Nebius-branded AI data center server aisle with blue-lit racks and a glowing yellow Nebius sign overhead. Key Points Nebius missed fiscal Q4 estimates, but revenue growth of nearly 547% and accelerating AI cloud demand were the big stories. Heavy spending tied to capacity expansion weighed on earnings while improving operational metrics. Analysts see long-term upside, balanced against execution, financing, and short-interest risks. Interested in Nebius Group N.V.? Here are five stocks we like better. ...

Recent Events - Qingyun Technology (688316) benefits from favorable policies and business progress, with the Ministry of Industry and Information Technology issuing a plan to promote high-quality development of industrial internet platforms from 2026 to 2028, encouraging deep integration with AI technology. Qingyun's AI computing cloud service platform "CoresHub" launched the GLM-4.7 model, aiming to provide stronger intelligent support for enterprises. The company's Q3 2025 report shows a year-on-year reduction in losses, stable growth in gross margin, and over 35 new projects implemented on the AI computing platform [1][2]. Stock Performance - The stock experienced significant growth in mid-January 2026 due to the active AI application concept [2]. Financial Performance - Kingsoft Cloud (KC.O) reported strong performance, with Q3 2025 revenue increasing by 31.4% to 2.48 billion yuan, and adjusted EBITDA significantly exceeding market expectations. AI-related demand was the core driver, with public cloud revenue growing by 49.1% and AI billing revenue increasing by nearly 120% [3]. Industry Policy and Environment - The Chinese cloud computing market, particularly in the PaaS and SaaS sectors, is viewed by institutions as having long-cycle growth potential. Kingsoft Cloud's rapid development in AI business has attracted market attention [4].

Amazon.com Inc. shares posted their longest streak of daily losses in almost 20 years, as investors continue to question how much the e-commerce and cloud-computing company spends on capital expenditures. Shares fell 0.4% on Friday, their ninth straight negative session. This is the longest losing streak for the stock since another nine-day drop that ended in July 2006. The stock shed 18% over the latest stretch, erasing about $463 billion in market valuation. Shares closed at their lowest since May. Mos ...

Group 1 - Elon Musk has been ranked No. 1 on Forbes' 2026 list of America's greatest living innovators, surpassing notable figures like Jeff Bezos and Bill Gates [1][2] - Musk is recognized for his role in building or scaling five multibillion-dollar companies across various sectors, including Tesla, SpaceX, Neuralink, xAI, and The Boring Company [2][3] - Jeff Bezos is ranked No. 2 for his impact on retail and cloud computing, while Bill Gates and George Lucas follow in third and fourth place, respectively [3][4] Group 2 - Musk's current net worth is approximately $684 billion, making him the world's richest person according to the Bloomberg Billionaires Index [5] - SpaceX is focusing on establishing a base on the moon as a priority before sending humans to Mars [5] - Blue Origin, led by Jeff Bezos, has paused its space tourism flights to concentrate on developing a lunar lander for NASA [6]

Nebius Group (NASDAQ: NBIS) had high aspirations for its revenue cadence by the end of 2025. The artificial intelligence (AI) cloud infrastructure company just beat those expectations. That has shares rising today. After jumping as much as 12%, Nebius shares have settled in with an 8.2% gain as of noon ET. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both ...

Core Insights - Major tech companies including Meta, Amazon, and Google are leading a significant capital expenditure (CapEx) wave, with a total of approximately $700 billion allocated for AI infrastructure in 2026 [1] - Despite the massive spending, Nvidia's stock has only increased by 0.24% year-to-date, raising questions about market expectations for sustained GPU demand [1] - Other companies such as Broadcom, Micron, Lumentum, and Bloom Energy have seen substantial stock price increases, indicating strong performance in the AI supply chain [1] Capital Expenditure Breakdown - Hyperscalers like Amazon, Alphabet, Meta, and Microsoft are driving the largest technology infrastructure expansion in history, with Amazon planning $200 billion, Alphabet $185 billion, and Meta up to $135 billion [1] - Secondary spending is also coming from 'neoclouds' and projects like sovereign AI data centers, further contributing to the overall CapEx growth [1] Nvidia's Market Position - Nvidia has experienced explosive growth in its Data Center segment, yet its stock price remains flat, suggesting market skepticism regarding the translation of CapEx into long-term demand for GPUs [1] - The company is a significant position in investment portfolios, reflecting confidence in its future despite current stock performance [1] Other Beneficiaries of the CapEx Wave - **Broadcom**: The company is benefiting from custom chip demand, with a 41% stock increase over the past year, despite a 4% decline year-to-date [1] - **Lumentum**: This company has seen a remarkable 637% stock surge due to strong demand for optical components in data centers [1] - **Micron Technology**: The only US-based memory manufacturer has experienced a 353% stock increase driven by AI memory demand [1] - **Bloom Energy**: The company has seen a 492% stock increase, addressing power demands for AI data centers [1]

