Core Insights - The article discusses the decline of the American Dream and the potential for a new investment wave termed "American Dream 2.0" aimed at revitalizing the U.S. economy through significant infrastructure investments [5][27]. Investment Opportunities - The American Dream 2.0 Summit outlines an anticipated $11.3 trillion investment bonanza focused on transforming America into a global powerhouse, with funds allocated for AI data centers, research, and manufacturing [8]. - Celanese Corp. (CE) is highlighted as a promising investment opportunity, with expectations of revenue growth in 2026 after a period of decline, driven by stabilization in the automotive sector and a surge in construction demand [13][14]. - Analysts predict a 17% increase in gross income for Celanese, projecting a return to profitability after two years of losses, with shares currently trading at a significant discount to their justified value [15][16]. - Akamai Technologies Inc. (AKAM) is identified as a hidden leader in the compute space, with analysts forecasting revenue growth due to its transition from a content delivery network to a comprehensive cloud and cybersecurity provider [23][22]. Economic Context - The article contrasts the current economic challenges faced by many Americans with the prosperity experienced by those born in the 1940s, where 90% of children out-earned their parents, compared to only 50% for those born in the 1980s [3][5]. - The nostalgia for past economic conditions is prevalent among millennials and Gen-X'ers, prompting a focus on policies aimed at restoring well-paying manufacturing jobs and investment in American infrastructure [6][27].

Core Insights - Oracle's stock is currently trading 43% below its recent highs, despite accelerating demand for AI cloud services [1][2] - The company's remaining performance obligations increased by 15% over the previous quarter and grew 438% year-over-year, indicating strong future revenue growth [4] Financial Performance - Oracle's contracted revenue expected to be realized in the next 12 months increased by 40% year-over-year, suggesting accelerating revenue growth in upcoming quarters [4] - The current market capitalization of Oracle is $542 billion, with shares trading at 28 times forward earnings estimates, which is considered reasonable given the expected high-double-digit growth rates [6] Market Position - Oracle is well-positioned in the cloud services market due to its leadership in database management and enterprise applications, attracting businesses to its offerings [6] - Analysts project Oracle's revenue to grow at an annualized rate of 31% through fiscal 2030, which is expected to lead to significant earnings per share growth and returns for investors [7]

OpenAI alone plans to spend $1.4 trillion in the coming years. But the Sam Altman-led company, which became the world’s most valuable startup in October, is generating far less revenue than its operating costs. It expects to burn $115 billion through 2029 before generating cash in 2030, The Information reported in September.Here’s a look at the key trends to watch while navigating through these choppy waters.Of course, there are still plenty of reasons for optimism. The tech giants that account for much of ...

Shutterstock Quick Read Nvidia (NVDA) invested $350M in CoreWeave (CRWV) before its IPO and now holds a 7% stake. CoreWeave accounts for over 86% of Nvidia’s $3.84B AI investment portfolio. CoreWeave dropped 60% from its June peak to $39B market cap. The company posted $1.36B in Q3 revenue but continues losing money despite strong growth. Nvidia committed to purchase $6.3B of unsold CoreWeave cloud capacity through 2032, but this revenue backstop raises questions about real end-user AI demand. If y ...

智通财经APP获悉，中信证券发布研报称，预计旺盛的AI模型训练与推理需求仍将推动云计算厂商业绩 上行，尽管算力供给紧缺一定程度上限制了加速势头，但随着大厂持续的投资以及数据中心逐步交付， 2026年供给紧缺程度有望持续边际改善，订单兑现的节奏料将更加稳定。综合来看，从订单兑现的节 奏，以及各家云厂商的数据中心储备情况来看，预计其2026年云计算收入同比增速相较2025年进一步加 速。持续看好一线云厂商在2026年的投资机遇。 报告缘起：北美云厂商收入增速持续回升。 2025Q3以来，美股云计算龙头营收加速趋势明确，行业整体迈入收入增长加速区间。展望2026年，该 行预计云需求的景气度、AI云增量仍是主线，叠加芯片、数据中心等供给侧约束的逐步缓解，订单兑 现节奏有望逐步改善。基于此，报告将通过定性与定量结合的分析，展望2026年云计算的整体趋势及业 绩兑现节奏，为投资决策提供参考。 增长来源：AI算力租赁为首要增长来源。 AI云已成为驱动美国云计算市场增长的核心增量引擎，但从商业模式来看，当前AI云市场仍以算力租 赁的基础模式为主导，头部厂商与新锐玩家均聚焦GPU/TPU等算力资源的部署与分租，同时主要需求 绑 ...

