Amazon appears poised to take the top spot on the Fortune 500, edging out Walmart for the first time in more than a decade. It’s a symbolic changing of the guard in corporate America, writes my colleague Phil Wahba in this must-read feature. For years, the rivalry between Amazon and Walmart looked like a fight over retail: e-commerce versus stores, software versus logistics, disruption versus incumbency. But Amazon’s rise to the top of the Fortune 500 points to a deeper leadership lesson, one that goes wel ...

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partners like Core Scientific for development [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed construction delays at its data centers, despite assurances of being able to capitalize on unprecedented demand [5]. Stock Performance and Impact - CoreWeave's stock dropped significantly due to various announcements: - On October 30, 2025, the termination of the merger agreement with Core Scientific led to a drop of $8.87 per share, over 6%, from $139.93 to $131.06 [6]. - On November 10, 2025, lowered guidance for revenue and operational metrics resulted in a decline of $17.22 per share, over 16%, from $105.61 to $88.39 [7]. - On December 15, 2025, reports of delays in a major data center project caused a further drop of $2.85 per share, over 3%, from $72.35 to $69.50 [8].

Meta Platforms' big capex increase bodes well for this Nvidia cloud partner.Meta Platforms (META +1.69%) has been pushing the envelope in the field of artificial intelligence (AI), integrating the technology across its advertising and social media offerings, apart from offering consumer-facing AI tools such as chatbots for businesses.However, the company's AI push comes at a sizable cost. Meta is on track to incur $115 billion to $135 billion in capital expenses this year, an increase of almost 74% over las ...

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].