RT Mario Nawfal (@MarioNawfal)🇮🇱 ISRAEL FORCED GOOGLE AND AMAZON TO USE SECRET CODE TO BYPASS GLOBAL LAWSIsrael made Google and Amazon agree to a "winking mechanism" as part of their $1.2 billion cloud deal in 2021, dubbed "Project Nimbus".Here's how it works: if either company is legally forced to hand over Israeli data to foreign authorities and gagged from saying so, they must send a coded payment to Israel within 24 hours.The payment amount corresponds to the country's dialing code.US request? 1,000 she ...

Core Viewpoint - Rumble Inc. is set to release its financial results for the fiscal quarter ending September 30, 2025, on November 12, 2025, after market close, followed by a conference call at 5:00 p.m. Eastern Time [1]. Company Overview - Rumble is a high-growth video-sharing platform and cloud services provider, founded in 2013 by Chris Pavlovski, aiming to create an independent infrastructure resistant to cancellation or censorship by major tech companies [3]. - The company's mission is to restore the internet to its foundational principles by promoting a free and open online environment [3].

Core Insights - Unisys has been recognized as a Leader in Everest Group's 2025 Cloud Services PEAK Matrix Assessment for Mid-market Enterprises, highlighting its strong delivery capabilities and focus on security for mid-market organizations transitioning to the cloud [1][4] Company Overview - Unisys is a global technology solutions company that provides cloud, AI, digital workplace, applications, and enterprise computing solutions, helping clients modernize their IT environments and enhance performance [8] Cloud Services and Solutions - The Everest Group report emphasizes Unisys's ability to support mid-market enterprises (with annual revenues up to $5 billion) in cloud transformation, showcasing its end-to-end integrated cloud transformation engagements and tailored solutions [2][4] - Unisys offers customized cloud strategies that align with clients' business goals, including a wide range of cloud AI services for integration and infrastructure setup [6] Security and Compliance - The company places a strong emphasis on cybersecurity and regulatory compliance, particularly in highly regulated industries such as government, healthcare, and financial services [6] Delivery Excellence - Unisys demonstrates reliable execution and operational strength across cloud segments, focusing on client collaboration for seamless migrations and enhanced performance [6][3]

Core Insights - Oracle Corporation is gaining attention as a significant player in the AI sector, with UBS maintaining a Buy rating and a price target of $380.00 following an AI World event [1] Group 1: Customer and Partner Engagement - Customers expressed intentions to increase their investments in Oracle, indicating a positive outlook compared to previous events [2] - Partners reported accelerating growth rates, suggesting a robust ecosystem around Oracle's offerings [2] Group 2: Sales Strategy and Customer Adoption - Oracle has undergone a significant sales reorganization aimed at enhancing customer experience [3] - Large Oracle Cloud Infrastructure (OCI) customers are continuing to scale up their usage, reflecting strong demand [3] Group 3: Migration Trends - There is no substantial evidence of major migrations from competitors like AWS, Microsoft Azure, or Google Cloud to Oracle [4] - High interest has been noted in migrating Oracle databases to Microsoft Azure, but these transitions are expected to take longer than anticipated, with most customers projecting migrations to start in late 2026 or 2027 [4]

Core Insights - The rise of artificial intelligence (AI) is causing significant concern among the workforce, with over 70% of Americans fearing permanent job losses due to advancements in AI technology [2][3]. - Amazon plans to implement AI to reduce its workforce, potentially replacing or avoiding hiring up to 600,000 U.S. workers by 2023, which has heightened public anxiety regarding job security [3][4]. - Despite fears of mass layoffs, a report from the Yale Budget Lab indicates that the labor market has not shown significant disruption since the introduction of AI tools like ChatGPT, suggesting that technological changes may take decades to fully impact employment [6][7]. Company-Specific Insights - Amazon aims to achieve 75% robotic operations, targeting $12.6 billion in labor cost savings between 2025 and 2027, with potential cuts of 160,000 warehouse roles in the next two years [4]. - CEO Andy Jassy has communicated to employees that the company expects to reduce its corporate workforce as efficiency gains from AI are realized [5]. - Other companies, including Google, IBM, and Accenture, are also experiencing layoffs attributed to the integration of AI technologies [5].

Core Insights - Rackspace Technology, Inc. (NASDAQ:RXT) is a prominent player in the cloud computing sector, focusing on managed services across various cloud platforms, helping businesses optimize their cloud environments [1] - RXT is currently trading at $1.7167 with a target price of $1.92, indicating a growth potential of approximately 11.96% [2][6] - In comparison to its competitors, RXT's growth potential is moderate, with Materialise N.V. (MTLS) showing the highest growth potential of 25.52% [5][6] Company Performance - RXT's current stock price is $1.71, with a target price of $1.92, reflecting a growth potential of about 11.96% [2][6] - Stem, Inc. (STEM) is trading at $21.01 but has a negative growth potential of -102.72%, indicating significant risk for investors [3][6] - Repay Holdings Corporation (RPAY) has a stock price of $4.45 and a slight negative growth potential of -6.22%, suggesting lower risk compared to STEM [4][6] Competitive Landscape - Among RXT's peers, Materialise N.V. (MTLS) stands out with a trading price of $5.93 and the highest growth potential of 25.52%, making it an attractive investment option [5][6] - The competitive landscape includes major players like Amazon Web Services, Microsoft Azure, and Google Cloud, which present stiff competition for Rackspace [1]

