​Alibaba Group Holding Limited (NYSE:BABA) is one of the Best Non-US Stocks to Buy According to Hedge Funds. On December 10, Reuters reported that Alibaba Group Holding Limited (NYSE:BABA) has shown interest in buying Nvidia’s H200 AI chip, as the Trump administration has allowed Nvidia to export its chips to China. ​According to the report, Chinese companies, including Alibaba, are yet to get a green light from the government to import chips from Nvidia. If the government allows it, this will be importa ...

Core Insights - Investors are showing renewed confidence in the AI sector as tech stocks, particularly those favored by AI investors, led major indexes higher on Friday [1][4][7] Group 1: Company Performance - Oracle (ORCL) shares increased over 8% after reports of its significant investment in a new TikTok joint venture, recovering from previous concerns about its reliance on a few large AI customers [1] - Micron Technology (MU) saw a surge of over 6% following quarterly results that exceeded analysts' expectations due to AI-driven demand [2] - Advanced Micro Devices (AMD) rose nearly 6%, while Nvidia (NVDA) climbed 3% amid news of the Trump administration reviewing its H200 chip exports to China [2] - Other companies like Super Micro Computer (SMCI), Palantir (PLTR), and Arista Networks (ANET) also experienced stock price increases [3] Group 2: Market Sentiment - The AI boom has significantly contributed to market gains in recent years, but recent weeks have seen a pullback due to concerns reminiscent of the dotcom bubble [4] - Positive news leading to substantial gains on Friday may indicate improving sentiment in the AI sector [4][7] - UBS analysts remain optimistic about the AI sector's growth despite recent uncertainties, citing a resilient earnings growth outlook [6][7] Group 3: Strategic Partnerships - Alphabet (GOOGL) and Palo Alto Networks (PANW) shares increased by about 1% following a multibillion-dollar deal to expand their existing partnership, which includes new cybersecurity features for Google cloud customers [5]

Core Points - CoreWeave's shares surged 19% following its announcement to join the Energy Department's Genesis Mission, which focuses on leveraging advanced AI computing for scientific and energy advancements [1][2] - The participation in this government initiative validates CoreWeave's specialized GPU cloud platform and may lead to collaborations with national labs and supercomputing centers [2] - Despite the recent surge, CoreWeave's stock has seen a decline of over 60% from its 52-week high of $187, attributed to negative coverage regarding execution risks and skepticism about AI spending sustainability [3][5] - CoreWeave is a cloud computing provider specializing in high-performance GPU infrastructure for AI and machine learning, with a market capitalization of approximately $26 billion [4] - Since its IPO in March 2025 at $40, the stock is up 95% year-to-date but remains significantly lower than its peak [5] - CoreWeave is currently unprofitable, facing net losses despite rapid revenue growth, and its valuation reflects high expectations for future growth in the AI sector [6]

Market Overview - The U.S. stock market is experiencing a midday surge, with all three major indexes in positive territory, driven by a rebound in technology and AI-related shares [1][2] - The Nasdaq Composite is leading with a gain of approximately 0.9%, followed by the S&P 500 at around 0.7% and the Dow Jones Industrial Average at about 0.5% [2] Economic Indicators - The November Consumer Price Index (CPI) showed a year-over-year increase of only 2.7%, below the expected 3.0%, which has raised hopes for further Federal Reserve interest rate cuts in 2026 [3] - The prospect of a more accommodative monetary policy is seen as a tailwind for equities [3] Corporate Developments - Oracle (ORCL) shares surged by approximately 7% due to reports of a joint venture with China's ByteDance, granting American investors, including Oracle, a controlling stake in TikTok's U.S. operations [8] - Micron Technology (MU) shares jumped another 5.5% after a 10% increase the previous day, driven by strong earnings and robust guidance amid tightening supply for AI data centers [9] - Other chipmakers like Nvidia (NVDA) and Advanced Micro Devices (AMD) also saw gains of about 3.5% and 5.5%, respectively, due to renewed enthusiasm for AI [13] Company Performance - Winnebago Industries (WGO) shares soared by 12.3% after exceeding analysts' expectations in its fiscal 2026 first quarter and raising its full-year outlook [13] - Darden Restaurants, Inc. (DRI) rose 1.8% after reporting strong second-quarter fiscal 2026 revenue that surpassed consensus estimates [13] - Cintas Corporation (CTAS) gained 1.3% after reporting second-quarter fiscal 2026 earnings that beat the Zacks Consensus Estimate [13] - Conversely, Nike (NKE) slumped nearly 10% despite exceeding earnings expectations, impacted by declining sales in China and tariffs affecting gross margins [13] - Enerpac Tool Group Corp. (EPAC) shares declined 8.8% after missing earnings expectations for the first quarter of fiscal 2026 [13] - FedEx (FDX) slid more than 2% as its quarterly results failed to impress investors [13]

Photographer: Yuki Iwamura/Bloomberg Investors will remember 2025 as the year the artificial intelligence rally broadened out and the fears became more pronounced — not only of a bubble in the stocks, but also of the disruption the technology represents. While tech giants like Alphabet Inc. and Nvidia Corp. delivered strong gains, unsung corners of the industry, like memory chips and hard disk drives, proved to be far better places for investors. Meanwhile, the threat of competition from deep-pocketed he ...

