and growth, particularly in cloud computing [6]

Group 1 - European firms are increasingly adopting sovereign clouds to comply with stricter regulations [1] - The shift towards sovereign clouds is driven by geopolitical risks and the need for enhanced data transparency [1] - ISG highlights that these trends reflect a broader industry movement towards localized data management solutions [1]