Shares of Tucows Inc. (TCX) have gained 0.7% since reporting results for the fourth quarter of 2025. This compares to the S&P 500 index’s 1.4% decline over the same time frame. Over the past month, however, the stock has lost 24.2% compared with the S&P 500’s 1.9% fall, indicating more pronounced volatility in TCX relative to the broader market.Earnings & Revenue PerformanceTucows reported fourth-quarter 2025 net revenues of $98.7 million, up 6% year over year from $93.1 million. Gross profit increased 14% ...

Core Viewpoint - Alphabet Inc. (NASDAQ:GOOGL) is recognized as one of the best cloud computing stocks to buy currently, despite a neutral rating from analysts due to various strengths and risks associated with the company [1][2]. Financial Performance - For Q4 2025, Alphabet Inc. reported consolidated revenues of $113.8 billion, reflecting an 18% increase, indicating strong momentum across its business segments, particularly in Google Services and Google Cloud [4]. Market Position and Trends - The company is benefiting from robust digital advertising trends, with healthy growth in Google Search and an increase in Google Cloud's revenue growth momentum and backlog [3]. - Alphabet Inc. is making significant advancements in artificial intelligence (AI), launching new Gemini models and industry-focused AI solutions [3]. Analyst Insights - Monness analyst Brian White maintains a "Neutral" stance on Alphabet's stock, citing that the current valuation appears full due to challenging macroeconomic conditions and intense competition in AI and cloud computing [2][4]. - While acknowledging Alphabet's potential, the analyst suggests that other AI stocks may offer greater upside potential with less downside risk [5].

This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. Dive Brief: Unilever has struck a five-year partnership with Google Cloud as the CPG giant prepares for a shift toward agentic commerce and artificial intelligence-powered marketing, according to a press release. The owner of brands like Dove and Hellmann’s Mayonnaise will migrate its integrated data and cloud platforms to Google to build out an enterprise-w ...

转自：扬子晚报 2月17日大年初一凌晨，千问发布的数据显示，春节活动期间，全国超过1.3亿人第一次体验AI购物，说 了50亿次"千问帮我"，千问一跃成为国民级AI助手。 数据显示：过去两天，用户用AI买门票的订单环比增长22倍，AI订机票等交通票务单量增长超7倍。随 着春节档电影上线，用户用AI买电影票的订单环比增长372倍，其中来自三四线城市的AI订单量更是暴 涨782倍。所有AI订单中，近一半订单来自县城。因为一句话点单更便捷，近400万60岁以上用户体验 了AI购物。 一个需求的背后，千问可以调度整个阿里生态为用户服务——阿里生态体系的淘宝、支付宝、淘宝闪 购、飞猪、高德、大麦都已接入千问，未来还将上线AI打车、充值手机话费、高德扫街榜团购等功 能。 QuestMobile数据显示，2月7日，千问日活跃用户数（DAU）达到7352万，逼近豆包的7871万，用3个月 的时间追平了豆包3年的用户规模。这标志着用户AI使用习惯的转移，本质上是AI价值重心的变化—— 从Chat为代表的聊天对话，转向Agent为代表的任务执行。 除夕当天，阿里巴巴还开源全新一代大模型千问Qwen3.5-Plus，性能媲美Gemi ...

This structure points to information by omission. With GOOGL stock down quite noticeably this month, a temptation exists to protect against further downside, especially amid concerns about a bubble brewing in artificial intelligence. But the smart money appears relaxed, which could open the doors to a contrarian position.First, IV pricing for both puts and calls is relatively flat and measured near the spot price. As the volatility skew rises at the edges, it does so in a gentle controlled manner. Yes, put ...

I'll readily admit that I don't know how the stock market will perform in 2026. It could continue to climb. On the other hand, the momentum from last year could evaporate. However, I think the individual stocks that outperform the S&P 500 (SNPINDEX: ^GSPC) this year will be those with key catalysts. With that in mind, I predict that three stocks will crush the market in 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispen ...