Core Insights - Twilio Inc. reported better-than-expected fourth-quarter 2025 results, with non-GAAP earnings of $1.33 per share surpassing the Zacks Consensus Estimate of $1.24 and showing a year-over-year increase from $1.00 [1][10] - The company's revenues reached $1.37 billion, exceeding the consensus mark of $1.32 billion and management's guidance of $1.31-$1.32 billion, reflecting a 14% year-over-year growth [2][10] Financial Performance - Twilio's dollar-based net expansion rate was 109%, consistent with the previous quarter and up from 106% in the year-ago quarter, with active customer accounts increasing to over 402,000 [3] - Non-GAAP gross profit increased by 9.9% year over year to $682.2 million, while the non-GAAP gross margin contracted by 210 basis points to 49.9% due to an unfavorable product mix [4] - Non-GAAP operating income rose by 29.7% year over year to $255.6 million, with the operating margin expanding by 220 basis points to 18.7% driven by reduced expenses [4][10] Expense Management - General & administrative (G&A) expenses decreased to $68.2 million from $85.8 million in the year-ago quarter, accounting for 5% of quarterly revenues, down from 7.2% [5] - Research & development (R&D) expenditures increased to $183.6 million from $167 million, representing 13.4% of fourth-quarter revenues, down from 14% [5] - Non-GAAP sales & marketing costs rose to $174.8 million from $170.9 million, accounting for 12.8% of fourth-quarter revenues, lower than 14.3% in the year-ago quarter [6] Balance Sheet and Cash Flow - As of December 31, 2025, Twilio had cash and cash equivalents of $2.47 billion, slightly up from $2.46 billion at the end of the previous quarter, with long-term debt at $992.3 million [7] - The company generated an operating cash flow of $271.6 million and a free cash flow of $256.1 million during the fourth quarter, repurchasing shares worth $198 million [7] - For the full year 2025, Twilio generated an operating cash flow of $1.0 billion and a free cash flow of $945.4 million, with $854.6 million in share repurchases [8] Guidance for FY26 - Twilio anticipates revenue growth for 2026 in the range of 11.5-12.5%, with organic revenue growth projected at 8-9% [10][11] - The company expects non-GAAP income from operations to be between $1.04 billion and $1.06 billion, with free cash flow projected in the same range [11] - For the first quarter of 2026, Twilio forecasts revenues between $1.31 billion and $1.32 billion, indicating a year-over-year increase of 9.5-10.5% [12]

Core Viewpoint - The U.S. Federal Trade Commission (FTC) is intensifying its investigation into Microsoft, focusing on the company's licensing practices and its impact on competition in the AI and cloud computing sectors [1][2]. Group 1: FTC Investigation - The FTC has issued civil investigative requests to multiple competitors in the enterprise software and cloud computing markets, with at least six companies reportedly receiving these demands [2]. - The investigation aims to gather information regarding Microsoft's bundling of AI, security, and identity software within its offerings [2][3]. Group 2: Market Power Concerns - In 2024, the FTC initiated an investigation into whether Microsoft abused its market power in productivity software by imposing restrictive licensing terms that hinder customers from migrating their data to rival cloud platforms [3]. - Competitors have accused Microsoft of practices that effectively lock customers into its Azure cloud service, raising concerns about competitive fairness [3]. Group 3: Competitive Complaints - Google has lodged a complaint with the European Commission, alleging that Microsoft is leveraging its dominant Windows Server operating system to stifle competition [4].

Amazon shares are on track for their longest streak of daily losses in almost 20 years, as investors continue to question how much the e-commerce and cloud-computing company spends on capital expenditures https://t.co/FIBqRLrNZt ...

CoreWeave, Inc. Securities Class Action Lawsuit Filed; Lead Plaintiff Deadline March 13, 2026 [Accessibility Statement] Skip NavigationSAN DIEGO, Feb. 13, 2026 /PRNewswire/ -- A securities class action lawsuit has been filed against CoreWeave, Inc. (NasdaqGS: CRWV) on behalf of purchasers or acquirers of CoreWeave securities between March 28, 2025 and December 15, 2025, inclusive (the "Class Period"). Captioned Masaitis v. CoreWeave, Inc., No. 26-cv-00355 (D.N.J.), the CoreWeave class action lawsuit charges ...