US futures dropped and Asian shares were mostly higher on Monday after the Supreme Court struck down most of President Donald Trump's sweeping tariffs. Bitcoin tumbled as much as 5% early Monday, dropping below $65,000. The sell-off has been driven by investors pulling out of speculative assets and concerns about future cryptocurrency regulation. The original cryptocurrency, pitched as “digital gold”, has lost nearly half of its value since Oct 6, when it hit a record high of $126,210.50, Markets in Japan a ...

BANGKOK (AP) — U.S. futures dropped and Asian shares were mostly higher on Monday after the Supreme Court struck down most of President Donald Trump’s sweeping tariffs. Bitcoin tumbled as much as 5% early Monday, dropping below $65,000. The sell-off has been driven by investors pulling out of speculative assets and concerns about future cryptocurrency regulation. The original cryptocurrency, pitched as “digital gold,” has lost nearly half of its value since Oct. 6, when it hit a record high of $126,210.5 ...

Core Insights - Nebius is emerging as a potential competitor in the cloud computing space, particularly in the AI sector, drawing comparisons to Amazon's AWS [2][10] - The demand for cloud computing is surging, especially among AI startups that prefer renting computing capacity over building their own data centers [5][4] - Nebius is experiencing rapid growth, with annual recurring revenue projected to increase from $1.25 billion in 2025 to between $7 billion and $9 billion in 2026 [8] Company Overview - Nebius is focused on providing cutting-edge computing equipment and a full-stack solution tailored for AI developers, which is driving significant demand for its services [7] - The company currently has a market capitalization of $25 billion and has seen its stock price fluctuate between $18.31 and $141.10 over the past year [6] Competitive Landscape - Amazon's AWS remains a dominant player in the cloud computing market, with a custom chip business generating an annual run rate of $10 billion, growing at a triple-digit pace [8][10] - AWS recently reported its best revenue growth quarter in over three years, indicating strong performance and resilience in the market [10] Investment Perspective - Investing in both Nebius and Amazon could be a strategic move, combining the stability and growth of Amazon with the rapid expansion potential of Nebius [11]

Core Insights - Alphabet has transformed from being perceived as a laggard in artificial intelligence to a leader in the sector, particularly through its Google Cloud division [1][2] Financial Performance - Google Cloud reported a year-over-year revenue growth of 48% in Q4, significantly up from a 30% gain in Q4 2024, contributing nearly $59 billion in total sales for the year, which is 15% of Alphabet's total revenue [4] - The operating margin for Google Cloud reached 30% with an operating income of $5.3 billion, a substantial improvement from an operating loss of $480 million in Q4 2022 [8] Market Position - Google Cloud holds the third position in the overall cloud computing market, with its Q4 growth rate surpassing competitors like Amazon Web Services (24% growth) and Microsoft Azure (39% growth) [5] - The cloud market is experiencing robust demand for AI capabilities, benefiting from enterprises moving IT workloads off-site [5] Strategic Collaborations - Google Cloud has secured a partnership with Apple as their preferred cloud provider to develop next-generation Apple Foundation Models based on Gemini technology [6] Competitive Advantages - Google Cloud benefits from a clear cost advantage due to years of investment in technical infrastructure, allowing it to leverage fixed costs for higher margins as it continues to grow [9] - High switching costs for customers make it less likely for them to leave Google Cloud once they have transitioned their IT systems, enhancing its competitive position [10]

We came across a bullish thesis on Snowflake Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on SNOW. Snowflake Inc.'s share was trading at $168.43 as of February 6th. SNOW’s forward P/E was 103.09 according to Yahoo Finance. 12 Best Big Data Stocks to Invest In Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally. SNOW delivered a strong third quarter of fiscal 2025, reinforcing i ...

Core Points - Rosen Law Firm is reminding purchasers of CoreWeave, Inc. securities from March 28, 2025, to December 15, 2025, about the lead plaintiff deadline on March 13, 2026 [1] - Investors who purchased CoreWeave securities during the specified period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has been filed against CoreWeave, alleging that the company made false and misleading statements regarding its ability to meet customer demand and the risks associated with its reliance on a single third-party data center supplier [5] Legal Action Details - The lawsuit claims that CoreWeave overstated its ability to meet customer demand and materially understated the risks related to its data center supplier, which could negatively impact its revenue [5] - Investors are encouraged to join the class action by contacting Rosen Law Firm through their website or phone [3][6] - No class has been certified yet, meaning investors are not represented by counsel unless they retain one [7] Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including over $438 million for investors in 2019 [4] - The firm has been recognized for its success in securities class action settlements, ranking No. 1 in 2017 and consistently in the top 4 since 2013 [4]

