AI sign displayed on a screen and Amazon logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland on December 23, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)NurPhoto via Getty ImagesAs of January 14, 2026, Amazon stock (NASDAQ: AMZN) has achieved an 11% return in the last year, falling behind several mega-cap tech rivals such as Google (78%) and Microsoft (14%). Despite leading in revenue scale at $670.038 billion, its profitability (11.37% operating margin) ...

LOS ANGELES, Jan. 15, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises CoreWeave, Inc., (“CoreWeave” or the "Company") (NASDAQ: CRWV) investors of a class action on behalf of investors that bought securities between March 28, 2025 and December 15, 2025, inclusive (the “Class Period”). CoreWeave investors have until March 13, 2026 to file a lead plaintiff motion. Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 844-767-8529 or email: lesley@portnoylaw.com, to discuss their legal ...

CAMBRIDGE, Mass., Jan. 15, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers business online, announced today that the company will hold a conference call for investors on Thursday, February 19, 2026, at 4:30 p.m. ET. The call will include the company’s fourth quarter and full-year 2025 financial results and may include forward-looking financial guidance from management. The call will also be broadcast live via the internet at Akamai ...

Core Viewpoint - Major technology companies in the U.S. are set to report their quarterly results, providing insights into the artificial intelligence (AI) sector, which has significantly influenced stock market performance in 2025 [1] Group 1: Microsoft Updates - Microsoft is scheduled to report its fiscal 2026 second-quarter results on January 28, with a focus on its AI-related software and cloud businesses [2] - The company's stock has seen an 11% decline over the past three months, making the upcoming results potentially pivotal for its stock performance [2] - The adoption of Copilot, Microsoft's AI virtual assistant, is expected to be a key update, particularly in the enterprise market where it can be integrated into the 365 suite for an additional fee [3][4] Group 2: Copilot Adoption and Enterprise Opportunities - Over 400 million licenses for the 365 platform are currently in use, with 90% of Fortune 500 companies utilizing Copilot, indicating strong market penetration [4] - Notable companies like Accenture and PwC have purchased significant numbers of licenses for Copilot, suggesting robust demand [5] - Copilot is also available in free and paid versions for GitHub, catering to software developers, and Dragon Copilot is being used in healthcare to streamline administrative tasks [5][6] Group 3: Azure's Role and Growth - Azure, Microsoft's cloud platform, is central to its AI strategy, offering a comprehensive suite of tools and services for businesses [8] - The Azure AI Foundry provides access to over 11,000 large language models, essential for businesses to develop AI applications [9] - Azure's revenue growth has accelerated, reaching 40% in the fiscal 2026 first quarter, with a significant order backlog of $392 billion indicating strong demand for AI data center capacity [10][11] Group 4: Stock Valuation and Future Outlook - Microsoft stock is currently down 11% from its peak, with a price-to-earnings (P/E) ratio of approximately 34.1, slightly above the Nasdaq-100 index [12] - Analysts project earnings of $15.75 per share for fiscal 2026, suggesting a forward P/E of 29.5, which is seen as a realistic target for investors [12][13] - To maintain its current P/E ratio, Microsoft stock would need to increase by 15% by June 30, 2026 [14]

Amazon has launched its new "sovereign cloud†service in Europe, aiming to stay competitive in a market where regulators are putting greater pressure on Big Tech. The offering is designed for organisa... ...

Core Viewpoint - The article compares Amazon and Sea Limited as investment options, highlighting Amazon's established market presence versus Sea Limited's growth potential in emerging markets [1][2]. Amazon Overview - Amazon is a well-established company that has pioneered e-commerce and cloud computing, leading to a strong market position [2]. - Despite single-digit revenue growth in online sales, Amazon's subscription, third-party seller, and digital advertising segments show double-digit growth [3]. - Amazon Web Services (AWS) is a significant profit driver, contributing $33 billion of the $55 billion in operating income during the first nine months of 2025, despite only accounting for 18% of total revenue [4]. - The company's net income for the same period reached $56 billion, a 44% increase year-over-year [4]. - Amazon's capital expenditure over the last year was $120 billion, which may have impacted its stock performance, but it generated $15 billion in free cash flow, indicating strong financial health [5]. - Amazon's current market cap is $2.5 trillion, with a P/E ratio of 34, suggesting a relatively low valuation compared to historical levels [7]. Sea Limited Overview - Sea Limited, with a market cap of $78 billion, operates primarily in Southeast Asia, offering e-commerce through Shopee, gaming via Garena, and fintech services through Monee [8][9]. - The company reported nearly $1.2 billion in net income for the first three quarters of 2025, a significant increase from $207 million in the same period the previous year [10]. - Sea Limited's stock has increased by nearly 20% over the last year but has declined over one-third from its peak in September [10]. - The company has a gross margin of 44.92% and a P/E ratio of 54, indicating a premium valuation [12]. - Sea Limited's operations in developing markets present both growth opportunities and challenges, as average incomes in these regions lag behind developed countries [9]. Investment Considerations - For conservative investors, Amazon is seen as a safer choice due to its proven track record and market leadership in key industries [13]. - Risk-tolerant investors may find Sea Limited more appealing for potential long-term rewards, despite the uncertainties associated with developing markets [14][15]. - The choice between the two companies ultimately depends on individual risk tolerance and investment goals [15].

