Core Viewpoint - Amazon's stock had a disappointing performance in 2025, closing 5% higher but lagging behind other Magnificent Seven stocks and the S&P 500 [1] Group 1: Stock Performance - Amazon's stock did not lose value in 2025 but underperformed compared to the S&P 500 and other major stocks [1] - The stock's five-year gains also trailed the S&P 500, indicating a longer-term underperformance [1] Group 2: Future Outlook - There is potential for Amazon's stock to rebound in 2026, similar to Google's unexpected rally at the start of 2025 [2] - Catalysts for this resurgence include strong growth in Amazon Web Services and other revenue streams [2] Group 3: Amazon Web Services (AWS) - AWS is a significant contributor to Amazon's revenue, accounting for nearly 20% of total revenue [3] - AWS revenue grew by 20% year-over-year in Q3, marking a meaningful acceleration from previous mid-teen growth rates [4] - The growth in AWS is expected to positively impact overall revenue growth, as it supports many websites and AI applications [4] Group 4: Revenue Growth - Amazon reported a 13% year-over-year sales growth in Q3, which is higher than its stock gains [5] - If revenue and net income growth continue to outpace stock gains, the stock price is expected to catch up [6] Group 5: Diversification and Additional Revenue Streams - Amazon is diversifying its revenue sources, with significant growth in online ads, subscriptions, and AI chips [7] - The advertising segment grew by 24% year-over-year, reaching $17.7 billion, while subscription revenue increased by 11% [8] - Amazon's custom AI chips, Trainium, have seen a remarkable 150% sequential growth, indicating strong demand [7]

Group 1 - OpenAI and Anthropic are accelerating their timelines towards potential 2026 initial public offerings, which may prevent a near-term slowdown in AI infrastructure spending, benefiting companies like Nvidia, Amazon, and Microsoft [1] - OpenAI needs to demonstrate technical dominance to justify a "frontier leader" narrative for its IPO, while Alphabet is currently favored to hold the "best model" title, creating pressure for private labs to invest heavily in compute [2] - The IPO pressure may shift behavior in the AI infrastructure sector, making compute a primary lever for valuation growth, thus maintaining an "accelerating" regime in AI infrastructure [3] Group 2 - Amazon is reportedly in talks to invest up to $50 billion in OpenAI, indicating a potential strategic shift in cloud partnerships as OpenAI seeks to diversify its infrastructure beyond Microsoft [4] - A significant change in Polymarket odds away from Google could signal a narrative shift, and a confirmed multi-billion dollar investment from Amazon would likely alter the competitive landscape for cloud providers [5]

CHICAGO--(BUSINESS WIRE)--CCC Intelligent Solutions Inc. (CCC), a leading cloud platform provider powering the P&C insurance economy, today announced the appointment of Josh Valdez as Chief Product Officer. Valdez will lead CCC's product strategy, design, and delivery, with responsibility for scaling AI-driven technology and innovation across the company's platform to accelerate value for customers. Valdez is an experienced product innovator with a strong background in both building and sca. ...

Group 1 - Box, Inc. (NYSE:BOX) is recognized as a promising cloud stock, with Citi analyst Steve Enders maintaining a Buy rating and a price target of $40, indicating over 50% upside potential from current levels [1] - The company announced the general availability of Box Extract, which utilizes advanced generative AI models to help enterprises extract critical information and store it as metadata [2][3] - Box Extract allows organizations to automate workflows, access valuable information quickly, and enhance decision-making by transforming unstructured content into structured data [3] Group 2 - Box, Inc. operates a cloud content management platform that enables organizations to share and manage content from any device, with a presence in both Japan and the US [3] - The company was founded in 2005 and is headquartered in Redwood City, California [3]

Group 1 - Nutanix, Inc. is considered a promising cloud stock, but recent downgrades by analysts indicate a cautious outlook [1][3] - Barclays analyst Tim Long downgraded Nutanix from Overweight to Equal Weight and reduced the price target from $64 to $53, suggesting a 26% upside from current levels [1] - Morgan Stanley analyst Sanjit Singh also downgraded the stock from Overweight to Equal Weight, lowering the price target from $82 to $62, indicating a potential 47.6% upside [3] Group 2 - Despite reaching over $2.5 billion in revenue, analysts express concerns about declining visibility into Nutanix's top-line growth heading into 2026, creating short-term uncertainty [4] - The company continues to be viewed positively for its long-term growth prospects, despite the current challenges [4] - Nutanix provides a range of enterprise cloud solutions across various global regions, including hyperconverged infrastructure and cloud services [5]

