Core Viewpoint - Snowflake Inc. has been downgraded by Barclays from Overweight to Equalweight, with a new price target of $250, down from $290, reflecting strong fundamentals but limited upside potential after a significant price increase [1][2]. Group 1: Company Performance - Snowflake is recognized as a "best-in-class software" stock, with one of the strongest top-line growth rates and above-average free cash flow margins in its sector [2]. - The company's execution has improved under CEO Sridhar Ramaswamy, contributing to positive momentum for the stock [2][3]. Group 2: Analyst Ratings History - The downgrade represents Barclays' third rating change for Snowflake in the past three years, following an upgrade to Overweight in the 2025 Outlook and a previous downgrade to Equal Weight in the 2024 Outlook [3]. - The improved execution on product and go-to-market strategies under the current CEO has been a key factor in the stock's momentum [3].

Core Viewpoint - Salesforce, Inc. is recognized as a significant AI stock on Wall Street, with Goldman Sachs initiating coverage with a "Buy" rating and a price target of $330, driven by the anticipated success of its AI platform, Agentforce [1]. Group 1: Agentforce and Revenue Impact - Agentforce is an AI-powered platform that enables the creation and management of proactive, autonomous agents, positioning Salesforce favorably for the adoption of agentic AI in sales and services [2]. - The firm expects a 4% tailwind to Platform and Other revenue over the next 12 to 18 months, potentially leading to a revenue inflection as early as 2026 [3]. - Over the FY26-FY30 period, Agentforce is projected to contribute a 2% tailwind to overall business performance, despite ongoing share loss in Commerce and Marketing Cloud [4]. Group 2: Market Position and Investment Considerations - Salesforce has gained popularity as a cloud-based CRM company following the launch of Agentforce, which is expected to catalyze stock outperformance through increased customer momentum [4]. - While Salesforce is viewed as a potential investment, there are opinions that other AI stocks may offer greater upside potential with less downside risk [5].

CoreWeave securities between March 28, 2025, and December 15, 2025, inclusive (the "Class Period†). The lead plaintiff deadline is March 13, 2026. The complaint alleges that, throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) CoreWeave had overstated the company's ability to meet customer demand for its service; (2) CoreWeave materially understated the scope and severity of the risk that CoreWeave's reliance on a single third-party data cent ...

Investor Michael Burry, famed for predicting the 2008 housing crash, is now betting against Nvidia Corp. (NASDAQ:NVDA), warning that the AI-driven chip boom is vulnerable to a sharp reversal. Burry Calls Nvidia ‘Purest Play’ On AI In a Substack post over the weekend, Burry said he is shorting Nvidia because the chipmaker is "simply the purest play" on artificial intelligence and is dangerously reliant on hyperscaler spending. "I do not see how that math works," he wrote, adding that Nvidia could sell abo ...

Core Viewpoint - Blue-chip stocks are expected to lead the US equity market in 2026, driven by a resilient economy and the artificial intelligence boom [1] Economic Context - The Dow Jones Industrial Average has reached an all-time high, reflecting strong investor sentiment towards large blue-chip companies, with a rally extending beyond mega-cap technology into industrial, financial, and biotechnology sectors [2] - Interest rate cuts are anticipated to support the outlook for mega-cap stocks, with Federal Reserve Chairman Jerome Powell indicating a "shallow but steady" path for rate reductions, allowing equity strategists to raise price targets for blue-chip stocks [3][4] - US Treasury Secretary Scott Bessent emphasized that lower interest rates are crucial for accelerating economic growth, which aligns with Goldman Sachs' expectation of a cyclical upturn benefiting large-cap stocks [4] Investment Methodology - A list of blue-chip ETFs was analyzed to identify stocks with over 20% upside potential as of January 15, along with the number of hedge funds holding stakes in these stocks as of Q3 2025 [6] Company Highlights - **BlackRock Inc. (NYSE:BLK)**: - Identified as a top blue-chip stock for 2026 with a 21.01% upside potential and 63 hedge fund holders [8][9] - Plans to invest $333.6 million in Aditya Birla Renewables Limited, enhancing its position in the renewable energy sector [10] - Morgan Stanley has set a price target of $1,514 for BlackRock, citing its expansion in private markets and technology solutions [11][12] - **Amazon.com Inc (NASDAQ:AMZN)**: - Recognized as another leading blue-chip stock for 2026 with a 21.47% upside potential and 332 hedge fund holders [13] - Analysts at Evercore ISI have set a price target of $335, highlighting growth driven by its AI-powered shopping assistant, Rufus, which is expected to increase retail gross merchandise volume by 4.44% by 2028 [14][15] - Amazon's cloud unit has partnered with Infosys to enhance enterprise services using generative AI, integrating Topaz AI services with AWS [16][17]