Core Idea - Certain Wall Street analysts view CoreWeave and Atlassian as significantly undervalued stocks in the context of the growing artificial intelligence (AI) sector, which is projected to see substantial growth in spending and economic impact [1][2]. CoreWeave - CoreWeave is recognized as a leader in the AI cloud services sector, specifically designed to support AI workloads, and has been ranked above major competitors like Amazon and Microsoft by SemiAnalysis [4][5]. - The stock has experienced a decline of 53% from its peak due to concerns over the sustainability of the AI boom and the company's substantial debt incurred for data center construction [5]. - Wall Street estimates indicate that CoreWeave's revenue is expected to grow at an annual rate of 94% through 2027, making its current valuation of 8.4 times sales appear attractive if profitability is achieved [6]. - Analysts have set a target price of $180 per share for CoreWeave, suggesting a potential upside of 105% from its current price of $88 [8]. Atlassian - Atlassian specializes in work management and collaboration software for both technical and non-technical teams, and has been recognized as a leader in DevOps and collaborative work management software by Gartner [9][10]. - The company has adopted a unique sales strategy that emphasizes self-service and word-of-mouth, allowing for greater investment in research and development compared to competitors [10]. - Atlassian's stock has fallen 57% from its high, driven by concerns that demand for DevOps tools may decline as AI coding tools gain popularity; however, analysts argue that AI will actually increase the demand for DevOps software due to productivity improvements [12]. - Wall Street forecasts adjusted earnings for Atlassian to grow at 22% annually through June 2027, making its current valuation of 35 times earnings reasonable, with a median target price of $230 per share implying a 65% upside from the current price of $139 [13].

Core Insights - Amazon's AWS has launched a new cloud service located entirely in Europe to address user concerns regarding data security associated with U.S.-based providers [1] Group 1 - The new service aims to enhance data security for European users by ensuring that their data is stored and processed within the continent [1] - This initiative reflects a growing demand for localized cloud services in Europe, driven by regulatory requirements and user preferences for data sovereignty [1]

POTSDAM, Germany--(BUSINESS WIRE)--Today, Amazon Web Services (AWS) announced the general availability of the AWS European Sovereign Cloud, a new, independent cloud for Europe entirely located within the EU, and physically and logically separate from other AWS Regions. The AWS European Sovereign Cloud's unique approach provides the only fully featured, independently operated sovereign cloud backed by strong technical controls, sovereign assurances, and legal protections designed to meet the nee. ...

Core Insights - Amazon has launched its "sovereign cloud" offering in Europe to maintain its competitive position amid stricter regulations for tech giants [1] - The sovereign cloud concept involves data being stored and managed within a specific jurisdiction, addressing EU concerns over U.S. tech dominance [2] Group 1: Sovereign Cloud Details - The AWS European Sovereign Cloud is based in Brandenburg, Germany, and is designed to be "physically and logically separate" from other AWS regions [3] - A new parent company has been established for the sovereign cloud, which will be locally controlled within the EU and operated by EU citizens [3] Group 2: Leadership and Structure - Stéphane Israël will lead the AWS European Sovereign Cloud, with Stefan Hoechbauer appointed as managing director [4] - An advisory board for the sovereign cloud has been formed, including five new members, three of whom are Amazon employees [4] Group 3: Operational Independence - The sovereign cloud has "no critical dependencies on non-EU infrastructure," ensuring operational continuity during global communication disruptions [5] - In extreme circumstances, authorized AWS employees who are EU residents will have independent access to necessary source code for maintaining services [5] Group 4: Market Context - U.S. tech firms, including AWS, Microsoft, and Google, dominate the European cloud computing market, accounting for 70% of the market share [6]