Rivian's plan to ship an in-house autonomy chip is another sign that customers want options beyond Nvidia.Rivian's (RIVN 4.28%) Autonomy & AI Day last week put a wrinkle into the Nvidia (NVDA +0.99%) growth story.Rivian, which specializes in electric trucks and SUVs, said it plans to ship a new autonomy computer on its R2 vehicles starting at the end of 2026, built around an in-house chip designed to run its self-driving software.Rivian is not a major Nvidia customer, so this is not about lost revenue today ...

Core Insights - Alibaba Group ended 2025 in a stronger position, with growth in cloud and AI segments, stabilization in e-commerce, and a clarified ambition to become a broader technology and AI platform [1][2] Group 1: AI-Driven Cloud Growth - Alibaba's cloud business showed significant growth in 2025, with AI-related workloads increasing at triple-digit rates, accounting for over 20% of external cloud revenue, validating past investments [4] - In 2026, the company must demonstrate that this growth translates into improved profitability rather than just increased scale, as AI workloads require substantial ongoing investment [5][6] Group 2: E-Commerce Stability - Alibaba needs to prove that its e-commerce segment can maintain stability without continuous financial support, having stopped the decline in its core commerce business in 2025 [7] - The focus for 2026 will be on sustaining market position against competitors without sacrificing margins, ensuring that commerce can generate steady cash flow to support investments in cloud and AI [8] Group 3: Quick Commerce Economics - Quick commerce became a strategic priority, but it significantly impacted profitability due to high fulfillment costs and competition, with adjusted EBITA for the commerce division falling 47% year-over-year in the first half of 2025 [10] - In 2026, Alibaba must show a clear path to improvement in quick commerce, including better order density and smarter subsidy use, to maintain investor confidence [11] Group 4: Focus and Discipline - Historically, Alibaba's weakness has been its lack of focus, pursuing too many initiatives simultaneously, which diluted accountability [13] - In 2026, the company must prioritize cloud, AI, and core commerce while ensuring clear capital allocation and consistent execution to build trust with investors [14] Conclusion - Alibaba enters 2026 with momentum but must prove the effectiveness of its strategic reset through improved profitability in cloud, self-sustaining e-commerce, narrowing quick commerce losses, and disciplined execution [15][16]

Google's new deal could serve as a blueprint for the energy industry.Alphabet's (GOOG 0.51%)(GOOGL 0.49%) Google recently announced a landmark strategic energy and technology partnership with leading utility NextEra Energy (NEE 0.40%). The new deal will accelerate AI growth and transform the energy industry.Here's a look at what Google's new deal means for energy investors. The power struggleData centers consume a significant amount of power, particularly those designed to support AI. With more AI data cent ...

Core Viewpoint - BMO Capital Markets has raised its price target on Alphabet (GOOGL) to $343 from $340 while maintaining an Outperform rating, driven by positive insights from Google Cloud channel checks [1][2] Group 1: Price Target and Ratings - BMO Capital Markets increased its price target for Alphabet to $343 from $340 [1] - The firm maintains an Outperform rating for Alphabet, indicating strong confidence in its performance [1][2] Group 2: Google Cloud Insights - Positive channel checks included discussions with two former AWS employees, one of whom provided insights into over $4.7 billion of annual cloud spending [1] - BMO raised its Google Cloud growth estimates for Q4 2025 and Q1 2026 to 39% and 40%, respectively, up from previous forecasts of 38% for both periods [1] Group 3: Future Growth and AI Impact - Key takeaways highlighted accelerating cloud commitments and the role of AI agents in driving incremental cloud demand [2] - Claude is emerging as a preferred model among developers, indicating a shift in AI preferences [2] - Enterprise AI applications are expected to scale significantly by 2027, suggesting long-term growth potential for Google Cloud [2]

Group 1 - Oracle Corporation is included among the 15 Best Blue-Chip Stocks with Growing Dividends [1] - Oracle pushed back against a Bloomberg report claiming a delay in completing data centers for OpenAI, stating that the timeline remains on track [2][4] - Following the report, Oracle shares fell more than 4% on December 12 [2] Group 2 - RBC Capital reiterated its Sector Perform rating and $250 price target on Oracle, confirming the company's denial of the delay claims [3] - An Oracle spokesperson emphasized that site selection and delivery timelines were established in coordination with OpenAI, with no delays reported [4] - The partnership between Oracle and OpenAI is valued at over $300 billion over the next five years, highlighting the significance of their relationship [4][5]

