On the valuation side, Nvidia is extremely rich. NVDA trades at a trailing price-to-earnings (P/E) multiple of around 48 times and a price-to-cash flow multiple of 61 times. These multiples imply very high growth built in. In short, Nvidia's valuation is in “bubble” territory, reflecting sky-high expectations for its AI/data-center role.The most valuable company in the world with a market capitalization of around $4.6 trillion, NVDA stock rallied strongly in the last two years on the AI boom but has since r ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief: Delta CIO Rahul Samant will step down from his role with the company, concluding 10 years of service, according to a Tuesday statement. His retirement is effective March 1. With Samant’s departure, Amala Duggirala will join the company as its chief digital and technology officer. Duggirala will start Jan. 12 and report to Delta CEO Ed Bastian. Previously, she s ...

Group 1 - Amazon Web Services (AWS) successfully completed a comprehensive security assessment with the Options Clearing Corporation (OCC), confirming alignment with regulatory requirements and enhancing its security posture [1][2] - BMO Capital raised its price target for Amazon shares to $304 from $300, maintaining an Outperform rating and identifying Amazon as a "Top Pick" [3] - BMO's cloud experts, after discussions with former AWS employees, revealed positive trends in AWS, leading to an increased growth forecast for AWS in Q1 2026 to 24% from 23% [4] Group 2 - Amazon.com, Inc. is a global leader in e-commerce and cloud computing, with its AWS platform offering machine learning tools, generative AI services, and custom chips for AI workloads [5]

来源：环球市场播报 Applied Digital周四盘前大涨5.2%，此前该公司公布第二财季盈利和营收均超预期，并表示正在与另一 家投资级超大规模云服务商就多个地区展开深入谈判。 ...

CoreWeave Inc. (NASDAQ:CRWV) is one of the best up and coming stocks to buy according to Wall Street. On January 5, DA Davidson analyst Gil Luria upgraded CoreWeave to Neutral from Underperform with a price target of $68, up from $36. Despite expressing some reluctance, the firm upgraded the stock and cited OpenAI’s potential $100 billion fundraise as a significant catalyst for CoreWeave. Although the firm noted that the success of this capital raise is not guaranteed, a successful round would enable Ope ...

Nissan is the first automaker to join the CCC® OEM Link Network to streamline their certification process and improve performance visibility, supporting quality repairs CHICAGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- CCC Intelligent Solutions Inc. (CCC), a leading cloud platform provider powering the P&C insurance economy, today announced that Nissan will be the first automaker to participate in the CCC® OEM Link Network, a newly launched offering from CCC designed to support OEM collision certification program ...

Snowflake Inc. (NYSE:SNOW) is one of the stocks Jim Cramer offered insights on. During the episode, a caller inquired if the stock is a buy, and in response, Cramer said: “I have to tell you, I thought the quarter wasn’t that bad… I was quite surprised about the negative reaction. You know it is a highly valued company, but I think Sridhar Ramaswamy is a terrific CEO, and I think the stock is, quite frankly, a buy.” A laptop and a computer monitor display a detailed stock market technical analysis char ...

1月8日晚间，杰创智能（301248）披露一则重磅采购公告。为推进公司人工智能战略发展和业务转型， 拟向多家供应商采购IT设备及零配件，总金额不超过人民币40亿元。本次交易金额达到公司最近一期经 审计净资产的50%，亦达到公司最近一期经审计总资产的50%，尚需要提交公司股东会审议。 杰创智能强调，随着公司人工智能战略稳步推进，在人工智能业务方向的投入力度持续加大。本次采 购，有利于扩大云计算业务规模，有利于推进公司技术产品研发，深度融入云计算产业生态链，系公司 落地人工智能战略、持续推进业务升级转型的重要布局。 就在同一天，杰创智能披露公告称，为增强子公司的资本实力，促进公司及子公司经营发展，加快公司 整体战略发展目标的实现，公司拟以自有资金人民币1.7亿元对广东杰创智能科技有限公司(以下简 称"广东杰创")进行增资，本次增资完成后，广东杰创的注册资本将变更为人民币2.95亿元。 在2025年9月举行的投资者网上集体接待日活动上，杰创智能提到，公司积极把握互联网、自动驾驶、 AI创业公司对AI算力需求爆发式增长的机会，为互联网、科研院校等用户提供按需灵活租用的智算云 服务。2025年上半年公司"AI+云计算" ...

Financial Performance - The company generated EUR 275 million in revenue for Q1 FY 2026, reflecting a 6% growth on a like-for-like basis [3] - The company maintains a solid rotation rate of approximately 105% [3] - The financial discipline remains unchanged, allowing the company to confirm its FY 2026 guidance, including positive free cash flow generation [3] Business Highlights - The company signed additional emission practical deals, including a contract with LCH and several contracts related to its on-prem core platform (OPCP) [3] - The company continues to expand its presence to meet sovereign demand, particularly after establishing operations in Paris and Milan [3] - A new deployment in Berlin is planned to open in early 2027 [4] Operational Initiatives - The company has been working on providing high-performance AI workloads and has partnered with SambaNova to cater to large head inference needs [4] - A redesign of the supply chain was implemented in early 2025, enhancing the delivery of services [4]

展会现场，阿里云展示了基于该套件的多项解决方案。在AI眼镜场景中，融合千问VL、百聆CosyVoice等模型，实现了同声传译、拍照翻译、多模态备忘等 一体化功能；在家庭陪伴机器人方面，则可实现异常监测、告警推送、视频定位及人机对话等综合服务。 随着多模态大模型技术逐渐成熟，硬件设备通过接入大模型提升交互体验已成为行业趋势。然而，单一基础模型往往难以兼顾低成本、低时延、功能丰富与 高质量效果等多元需求。阿里云此次发布的开发套件，致力于为硬件企业与解决方案商提供低门槛、快响应、多场景的开发支持。 【环球网科技综合报道】1月8日，在阿里云通义智能硬件展上，阿里云正式推出多模态交互开发套件。该套件集成了千问、万相、百聆三款通义基础大模 型，并预置生活休闲、工作效率等领域的多款智能体与工具，旨在为AI眼镜、学习机、陪伴玩具、智能机器人等硬件设备赋予更强的感知、理解和交互能 力。 模型层面，阿里云不仅提供通义系列模型，还针对多模态交互场景推出专用模型，支持全双工语音、视频、图文等多种交互方式。据称，其端到端语音交互 时延可降至1秒，视频交互时延不超过1.5秒。 此外，套件预置了涵盖生活、工作、娱乐、教育等场景的十余款智能 ...