Key Takeaways Google Cloud drove 28.1% revenue growth, now 13.6% of Alphabet's total Q1 2025 revenues. AI tools and GPU partnerships are boosting Google Cloud's appeal to enterprise clients. New deals with BBVA and Ecobank expand Google Cloud's reach across global banking and Africa.Alphabet (GOOGL) has been benefiting from a growing Google Cloud business that accounted for 13.6% of total revenues in the first quarter of 2025. Google Cloud revenues jumped 28.1% year over year to $12.26 billion, driven by ...

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores provide a framework for evaluating stocks based on value, growth, and momentum [2][3][4][5][6] Zacks Style Scores - Each stock is rated from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E and Price/Sales [3] - The Growth Score assesses a company's financial health and future growth potential through earnings and sales projections [4] - The Momentum Score identifies stocks with favorable price trends and earnings outlooks [5] - The VGM Score combines all three Style Scores to highlight stocks with the best overall characteristics [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, achieving an average annual return of +23.62% since 1988 [7] - There are typically over 800 stocks rated 1 or 2, making it essential to utilize Style Scores for selection [8] Investment Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - The direction of earnings estimate revisions is crucial; stocks with lower ranks but high Style Scores may still face downward price pressure [10] Company Spotlight: Twilio Inc. - Twilio Inc. is a cloud communications platform founded in 2007 and listed on NYSE in 2016, enabling real-time communications within software applications [11] - Twilio holds a Zacks Rank of 3 (Hold) and has a VGM Score of B, indicating potential for growth [12] - The company is forecasted to achieve year-over-year earnings growth of 22.3% for the current fiscal year, with a recent earnings estimate increase [12] - With strong Growth and VGM Style Scores, Twilio is recommended for investors' consideration [13]

Wall Street sentiment has turned bearish on artificial intelligence (AI) and cloud computing company CoreWeave (NASDAQ: CRWV), despite its standout performance since its IPO in late March.At the close of the last session, CoreWeave shares fell 3.33% to $159.70. The stock has soared 299% since its initial public offering, driven by surging investor interest and strong ties to Nvidia (NASDAQ: NVDA). CoreWeave one-day stock price chart. Source: Google FinanceYet, two major Wall Street firms have recently downg ...

Janaki Akella and Bas Burger bring extensive experience in global business transformation, innovation, AI, and go-to-market strategies CAMBRIDGE, Mass., July 8, 2025 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced additions to its Board of Directors. Effective immediately, Janaki Akella and Bas Burger have joined the Akamai Board, bringing extensive experience in technology leadership and global ...

Core Insights - Amazon has shown significant resilience and growth potential, with a stock surge of 30.9% over the past three months, outperforming the broader Zacks Retail-Wholesale sector and the S&P 500 [1] Cloud Infrastructure Market - AWS, Microsoft Azure, and Google Cloud collectively hold a 63% share of total enterprise spending on cloud infrastructure services in Q1 2025, with AWS leading at 29.1% market share [2] - AWS generated $29.3 billion in revenue in Q1, reflecting a year-over-year growth of 16.9%, and has an annualized run rate of $117 billion [7][9] - AWS maintains a substantial backlog of $189 billion, indicating strong revenue visibility and sustained demand for cloud services [8] AI Initiatives - Amazon's AI business has achieved a multi-billion-dollar annual run rate with triple-digit growth, positioning the company favorably in the generative AI landscape [11] - Recent developments in AWS, including the introduction of AI-powered tools and infrastructure investments, demonstrate Amazon's commitment to AI leadership [12][13] Financial Performance - Amazon's Q1 net income increased by 64.4% year-over-year to $17.1 billion, with operating income rising 20.2% to $18.4 billion, reflecting effective operational scaling [15] - The company has a robust balance sheet with $66.2 billion in cash and equivalents, providing financial flexibility for continued investments [16] Future Projections - The Zacks Consensus Estimate for Amazon's 2025 net sales is $694.49 billion, indicating an 8.86% growth from the previous year [17] - Current valuation metrics suggest that Amazon's stock may be fully valued, with a forward 12-month price-to-sales ratio of 3.25X, above the industry average [18] Investment Outlook - Current shareholders are advised to maintain their positions as AWS and AI initiatives are expected to drive continued business transformation and growth potential [21]