Amazon’s push to build massive artificial-intelligence data centers is now extending into Arizona, where a recently restarted copper mine is supplying industrial metal seen as increasingly critical to powering Big Tech’s AI infrastructure. On Thursday, The Wall Street Journal reported that Amazon Web Services (AWS) signed a two-year agreement with mining giant Rio Tinto’s Nuton venture to secure copper supplies tied to its expanding AI data centers. The Arizona mine outside Tucson — the Johnson Camp mine ...

Core Viewpoint - The article discusses ByteDance's cautious approach towards hardware development, emphasizing its focus on AI capabilities and strategic partnerships rather than direct hardware manufacturing [1][4][8]. Group 1: Hardware Development and Market Position - ByteDance has been frequently rumored to be entering various hardware markets, including AI headphones, smart glasses, and automotive ventures, but has consistently denied these claims, stating there are no current plans for such products [3][4]. - The company aims to avoid direct competition with established players like Huawei and Xiaomi by not making premature announcements about hardware projects, thus maintaining strategic flexibility [4][8]. - ByteDance's strategy involves leveraging its AI capabilities through partnerships rather than developing hardware independently, as seen with its collaborations in the mobile and automotive sectors [6][8]. Group 2: AI Integration and Market Strategy - ByteDance's AI model, Doubao, has been integrated into over 100 industries, collaborating with 9 out of the top 10 global smartphone manufacturers and a significant portion of major banks and automotive companies, achieving a market share of 49.2% in public cloud AI model services [6][7]. - The company has successfully launched the Doubao mobile assistant, which focuses on AI functionality rather than hardware production, indicating a preference for software-driven solutions [6][8]. - ByteDance's approach to hardware is characterized by low-risk investments in lightweight products, such as the Ola Friend headphones and PICO XR, which allow for user engagement without significant capital expenditure [6][7]. Group 3: Future Outlook and Strategic Timing - Industry experts suggest that ByteDance's low-profile strategy in hardware development is a normal practice for companies with substantial technical and financial resources, allowing them to explore and validate market needs without overexposing themselves [8][9]. - The company is expected to continue its pattern of gradual market entry, similar to its past strategies in AI and short video sectors, waiting for the right moment to increase investment and capitalize on differentiated opportunities [8][10]. - ByteDance's current focus on lightweight hardware and AI capability output is seen as a preparatory step for future growth, as it seeks to establish a solid foundation before making larger commitments [9][10].

AI sign displayed on a screen and Amazon logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland on December 23, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)NurPhoto via Getty ImagesAs of January 14, 2026, Amazon stock (NASDAQ: AMZN) has achieved an 11% return in the last year, falling behind several mega-cap tech rivals such as Google (78%) and Microsoft (14%). Despite leading in revenue scale at $670.038 billion, its profitability (11.37% operating margin) ...

LOS ANGELES, Jan. 15, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises CoreWeave, Inc., (“CoreWeave” or the "Company") (NASDAQ: CRWV) investors of a class action on behalf of investors that bought securities between March 28, 2025 and December 15, 2025, inclusive (the “Class Period”). CoreWeave investors have until March 13, 2026 to file a lead plaintiff motion. Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 844-767-8529 or email: lesley@portnoylaw.com, to discuss their legal ...

Core Viewpoint - Akamai Technologies, Inc. will hold a conference call on February 19, 2026, to discuss its fourth quarter and full-year 2025 financial results, which may include forward-looking financial guidance from management [1]. Group 1: Conference Call Details - The conference call is scheduled for February 19, 2026, at 4:30 p.m. ET [1]. - Live dial-in information for the conference call is provided, and a replay will be available for two weeks after the event [2]. Group 2: Company Overview - Akamai is a cybersecurity and cloud computing company that provides solutions to power and protect businesses online [3]. - The company offers market-leading security solutions, superior threat intelligence, and a global operations team to safeguard enterprise data and applications [3]. - Akamai's full-stack cloud computing solutions are designed for performance and affordability on a distributed platform, earning the trust of global enterprises for reliability and expertise [3].