Over the weekend, SpaceX CEO Elon Musk reacted to comments from former Google CEO Eric Schmidt, who warned the U.S. needs an additional 92 gigawatts of power to sustain artificial intelligence growth. AI Power Demand Surges As Grid Strains Musk shared a video clip of Schmidt saying, U.S. is "running out of electricity." He also noted that the average nuclear plant generates about 1.5 gigawatts. "If only there were a company that could do this," Musk wrote on X while sharing the clip, referring to the eme ...

Core Insights - Alibaba Group is set to release its quarterly earnings on February 19, 2026, with analysts projecting an EPS of $1.91 and revenue of approximately $41.9 billion, expected before market opening [1][6] - The company is currently facing scrutiny due to an ongoing securities fraud investigation, which may affect investor sentiment [2][6] - Alibaba's cloud revenue has increased by 34% year-over-year, driven by rising demand for artificial intelligence technologies, although significant capital expenditures have negatively impacted operating income and free cash flow [3][4][6] Financial Performance - Alibaba's fiscal second-quarter revenue grew by 5%, but its non-GAAP EPS experienced a 71% decline due to investments in AI and cloud infrastructure [4] - Key financial metrics include a P/E ratio of 20.17, a price-to-sales ratio of 2.46, and an enterprise value to sales ratio of 2.60, with a low debt-to-equity ratio of 0.27 and a current ratio of 1.46, indicating strong short-term financial health [5]

Core Viewpoint - Amazon's stock has declined approximately 13% year-to-date in 2026 despite better-than-expected fourth-quarter revenue and strong sales guidance for Q1 [1][2] Financial Performance - Amazon's fourth-quarter revenue increased by 14% year-over-year to $213.4 billion, with Amazon Web Services (AWS) contributing 17% of that revenue [11] - AWS revenue rose 24% year-over-year in Q4, up from 20% in Q3, indicating strong growth in a segment with an annual run rate exceeding $140 billion [6][11] Capital Expenditures and Growth Strategy - Management plans to invest $200 billion in capital expenditures in 2026, focusing on growth opportunities, particularly in artificial intelligence (AI) [2][10] - The company believes this significant investment will yield strong long-term returns on invested capital [2][10] AI and Cloud Computing Opportunities - Amazon's cloud computing business is experiencing substantial growth driven by demand for AI, with customers increasingly running AI workloads on AWS [7] - The company is also seeing momentum in its AI chip business, particularly with the Trainium2 chip, which has become a multibillion-dollar annualized product [9] Market Position and Valuation - Amazon's stock is currently valued at about 28 times earnings, which may not be a bargain but is considered sensibly priced given the company's financials [11] - AWS's operating income accounted for half of Amazon's fourth-quarter operating income and 57% of its full-year operating income, highlighting its importance to the overall business [11][12] Investment Perspective - Despite the stock's decline, there is a belief that it may represent a buying opportunity due to the company's impressive growth prospects [3][12] - The heavy reliance on AWS presents both risks and opportunities, as increased capital expenditures could enhance overall margins and drive long-term earnings growth [12]

Group 1: Major Tech Infrastructure Issues - A significant wave of technical difficulties affected major platforms including Cloudflare, Amazon Web Services, and Alphabet, with YouTube reporting over 240,000 user outages in the U.S. [2][3][11] Group 2: Monetary Policy and Economic Outlook - The Reserve Bank of New Zealand maintained its Official Cash Rate at 2.25%, indicating a commitment to an accommodative monetary policy to support economic recovery [4][5][11] Group 3: AI Infrastructure Investment - AI startup Anthropic plans to invest at least $80 billion in cloud services from Amazon, Alphabet, and Microsoft through 2029 to support its AI models [6][7][11] Group 4: Corporate Strategic Moves - Lawson is expanding into the Indian market to leverage growth opportunities amid a saturated Japanese retail landscape [8][11] - Santos is implementing a 10% workforce reduction as part of a cost-saving initiative to enhance operational efficiency in the energy sector [9][11]

Oracle (NYSE: ORCL) nearly became a $1 trillion company last fall after announcing a massive new contract with OpenAI to use its Oracle Cloud Infrastructure service. But investors have pulled back on their excitement for the stock since then, cutting the stock price in half from its all-time high reached in late September. That sell-off accelerated this year amid the shift away from any company remotely related to software, as fears that artificial intelligence (AI) will render many enterprise software pa ...

Amazon (NASDAQ: AMZN) is among the tech giants working to create an artificial intelligence (AI) content marketplace. On the surface, this makes sense as such content can create huge copyright-related legal headaches for those who scrape the content without authorization. Amazon stock may well be a buy due to its e-commerce-related businesses and its cloud computing arm, Amazon Web Services (AWS). Unfortunately for investors hoping to capitalize on AI-related content, that business is unlikely to materiall ...

