Core Viewpoint - The article discusses the investment landscape under the Trump administration, highlighting the administration's proactive approach to engaging with the stock market and the potential implications for various sectors, particularly technology [1]. Group 1: Investment Focus - The analyst emphasizes a strong interest in technology sectors, specifically Software as a Service (SaaS) and cloud businesses, due to their significant growth potential and dynamic nature [1]. Group 2: Analyst Background - The analyst has over a decade of experience in financial markets, primarily within a hedge fund environment, indicating a robust understanding of market dynamics and investment strategies [1].

Applied Digital Corp (NASDAQ:APLD) announced plans to spin off its cloud business, combining with Ekso Bionics (EKSO) to create "ChronoScale." Shares of Applied Digital have pulled back from their early-morning surge, last seen trading near breakeven at $24.83, while EKSO is up 94.1% at $10.60 at last look. APLD has been volatile since falling from its Oct. 16, 20-year high of $40.20, but support at the ascending 120-day moving average is keeping pullbacks in check. Since the start of the year, the equity i ...

分组1: Applied Digital - Applied Digital has transitioned from a small Bitcoin mining company to a player in cloud computing and high-performance computing, with stock prices increasing over 200% in the last year [2][3] - The company plans to spin off its cloud computing division into a new entity called Chronoscale, in partnership with Exobionics, while retaining 97% ownership [3][4] - This spin-off aims to enhance scalability across Applied Digital's platforms, including data hosting and infrastructure services [3][4] 分组2: Boeing - Boeing's defense business is experiencing growth, securing a contract worth approximately $8.6 billion with the Israeli Air Force for up to 25 jets through 2035, with an option for 25 more [7][8] - The commercial jet business constitutes about 70% of Boeing's sales, and the overall performance across divisions has shown improvement, with the stock up about 23% last year [6][8] - The contract includes provisions for maintenance and service, providing ongoing revenue streams for Boeing [7][8] 分组3: Lululemon - Lululemon's stock has declined approximately 40% over the last five years and about 45% in the past year, leading to a proxy fight involving founder Chip Wilson and activist firm Elliot Management [10][11] - Despite the stock decline, Lululemon reported a 6.7% increase in sales last quarter, with an annual run rate around $10 billion, indicating potential for recovery [12][11] - The brand retains strong consumer loyalty, which may support its recovery efforts amid increasing competition [10][15]

Core Viewpoint - Applied Digital Corp. (NASDAQ:APLD) is implementing a new corporate strategy that involves spinning off its cloud computing business, which has positively impacted its stock performance, leading to a 3.16% increase in share price to $24.81 [1][5]. Group 1: Corporate Strategy - Applied Digital Corp. will separate its cloud computing segment by merging it with EKSO Bionics Holdings Inc., creating a new entity focused on AI workloads called ChronoScale [2][3]. - The new company, ChronoScale, will be primarily dedicated to an accelerated compute platform for AI, with Applied Digital retaining a 97% ownership stake [3]. Group 2: Market Context - The transaction is designed to address the growing demand for GPU-accelerated cloud infrastructure, aiming to provide high-performance computing solutions in a capacity-constrained market [4]. - By separating the accelerated compute platform from its data center operations, Applied Digital aims to allow both businesses to scale independently and pursue distinct growth strategies [5].

Key Points CoreWeave operates on the pick-and-shovel side of the AI opportunity, supplying cloud computing services for enterprise clients. The company's low margins and high expenses could increase its long-term risk. 10 stocks we like better than CoreWeave › Generative AI is one of the most explosive tech megatrends in recent memory, promising to change the way people live and do business. But that doesn't mean every AI company will be a long-term winner. Based on the challenges that cloud infrast ...

来源：环球网 【环球网科技综合报道】在近期召开的2025华为开发者大赛暨开发者年度会议上，华为高级副总裁、华 为云CEO周跃峰与超百位开发者进行了面对面交流。这位新任掌舵人首次剧透了华为云的新蓝图：面向 智能时代，华为云的核心定位是"以肥沃黑土地，赋能行业AI"，华为云要联合开发者，在"黑土地"上共 同打造行业AI的"梦工厂"，构建医疗、具身智能、自动驾驶等垂直领域开发社区，开放华为长期积累的 技术能力与行业实践经验，赋能千行万业打开AI大门。 同时，周跃峰明确提出了AI发展的核心导向："不能让今天的AI仅仅用于满足人的情绪价值，必须要提 升我们的生产力"。他强调，AI发展应摒弃表面数据竞赛，聚焦实际价值创造，让每一个Token都承载社 会价值与劳动价值。 华为高级副总裁、华为云CEO周跃峰 "华为云今天所专注的还是面向各个行业，或者简单来说中国千行万业能够怎么样提升他们的生产力。" 周跃峰强调。 在瑞金医院，华为RuiPath瑞智病理大模型的应用成效显著：单切片诊断时间从"40分钟"缩短至"秒级"， 并已覆盖中国90%高发癌种，涵盖上百类辅助诊断任务。系统还会将医生确认后的高价值病理数据纳 入"数据飞轮"， ...