Core Viewpoint - Analysts predict significant rebounds for certain S&P 500 stocks, with potential gains of 49% or more by 2026, despite recent underperformance in the market [1]. Group 1: Charter Communications - Charter Communications provides broadband, cable TV, mobile, and voice services across 41 U.S. states, owning over 30 local TV news and digital networks [3]. - The stock has seen a decline of approximately 50% from its peak, with a current price of $206.60 and a market cap of $27 billion [4][5]. - Despite the downturn, analysts project a 49% upside in the next 12 months, with a low forward price-to-earnings ratio of 4.8 and $1.6 billion in free cash flow reported in the latest quarter [6][6]. Group 2: Oracle - Oracle has transitioned from a relational database platform to a leading provider of cloud applications and services [7]. - The stock has faced pressure due to concerns over debt for AI expansion and disappointing fiscal Q2 results, yet it remains up double digits year-to-date [8]. - The consensus price target suggests a potential increase of around 70%, with 30 out of 43 analysts rating it as a "buy" or "strong buy" [9][10]. Group 3: The Trade Desk - The Trade Desk operates a leading platform for digital ad buyers, but its stock has dropped over 65% in 2025 due to slowing growth and competitive pressures [11][12]. - The current price is $36.65, with a market cap of $18 billion, and analysts forecast a potential upside of around 67% in the next 12 months [13][14]. - The connected TV market is expected to drive growth, along with opportunities outside North America [14].

Core Insights - Alphabet's stock has experienced significant growth, rising over 80% since July 1, 2025, and is expected to continue this momentum into 2026 [1][2] - The company is positioned to potentially become the world's largest company, currently holding a market cap of $3.9 trillion, closely trailing Nvidia and Apple [4] - Alphabet's growth is driven by strong earnings growth, particularly in its core Google Search and cloud computing divisions [6][10] Google Search Performance - Google Search, Alphabet's primary business, has shown a 15% revenue growth in Q3 2025, despite facing a monopoly case earlier in the year [7] - The resolution of the monopoly case in September has positively impacted the stock, allowing for continued solid growth [7] Generative AI and Competitive Position - Alphabet has made significant strides in the generative AI space, reportedly causing OpenAI to declare a "code red" due to Alphabet's competitive advancements [8] - The Gemini model is highlighted as a strong contender in the AI race, indicating Alphabet's potential to lead in this sector [8] Cloud Computing Growth - Google Cloud has seen a 34% year-over-year revenue increase in Q3, benefiting from the demand for AI-focused data centers [10] - The operating margin for Google Cloud improved from 17% to 24% year-over-year, showcasing enhanced profitability [10] Future Growth Opportunities - Alphabet is exploring new revenue streams through the potential sale of its Tensor Processing Units (TPUs) to Meta Platforms, which could further boost its stock price [12][13] - The company is also investing in quantum computing, having run the first verifiable algorithm on its Willow chip, positioning itself for future advancements in computing technology [14] Overall Outlook - Alphabet is excelling across multiple business units and is seen as a promising investment in the AI sector, with expectations of continued market leadership into 2026 and beyond [15]

Core Insights - Iren is positioned to become a significant player in AI cloud computing, driven by a substantial partnership with Microsoft and rapid expansion in GPU capabilities [1] Group 1: Partnership and Growth Potential - The partnership with Microsoft is expected to catalyze one of the strongest AI growth stories of the decade [1] - Iren's aggressive GPU expansion is a critical component of its strategy to enhance its AI cloud computing capabilities [1] Group 2: Revenue Targets and Market Impact - The company has set staggering revenue targets, indicating a bullish outlook for its future performance [1] - Investors are encouraged to monitor the developments following this partnership to assess potential upside [1]

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.Markets rallied to fresh record highs this week as investors reacted to the Federal Reserve's decision to cut interest rates, with the Dow Jones Industrial Average and S&P 500 notching new all-time highs. The Fed's pivot reinforced hopes of a soft landing, with traders rotating into rate-sensitive and cyclical sectors. However, the Nasdaq Composite underperformed, dragged lower b ...

Core Viewpoint - Amazon.com Inc. is showing strong bullish momentum with a potential target of $300, driven by solid fundamentals and analyst confidence [1][2][3] Group 1: Stock Performance - Amazon shares closed around $230 on December 10, up approximately 40% since April, maintaining a multi-month uptrend [2] - After reaching all-time highs near $260 in early November, the stock faced a brief pullback but has regained momentum, indicating a potential retest of those highs [3] Group 2: Fundamental Strength - Amazon's core segments, including e-commerce, advertising, and Amazon Web Services, are delivering consistent double-digit revenue growth, supporting the bullish outlook [4] - The company has a strong track record of earnings beats, which reinforces investor confidence and suggests that the current rally could continue towards the $300 mark [4] Group 3: Analyst Support - Wall Street analysts, including UBS Group, Rosenblatt Securities, and Wedbush, have reaffirmed their Buy ratings for Amazon, with price targets set at $300 or above [5] - There is a growing belief that Amazon is entering a new growth phase, particularly in cloud computing and AI services, which could lead to further stock appreciation [6] Group 4: Future Expectations - Analysts expect Amazon's stock to reach and potentially exceed $300 in the near future, with some projections indicating a price target of $340, suggesting nearly 50% upside from current levels [6][7]