Group 1: Stock Performance and CEO Actions - CoreWeave Inc (NASDAQ:CRWV) shares are trading lower, with a drop attributed to CEO Michael Intrator's disclosure of share sales totaling 32,455 shares worth $7.72 million on February 11 [1] - At the time of publication, CoreWeave shares were down 5.83% at $90.44, reflecting broader market volatility as the Nasdaq Composite decreased by 0.09% [4] Group 2: Upcoming Earnings and Market Sentiment - CoreWeave is scheduled to report earnings on February 26, with market anticipation focused on assessing the company's fiscal health and future prospects [3] - Analyst sentiment remains optimistic, with Deutsche Bank upgrading the stock from Hold to Buy and setting a price target of $140 [2] Group 3: Analyst Consensus and Financial Estimates - The stock carries a Buy Rating with an average price target of $125.70, while recent analyst actions include Macquarie maintaining a Neutral rating with a target of $115.00 and Mizuho raising its target to $100.00 [4] - Earnings per share (EPS) is estimated to be a loss of 65 cents, down from 75 cents year-over-year, while revenue is estimated at $1.53 billion, up from $1.45 billion year-over-year [4]

​Nebius Group N.V. (NASDAQ:NBIS) is one of the Best Performing Foreign Stocks to Buy Now. Wall Street maintains a bullish sentiment on Nebius Group N.V. (NASDAQ:NBIS) after the company missed earnings estimates for fiscal Q4 2025 on February 12. The stock has gained more than 9.8% since the release. ​The company posted staggering year-over-year revenue growth of more than 500% to reach $227.7 million, but fell slightly short of the consensus by $15.09 million. The EPS of negative $0.68 also missed the co ...

Core Viewpoint - Nebius Group (NASDAQ: NBIS) has the potential to deliver a 1,000% return over the next decade, driven by its role in the AI boom and its offerings in AI data centers and software solutions [1] Group 1: Business Performance and Projections - Nebius closed 2025 with $1.25 billion in annual recurring revenue (ARR) and expects to reach up to $9 billion by the end of 2026, supported by an expanding pipeline of gigawatts [6] - The company anticipates having 3 gigawatts of contracted power by the end of 2026, having already secured over 2 gigawatts, which positions it to support multiple significant deals [7] Group 2: Strategic Partnerships and Acquisitions - Nebius secured a five-year deal with Microsoft valued at up to $19.4 billion, covering approximately 300 megawatts, and also has a $3 billion deal with Meta Platforms [2][9] - The acquisition of Tavily is aimed at enhancing Nebius' software capabilities, further solidifying its competitive edge in the market [8] Group 3: Market Context and Opportunities - Research indicates a significant electricity shortage for AI data centers, with a projected 44-gigawatt shortfall by 2028, which may enhance Nebius' pricing power as demand for data centers increases [10]

Core Insights - Amazon and Alibaba are the two largest players in e-commerce and cloud computing, both investing heavily in AI and cloud infrastructure, making a comparison relevant for investors [1] Group 1: Amazon (AMZN) Overview - Amazon's Q4 2025 results showed net sales of $213.4 billion, a 14% year-over-year increase, driven by strong performance in North America, International, and AWS [2] - AWS reported a 24% revenue growth, its fastest in 13 quarters, with an annualized run rate of approximately $142 billion and a backlog of $244 billion, indicating strong demand [3] - Amazon's capital expenditures for 2026 are projected at $200 billion, primarily for AWS and AI infrastructure, reflecting confidence in long-term returns [4] Group 2: Alibaba (BABA) Overview - Alibaba's Q2 fiscal 2026 revenues reached RMB 247.8 billion, a modest 5% year-over-year increase, while non-GAAP diluted earnings fell 71% due to heavy investments [5] - The Cloud Intelligence Group achieved 34% revenue growth, with AI-related products showing triple-digit gains for nine consecutive quarters, but faces challenges from U.S. chip export restrictions [6] - Alibaba's quick commerce business grew revenues by 60%, but incurred significant losses, leading to a RMB 21.8 billion free cash flow outflow [8] Group 3: Valuation and Performance Comparison - Alibaba's stock increased by 28.3% over the last six months, outperforming Amazon's 14.1% decline, but this is attributed to recovery rather than fundamental strength [10] - Alibaba's price-to-sales ratio is 2.29x, significantly lower than Amazon's 2.61x, reflecting Amazon's superior market position and predictable cash flows [14] - Amazon's premium valuation is justified by its stronger growth prospects, lower regulatory risks, and better forward guidance compared to Alibaba [17]