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Alibaba: Look Beyond Lumpy Margins - Promising Instant Commerce/Cloud Growth Ahead
Seeking Alpha· 2026-01-06 15:30
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, GOOG either through stock ownership, options, or other derivatives. I wrote this article ...
Why Amazon’s Spending Spree Makes It a Must-Buy Now
Yahoo Finance· 2026-01-06 14:09
narvikk / Getty Images Quick Read Amazon (AMZN) free cash flow dropped 69% to $14.8B as capital spending surged to $89.9B year-to-date. Amazon stock rose only 6% in 2025. Amazon AWS grew 20% to $33B in Q3 revenue with 34.6% operating margins. Advertising services expanded 24% to $17.7B. Amazon projected $125B capex for 2025 focused on AI infrastructure and data centers. Management indicated spending will increase further in 2026. Amazon Prime members: Do not miss this bonus For investors in Am ...
AWS, Aumovio expand AI-driven development of self-driving vehicles
Reuters· 2026-01-06 14:02
Amazon's cloud unit has partnered with German automotive hardware supplier Aumovio to support the commercial rollout of self-driving vehicles, starting with Aurora's autonomous trucks, the companies s... ...
Synchronoss Showcases Expanded Personal Cloud Platform, Capsyl Momentum, and Previews New Offering at CES 2026
Globenewswire· 2026-01-06 13:00
Advancing Personal Cloud Capabilities for Operators and ConsumersBRIDGEWATER, N.J., Jan. 06, 2026 (GLOBE NEWSWIRE) -- Synchronoss Technologies, Inc. (“Synchronoss”) (NASDAQ: SNCR), a global leader and innovator in personal cloud solutions, today announced expanded capabilities across its white-label Synchronoss Personal Cloud platform at CES 2026 in Las Vegas. The company is also highlighting continued momentum for Capsyl, its turnkey personal cloud solution, and previewing a new event-based digital experie ...
IBM Announces Long-Term Renewal as the Official AI, Cloud and Digital Transformation Partner for The All England Lawn Tennis Club
Prnewswire· 2026-01-06 12:00
The partnership will see new and enhanced digital experiences served up for fans of The Championships, Wimbledon, enabled by IBM-led transformation and powered by AI LONDON, Jan. 6, 2026 /PRNewswire/ -- IBM (NYSE: IBM) and The All England Lawn Tennis Club today announced a multi-year renewal of their long-standing, landmark technology partnership. From the launch of the Wimbledon website in 1995 and the mobile application in 2009, to the first integration of enhanced AI- powered solutions in 2017, IBM and t ...
京东广告、京东云与华为鲲鹏达成深度技术合作 共谱广告模型性能优化新篇章
Sou Hu Cai Jing· 2026-01-06 10:27
近日, 京东广告、京东云与华为鲲鹏正式达成深度技术合作。三方将聚焦智能广告、大模型及云计算等核心领 域,通过京东云计算、广告算法升级、华为鲲鹏技术联合创新,重点破解高并发场景下的广告技术瓶颈,共同构 建下一代高效、智能的广告技术基础设施。此次合作标志着电商营销技术生态迎来重要升级,同时也将为品牌商 家带来更卓越的营销体验与增长效能。 据了解,本次合作的技术成果将直接赋能于京东平台的广告产品与服务,为品牌商家带来可感知的价值提升。 其一,实现广告系统响应速度的质变。在激烈的流量竞争中,商家的广告能够更快触达潜在客户,显著提升曝光 效率,抢占营销黄金时机。其二,更强的大模型算力与优化能力将驱动广告推荐算法更加精准、更深度地理解用 户与商品,实现"人货匹配"的智能化升级,助力商家提升点击率与转化率,让每一笔广告预算都产生更高价值。 再者,此次合作也标志着京东广告系统整体稳定性和弹性将迈上新台阶,更好地为商家在大促期间进行大规模、 高强度的营销活动提供坚实保障,确保营销策略平稳落地,达成预期增长目标。 随着电商生态持续繁荣,大促峰值流量屡创新高,广告业务的实时检索与智能推理面临前所未有的性能与时效挑 战。为了应对这一 ...
