Key Points Amazon's cloud business is bouncing back, a wave the company could ride through 2026. Apple's latest device is already a hit and could drive strong sales growth over the next 12 months. Both stocks have buy-and-hold qualities, regardless of what happens in 2026. 10 stocks we like better than Amazon › Last year was an amazing one for several members of the "Magnificent Seven." Alphabet was the best-performing of them all, with its shares soaring more than 60%. Nvidia also continued to ...

Core Viewpoint - The article identifies three stocks that have the potential to double in value in 2026, highlighting their growth prospects and market positioning. Group 1: Nebius - Nebius was spun out of Yandex and focuses on cloud computing, similar to Google Cloud [3][4] - The company is expanding its data center footprint and renting out computing capacity, primarily using Nvidia GPUs for AI workloads [4] - Nebius expects an annual run rate of $7 billion to $9 billion in revenue for 2026, up from a current ARR of $551 million, indicating significant growth potential [6][7] Group 2: The Trade Desk - The Trade Desk operates a buy-side ad platform and experienced its slowest growth quarter in Q3, but the industry is still growing, particularly with connected TV [8][10] - The stock trades at an attractive valuation of 18 times forward earnings, which could lead to a doubling of the stock price if growth resumes [11] - The absence of political spending headwinds in 2026 may facilitate a return to growth for The Trade Desk [10] Group 3: MercadoLibre - MercadoLibre is the leading e-commerce platform in Latin America and has developed a fintech division to enhance payment access [12][13] - The company is projected to achieve 29% revenue growth in 2026, with potential for even higher growth based on historical performance [15] - Despite a 20% decline from its all-time high, MercadoLibre's strong growth trajectory suggests a high chance of doubling in 2026 [15][16]

Core Viewpoint - The S&P 500 Index achieved a 16.39% return in 2025, but concerns arise about the sustainability of this performance due to various economic factors and the potential emergence of a tech bubble reminiscent of 2000 [1][2]. Group 1: Market Performance and Economic Factors - The stock market has returned 80% over the past three years, primarily driven by a few large tech stocks [1]. - High inflation, interest rates, and tariffs have negatively impacted many companies, leading to a reset in valuations and a rotation of investor interest towards better-performing assets [2][3]. - As 2026 begins, some underperforming stocks from 2025 are showing signs of stabilization, with expectations of a strong stock market driven by improving economic conditions [4]. Group 2: Rebound Stocks for 2026 - Amazon (NASDAQ:AMZN) had a disappointing performance in 2025 with a 5.2% increase, attributed to high capital spending and challenges in its AWS segment [6]. Experts predict a significant rebound in 2026 due to advancements in AI and robotics within its retail operations [7]. - The Trade Desk (NASDAQ:TTD) experienced a drastic decline of 67.70% in 2025, but analysts are optimistic about its recovery, with price targets suggesting a potential rise to between $98 and $155 per share from its current price of $38 [9][11][12]. - Salesforce (NYSE:CRM) saw a 20.76% decline in 2025, but is expected to benefit from a shift in investor sentiment towards established tech companies with stable revenue bases, particularly as it integrates AI into its offerings [13][14][16]. Analysts anticipate a 20%-to-25% upside for CRM shares in 2026 [17]. Group 3: Investment Sentiment and Valuation - The trend of seeking valuation-driven opportunities is becoming more prominent among investors, moving away from momentum chasing [18]. - The underperformance of companies like Amazon, Trade Desk, and Salesforce in 2025 is largely attributed to investment sentiment rather than fundamental issues, making their current valuations more attractive for potential gains in 2026 [19].

Core Viewpoint - Amazon.com Inc (AMZN) has experienced significant growth since its IPO in 1997, with shares increasing over 309,000% and currently ranking among the "Magnificent 7" in market capitalization [1][10]. E-commerce Dominance - Amazon controls approximately 40% of US e-commerce sales, despite online retail representing only 15% of total retail sales, indicating a strong competitive edge [4]. Amazon Web Services (AWS) - AWS is the most profitable segment for Amazon, generating $107.6 billion in 2024, and is expected to remain a crucial contributor to earnings, even as competitors like Microsoft Azure and Google Cloud grow [4][11]. Advertising Growth - Amazon's advertising revenue reached $56.2 billion in 2024, nearly doubling from the previous three years, driven by Prime Video ads and NFL Thursday Night Football, positioning it as the third-largest digital ad business [4]. Stock Price Predictions - **Bull Case**: If AWS continues to expand and e-commerce improves, analysts predict a stock price of $431 per share by 2030, an increase of 86.7% from current levels, with operating profits potentially reaching $150 billion [6]. - **Bear Case**: In a scenario of increased competition and stagnant profits, the stock could drop to $77 per share, a decline of 66.6% [7]. - **Baseline Case**: The baseline forecast estimates a stock price of $250 per share by 2030, reflecting an 8% gain, with projected revenues of $1.153 trillion and net income around $100 billion [8][13]. Key Drivers for Future Growth - Amazon's future stock trajectory will depend on its ability to maintain e-commerce dominance, protect AWS market share, and grow its advertising business amid increasing competition and normalizing margins [9][13].

