Key Points Amazon's growth is set to continue thanks to its position in the e-commerce and digital ad industries. Cloud computing and artificial intelligence might be the most important aspects of the business today. Investors must understand that Amazon stock's price-to-earnings ratio might be inflated. 10 stocks we like better than Amazon › Getting to its current market cap of $2.6 trillion means that Amazon (NASDAQ: AMZN) has been a tremendous holding for long-term investors. Over the past dec ...

Core Insights - Oakmark Global Fund's objective is long-term capital appreciation through investments in a diverse range of U.S. and non-U.S. companies, with a focus on all market-cap companies [1] - In Q4 2025, the fund achieved a return of 5.23%, outperforming the MSCI World Index, which gained 3.12% [1] Company Performance - Alibaba Group Holding Limited (NYSE:BABA) was highlighted as a significant stock in the fund's Q4 2025 investor letter, with a one-month return of 13.54% and a 52-week gain of 102.58% [2] - As of January 12, 2026, Alibaba's stock closed at $167.01 per share, with a market capitalization of $398.707 billion [2] Challenges and Outlook - Alibaba was noted as the top detractor in the fund during Q4 2025 due to mixed results, despite strong performance in its core e-commerce business and accelerating cloud revenue growth [3] - The company's earnings were negatively impacted by significant spending on subsidies for its Quick Commerce business, but there is an expectation that losses will decrease over time [3] - Alibaba is considered well-positioned for long-term growth, leveraging its early investments in AI to unlock further value [3] Market Position - Alibaba ranks 17th among the 30 Most Popular Stocks Among Hedge Funds, with 130 hedge fund portfolios holding its shares at the end of Q3 2025, an increase from 101 in the previous quarter [4] - In Q1 2026, Alibaba reported revenue of RMB 247.7 billion, indicating its strong market presence [4]

Core Insights - Rackspace Technology has achieved VMware Sovereign Cloud certification, enhancing its capability to manage sensitive data for UK organisations while ensuring sovereignty, security, and sustainability [1][5] Group 1: Certification and Services - The VMware Sovereign Cloud certification is awarded to cloud service providers that meet stringent criteria for data sovereignty and jurisdictional control, ensuring compliance with local regulations [5] - Rackspace Sovereign Services offers a fully managed private cloud platform tailored for organisations needing strict data control, utilizing VMware technologies and UK-based data centres [2][5] Group 2: Operational Benefits - The digital Sovereign Cloud by Rackspace allows organisations to optimize private cloud architecture, ensuring reliable performance, enhanced security, and operational reliability for mission-critical applications [3] - The service aims to reduce operational complexity for customers while facilitating faster cloud adoption through high availability and integrated security controls [2][3] Group 3: Partnerships and Market Focus - Rackspace collaborates with UK public sector organisations, regulated financial services firms, and healthcare providers to deliver comprehensive solutions that integrate cloud infrastructure with managed services and security operations [4]

Core Viewpoint - Amazon.com Inc. has shown a positive stock performance recently, with a one-year gain of 11.05% as it attempts to recover from previous losses following its all-time high in November 2025 [1] Financial Performance - In Q3 2025, Amazon reported earnings per share (EPS) of $1.95, exceeding estimates of $15.7, and revenue of $180.17 billion, surpassing the estimated $177.80 billion [2] - Amazon Web Services (AWS) generated $33 billion in revenue, while advertising revenue reached $17.7 billion, reflecting a 24% year-over-year increase [2][12] Job Automation and AI Investment - Leaked documents indicate Amazon's plan to replace approximately 600,000 jobs with robots, potentially reducing costs by 30 cents per item by 2027 [3] - The company has deployed its 1 millionth robot and is utilizing a new AI foundation model to enhance its robotic operations [3] Business Segment Performance - While some segments like smart home devices are underperforming, AWS is expected to help Amazon exceed $100 billion in operating income within the next two years [4] - Amazon is set to launch a proprietary AI model named Nova in June, aimed at competing with existing models like ChatGPT and Google's Gemini [4] Stock Price Predictions - Wall Street analysts have a median one-year price target for Amazon at $295.05, indicating a potential upside of 21.62% from current levels [13] - 24/7 Wall St. projects a year-end stock price of $262.90, suggesting an 8.36% upside, with expectations of continued growth in AWS and advertising [14] Long-term Financial Outlook - Revenue is projected to reach $1.15 trillion by 2030, with net income estimated at $131 billion [16] - The stock price is expected to rise to $524.67 by the end of 2030, representing a potential upside of 117.76% [20]

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 partnerships 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 robust demand and competitive strengths [5]. Stock Performance and Impact - On October 30, 2025, CoreWeave's stock dropped by $8.87 (over 6%) after the termination of a merger agreement with Core Scientific due to insufficient shareholder votes [6]. - Following a revenue guidance reduction on November 10, 2025, the stock fell by $17.22 (over 16%) due to delays from a third-party data center developer [7]. - A report on December 15, 2025, regarding further delays in a major data center project led to an additional drop of $2.85 (over 3%) in stock price [8].

