12月23日，美国企业云计算和服务管理解决方案提供商ServiceNow发表声明称，已签署协议将以77.5亿 美元现金收购网络安全公司Armis。ServiceNow表示，此次收购将扩展该公司的安全工作流产品线，并 推进覆盖所有联网设备的AI原生、主动式网络安全及漏洞响应能力。交易预计于2026年下半年完成， 具体取决于监管批准和交割条件。 ...

During the quarter, licensing revenue increased 56% to $515 million, reflecting deeper relationships and growing interest in AI-optimized systems. Profitability also increased, with adjusted earnings per share (EPS) rising by 30% to $0.39. Beyond the data center, Arm is expanding its AI footprint into edge devices and automotive systems. Strategic collaborations with Meta (META) and Samsung aim to boost AI efficiency across wearables and flagship smartphones, while new platforms such as Lumex CSS provide po ...

Core Insights - Amazon is a dominant player in both e-commerce and cloud computing, holding over 37% of the U.S. e-commerce market and a 29% share in the global cloud computing market through Amazon Web Services (AWS) [1][2] E-commerce Business - Amazon's e-commerce network has evolved significantly since its inception over three decades ago, starting as an online bookseller and expanding to various product categories [5] - A strategic shift in 2000 introduced Amazon Marketplace, allowing third-party sellers to offer goods, which has led to over $2.5 trillion in sales from independent sellers, now accounting for 60% of sales on Amazon.com [6] - In Q3, Amazon reported total revenue of $180.17 billion, with $147.16 billion from retail sales, but faces challenges due to low profit margins in its e-commerce business [7][8] Financial Performance - Revenue from North America reached $106.27 billion, showing a 4.5% increase, while international revenue was $40.90 billion, up by 2.9%, contributing to a combined growth of 4.1% in retail sales [8] Challenges - The e-commerce sector is facing increased costs due to trade tensions and tariff policies, which complicate profitability for Amazon and its sellers [9][10]

Shares of cloud-based storage solutions provider Snowflake Inc. (NYSE: SNOW) lost 6.26% over the past month after losing 5.34% the month prior. ...

证券时报记者吴瞬 12月23日，由Linux基金会托管的新一代开源基础软件项目Valkey最新版本在国内云平台加速落地。腾 讯云率先支持并发布Valkey8.0云服务，并以社区代码贡献量位居全球第一，成为该开源项目的重要推 动力量，标志着我国企业在全球基础软件开源生态中的影响力持续提升。 据介绍，基础软件是数字经济发展的重要底座。Valkey是源自Redis社区的开源内存数据库项目，面向 高并发、低时延等核心业务场景，广泛应用于互联网、金融、电商、游戏等领域。项目由Linux基金会 托管，采用开放治理和宽松开源协议，致力于打造厂商中立、社区共建、长期稳定的新一代基础软件平 台。 随着全球信息技术格局不断演进，开源已成为推动基础软件创新的重要力量。Valkey由全球多家云厂商 和原社区核心开发者共同发起，汇聚来自AWS、Google、甲骨文、腾讯云、阿里云、华为云、爱立信 等全球科技企业协同共建，体现了开放合作、互利共赢的国际开源精神，也为全球用户提供更加安全、 可靠的技术选择。 作为Valkey社区的创始成员之一，腾讯云深度参与项目共建，将自身在大规模业务场景中的实践经验持 续回馈社区，在性能优化、集群能力和 ...

Core Insights - Amazon is positioned to benefit from significant secular trends in the economy, making it a compelling investment opportunity [1] - The company is expected to reach a market cap of $3 trillion, indicating strong growth potential [2] Group 1: Growth Drivers - Amazon Web Services (AWS) is a key growth engine, with management projecting capital expenditures of $125 billion this year to expand data center capacity [4] - The online shopping trend continues to favor Amazon, as its extensive product selection and efficient logistics network enhance user experience and drive Prime membership growth [5] - Amazon's digital advertising revenue reached $65 billion in the past 12 months, positioning it as a strong competitor in the expanding digital ad market [6] Group 2: Financial Performance - Amazon's current market cap is approximately $2.4 trillion, requiring a 25% increase to reach the $3 trillion milestone, which could occur within the next 12 months [7] - Over the past 20 years, Amazon's stock has increased by 9,140%, although it has only risen 4% this year, suggesting potential for valuation expansion [8] - Analysts project a 26% increase in operating income from 2025 to 2026, indicating strong financial results that could enhance market appreciation for the stock [9]

Key Points Nvidia stock is at risk in 2026 if revenue growth slows down. Alphabet is gaining market share back in artificial intelligence (AI) and should keep growing its earnings next year. Amazon has a chance to grow its operating leverage if it can stay disciplined with its cost base. 10 stocks we like better than Amazon › Is 2026 the year Nvidia finally underperforms versus the broad market? I think it might be. The leader in artificial intelligence (AI) computer chips is unlikely to give u ...

Core Insights - Boys Town has been awarded the 2025 Amazon Web Services (AWS) Imagine Grant to enhance hearing aid fitting for infants and children with hearing difficulties [1][2] - The grant includes up to $150,000 in unrestricted funding and up to $100,000 in AWS Credits, along with technical support from AWS specialists [2] - The project utilizes machine learning to predict ear canal growth, allowing for better fitting of hearing aids as children develop [1][3] Funding and Support - Boys Town is recognized in the Go Further, Faster category for innovative projects using advanced cloud services [2] - The selection criteria for the grant included the project's innovative nature, impact on mission-critical goals, and clearly defined outcomes [2] - Since the launch of the Imagine Grant program in 2018, AWS has awarded over $21 million to more than 180 nonprofit organizations [4] Technological Innovation - Boys Town is leveraging machine learning and generative AI to create custom hearing aid earmolds without the need for uncomfortable ear impressions [3][4] - This innovation aims to reduce the frequency of clinic visits while ensuring precise fitting of hearing aids for children [3][4] - The organization has a history of leading pediatric hearing research, contributing to global newborn hearing screening and early intervention protocols [4] Organizational Impact - In 2024, Boys Town impacted over 3.5 million children and families across the United States through its various programs [7] - The organization focuses on providing research-proven education, prevention, training, and treatment for behavioral and physical issues [7] - AWS supports nonprofits in overcoming technology adoption barriers, enhancing their operational capabilities [6]

It looks like after a string of losses, cloud and software services provider Oracle (ORCL) has finally scored a win. According to various reports, the company will be a part of a set of investors that will own the US operations of TikTok, the popular social media platform used by about 170 million Americans daily. Purported to be a deal worth $14 billion, Oracle is expected to partner with Silver Lake and Abu Dhabi-based MGX to own TikTok U.S. through a joint venture. It is expected that each of Oracle, ...

With year-to-date (YTD) gains of a mere 3.6%, Amazon (AMZN) is set to underperform the S&P 500 Index ($SPX), which is on track to deliver double-digit returns for the third consecutive year. Unless we see something dramatic over the next week, Amazon will end up as the worst-performing “Magnificent 7” constituent this year. While the coveted group did not have a roaring year with Apple (AAPL), Microsoft (MSFT), and Meta Platforms (META) underperforming the S&P 500 Index and Tesla (TSLA) only slightly nud ...