Key Points Amazon is seeing growing demand across its business as it invests in artificial intelligence (AI). Alphabet's Google has massive amounts of data to train Gemini and remain a leader in the AI arms race. 10 stocks we like better than Amazon › Shares of Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) are looking to lead the bull market higher in 2026, having recently hit new highs. These are large companies with trillion-dollar market capitalizations, but their high valuat ...

Key Points IREN received two analyst upgrades this week. The stock has soared in the last year because of a huge contract with Microsoft. The stock trades at a hefty premium vs. its AI cloud computing revenue. 10 stocks we like better than Iren › Shares of IREN (NASDAQ: IREN) soared over 20% this week, according to data from S&P Global Market Intelligence. A cryptocurrency miner transitioning to running cloud data centers for artificial intelligence (AI) has received two analyst upgrades and has ...

Amazon.com Inc (NASDAQ:AMZN) is one of the best blue-chip stocks to buy for 2026. On January 5, analysts at Evercore ISI reiterated an outperform rating on Amazon.com Inc (NASDAQ:AMZN) and set a $335 price target. According to the research firm, the e-commerce giant is well-positioned for growth driven by its AI-powered shopping assistant, Rufus. AI-Shopping Assistant Rufus to Drive Amazon.com, Inc. (AMZN) e-Commerce Growth: Evercore ISI Evercore ISI expects Rufus and other AI commerce features to bolste ...

Amazon.com Inc. (NASDAQ: AMZN) will have over $1 trillion in revenue by 2028. The math is simple. Take the revenue of America's largest companies by that measure this year. Keep the same growth rate they have in 2025 for the three following years. Find out which of these will reach $1 trillion in revenue per year the fastest. The winning candidate is Amazon. Amazon will have revenue of about $720 billion this year, which will put it slightly ahead of Walmart's $700 billion. Walmart Inc. (NYSE: WMT) has been ...

Core Points - The CoreWeave class action lawsuit has been initiated against CoreWeave, Inc. and its executives for alleged violations of the Securities Exchange Act of 1934 during the class period from March 28, 2025, to December 15, 2025 [1] - Investors who suffered losses during this period can seek to be appointed as lead plaintiff by March 13, 2026 [1][2] Allegations - CoreWeave is accused of overstating its ability to meet customer demand and failing to disclose risks associated with reliance on a single third-party data center supplier, which could negatively impact revenue [3] - The lawsuit claims that on October 30, 2025, Core Scientific announced it did not receive enough shareholder votes to approve its merger with CoreWeave, leading to a more than 6% drop in CoreWeave's share price [4] - On November 10, 2025, CoreWeave lowered its revenue guidance due to delays from a third-party data center developer, resulting in a subsequent 16% drop in share price [5] - A December 15, 2025 article revealed that delays in data center delivery were more severe than previously acknowledged, causing an additional 3.4% decline in share price [6] Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased CoreWeave securities during the class period to seek lead plaintiff status, representing the interests of the class [7] - The lead plaintiff can choose a law firm to litigate the case, and participation as lead plaintiff does not affect the ability to share in any potential recovery [8] About the Law Firm - Robbins Geller Rudman & Dowd LLP is a leading law firm in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [9]

文 | 市象，作者|安德鲁，编辑|古廿 中国商业片里，春晚大概是那个反复出现的高光场景。 过去这个舞台点燃过一轮又一轮"春天里的火"：伊利1998年一举成名，腾讯2015打响微信红包，支付宝 2016年继续争抢。随后抖音快手的短视频之争、2024年的新能源品牌大赏，2025年的宇树机器人。 但在现实的商业里，春晚的这把火并不总是庆功焰火。更多时候，它还象征着企业进入下一阶段的转折 点：从此以后，所有人都会盯着你看，失误会被放大，成功也会被迅速复制。 与传统消费品牌赞助春晚主要为了露脸不同，云厂商登上春晚，既是曝光，也是秀肌肉。作为2026年春 晚的独家AI云合作伙伴，火山引擎拿到的不只是台前的注意力，更包括对春晚节目制作、线上互动与 视频直播等核心环节的云技术支持。 至于能够确保春晚顺利进行的技术实力，火山引擎强调其在过去5年为抖音的春晚直播提供技术支撑， 并圆满保障了抖音在2021年总台春晚的703亿次红包互动，展现了超高并发的承载能力、极致弹性与稳 定性。 今年，这把火烧到了AI。 年末岁初，AI赛道的镜头切得异常密集：模型公司敲钟、大厂重组AI基础设施、产品发布会一场接一 场。但在这些专业舞台之外，火山 ...