Nvidia Has 91% of Its Portfolio Invested in 2 Brilliant Artificial Intelligence (AI) Stocks
The Motley Fool· 2026-01-06 10:06
Core Insights - Nvidia has significant equity stakes in CoreWeave and Arm Holdings, with 91% of its equity portfolio allocated to these two AI stocks as of September 2025 [2] - CoreWeave accounts for 86% of Nvidia's portfolio, focusing on cloud computing services tailored for AI and compute-intensive workloads [4][2] - Arm Holdings represents 5% of Nvidia's portfolio, specializing in CPU design and licensing intellectual property for custom chip development [10][2] CoreWeave Overview - CoreWeave's data centers are purpose-built for AI, outperforming traditional data centers in handling power, memory, and heat generated by GPUs [4] - The company has achieved record-breaking results in MLPerf benchmarks, ranking it as the best AI cloud provider, surpassing major competitors like Amazon and Microsoft [5][6] - In Q3, CoreWeave reported a 134% revenue increase to $1.4 billion and a 121% rise in adjusted EBITDA to $838 million, with a revenue backlog growing 271% to $55.6 billion [7] - CoreWeave's stock trades at 7.7 times sales, with projected revenue growth of 82% annually through 2027, and a median target price of $125 per share indicating a 58% upside from its current price of $79 [8] Arm Holdings Overview - Arm's CPUs are known for their power efficiency, holding a 99% market share in smartphone chips and gaining market share in data centers due to cost-effective AI solutions [11][13] - The company has a compelling business model by licensing its architecture, attracting major clients like Apple, Amazon, and Microsoft [12] - Arm's adjusted earnings grew 30% in the last quarter, with expectations for a 23% annual increase through March 2027, despite a high current valuation of 68 times earnings [14] - Analysts project a median target price of $180 per share for Arm, suggesting a 57% upside from its current price of $115 [15]
不止昆仑芯,李彦宏最该放权的还有萝卜快跑
3 6 Ke· 2026-01-06 09:34
Group 1 - Baidu's AI chip subsidiary, Kunlun Chip Technology Co., Ltd., has submitted a listing application to the Hong Kong Stock Exchange, aiming for an IPO [1] - Following the announcement, Baidu's stock price surged by 9.35%, reflecting market excitement over the potential of Kunlun Chip as a significant player in the domestic chip market [2] - There is speculation about whether Baidu's autonomous driving service, "Luobo Kuaipao," will also pursue an independent listing, given its growing recognition and market valuation [4] Group 2 - The potential split of Baidu's businesses, including Kunlun Chip and Luobo Kuaipao, is seen as a strategy for value realization, allowing for better market valuation and risk management [5][12] - Baidu's core advertising business is estimated to have a conservative valuation of $114 billion, while its AI cloud business could be valued at approximately $259 billion [6][9] - The autonomous driving segment, represented by Luobo Kuaipao, is projected to generate around $2.8 billion in revenue by 2025, with a potential valuation of $70 billion based on market comparisons [6][7] Group 3 - Historical examples of successful business splits within Baidu, such as the financial services group "Duxiaoman," demonstrate the benefits of independent operations [13] - The challenges faced by Baidu's various segments, including the need to overcome "big company syndrome," highlight the potential advantages of splitting into independent entities [16][18] - The competitive landscape for autonomous driving services is intensifying, with the need for Luobo Kuaipao to establish its own identity and operational independence to attract talent and investment [20][24]
Amazon (NASDAQ:AMZN) Maintains "Outperform" Rating Amidst Market Volatility
Financial Modeling Prep· 2026-01-06 03:02
Core Viewpoint - Amazon is a leading player in e-commerce and cloud computing, continuously innovating with products like Alexa+, Fire TV, and Bee wearables, while competing with tech giants such as Google and Apple in AI and consumer electronics [1] Group 1: Stock Performance and Ratings - Wolfe Research maintains an "Outperform" rating for Amazon, indicating confidence in its long-term potential, but currently suggests a "hold" for short-term caution [2] - Amazon's stock price increased by 2.90%, reaching $233.06, reflecting a rise of $6.56 from previous levels [2] - The stock has shown volatility, trading between $227.18 and $234 on the announcement day, with a yearly range of $161.38 to $258.60 [4] Group 2: Market Capitalization and Trading Volume - Amazon's market capitalization is approximately $2.49 trillion, indicating strong market strength despite stock fluctuations [4] - The trading volume on the day of the announcement was 45.8 million shares, demonstrating significant investor interest [5] Group 3: Strategic Developments - Wolfe Research adjusted Amazon's price target from $305 to $275, possibly reflecting market conditions or strategic shifts, such as the expansion of Alexa+ to a browser-based version [3] - The announcement of the browser-based Alexa+ at CES 2026 aims to enhance its versatility and consumer appeal [3]
MiMedia Holdings Inc. Announces Subordinate Voting Shares Issued to Settle December 31st Interest Payment on Convertible Debentures
TMX Newsfile· 2026-01-06 00:31
Group 1 - MiMedia Holdings Inc. issued 1,330,407 subordinate voting shares to settle interest payments on its outstanding 10% and 12.5% Unsecured Convertible Debentures as of December 31, 2025, at a market price of $0.305 per share [1][2] - The Debentures were issued under Convertible Debenture Indentures with Odyssey Trust Company, with the latest supplements dated July 20, 2023, and June 27, 2025 [2] - The issuance of Interest Payment Shares is subject to final approval from the TSX Venture Exchange [2] Group 2 - MiMedia Holdings Inc. offers a consumer cloud platform that secures personal media, allowing seamless access across devices and operating systems [3] - The platform is distinguished by its rich media experience, organization tools, private sharing capabilities, and features that enhance content re-engagement [3] - MiMedia collaborates with smartphone manufacturers and telecom carriers globally, providing recurring revenue streams and improved customer retention [3]