Core Insights - The company reported net sales of $167.7 billion in Q2 2025, marking a 13% increase year-over-year, with AWS sales rising by 17.5% to $30.9 billion [1] - Earnings per share increased by 33.3% to $1.68, surpassing the consensus estimate of $1.33, with guidance for Q3 net sales between $174.0 billion and $179.5 billion [7] - Analysts forecast forward revenue and earnings growth rates of 10.74% and 37.80%, significantly higher than sector medians [9] Financial Performance - The company achieved net cash from operating activities of $32.5 billion in Q2 2025, up from $25.3 billion in the previous year, closing the quarter with a cash balance of $57.7 billion and no short-term debt [8] - The advertising segment generated $15.7 billion in revenue during the second quarter, benefiting from a large Prime membership base [15] Business Segments - Amazon operates in various sectors beyond e-commerce, including cloud services, streaming, logistics, and consumer electronics, contributing to a five-year revenue CAGR of 15.80% and earnings CAGR of 39.90% [3] - AWS remains a leader in the cloud market, holding a 30% market share, supported by a wide range of services and a robust operational infrastructure [11][12] Recent Challenges and Resolutions - AWS experienced an outage affecting multiple platforms, but core issues were resolved within three hours, resulting in limited impact on the company's stock [5][6] - Despite concerns about AWS's market share and AI initiatives, the company continues to invest heavily in technology and infrastructure [10][13] Analyst Sentiment - Analysts maintain a bullish outlook on the company's stock, with a "Strong Buy" rating and a mean target price of $267.30, indicating a potential upside of about 23% [17]

Core Insights - Hut 8 Corp. is gaining attention as a profitable energy and Bitcoin mining company, but its parabolic stock movement raises concerns about sustainability [1] - Jim Cramer emphasizes the lack of analyst coverage for Hut 8 and similar stocks, despite their high trading volumes, indicating a potential investment opportunity [1] - The current market environment may lead to more IPOs of lesser-known companies, which could remain overlooked by analysts, creating a gap in market awareness [1] Company Overview - Hut 8 Corp. operates in energy and Bitcoin mining, providing infrastructure development, data center hosting, and cloud services [1] - The company is noted for its significant trading volume, with Cramer highlighting that any stock trading 10 million shares a day deserves attention [1] Market Context - There is a growing interest among younger investors in stocks like Hut 8, while traditional analysts may overlook them [1] - The reopening of the IPO market is expected to introduce numerous companies that may not receive adequate coverage, reflecting a shift in market dynamics [1]

Company Insights - Amazon plans to automate 75% of its operations, potentially leading to layoffs of 600,000 employees by 2033, indicating a significant shift towards AI integration in its workforce [4] - Cisco has successfully reinvented itself by shifting towards cloud services and AI-related support services, presenting a low multiple opportunity compared to its peers [12] - CrowdStrike is recognized as a leading name in cybersecurity, especially as the industry increasingly relies on AI and technology [13] - Marvell has transitioned from a loss-making entity to profitability, suggesting a positive outlook for maintaining this trend moving forward [13][14] Market Trends - The bond market indicates potential for three rate cuts this year, but inflation numbers are rising, complicating the Federal Reserve's position [2][3] - Small-cap stocks are showing signs of breaking out, supported by structural changes and a favorable rate environment, after a prolonged period of underperformance [10] - The focus on AI monetization has overshadowed its impact on earnings and profitability, suggesting that companies may find new efficiencies and cost reductions through AI [6][7]

Core Insights - Rackspace Technology has made significant progress towards its net-zero carbon emissions targets, showcasing its commitment to sustainability and alignment with the United Nations Sustainable Development Goals (SDGs) [1][2][14] Sustainability Achievements - In 2025, Rackspace achieved a 10% reduction in total emissions from its 2023 baseline, with a notable 20% decrease in Scope 1 and Scope 2 emissions, and a 9% reduction in Scope 3 emissions [2][11] - The relocation of its headquarters in San Antonio, Texas, resulted in an 80% reduction in facility emissions, saving 6,007 tons of CO₂e from 2023 to 2024 [11] - Approximately 80% of Rackspace's global data centers are powered by renewable energy, with plans to reach 100% through initiatives like RE100 and strategic energy partnerships [11] Operational Efficiency - Upgrades at the Dallas/Fort Worth data center improved energy performance, reducing power consumption by approximately 1,700 MWh between 2023 and 2024 [11] - The company has implemented a circular IT lifecycle policy to promote recycling, upcycling, and waste reduction [11] Employee Engagement and Community Impact - Rackspace has empowered its workforce with over 13,000 technical certifications in cloud and sustainability skills since 2023, with 95% of employees AI-ready certified [11] - The company has raised over $8 million for education through the Rackspace Foundation, supporting more than 10,000 students with STEM and holistic programs [11]