Flash | 15 Jan 2026 02:37:30 ET │ 12 pages Alibaba Group Holding (BABA.N) Qwen Product Release Takeaways: Real-world "Super" AI Agent Arrives CITI'S TAKE We attended the Qwen product announcement event today where BABA announced the release of Qwen Task Assistant 1.0, positioning it as a universal agent that executes and delivers a wide range of digital and real- world tasks for users, progressing beyond chatbot interactions to autonomously completing tasks for users. By integrating Qwen across services wit ...

中信证券研报表示，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。 ...

New York, New York--(Newsfile Corp. - January 15, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ: CRWV) and certain of the Company's senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in CoreWeave, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/coreweave-in ...

Snowflake Inc. (NYSE:SNOW) is one of the Must-Watch AI Stocks on Wall Street. On January 12, Barclays analyst Raimo Lenschow downgraded the stock from Overweight to Equalweight with a price target of $250.00 (from $290.00). Firm analysts are constructive on the stock owing to strong fundamentals, but see limited upside after strong run. While Snowflake has been a “best-in-class-software” stock, the firm believes that much of the strength is now priced into valuation. The AI stock has had one of the stron ...

Salesforce, Inc. (NYSE:CRM) is one of the Must-Watch AI Stocks on Wall Street. On January 12, Goldman Sachs analyst Gabriela Borges assumed coverage on the stock with a “Buy” rating and a price target of $330.00. Firm analysts believe Agentforce’s success will be the main driver of stock outperformance over the medium term. Salesforce’s AI-powered Agentforce, a platform that allows building and managing proactive, autonomous agents, positions the company well for broader adoption of agentic AI in sales a ...

CoreWeave securities between March 28, 2025, and December 15, 2025, inclusive (the "Class Period†). The lead plaintiff deadline is March 13, 2026. The complaint alleges that, throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) CoreWeave had overstated the company's ability to meet customer demand for its service; (2) CoreWeave materially understated the scope and severity of the risk that CoreWeave's reliance on a single third-party data cent ...

Investor Michael Burry, famed for predicting the 2008 housing crash, is now betting against Nvidia Corp. (NASDAQ:NVDA), warning that the AI-driven chip boom is vulnerable to a sharp reversal. Burry Calls Nvidia ‘Purest Play’ On AI In a Substack post over the weekend, Burry said he is shorting Nvidia because the chipmaker is "simply the purest play" on artificial intelligence and is dangerously reliant on hyperscaler spending. "I do not see how that math works," he wrote, adding that Nvidia could sell abo ...

Core Viewpoint - Blue-chip stocks are expected to lead the US equity market in 2026, driven by a resilient economy and the artificial intelligence boom [1] Economic Context - The Dow Jones Industrial Average has reached an all-time high, reflecting strong investor sentiment towards large blue-chip companies, with a rally extending beyond mega-cap technology into industrial, financial, and biotechnology sectors [2] - Interest rate cuts are anticipated to support the outlook for mega-cap stocks, with Federal Reserve Chairman Jerome Powell indicating a "shallow but steady" path for rate reductions, allowing equity strategists to raise price targets for blue-chip stocks [3][4] - US Treasury Secretary Scott Bessent emphasized that lower interest rates are crucial for accelerating economic growth, which aligns with Goldman Sachs' expectation of a cyclical upturn benefiting large-cap stocks [4] Investment Methodology - A list of blue-chip ETFs was analyzed to identify stocks with over 20% upside potential as of January 15, along with the number of hedge funds holding stakes in these stocks as of Q3 2025 [6] Company Highlights - **BlackRock Inc. (NYSE:BLK)**: - Identified as a top blue-chip stock for 2026 with a 21.01% upside potential and 63 hedge fund holders [8][9] - Plans to invest $333.6 million in Aditya Birla Renewables Limited, enhancing its position in the renewable energy sector [10] - Morgan Stanley has set a price target of $1,514 for BlackRock, citing its expansion in private markets and technology solutions [11][12] - **Amazon.com Inc (NASDAQ:AMZN)**: - Recognized as another leading blue-chip stock for 2026 with a 21.47% upside potential and 332 hedge fund holders [13] - Analysts at Evercore ISI have set a price target of $335, highlighting growth driven by its AI-powered shopping assistant, Rufus, which is expected to increase retail gross merchandise volume by 4.44% by 2028 [14][15] - Amazon's cloud unit has partnered with Infosys to enhance enterprise services using generative AI, integrating Topaz AI services with AWS [16][17]

Amazon’s push to build massive artificial-intelligence data centers is now extending into Arizona, where a recently restarted copper mine is supplying industrial metal seen as increasingly critical to powering Big Tech’s AI infrastructure. On Thursday, The Wall Street Journal reported that Amazon Web Services (AWS) signed a two-year agreement with mining giant Rio Tinto’s Nuton venture to secure copper supplies tied to its expanding AI data centers. The Arizona mine outside Tucson — the Johnson Camp mine ...

自互联网杀入大模型、云服务第一梯队后，AI硬件与智能终端赛道的聚光灯便频繁对准字节跳动。 过去一年，手机、AI穿戴、芯片、汽车等多条赛道都不乏相关传闻，流言中的字节几乎已是硬件大 厂。但外界其实鲜有听到字节方面"say yes"，市场每每出现爆料，官方或接近字节人士的回应多为"传 闻不实""暂无计划"。 中关村信息消费联盟理事长项立刚认为，软硬件一体化是未来方向，AI由智能感应、信息存储、传 输、处理及智能终端共同构成，而智能终端正是关键入口。 硬件之争、入口之战，字节不盲目高调，但也绝不想缺席。 遇事先否 低调落子 但就像2025年12月突然杀出的"准字节手机"豆包手机助手，字节给外界的印象是不过多剧透的行动派。 明线层面，字节通过豆包大模型与火山引擎，向全行业开放AI能力，聚焦汽车、手机等硬件的智能化 升级。公开资料显示，截至2025年末，火山引擎大模型服务已覆盖100多个行业，与全球Top10手机厂 商中9家、超八成系统重要性银行、九成主流车企及超七成985高校均已合作，中国公有云大模型服务调 用量排名第一，市场份额达49.2%。 手机领域，豆包手机助手通过中兴工程样机落地，实现跨应用跳转、全平台比价等 ...