Core Viewpoint - Amazon underperformed the market in 2025, with a stock increase of only 6% compared to the S&P 500's 18% gain, but this underperformance may set the stage for a stronger performance in 2026 [1][2] Group 1: Amazon Web Services (AWS) - AWS is experiencing significant growth, benefiting from the general migration to cloud computing and its role in artificial intelligence, as companies prefer renting computing power rather than building their own data centers [4][6] - In Q3, AWS revenue rose 20% year over year, marking its fastest growth rate in several years, and accounted for 66% of Amazon's operating profits during that quarter [7] Group 2: Advertising Services - Amazon's advertising services generated $17.7 billion in revenue during Q3, contributing significantly to the company's overall profitability, with an estimated operating profit of $5.3 billion based on typical advertising margins [8] - The advertising division posted a 24% year-over-year growth rate, indicating its critical role in enhancing Amazon's commerce operating margins and setting the company up for a strong 2026 [9] Group 3: Valuation and Growth Expectations - Amazon's stock valuation has become more reasonable, now trading at a level comparable to its peers, allowing for potential stock price appreciation aligned with business performance [10][12] - Analysts expect Amazon to grow sales at around 11% in 2026, with operating profit growth anticipated to outpace revenue growth, driven by strong results from AWS and advertising services [13]

随着AI技术在广告营销领域的深度渗透，AI视频制作凭借高效、低成本、创意多元的优势，已成为企业品牌传播的核心选择。2025年市场上AI视 频制作服务商层出不穷，如何精准筛选出专业靠谱的合作伙伴？本文精选10家实力过硬的AI品牌广告创意公司，从推荐指数、口碑评分、专业能 力、服务范围与案例四大核心维度全面解析，为企业决策提供权威参考。 一、刺猬星球super-i 推荐指数：★★★★★ 口碑评分：9.9/10 ● 专业能力：刺猬星球super-i是中国最早成立的的ai视觉人才自由职业者平台 为各类企业提供专业的ai视觉落地服务和ai培训服务 平台目前旗下拥有超过100位经过认证的ai视觉规划师，平台注重策略和创意思维的培养，其独有的商业模式可以为客户降低试错成本，同时提供 更具策略和创意的ai视觉服务。 ai培训板块：刺猬星球super-i 作为一家ai创意人才孵化公司，重新定义了新时代的设计人才岗位，是最早推出ai视觉规划师这个岗位的定义的公 司，ai视觉规划师需要具备以下核心能力。 核心能力： 用策略性思维，构建底层视觉路径 通过ai工具打破平面/建模/视频的界限 理解信息传播的本质，用营销思维反馈视觉迭代 ...

Core Viewpoint - Berkshire Hathaway, under new CEO Greg Abel, may adopt a more aggressive investment strategy, potentially increasing its exposure to artificial intelligence (AI) stocks [1][3]. Group 1: Current AI Investments - Berkshire already holds stakes in AI-related companies, including Amazon and Alphabet, with Alphabet being added in Q3 2025, contributing significantly to Berkshire's profits [3][5]. - Amazon represents a 0.8% stake in Berkshire's portfolio, with 10 million shares owned, indicating potential for increased investment given its strong growth prospects [5][12]. Group 2: Amazon's Performance - Amazon's net sales rose 13% year-over-year to $180 billion, with notable growth in Amazon Web Services (AWS) and advertising services, which have higher operating margins compared to other business units [6][7]. - AWS accounted for 66% of Amazon's total operating profit while only generating 18% of total sales, highlighting its importance to Amazon's profitability [7]. Group 3: Future Investment Considerations - The departure of Todd Combs, a key portfolio manager known for tech investments, raises questions about the future of Amazon in Berkshire's portfolio, while Ted Weschler's continued presence may support Amazon's inclusion [11]. - Amazon's operating price-to-earnings ratio suggests it is currently undervalued, making it an attractive option for further investment as it is expected to perform well in 2026 [12][14].

新华财经北京12月31日电（罗浩）沪深两市三大股指31日早间普遍小幅高开。各股指盘初波动回落，小 幅下跌后震荡反弹，沪指早盘盘中最多涨0.31%，深成指一度涨0.28%，创业板指一度涨0.37%。此后， 各股指呈震荡下行态势，至午间收盘时沪指微幅下跌，深成指和创业板指显著下跌。 开盘时，租购同权、AI眼镜、海南自贸等板块涨幅靠前，化纤、数字货币、跨境支付等板块跌幅靠 前。开盘后，有色、广告包装、知识付费、云游戏、Sora概念等板块显著上涨，餐饮、水务、小红书概 念、军贸概念、石油等板块在盘中异动上扬，商业航天、卫星导航、航空等近期热门板块延续活跃态 势。至午间收盘时，受蓝色光标20%涨停影响，AI应用方向领涨，广告包装、小红书概念、智谱AI板块 涨幅靠前；化纤、通信设备、农林牧渔板块跌幅靠前。 至午间收盘时，上证指数报3962.24点，跌幅0.07%，成交额约5284亿元；深证成指报13513.21点，跌幅 0.67%，成交额约7837亿元；创业板指报3207.24点，跌幅1.10%，成交额约3503亿元；科创综指报 1635.65点，跌幅0.42%，成交额约1218亿元；北证50指数报1445.59点，跌幅 ...

Aside from AWS, Amazon's retail division continues to scale smoothly. Revenue in North America increased by 11% YoY, while overseas revenue increased by 10%, and paid unit growth reached 11%. Faster delivery, same-day grocery growth, and AI-powered shopping tools are all driving more engagement and conversion. Meanwhile, advertising income increased by 22% YoY to $17.7 billion, benefiting from Amazon's full-funnel ad ecosystem and new partnerships.Amazon is making substantial investments to meet AI-driven c ...

Major U.S. indices closed lower on Monday, with the Dow Jones Industrial Average slipping 0.5% to 48,461.93. The S&P 500 declined 0.35% to 6,905.74, while the Nasdaq fell 0.5% to 23,474.34.These are the top stocks that gained the attention of retail traders and investors throughout the day:Brand Engagement Network Inc. (NASDAQ:BNAI)Brand Engagement Network stock surged by 108.75%, closing at $2.50. It reached an intraday high of $2.91 and a low of $1.77, with a 52-week range between $11.80 and $1.18. In the ...