Core Viewpoint - Qualys, Inc. is identified as one of the best technology stocks at a 52-week low, with a revised price target of $140 from UBS analyst Roger Boyd, indicating a potential upside of 35.6% from current levels, which aligns with the median upside of 30.81% from 26 analysts covering the stock [1]. Financial Performance - For Q4 FY 2025, Qualys reported a revenue growth of 10%, totaling $175.3 million, with channel partners contributing 51% of total revenue and channel revenue increasing by 17% [2]. - International market revenue grew by 15%, surpassing the domestic market growth of 6%, and the company generated $74.9 million in free cash flows during the quarter [2]. - Adjusted EBITDA for the quarter was $82.6 million, with earnings of $1.87 per diluted share, while operating expenses rose by 11% to $68.9 million due to increased sales and marketing efforts [3]. Future Guidance - For FY 2026, Qualys projects revenue between $717 million and $725 million, reflecting a growth rate of 7% to 8%. For Q1 2026, revenue is estimated to be between $172.5 million and $174.5 million, indicating an 8% to 9% growth rate, with expected earnings ranging from $1.76 to $1.83 per share [4]. - The CFO, Joo Mi Kim, stated that the guidance assumes no significant change in the net dollar expansion rate, with moderate growth from new business in 2026 [5]. Company Overview - Qualys operates as a cloud-based platform provider, delivering security, IT, and compliance solutions both in the United States and internationally. The company was founded in 1999 and is headquartered in Foster City, California [5].

Core Viewpoint - Amazon.com, Inc. (NASDAQ:AMZN) is experiencing a decline in share price, with a 2.9% drop over the past year and a 7.2% drop year-to-date, leading to reduced price targets from analysts [2]. Financial Performance - Bernstein has lowered its price target for Amazon from $300 to $265 while maintaining an Outperform rating, citing high capital expenditures of $200 billion as a concern despite strong operating income and growth in Amazon Web Services (AWS) [2]. - Benchmark also reduced its price target from $295 to $275, keeping a Buy rating on the shares [2]. Market Sentiment - Jim Cramer highlighted a shift in sentiment regarding Amazon's free cash flow, noting that the company has gone negative in this area, which has affected perceptions of its financial health [2][5]. - Cramer expressed that while Amazon's spending may be perceived as excessive, there is a belief that some AI stocks may offer better investment opportunities with higher returns and lower risks [3].

Core Viewpoint - Amazon.com Inc. is recognized as a leading AI stock, with Morgan Stanley reiterating an "Overweight" rating and a price target of $300, highlighting its potential as a top idea and AI winner [1][8]. Group 1: AWS and Retail Performance - Amazon's AWS and Retail segments are identified as underappreciated winners in the Generative AI (GenAI) space, with AWS expected to grow over 30% in 2026 and 2027 due to a strong backlog and durable enterprise demand [2]. - The growth of AWS is somewhat constrained by data center capacity, making capital expenditures crucial for its acceleration [2]. Group 2: Agentic Commerce and AI Partnerships - Beyond cloud services, Amazon's Agentic Commerce is seen as a catalyst for growth, with expectations of expanding horizontal AI partnerships and enhancing vertical leadership through its AI-powered shopping assistant, Rufus [3]. Group 3: Valuation and Market Position - Amazon currently trades at approximately 19 times its 2027 GAAP EPS, reflecting about 20% forward EPS growth, which is a 40% discount compared to peers on a PEG basis [4]. - Despite uncertainties surrounding the GenAI narrative and questions about return on invested capital (ROIC) related to AI capital expenditures, the outlook remains bullish for Amazon as a significantly under-appreciated GenAI winner [4].

Core Viewpoint - CoreWeave, Inc. (NASDAQ:CRWV) is facing challenges ahead of its earnings report on February 26, as Morgan Stanley has reiterated its Equal Weight rating with a price target of $99, expressing caution regarding the stock [1][4]. Group 1: Company Performance and Risks - Analyst Keith Weiss has raised concerns about CoreWeave's ability to meet ambitious growth targets due to operational delays and recent legal complaints regarding service shortfalls, which have increased investor skepticism [2][4]. - Future rating improvements for CoreWeave will depend on scaling power capacity significantly, addressing data center delays, converting projects under construction into spending, and expanding the backlog and customer base [4][5]. Group 2: Contracts and Capacity Goals - CoreWeave has secured and expanded large contracts from demanding GenAI users, but to alleviate investor concerns, the company needs to exit the year with over 850 MW of active power, resolve prior data center delays, and outline a credible path to secure an additional 5 GW of capacity [5].