Amazon Overview - Amazon's retail division is experiencing smooth scaling, with North America revenue increasing by 11% YoY and overseas revenue by 10%, alongside a paid unit growth of 11% [1] - Advertising income rose by 22% YoY to $17.7 billion, benefiting from Amazon's ad ecosystem and new partnerships [1] AWS Performance - AWS revenue increased by 20.2% YoY to $33 billion in the latest quarter, marking the fastest growth in 11 quarters, with an annualized run rate of $132 billion [3] - AWS backlog reached $200 billion, indicating strong future demand [3] - AWS operational income rose to $11.4 billion, reflecting scale and efficiency [3] AI and Cloud Investments - Amazon is investing heavily to meet AI-driven cloud demand, adding over 3.8 gigawatts of electrical capacity in the last 12 months, tripling its footprint since 2022 [2] - Custom silicon, such as Trainium, has expanded by 150% quarter-over-quarter, becoming a multibillion-dollar business [2] Financial Performance - Total revenue for the quarter was $180.2 billion, up 12% YoY, with adjusted earnings increasing by 36.4% to $1.95 per share [6] - Trailing twelve-month free cash flow increased to $14.8 billion, indicating improved cash generation [6] - Amazon plans to spend approximately $125 billion on capital expenditures in 2025, primarily for AI, cloud infrastructure, and logistics [6] Future Outlook - Analysts expect Amazon's earnings to grow by 29.6% in 2025 and 9.5% in 2026, supported by AWS growth and strong core businesses [7] - Amazon's stock is rated a "Strong Buy" by 49 out of 56 analysts, with an average target price of $295.80, suggesting a potential upside of 27% [8]

Core Viewpoint - Retail investors are increasingly favoring five members of the "Magnificent Seven" and a popular ETF for investment in 2026, reflecting a significant shift in market dynamics driven by the rise of retail investing [1][3]. Group 1: Retail Investor Trends - Approximately 30 million retail investors opened new brokerage accounts in 2020 and 2021, with retail investors accounting for 25% of total equities trading volume in 2021, nearly double the share from the previous decade [3]. - Brokerage firms, particularly Robinhood, have successfully attracted retail investors through commission-free trades and fractional share purchases [5]. Group 2: Key Stocks - Nvidia is the most held stock on Robinhood, with shares rallying 1,200% since the beginning of 2023, driven by its dominance in AI-related GPU technology [6][7]. - Tesla, with close to 1.8 million deliveries in 2023 and 2024, remains a favorite due to its first-mover advantage in the EV market, although it is considered a risky investment due to its high valuation and unfulfilled promises from its CEO [11][12]. - Apple has maintained a significant market share in the U.S. smartphone market, with a loyal customer base and a strong capital-return program, but its high P/E ratio raises concerns about its valuation [15][17]. - Amazon is projected to account for over 40% of U.S. e-commerce market share by 2025, with its cloud service, AWS, generating significant operating income, enhancing its growth potential [20][21]. - Microsoft is focusing on cloud computing and AI integration, with Azure experiencing 40% sales growth in the fiscal first quarter, although its legacy segments continue to provide stable cash flow [25][27]. Group 3: Popular ETF - The Vanguard S&P 500 ETF is the most popular ETF among retail investors, aiming to mirror the performance of the S&P 500, which has averaged an annual return of roughly 10.5% over the last 30 years [29][30]. - The ETF features a low net expense ratio of 0.03%, making it an attractive option for investors seeking diversification [31].

"不能让今天的AI仅仅用于满足人的情绪价值，必须要提升我们的生产力。" 在近期召开的2025华为开发者大赛暨开发者年度会议上，华为高级副总裁、华为云CEO周跃峰面对数百名开发者，直指当前人工智能热潮中 的"泡沫"隐忧。这位新任华为云掌舵人，首次系统阐释了华为云在AI时代的新蓝图——联合开发者，在华为云"黑土地"上，共同打造行业AI 的"梦工厂"。 华为高级副总裁、华为云CEO周跃峰 行业AI"梦工厂"计划 首次剧透的"行业AI梦工厂"计划，勾勒出华为云的AI宏图。 "华为云应该成为行业AI的'梦工厂'。"周跃峰解释说，"这个梦工厂里会有各种'作坊'，每个作坊专注一个垂直领域。" 这些"作坊"实际指的是一个个面向垂直领域的社区。华为云将开放华为在医疗、自动驾驶、具身智能等领域长期积累的技术能力、工具链与行 业实践经验，为开发者提供坚实而丰沃的创新土壤。首批透露的"作坊"包括： • 具身智能开发者社区：开放具身智能相关的工具链、软件和仿真环境 与一些云厂商侧重算力租赁的模式不同，华为云走的是一条更重、更难的路径。周跃峰坦言，华为云每年在基础设施上有着巨大投入，需要大 量自研，成本很高。 • "魔擎"医疗社区：基于 ...

人民财讯12月30日电，据京东云消息，近日，京东与华为技术有限公司正式达成深度技术合作。双方将 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。 ...