Core Insights - The report highlights the rapid growth of the proprietary cloud market in China, driven by its advantages in migration costs, security compliance, and internal system integration, making it a critical infrastructure for "intelligent" and "overseas" enterprises [1][3] - Tencent's proprietary cloud TCE has been recognized as a leader in the Frost Radar evaluation, ranking first in both the "Customer Value Index" and "Overseas Leadership Index," showcasing its comprehensive strength and market influence [1][4] Group 1: Market Trends - The proprietary cloud is evolving from a simple resource delivery platform to a "smart infrastructure system" that supports core business and AI strategies, requiring full-stack solutions that include computing power, AI frameworks, and model services [3] - The demand for proprietary cloud solutions is deepening across industries, necessitating capabilities in security compliance, independent innovation, and collaboration from core to edge [3] Group 2: Tencent's Positioning - Tencent's TCE has established a leading position in customer value and overseas expansion by leveraging technology to enhance customer outcomes, aiming to support various industries in their digital transformation [4] - In the financial sector, TCE has become the preferred choice for major financial institutions' cloud transformation, exemplified by its support for China UnionPay in expanding its multi-center financial cloud architecture [4] - In the public sector, TCE's "one cloud, multiple cores" government cloud platform supports over 80 government systems in Shanghai's Xuhui District, significantly improving urban operational efficiency and risk management [4] Group 3: Technological Innovations - TCE maintains a core advantage of "same-source, same-structure," providing users with a consistent experience akin to public cloud services, enabling seamless use of full-stack services in a private environment [4][5] - TCE has achieved multiple domestic certifications for security compliance, establishing a comprehensive security protection system from infrastructure to application layers, which is crucial for industries with high security requirements [5] - The proprietary cloud is expected to focus on AI-native capabilities, cloud-edge collaboration, and intelligent operations as key development trends, with Tencent committed to continuous innovation and application deepening [5]

In this piece, we look at the 20 Best Stocks to Buy Right Now.As 2026 unfolds, global markets stand at a crossroads. A dense mix of geopolitical risk, political uncertainty, and powerful structural tailwinds is a key feature of today’s environment, making stock selection more critical than ever for investors seeking the best stocks to buy right now. On January 6, 2026, Reuters reported that investors are navigating a backdrop marked by the U.S. midterm elections, a crucial change in Federal Reserve leadersh ...

Joseph Paul C, Executive Vice President of Global Sales, sold 5,000 shares at approximately $90.17 each.Akamai Technologies Inc. (NASDAQ:AKAM) to discuss Q4 and full-year 2025 financial results in an upcoming investor conference call.The company's stock recently closed at $90.65, a 2.01% increase, with an anticipated EPS of $1.75 and revenue projected to reach $1.08 billion.Akamai Technologies Inc. (NASDAQ:AKAM), a leading entity in the cybersecurity and cloud computing sectors, witnessed significant inside ...

今日（1.16），AI算力板块回调，云计算ETF汇添富（159273）跌超1%，盘中成交额超3000万元！资金连续第二天涌入，盘中获净流入3000万元，昨日"吸 金"超600万元！ 【推理+训练驱动算力需求井喷，云厂商资本开支或加码！】 中信证券指出，随着2026年AI商业化加速落地，算力需求已从单一的"训练驱动"转向"训练+推理"双轮驱动，预计未来将保持高速增长。随着国产算力芯片 在工艺与架构上持续突破、国产先进制程的产能与良率持续提高、以及超节点的推出，国内云厂商的算力投入有望加码，并由此带来国内智算中心持续扩 容，推动"芯片-模型-应用"的闭环形成。建议重点关注国产算力投入加速带来的IDC与网络侧价值重估机遇。 推理+训练驱动AI需求加速增长。2025年是海外AI由训练向推理切换的一年，黄仁勋于2026年CES展表示，AI模型规模目前每年以十倍的速度增长，推理生 成的Token数量每年增加五倍，这种指数级的计算需求已经"超出了预期"。AMD董事会主席于2025年AMD AI大会同样表示，推理需求会在未来几年内以 80%的复合增速增长。中信证券判断，2026年中国AI将会复刻2025年海外路径，推理侧需求 ...