Key Points Nvidia will dominate the AI chip market for the foreseeable future. Microsoft’s Copilot and Azure platforms are expanding. Both stocks still look reasonably valued relative to their growth potential. 10 stocks we like better than Nvidia › The artificial intelligence (AI) market expanded rapidly in recent years as sophisticated AI chatbots locked in hundreds of millions of users. That secular shift is driving more companies to upgrade their AI infrastructure and integrate more AI applic ...

Core Viewpoint - Amazon.com, Inc. has been upgraded to a "Buy" rating by Roth Capital, with a new price target of $295, indicating confidence in its long-term potential despite current challenges [1][6] Stock Performance - Amazon's stock is currently trading at $239.16, reflecting a modest increase of 0.5% this week, with a daily range between $234.57 and $240.45 [2] - Over the past year, the stock has fluctuated between a high of $258.60 and a low of $161.38 [2] Investor Sentiment - Retail investor sentiment towards Amazon has declined, with a social sentiment score dropping to negative 0.15, contrasting with positive sentiment for other tech giants [3] - This negative sentiment is attributed to recent layoffs and concerns regarding AI-driven changes within the company [4] Layoffs and AI Concerns - Recent announcements of layoffs affecting AWS, retail, Prime Video, and HR divisions have contributed to negative sentiment, with CEO Andy Jassy stating these cuts are part of cultural changes due to AI adoption [4] Market Capitalization and Trading Volume - Amazon's market capitalization is approximately $2.56 trillion, with a trading volume of 33.78 million shares [5][6]

Wells Fargo appointed Amazon Web Services (AWS) executive Faraz Shafiq as head of AI products and solutions, effective Feb. 9.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Shafiq will oversee the vision, roadmap ...

Key Takeaways Primavera Cloud supports federal infrastructure and construction projects with high compliance demands.Oracle differentiates through specialized project management rather than broad federal cloud platforms.ORCL targets multi-year federal contracts as agencies expand cloud budgets for modernization.Oracle (ORCL) operates across cloud infrastructure, applications and database services, but its growth strategy increasingly emphasizes penetrating regulated sectors where compliance requirements cre ...

Core Insights - The focus for upcoming tech earnings reports is on cloud growth, particularly for hyperscalers like Microsoft and Alphabet, which reported 40% and 35% growth in their cloud segments respectively [2][3] - There is concern regarding companies like Oracle, which have seen their debt levels exceed operational cash flow, raising questions about sustainability and market pushback [3][4] - The significant capital expenditures (CapEx) by tech companies, which contributed to over 40% of GDP growth in the first three quarters of the previous year, may lead to increased scrutiny from investors [5] Company-Specific Insights - Microsoft’s Azure business is highlighted for its strong growth, indicating a positive trend in cloud services [2] - Alphabet's cloud segment growth is also noted as a key performance indicator for the effectiveness of CapEx investments [3] - Meta is under observation for its planned CapEx exceeding $100 billion without a cloud business, raising concerns about market reactions to such spending [4] Market Trends - The tech sector is experiencing a shift towards AI, with companies that are central to AI infrastructure expected to perform well, while those still developing their AI strategies may face investor scrutiny [10][12] - The emergence of inference market leaders in both public and private markets indicates a growing demand for companies that can effectively implement AI solutions [11] - Companies that are spending beyond their operational cash flow are being closely monitored for their long-term revenue potential, as seen with Oracle [7]

Core Viewpoint - CoreWeave (CRWV.US) experienced a significant increase of over 15% following the announcement of a $2 billion investment from NVIDIA to support the expansion of AI computing infrastructure by more than 5 gigawatts by 2030 [1] Company Summary - NVIDIA's investment in CoreWeave is part of its strategy to leverage its vast resources to promote the development of the artificial intelligence industry [1] - This investment signifies NVIDIA's continued commitment to deepening its presence in the AI infrastructure sector [1]

Nvidia (NASDAQ: NVDA) has invested $2 billion into AI factory CoreWeave (NASDAQ: CRWV), according to a CoreWeave press release, as part of a larger sales agreement between the two firms. Alongside the investment, CoreWeave will adopt Nvidia storage platforms and CPUs, including the Rubin platform and Vera CPUs, across multiple sites. The deal will also allow CoreWeave to “[l]everage NVIDIA’s financial strength to accelerate CoreWeave’s procurement of land, power and shell to build AI factories,” the press ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  Nvidia invested $2 billion in neocloud provider CoreWeave, the company said Monday. The investment marks the latest expansion of a partnership that aims to add more than five gigawatts of "AI factories" — specialized computing data centers — by 2030.  Nvidia and CoreWeave are “deepening their infrastructure, software and platform alignment” to enable greater i ...

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. on behalf of investors who acquired securities during the period from March 28, 2025, to December 15, 2025 [1] - Investors have until March 13, 2026, to seek appointment as lead plaintiff representative of the class [2] - CoreWeave is an AI cloud computing company that provides advanced AI infrastructure and proprietary software [2] - Following its IPO in March 2025 at $40, CoreWeave's share price peaked at $183.58 by June 20, 2025, with the company claiming robust demand for its offerings [3] - The lawsuit alleges misrepresentations regarding CoreWeave's ability to meet customer demand and downplayed risks associated with reliance on a single third-party data center provider [3] - Significant investor losses occurred when the truth about the company's situation was revealed starting in October 2025 [3]

麦肯锡报告预测，2028年全球AI推理市场规模将达1500亿美元，2025-2028年复合年增长率超40%。智 算作为承接推理爆发的核心基础设施，将迎来前所未有的市场增量空间。金山云星流平台此次通过提升 平台效率、突破行业边界、加速推理布局的三维进阶，为迎接AI应用爆发做好了充分准备。申万宏源 称，AI 拉动与生态协同效应将在未来持续释放。 智通财经APP获悉，周一，金山云(KC.US)盘前涨6%，报13.08美元。消息面上，金山云高级副总裁刘涛 在1月21日举办的金山云年度Tech Talk上表示，智算平台金山云星流已完成从资源管理平台向一站式AI 训推全流程平台的战略升级。从训推平台、机器人平台到模型API服务，升级后的金山云星流平台构建 了从异构资源调度、训练任务故障自愈到机器人行业应用支撑、模型API服务商业化落地的全链路闭 环。 ...