Key Takeaways MSFT offers a full-stack data platform spanning storage, analytics and AI tools. Enterprise adoption of Fabric and OneLake highlights MSFT's growing platform traction. SNOW is deepening AI integration and expanding its unified data experience for enterprises.Snowflake (SNOW) and Microsoft (MSFT) are major players in the expanding cloud data platform market. Snowflake provides a scalable data warehouse with integrated AI and machine learning. Microsoft delivers a suite of data services on Azu ...

D-Wave Quantum TodayQBTSD-Wave Quantum$16.62 -0.17 (-1.00%) 52-Week Range$0.75▼$19.77Price Target$14.38Add to WatchlistAs quantum computing leader D-Wave Quantum Inc. NYSE: QBTS announced the completion of its $400-million at-the-market equity offering, the company's share price spiked by more than 19% in under a week. The offering, which poses a risk of dilution for D-Wave shareholders, seems to have generated, or at least coincided with, a new rush of enthusiasm for the company and its quantum annealing ...

Back in 2011, Amazon was beginning to capitalize on the growth of cloud infrastructure through AWS, and Nebius today is doing the same in AI.The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has ...

智通财经7月7日电，量子计算机通往实用之路的一大障碍是纠正计算中产生的错误，人们需借助传统计 算机对量子计算进行模拟验证，但这一任务极其复杂。瑞典查尔姆斯理工大学、意大利米兰大学、西班 牙格拉纳达大学和日本东京大学的研究团队首次提出了一种新方法，能够模拟特定类型的容错量子计 算，攻克了该领域长期存在的一项技术难题。相关论文发表于最新一期《物理评论快报》杂志。 新方法成功模拟特定容错量子计算 ...

Core Insights - President Donald Trump's announcement of a U.S.-Vietnam trade deal and a solid June jobs report positively impacted stock markets, presenting investment opportunities for investors seeking stocks with strong fundamentals and growth potential [1] Dell Technologies - Dell Technologies (DELL) is highlighted as a stock pick, with Evercore analyst Amit Daryanani maintaining a buy rating and a price target of $150, while TipRanks' AI analyst has an "outperform" rating with a price target of $128 [3][4] - Daryanani expressed optimism about Dell's potential for high-single-digit revenue growth and double-digit increases in earnings per share (EPS) and free cash flow (FCF), supported by cost optimization initiatives and AI investments [4][6] - The analyst noted that Dell's AI server margins are exceeding expectations, allowing the company to earn a premium compared to competitors, and emphasized innovations in infrastructure offerings, particularly in liquid cooling capabilities [5][6] Trade Desk - Trade Desk (TTD) is another stock recommendation, with Evercore analyst Mark Mahaney upgrading the stock to Buy from Hold, setting a price forecast of $90, while TipRanks' AI analyst has an "outperform" rating with a lower target of $83 [7][8] - Mahaney views the recent pullback in TTD stock as a buying opportunity, citing improved online ad demand sentiment and execution since April/May, despite uncertainties for the second half of the year [8][11] - The analyst highlighted that Trade Desk's product announcements have alleviated concerns regarding the transition to the AI-powered Kokai platform, and he anticipates achievable growth setups for fiscal 2025 [10][12] Amazon - Amazon (AMZN) is the third stock pick, with Jefferies analyst Brent Thill reaffirming a buy rating and raising the price target to $255 from $250, while TipRanks' AI analyst has an "outperform" rating with a target of $233 [14][15] - Thill's price target increase follows a survey indicating that Amazon remains resilient despite tariff-related price increases, with 62% of respondents spending the same or more in the past three months [15][16] - The survey revealed that Amazon Prime is a significant loyalty driver, with 73% of respondents holding a Prime membership, and Thill expects the upcoming Prime Day event to be more impactful due to its extended duration [16][17]