Oracle’s (ORCL) recent selloff may be giving investors a rare chance to buy into the tech giant at an appealing valuation, according to Deutsche Bank. The firm reiterated its “Buy” rating and maintained a $375 price target, arguing that the current share price gives “little if any credit” to Oracle’s expanding partnership with OpenAI. Oracle stock is up 27% YTD, but is trading nearly 40% below its 52-week high of $345.72. Oracle is set to release its second-quarter fiscal 2026 earnings on Dec. 10. More N ...

Mobile phone displaying the Alibaba logo. Key Points Even after falling slightly post-earnings, Alibaba's stock price has nearly doubled in 2025. The company's growth metrics were impressive last quarter. However, investments required to achieve this growth pressured profitability. With massive market shares in e-commerce and cloud computing, Alibaba has a solid chance to deliver long-term value for investors despite near-term issues. Interested in Alibaba Group Holding Limited? Here are five stocks w ...

Core Insights - Anthropic is intensifying its efforts to acquire enterprise clients through a $200 million multi-year AI partnership with Snowflake, integrating its large language models into Snowflake's platform [1][2] - The collaboration aims to enhance enterprise deployment of scalable, context-aware AI, leveraging the combined capabilities of Anthropic's Claude models and Snowflake's data services [2] - This partnership is part of a broader strategy by Anthropic to focus on enterprise sales, contrasting with competitors like OpenAI that target individual users [4] Partnership Details - The partnership with Snowflake will enable the integration of Claude Sonnet 4.5 into Snowflake Intelligence, allowing customers to perform multimodal data analysis and create custom AI agents [3] - Snowflake's CEO highlighted the significance of this partnership, emphasizing the joint go-to-market initiative to deliver AI agents to enterprise customers [2] Market Position - Anthropic has recently secured multiple large enterprise deals, including partnerships with Deloitte and IBM, to expand its reach within the enterprise sector [5] - A survey by Menlo Ventures indicated that enterprises show a preference for Anthropic's AI products over those from other companies, reflecting the growing traction of its models in the market [6]

Snowflake shares slumped 8% in premarket trading on Thursday after the cloud data analytics company forecast slower product revenue growth for the fourth quarter, partly hit by discounts offered on th... ...

新浪科技讯 12月4日晚间消息，在亚马逊云科技2025re：Invent全球大会上，亚马逊云科技首席执行官 Matt Garman表示，AI助手正在逐渐让位于AI Agent。"它们能够理解意图、执行任务，并代表你自动处 理工作。在这里，我们开始真正看到企业从AI投资中获得实质性回报。我相信，AI Agent的出现正在把 我们带到AI发展的关键拐点。" 他表示，AI正在从技术奇观转变为真正带来实际价值的能力。"这种变革对企业的影响将堪比互联网或 云的出现。我相信未来每家公司、每一个可以想象的领域中都会运行着数十亿个Agent。事实上，如今 Agent已在加速医疗突破、提升客户服务、提高薪酬处理效率，在某些场景中甚至让个人的影响力提升 十倍，让人们拥有更多时间继续创新。" 谈及什么是真正能带来价值的Agent，Matt Garman表示，"第一点，是拥有最具扩展性、最强大的 AI 基 础设施来驱动一切。其次，你必须拥有一个高度可扩展且安全的云，为你的 AI 工作负载提供最佳性 能，并在模型、训练、定制化以及推理的整个过程中，以尽可能低的成本实现这些能力。说起来容易， 但要真正做到这一点，需要在硬件与软件的每一层 ...

Core Viewpoint - Alibaba Group is positioned to capitalize on significant growth opportunities in the artificial intelligence (AI) sector, despite facing challenges in its overall revenue growth [1][2]. Financial Performance - Alibaba's total revenue for the period ending September 30 rose by 5% to $34.8 billion, but excluding recently disposed businesses, the growth rate increases to 15% [3][4]. - AI-related product revenue has experienced triple-digit growth for nine consecutive periods, indicating strong performance in this segment [4]. Market Position and Valuation - Alibaba's market capitalization stands at $355 billion, with shares up approximately 87% year-to-date as of November 28 [6][7]. - The stock trades at a price-to-earnings ratio of 21, which is attractive compared to the average of 41 for the Technology Select Sector SPDR [8]. Growth Segments - The cloud intelligence business, one of Alibaba's fastest-growing segments, reported a growth rate of 34% in the last quarter, highlighting the potential for AI investments to drive further growth [6]. Strategic Initiatives - Alibaba is actively developing its own AI chip and has partnered with Apple to create AI tools for iPhones, showcasing its commitment to innovation in the AI space [7]. Long-term Outlook - Despite a 40% decline over the past five years, Alibaba remains a significant player in e-commerce and is expanding its AI capabilities, suggesting potential for future growth [10][11].

