Core Insights - Fastly, Inc. has been recognized as a 2025 Gartner® Peer Insights™ Customers' Choice for Cloud Web Application and API Protection (WAAP) [1] - The company received overall high ratings and is the only vendor to achieve this recognition for seven consecutive years [1] Company Performance - Fastly is a leader in global edge cloud platforms, indicating strong market positioning and customer trust [1] - The recognition from Gartner highlights the effectiveness and reliability of Fastly's services in the cloud web application and API protection sector [1] Industry Recognition - The Gartner Peer Insights platform includes user-generated content such as posts, reviews, ratings, surveys, and polls, reflecting the voice of the customer in the evaluation process [1] - Fastly's consistent recognition over seven years suggests a sustained commitment to quality and customer satisfaction in a competitive industry [1]

Stock Synopsis: With a new Python program, we use, adapt, apply, and leverage each of the mainstream Gemini Gen AI models to conduct this comprehensive fundamental analysis of Amazon (U.S. stock symbol: $AMZN).As of September 2025, we ask each of the state-of-the-art mainstream Google Gen AI models to complete our comprehensive fundamental analysis of Amazon (U.S. stock symbol: $AMZN) from the financial economist’s perspective. These mainstream models include Gemini 2.5 Pro, Gemini 2.5 Flash, and Gemini 2.5 ...

While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm ...

Core Viewpoints - CoreWeave (NASDAQ: CRWV) has announced a significant deal with Meta Platforms, which will provide the company with up to $14.2 billion by the end of 2031 for guaranteed AI computing capacity [1] - The company also secured a similar agreement with OpenAI and a revenue guarantee from Nvidia amounting to $6.3 billion, marking a successful month and a strong six months for CoreWeave investors, with stock prices increasing nearly 250% since its IPO in late March [2] Financial Performance - An investment of $10,000 in CoreWeave stock at the time of its IPO would now be worth approximately $34,200, reflecting a 242% gain through September 30 [4] Growth and Risks - CoreWeave is in a high-growth phase, but its expansion is heavily reliant on expensive debt, creating potential risks if the company cannot meet client demands or if AI demand decreases [5][7]

Core Insights - IBM and AMD have entered a strategic collaboration to provide Zyphra with advanced AI infrastructure, marking a significant deployment in generative AI training using AMD technology [1][3] - Zyphra, valued at $1 billion after its Series A funding, aims to create an open-science superintelligence lab focusing on innovative neural network architectures and continual learning [2] - The collaboration utilizes IBM's cloud infrastructure alongside AMD's high-performance computing resources, with plans for further expansion by 2026 [3][5] Company Developments - Zyphra plans to develop Maia, a superagent that integrates language, vision, and audio modalities to enhance productivity for enterprise knowledge workers [4] - The initial deployment of the AI infrastructure began in September, showcasing the integration of AMD's full-stack training platform on IBM Cloud [4] - IBM and AMD's partnership aims to accelerate AI workloads, which is crucial for achieving return on investment [6] Market Reaction - Following the announcement, IBM shares experienced a slight decline of 0.67% to $280.28, while AMD shares were down 0.54% [6]

Core Viewpoint - Amazon.com Inc has been a leading tech stock, excelling in e-commerce, cloud computing, and advertising, yet its stock performance has disappointed investors recently [1][2]. Stock Performance - Despite the broader equity market reaching new highs, Amazon's stock has not surpassed its all-time high of $240 from February [2]. - The stock has encountered resistance at the $240 level multiple times over the past nine months, indicating a potential "triple top" pattern, which is a bearish signal [3][4][5]. Technical Analysis - The triple top pattern suggests that buyers are losing confidence at the $240 price point, making it increasingly difficult for the stock to break through this ceiling [4][6]. - The recent inability of Amazon to capitalize on favorable market conditions raises concerns about the sustainability of its bullish momentum [6]. Analyst Ratings - Wells Fargo upgraded Amazon's rating from Equal Weight to Overweight, indicating a stronger commitment to the bullish outlook, especially in light of the stock's struggles to break the $240 barrier [7][9]. - The upgrade is significant as it reflects a high degree of confidence in Amazon's potential to overcome current resistance levels [9]. Growth Drivers - The upgrade from Wells Fargo is based on expectations surrounding Project Rainier, which aims to accelerate growth in Amazon Web Services (AWS) amidst increasing demand for AI workloads [10]. - Amazon's advertising business is also highlighted as one of the fastest-growing segments, alongside its robust e-commerce operations, particularly with the upcoming Prime Day expected to drive significant consumer spending [11][12]. Long-term Outlook - Amazon possesses multiple growth drivers that provide a strong long-term outlook, despite recent stock performance challenges [12]. - The underlying business fundamentals remain solid, suggesting that the stock may soon gain enough momentum to reach new highs [12].

Most Innovative Companies Final Deadline: October 3 LOGIN SUBSCRIBE | FastCo Works advertisement BY Associated Press Listen to this ArticleMore info 0:00 / 0:00 U.S. stocks are coasting toward the finish of Wall Street's latest winning month on Tuesday. The S&P 500 fell 0.2% in afternoon trading but remains on track for a fifth straight winning month after setting a record last week. The Dow Jones Industrial Average was down 145 points, or 0.3%, as of 1:43 p.m. ET, and the Nasdaq composite was 0.3% lower. ...

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Amazon.com's cloud unit, Amazon Web Services, announced a multi-year partnership with the National Basketball Association to launch new AI-powered features and data insights from games, the organizations said on Wednesday. ...

Core Insights - IBM and AMD have announced a collaboration to provide advanced AI infrastructure to Zyphra, an open-source AI research company, through a multi-year agreement [1][3] - Zyphra recently completed a Series A financing round, achieving a valuation of $1 billion, to establish a superintelligence lab focused on innovative neural network architectures and continual learning [2] - The collaboration will utilize AMD Instinct MI300X GPUs on IBM Cloud, marking the first large-scale dedicated training cluster for AI model training [3][5] Company Developments - Zyphra will leverage the advanced training cluster to develop multimodal foundation models for a general-purpose superagent named Maia, aimed at enhancing productivity for knowledge workers [4] - The initial deployment of the training cluster was made available in early September, with plans for expansion in 2026 [3] - IBM and AMD's partnership is expected to redefine AI infrastructure performance, efficiency, and scalability for both enterprise and startup customers [6] Technological Innovations - The collaboration integrates AMD's full-stack training platform, which includes compute and networking capabilities, on IBM Cloud [5] - IBM Cloud's infrastructure is designed to enhance performance and power efficiency for generative AI models and high-performance computing applications [5][6] - Future plans include the development of next-generation computing architectures, known as quantum-centric supercomputing, combining IBM's quantum computing leadership with AMD's high-performance computing expertise [7]