Key Points Alphabet uses AI in multiple ways, revolutionizing how its advertisers build campaigns and cloud users develop AI apps. Amazon is using AI to speed up fulfilment in e-commerce, and the AI development business through AWS is a huge opportunity. Taiwan Semiconductor is supporting AI growth with its manufacturing facillities, and it's moving more work to the U.S. 10 stocks we like better than Alphabet › Artificial intelligence (AI) stocks continue to drive market gains, with companies lik ...

Shares of Coreweave jumping more than 8% yesterday. The AI cloud provider announcing new tools to help programmers develop AI agents. In an interview on Mad Money, the company's CEO brushed off concerns about those circular deals in the AI sector.The largest uh tech companies in the world are purchasing this infrastructure because they have demand. There's nothing circular about that. It's a fundamental uh infrastructure buildout that's taking place.And when you have such a massive scale investment in infra ...

, /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers business online, announced today that the company will hold a conference call for investors on Thursday, November 6, 2025, at 4:30 p.m. ET. The call will include the company's third quarter 2025 financial results and may include forward-looking financial guidance from management. The call will also be broadcast live via the internet at Akamai's Investor Relations page. The live dial-in info ...

Key Takeaways A spate of unusual deals within the AI ecosystem has recently fueled concern that the AI boom is actually an AI bubble, but some professional market watchers say this isn't 1999—at least not yet. Why This Is Important Artificial intelligence excitement has been the main driver of stock market returns for the past three years, increasing the weight of big tech stocks in most portfolios. Until companies can demonstrate AI is contributing to the bottom line, the AI rally will depend on investors ...

Key Points Companies such as CoreWeave, Nebius Group, and Oracle witnessed pronounced stock activity as their infrastructure services are useful for AI's biggest developers. Another company seeking to disrupt the AI infrastructure landscape is Iren. Iren was once a Bitcoin miner, but is now focusing on procuring GPUs to help fill AI compute bottlenecks. 10 stocks we like better than Iren › In a market where nearly every discussion about artificial intelligence (AI) circles back to the "Magnificen ...

Core Insights - The recent underperformance of Amazon's stock presents a buying opportunity as the company balances heavy infrastructure spending with improving profitability in cloud, advertising, and retail [1][2] Business Segments - Amazon's cloud computing business, AWS, is a significant profit driver, contributing over half of the total operating income in Q2 despite being less than one-fifth of total sales [3][4] - AWS revenue increased by 17.5% year over year to $30.9 billion in Q2, with an operating income of $10.2 billion, representing 53% of Amazon's total operating income [5] - Advertising services have emerged as a second profit pillar, with revenue rising 23% year over year to $15.7 billion in Q2, reflecting strong growth in sponsored products ads [6] Financial Strength - Amazon maintains a healthy balance sheet with $93.1 billion in cash and marketable securities, significantly exceeding its long-term debt of $50.7 billion, allowing for continued investment in AI and logistics [7] - The trailing-twelve-month operating cash flow stands at $121.1 billion, supporting heavy spending without straining the balance sheet [7] Customer Engagement - Amazon Prime membership is crucial for customer loyalty, with subscription services revenue increasing by 12% year over year to $12.2 billion in Q2, indicating strong member retention [8][9] - The Prime ecosystem enhances customer engagement across Amazon's services, contributing to revenue diversity and resilience [9] Valuation and Growth Potential - Amazon shares currently trade at a price-to-earnings ratio of about 34, which may appear high but could be justified if AWS and advertising continue to grow faster than the overall business [11] - The combination of high-margin revenue from AWS and advertising, a robust balance sheet, and a loyal Prime customer base positions Amazon for resilient growth [10][13]

These AI stocks have surged in the triple digits this year.Investors have piled into artificial intelligence (AI) stocks in recent years, buying shares of companies involved in various areas of the technology -- from chip designers to players in fields like voice AI. The industry offers investors a wide range of choices, and many of these have already delivered significant gains. For example, chip designer Nvidia and voice AI player SoundHound AI have advanced 1,300% and nearly 400%, respectively, over thre ...

Core Points - Rackspace Technology has been awarded the UK Armed Forces Covenant's Defence Employer Recognition Scheme (ERS) Silver Award for its exceptional support to the armed forces community, including reservists, veterans, and military families [1][5][8] Group 1: Company Commitment - The company has implemented supportive employee policies that go beyond the UK Armed Forces Covenant commitments, promoting defense values and advocating for service personnel in the civilian workforce [2][7] - Rackspace Technology expresses pride in supporting those who serve or have served in the Armed Forces and their families, emphasizing a commitment to ensuring employee policies support active reservists, veterans, and their families [2][7] Group 2: Recognition Details - The Silver Award was received in a ceremony held in September, highlighting the company's dedication to military support [8] - The award recognizes various policies, including paid leave for reservist training and mobilization, active veteran recruitment and retention policies, and flexible support for military families [7][8] Group 3: Company Overview - Rackspace Technology is a leading provider of end-to-end hybrid cloud and AI solutions, capable of designing, building, and operating cloud environments across major technology platforms [3] - The company partners with customers at every stage of their cloud journey, enabling modernization of applications and adoption of innovative technologies [3]

A trio of growth drivers and a long history of strong execution will secure this company's membership in an elite fraternity.The U.S. economy has undergone a paradigm shift over the past two decades. In 2005, the two largest publicly traded companies in the U.S., when measured by market cap, were energy giant ExxonMobil at $392 billion and industrial bellwether General Electric worth $375 billion. Now, just 20 years later, technology companies spearheading advances in artificial intelligence (AI) rule the r ...

Core Insights - Alibaba Cloud has entered into a multi-year partnership with NBA China, becoming the official cloud computing and AI partner for NBA China [1] - The collaboration aims to develop innovative applications to enhance live event viewing and fan interaction experiences [1] - These innovative applications will focus on key NBA events such as the All-Star Game, NBA Playoffs, and the Finals [1]