Anthropic CEO Dario Amodei has warned of AI displacing entry-level workers, and Ford CEO Jim Farley said the tech will wipe out half of white-collar jobs, but Amazon Web Services (AWS) CEO Matt Garman has a wildly different take on young workers’ fate in the age of AI. Earlier this year, Garman said replacing junior software developers with AI was “one of the dumbest things I’ve ever heard,” and it’s a point he stands by. In an interview with WIRED published on Tuesday, Garman said displacing junior engin ...

Core Insights - The generative AI bubble has led to significant stock price declines for CoreWeave and Oracle, with drops of 62% and 47% respectively since their peaks earlier in 2025 [2][3] Company Performance - CoreWeave's business model involves leasing data centers filled with GPU-heavy clusters for processing capacity, but it faces challenges such as high borrowing costs (7.5%) and operational delays [4][18] - Oracle is struggling with a lack of cash flow to meet its $500 billion cloud services backlog, leading to increased borrowing from $100 billion to an estimated $290 billion over the next three years [15][16] Market Sentiment - Concerns about the generative AI bubble have heightened, with analysts becoming more cautious about the future of both CoreWeave and Oracle [17] - The rising cost of credit default swaps (CDS) indicates increasing investor anxiety, with a 90% surge in CDS trading since September [22] Financial Projections - The likelihood of a soft landing for AI valuations has dropped from 35% to 15%, with a more probable boom-or-bust outcome emerging [9][10] - The most pessimistic scenario involves OpenAI failing to raise sufficient capital, potentially leading to a 60% revenue loss for CoreWeave and significant markdowns for Oracle and Nvidia [12][13] Investment Risks - CoreWeave's operational challenges and confusing communications have contributed to investor concerns, while Oracle's higher debt levels and lower credit ratings compared to peers raise additional risks [21][20] - The cost of insuring against default on CoreWeave's debts has soared to 7.9 percentage points, reflecting heightened market fears [23]

Summer storms delayed construction at a Denton, Texas site that CoreWeave plans to energize in 2026 to provide AI computing to OpenAI, the Wall Street Journal reported on Monday. Inclement rain and wind prevented contractors from pouring concrete for approximately 60 days during the summer at the site, which is owned and operated by Core Scientific (NASDAQ: CORZ), according to sources who spoke to the WSJ. CoreWeave pushed back the completion date for the 260-megawatt cluster by several months on account ...

资料显示，金山云控股有限公司创立于2012年,作为中国知名的独立云服务商,业务范围遍及全球多个国 家和地区。2020年5月金山云在美国纳斯达克上市(股票代码:KC.NASDAQ);2022年12月,以介绍形式于香 港交易所主板完成双重主要上市(股票代码:3896.HK)。依托金山集团36年企业级服务经验,金山云坚持技 术立业,逐步构建了完备的云计算基础架构和运营体系,并通过与大数据、人工智能与边缘计算等先进技 术有机结合,深耕行业,提供超过150种适用于互联网、公共服务、数字健康、金融等领域解决方案,为 500+优质客户提供高品质云服务。 据交易所数据显示，12月16日，金山云(KC)开盘上涨2.72%，截至22:30，报11.135美元/股，成交67.4万 美元，总市值33.64亿美元。 财务数据显示，截至2025年09月30日，金山云收入总额67.97亿人民币，同比增长22.41%；归母净利 润-7.76亿人民币，同比增长56.15%。 本文源自：市场资讯 作者：行情君 ...

Group 1 - Amazon Web Services (AWS) is projected to grow from 23 billion to 24 billion, indicating significant growth potential for the upcoming year [1] - The focus on AWS growth is crucial for the company's stock performance, as it has been a major factor affecting stock prices [2] - There is optimism that if AWS continues to grow, it could lead to a positive turnaround for the company, particularly for its leadership [2] Group 2 - The discussion emphasizes that the growth narrative is centered around AWS rather than other products like Alexa or same-day food delivery services [2] - The anticipated growth in AWS is expected to be surprising and beneficial for the company's future [2]