Core Insights - CoreWeave Inc (NASDAQ:CRWV) is experiencing significant stock movement, with a 9.8% increase to $74.33 following its announcement to join the U.S. Department of Energy's Genesis Mission, which focuses on AI and supercomputing for scientific discovery and energy innovation [1] - The stock is on track for its best single-day performance since September 30, rebounding from a low of around $60, despite a 59.9% decline over the past six months [2] Stock Performance - The stock's recent performance indicates a bounce off its lowest level since May, with a familiar support level around $60 [2] - Short interest in CRWV has increased by 32.9% over the last month, with 34.83 million shares sold short, representing 11.1% of the equity's available float [3] Market Sentiment - Analyst coverage is mixed, with 15 analysts rating the stock as "buy" or better, while 14 have a "hold" or worse rating [3] - Options trading activity is notably high, with 53,000 calls exchanged in the first half hour of trading, significantly above the average volume, indicating bullish sentiment [4]

We recently published 12 Stocks on Jim Cramer’s Radar.  Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks on Jim Cramer's radar. Amazon.com, Inc. (NASDAQ:AMZN) is a key player in the AI industry due to several factors. These include the firm’s Amazon Web Services (AWS) cloud computing business and its in-house Trainium AI chips. The highly competitive cloud computing industry, which sees investors demand high growth rates, has also affected Amazon.com, Inc. (NASDAQ:AMZN) in 2025. As an example, the shar ...

Core Insights - Cloud computing is increasingly vital for innovation and digital transformation, allowing users to access and store data over the Internet without managing physical servers [2] - Major tech firms like Microsoft, Alphabet, Amazon, and IBM are essential for investment portfolios focused on cloud computing [3] Industry Overview - The global cloud computing market is projected to grow from $752.4 billion in 2024 to $2,390.2 billion by 2030, reflecting a CAGR of 20.4% [6] - Cloud computing services are categorized into IaaS, PaaS, serverless, and SaaS, providing various control and management options for enterprises [5] Company Insights Microsoft - Microsoft Azure offers a wide range of IaaS and PaaS solutions, enhancing its competitive position with increased availability in over 60 regions globally [9][10] - The company is heavily investing in AI-powered cloud services, integrating technologies like Azure OpenAI Service and Copilot [12] Alphabet - Google Cloud has become a key growth driver for Alphabet, expanding its cloud footprint with 42 cloud regions and 127 availability zones [14] - The company's investments in AI and cloud computing are expected to bolster its long-term prospects despite competitive pressures [15] Amazon - Amazon Web Services (AWS) is a leading player in the IaaS market, offering over 200 services and catering to a diverse customer base [16][17] - AWS aims to enhance its AI and ML capabilities while expanding its global infrastructure for improved service delivery [18] IBM - IBM has strengthened its position in the hybrid cloud market through the acquisition of Red Hat, which enhances its cloud and data platform offerings [19] - The company is well-positioned to benefit from the growing demand for hybrid cloud and AI solutions, driving growth in its Software and Consulting segments [21]

Core Viewpoint - The cloud computing market is experiencing significant growth, with a projected CAGR of 20.4% from 2025 to 2030, driven by its cost-effectiveness and ability to enhance productivity across various industries [4]. Group 1: Cloud Computing Industry Overview - Cloud computing is gaining traction as it reduces operating costs associated with on-site data centers and IT management, allowing enterprises to pay only for the resources they use [2]. - The technology enhances productivity, agility, flexibility, and scalability while providing secure, low-latency services for applications and data backup [3]. Group 2: Market Growth Projections - The global cloud computing market is expected to grow at a CAGR of 20.4% from 2025 to 2030, impacting sectors such as healthcare, finance, education, retail, and manufacturing [4]. Group 3: Featured Cloud Computing Stocks - **Amazon.com, Inc.**: Dominates the cloud market with AWS, which has a broad customer base and offers over 200 services. The stock has gained 4.1% in the past six months, with earnings estimates up 15.1% since December 2024 [6][8]. - **Atlassian Corporation**: Provides cloud-based software solutions for collaboration, with a potential $18 billion annual revenue opportunity. The stock has gained 10.5% in the past month, and earnings estimates have increased by 19.6% for the current fiscal year [9][11]. - **Cloudflare, Inc.**: Offers integrated cloud services and is expanding in cybersecurity. The stock has gained 76.3% in the past year, with long-term earnings growth expectations of 26.8% [12][14].

Group 1 - Oracle's stock increased by approximately 5% following its involvement in a joint venture to manage TikTok's U.S. operations [1] - The joint venture includes Oracle, Silver Lake, and Abu Dhabi-based MGX, with the deal expected to finalize on January 22 [1] - The agreement allows TikTok to avoid a ban after President Biden signed a law mandating the divestiture of the company's U.S. unit due to national security concerns [2] Group 2 - Oracle will be responsible for auditing and ensuring TikTok's compliance with "agreed upon National Security Terms" [3]