Core Viewpoint - Companies involved in artificial intelligence (AI) have seen significant investment gains, particularly in the chip sector, with Nvidia leading the AI chip market [2][3] - Amazon is highlighted as a safer investment option in the AI space, as it offers AI products and services without being solely dependent on AI revenue [6][11] Group 1: AI Investment Landscape - AI chip stocks have delivered substantial returns, but they carry risks associated with potential slowdowns in AI investment [2][3] - The uncertainty surrounding new technologies, including AI, raises concerns about widespread adoption and potential economic challenges [4][5] Group 2: Amazon's Position in AI - Amazon's e-commerce business generated $638 billion in sales, supported by its Prime membership program, which enhances customer loyalty [7] - Amazon Web Services (AWS) is a key player in the AI market, providing a wide range of AI products and services, including in-house designed AI chips and high-end GPUs [9] - AWS achieved a $132 billion annualized revenue run rate, indicating strong growth driven by AI and other cloud services [10] Group 3: Business Model and Valuation - Amazon's business model is diversified, serving both AI and non-AI customers, which mitigates risks associated with AI market fluctuations [12][14] - The company's current valuation at 32 times forward earnings estimates is considered reasonable, making it an attractive investment option in the AI sector [14]

Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks in Focus This Week. On December 1, Oppenheimer raised its price target on the stock to $305.00 from $290.00 while maintaining an “Outperform” rating. The firm sees significant upside for AMZN through 2027 driven by structural AWS growth. AWS is planning to double its capacity through 2027 after having it doubled since 2022, with at least 1 GW to be added in Q4. Their analysis suggests an estimated $3 billion in historical revenue per incremental GW. ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ AI应用层面突传利空。 受财报业绩利空影响，美国云数据管理巨头Snowflake股价大幅跳水，在美股周三盘后交易中，其股价一 度暴跌近10%。有分析指出，该公司提供的营业利润率展望低于分析师预期，引发了市场对其新型人工智 能（AI）工具盈利能力的担忧。 另有消息称，微软已下调部分AI软件的销售目标，由于企业客户对新型AI产品的接受速度不及预期。受此 影响，微软股价周三盘中一度大跌超3%。随后，微软在一份邮件声明中回应称，公司并未下调销售员的 销售配额。 突然大跳水 美东时间12月3日，Snowflake公司股价在美股盘后交易中大幅跳水，一度暴跌近10%。 | 265.000+ | | | 267.974 今 开 | 262.580 | | --- | --- | --- | --- | --- | | 最 低 +5.320 +2.05% | | | 256.790 昨 收 | 259.680 | | 成交额 33.21亿 市盈率TTM | | | 亏损 总市值 → | 897.82亿 | | 盘后 244.050 -2 ...

图片来源： Unsplash 云计算服务商 Vultr 正在俄亥俄州数据中心建设一个 50 兆瓦规模的超微半导体公司人工智能处理器集群，此举旨在以更低成本提供 AI 基础设施。 这家获得 AMD 支持的企业周二宣布将投资逾 10 亿美元建设该设施，未来客户可借此训练或运行 AI 模型。该设施计划于 2026 年第一季度投入运营。 Vultr 是试图以更经济的预算从蓬勃发展的 AI 需求中获益的云服务提供商之一。该公司表示，其新建的芯片集群运营规模将远小于微软、 Meta 和谷歌母公 司 Alphabet 运营的大型设施，但将以更低的价格提供计算能力。 Vultr 首席执行官 J.J. Kardwell 在接受采访时表示，其云服务 " 价格通常只有大型数据中心运营商的一半 " 。该公司 50 兆瓦、配备 2.4 万枚芯片的设施，与 以吉瓦级功率衡量的巨型 AI 数据中心形成对比—— 1 吉瓦大致相当于一座核电站的发电量。 总部位于佛罗里达州西棕榈滩的 Vultr 通过采购芯片和计算机设备，在租赁的数据中心空间运营系统。 这个位于俄亥俄州斯普林菲尔德的新集群将采用 AMD 的 Instinct MI355X AI ...