Core Insights - The article identifies three stocks—Alphabet, Netflix, and Apple—that are expected to perform well in 2026, highlighting their recent financial performance and growth potential [1]. Group 1: Alphabet (GOOG) - Alphabet's cloud revenue grew by 30% year-over-year, contributing to a total top-line growth of 14% year-over-year [1]. - The company has consistently exceeded earnings expectations, driven by its digital advertising and AI innovations [1]. - Berkshire Hathaway's significant investment in Alphabet signals its relative value in the market [1]. Group 2: Netflix (NFLX) - Netflix's paid memberships increased by 12% year-over-year, with a notable 16% growth in its paid memberships segment [1]. - The company's operating margins have surpassed 20%, and earnings per share (EPS) exceeded estimates by more than 2% [1]. - The expansion of its ad-tier has provided additional monetization opportunities, indicating strong operational momentum [1]. Group 3: Apple (AAPL) - Apple's stock trades at approximately 28 times forward earnings and 8 times sales, suggesting it is relatively cheaper compared to its historical valuations [1]. - The company has focused on enhancing its core product portfolio and expanding its fast-growing services segment, which has contributed to solid recent results [1]. - There is potential for increased market share and pricing power if Apple successfully demonstrates its AI capabilities in smartphones [1].

Tablet shows Google G logo beside plunging red stock chart, illustrating Alphabet shares pulling back. Key Points Shares of Alphabet have declined almost 8% month-over-month, fueled by broader tech weakness and CapEx concerns rather than any deterioration in Alphabet’s core fundamentals. The company continues to post staggering growth and earnings beats, topping expectations in its last three consecutive quarters.  With shares approaching key support, valuation is becoming more compelling for patient i ...

Core Viewpoint - Alphabet Inc. (NASDAQ:GOOGL) is experiencing significant growth, particularly in AI and cloud services, leading to increased price targets from analysts following strong Q4 2025 results [1][3]. Group 1: Analyst Upgrades - Piper Sandler raised its price target on Alphabet Inc. from $365 to $395, maintaining an Overweight rating after the company reported impressive Q4 results [1][2]. - KeyBanc Capital Markets also increased its price target from $360 to $370, while keeping an Overweight rating, citing higher capital expenditures to support growth in Google Services and Google Cloud [3]. Group 2: Financial Performance - Alphabet's total revenue growth accelerated to 18% in Q4 2025, surpassing Piper Sandler's expectation of 15.5% [2]. - KeyBanc noted that Search performance accelerated throughout 2025, and Cloud's backlog increased by approximately 55% quarter-over-quarter in Q4 2025 [4]. Group 3: Product and Market Insights - Gemini, Alphabet's AI assistant, has gained significant traction, now boasting over 750 million monthly active users [4]. - The company continues to focus on areas such as AI, cloud computing, and hardware, with a diverse product portfolio that includes Search, Ads, Chrome, Cloud, YouTube, and Android [5].

Group 1 - Baidu, Inc. (NASDAQ:BIDU) is recognized as one of the 15 AI stocks experiencing significant growth, with Tiger Securities raising its price target from $135 to $150 while maintaining a Buy rating [1][5] - The company has confidentially filed for an initial public offering (IPO) for its AI chip unit, Kunlunxin, in Hong Kong, where Baidu currently holds approximately 59-60% ownership and intends to retain majority control post-IPO [2] - Baidu Cloud is positioned to benefit from the rapid adoption of AI in China, and the company's robotaxi business may see increased valuation as investor focus shifts from AI infrastructure to downstream applications [4][5] Group 2 - Despite some caution regarding Baidu's short-term revenue and earnings growth, the stock is increasingly driven by its long-term AI potential, with several catalysts anticipated in the robotaxi and AI cloud sectors [5] - Barclays also raised its price target on Baidu from $100 to $147, maintaining an Equal Weight rating on the stock [5] - Baidu specializes in internet services and AI, offering a comprehensive AI stack that includes cloud infrastructure, the PaddlePaddle deep learning framework, ERNIE foundation models, and various applications [6]