Group 1 - Nebius Group N.V. (NASDAQ:NBIS) is recognized as a promising cloud stock, having been selected by the Israel Innovation Authority to develop the national supercomputer infrastructure for AI [1][2] - The company has already deployed 1,000 Nvidia B200 accelerators as part of this initiative, which aims to enhance Israel's R&D infrastructure for artificial intelligence [1][2] - Morgan Stanley initiated coverage of Nebius with a Hold rating and a price target of $126, indicating a potential upside of 32.56% from current levels, citing strong external validation for its AI cloud platform [2] Group 2 - Nebius Group N.V. specializes in building full-stack infrastructure to support the global AI industry, offering cloud platforms, large-scale GPU clusters, and developer tools [3] - The company's operations span across the Netherlands, North America, Europe, and Israel, positioning it strategically within the AI ecosystem [3]

Core View - CoreWeave Inc. (NASDAQ:CRWV) is experiencing a rise in stock value, with Deutsche Bank upgrading its rating to Buy from Hold and increasing the price target to $140 from $100, citing a solid medium-term outlook leading into the Q4 2025 report [1] - Mizuho analyst also raised the price target for CoreWeave to $100 from $92 while maintaining a Neutral rating, following the announcement of an expanded relationship with Nvidia Corporation to accelerate a 5GW capacity build-out and an additional $2 billion equity investment [2][3] Company Operations - CoreWeave operates a cloud platform that provides scaling, support, and acceleration for Generative AI, building infrastructure that supports compute workloads for enterprises [4]

Core Insights - CoreWeave is a leading AI cloud provider specializing in GPU infrastructure for training large AI models, supported by significant contracts from OpenAI and Meta [1][4] - The company was founded in 2017 and is headquartered in New Jersey, with data centers across the U.S. and Europe [2] Stock Performance - CoreWeave's stock (CRWV) experienced a decline of 6.6% in a single day, with a trading volume of 36 million shares, indicating high volatility; however, it saw a 26% increase over the past month [3] - In the medium term, the stock has dropped 91% over the last quarter and 10% over the past six months, although it has outperformed the Nasdaq Composite over the past month [3] Financial Results - For Q3 2025, CoreWeave reported revenue of $1.36 billion, a 134% year-over-year increase, surpassing analyst expectations of $1.29 billion by 5% [4] - Adjusted EBITDA reached $838 million with a 61% margin, and adjusted operating income was $217 million, up from $125 million [5] - The net loss improved to $110 million from $360 million, with cash reserves at $3 billion and capital expenditures (CapEx) of $1.9 billion [5] Future Guidance - CoreWeave projects full FY 2025 revenue between $5.05 billion and $5.15 billion, with adjusted operating income expected to be between $690 million and $720 million [6] - The company has a revenue backlog of $55.6 billion, nearly double that of Q2, indicating sustained growth in AI demand [5][6] Analyst Upgrade - Deutsche Bank upgraded CRWV stock from "Hold" to "Buy" with a price target of $140, indicating a potential upside of 40% [7] - The upgrade was influenced by a strong outlook for 2026 and Nvidia's $2 billion investment to develop over 5 GW of AI factories by 2030 [7]

Group 1 - Alibaba Group Holding Limited is recognized as one of the Top 15 Chinese Companies on US Exchanges [1] - Moonshot AI, backed by Alibaba, has upgraded its flagship model Kimi K2.5, claiming superior video-generation and agentic capabilities compared to top U.S. AI models [1] - Alibaba's generative AI model Qwen3-Max-Thinking has also been reported to outperform U.S. rivals on a benchmark test called 'Humanity's Last Exam' [2] Group 2 - China has approved three major tech companies, including Alibaba, to purchase over 400,000 Nvidia H200 AI chips, indicating a significant move in the AI sector [2] - This approval is part of China's strategy to ease trade tensions with the U.S. and supports the ongoing AI advancements by Chinese tech giants [2] - Alibaba is positioned at the forefront of China's generative AI expansion, highlighting its strategic importance in the tech landscape [2][3]

Philadelphia, Pennsylvania--(Newsfile Corp. - January 30, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ: CRWV) ("CoreWeave" or the "Company") on behalf of investors who purchased or otherwise acquired CoreWeave securities during the period from March 28, 2025 through December 15, 2025 (the "Class Period"), inclusive.Investor Deadline: Investors who purchased CoreWeave securities during the Class Period may, no l ...