Core Points - The CoreWeave class action lawsuit involves allegations against CoreWeave, Inc. and its executives for violations of the Securities Exchange Act of 1934 during the class period from March 28, 2025, to December 15, 2025 [1] - The lawsuit claims that CoreWeave overstated its ability to meet customer demand and failed to disclose significant risks associated with its reliance on a single third-party data center supplier [3] - CoreWeave's stock price experienced significant declines following announcements related to merger agreements and lowered revenue guidance, with a drop of over 6% after the termination of the merger with Core Scientific and a further decline of more than 16% after revenue guidance was lowered due to delays [4][5] Allegations and Events - CoreWeave announced a deal worth up to $11.9 billion with OpenAI for AI infrastructure shortly before its IPO [2] - The lawsuit alleges that on October 30, 2025, Core Scientific did not receive enough shareholder votes to approve its merger with CoreWeave, leading to the termination of the agreement [4] - On November 10, 2025, CoreWeave lowered its revenue guidance due to delays from a third-party data center developer, which was later revealed to involve multiple data centers owned by the same provider [5] - A December 15, 2025 article from The Wall Street Journal reported that delays in data center delivery were more severe than previously acknowledged, causing an additional drop of 3.4% in CoreWeave's stock price [6] Legal Process - Investors who purchased CoreWeave securities during the class period can seek appointment as lead plaintiff in the class action lawsuit, representing the interests of all class members [7] - The lead plaintiff has the authority to select a law firm to litigate the case and does not need to be the lead plaintiff to share in any potential recovery [8]

Core Insights - Alphabet Inc. has expanded its partnership with Nvidia Corp to deploy Nvidia's Blackwell-based AI systems through Google Cloud, targeting advanced enterprise and government workloads [1][4]. Group 1: Google Cloud and Nvidia Partnership - Google Cloud is one of the first cloud providers to offer Nvidia's Blackwell AI platform, providing access to next-generation GPUs and rack-scale systems for demanding workloads [2]. - The infrastructure includes accelerator-optimized virtual machines such as A4X, A4, and G4, aimed at powering large-scale AI models and scientific simulations [3]. Group 2: Focus on Security-Sensitive Sectors - The partnership emphasizes regulated sectors, allowing organizations to run Google's Gemini AI models on-premises, supporting confidential computing to protect data and AI models [4]. - This setup is particularly beneficial for government, healthcare, and financial institutions that require stringent data protection [4]. Group 3: Integration and Applications - Nvidia's AI platform is integrated across Google Cloud services, including Vertex AI and Google Kubernetes Engine, enabling developers to train and deploy AI applications at various abstraction levels [5]. - The collaboration also focuses on open frameworks and models, with applications in robotics, drug discovery, energy grid optimization, and digital twin simulations [6]. Group 4: Market Performance - Alphabet's Class A shares increased by 1.24% in regular trading and 0.38% in after-hours trading, while Class C shares rose by 1.11% and 0.46% respectively [7]. - Nvidia shares gained 0.47% during the regular session, closing at $185.81, before a slight decline in after-hours trading [7].

中金发布研报称，阿里云通义系列模型通过开源策略，技术持续于全球领先，集团对此大幅增加资本开 支预算，同时自研核心硬件，配合全球29个地域、92个可用区的基础设施网络，实现算力供给的相对可 控与规模化部署，目前预测未来三年阿里云收入年均复合增长率(CAGR)可望超过30%。 该行续指，阿里云海外业务前景向好，现时服务超过22万家出海企业，并正拓展更多国际企业客户，认 为海外业务有望成为阿里云未来的核心增长动力之一，有较大利润率提升空间，盈利韧性有望超出预 期，合计其利润率可突破15%。 阿里巴巴-W(09988)再涨超3%，截至发稿，涨3.44%，报165.4港元，成交额104.51亿港元。 消息面上，此前2025年云栖大会，阿里云技术团队曾披露阿里云在全新的市场需求下对硬件基础设施进 行的改变。智能集团资深副总裁、公共云业务事业部总裁刘伟光表示，阿里云在提升模型能力以及全栈 AI能力之外，重点布局AI原生市场、中国企业级市场以及剑指全球化。刘伟光强调："我们的目标是拿 下2026年AI云市场增量的百分之八十。" ...

中金发布研报称，阿里云通义系列模型通过开源策略，技术持续于全球领先，集团对此大幅增加资本开 支预算，同时自研核心硬件，配合全球29个地域、92个可用区的基础设施网络，实现算力供给的相对可 控与规模化部署，目前预测未来三年阿里云收入年均复合增长率(CAGR)可望超过30%。 智通财经APP获悉，阿里巴巴-W(09988)再涨超3%，截至发稿，涨3.44%，报165.4港元，成交额104.51 亿港元。 该行续指，阿里云海外业务前景向好，现时服务超过22万家出海企业，并正拓展更多国际企业客户，认 为海外业务有望成为阿里云未来的核心增长动力之一，有较大利润率提升空间，盈利韧性有望超出预 期，合计其利润率可突破15%。 消息面上，此前2025年云栖大会，阿里云技术团队曾披露阿里云在全新的市场需求下对硬件基础设施进 行的改变。智能集团资深副总裁、公共云业务事业部总裁刘伟光表示，阿里云在提升模型能力以及全栈 AI能力之外，重点布局AI原生市场、中国企业级市场以及剑指全球化。刘伟光强调："我们的目标是拿 下2026年AI云市场增量的百分之八十。" ...

Core Viewpoint - IREN Limited is experiencing significant attention in the stock market, with a price target of $80 set by Mike Colonnese from H.C. Wainwright, indicating a potential upside of approximately 58.27% from its current trading price of $50.55 [1][5] Financial Performance - Despite a recent 17% decline in stock price, IREN is still rated as a 'Strong Buy' due to its robust fundamentals and focus on growth driven by artificial intelligence [2][5] - The company aims to achieve $3.4 billion in annualized AI cloud revenue by the end of 2026, supported by multi-year contracts with major players like Microsoft [2] - IREN's financial metrics include a forward price-to-sales ratio below 5 and a fiscal year 2028 price-to-earnings ratio of 16, suggesting the stock is attractively valued [3][5] Market Activity - IREN's current stock price is $50.78, reflecting a slight increase of 0.89% or $0.45, with trading volume at 25.64 million shares, indicating active investor interest [4] - The stock has shown significant volatility over the past year, with a high of $76.87 and a low of $5.13 [4]