Group 1 - Alphabet's Google has launched the Gemini 3 model, enhancing its search dominance and improving its cloud services position [1][2] - Analysts believe Gemini 3 could help Google Cloud compete with Microsoft's Azure for the second position in the cloud market, potentially challenging Amazon's AWS in the future [2] - A significant partnership with Apple integrates Gemini into billions of iPhones, increasing Google's influence in the AI landscape and sidelining competitors like OpenAI [2] Group 2 - Alphabet holds approximately 91% of the global search market and about 13% of the cloud services market, trailing Amazon's 30% and Microsoft's 20% [5] - Alphabet's Class C shares achieved a 65% return in 2025, significantly outperforming the S&P 500's 16% gain, driven by AI-related growth [5] - The company's current trailing price-to-earnings (P/E) ratio is 32.81, above its historical average, indicating premium pricing for growth prospects [6] - The forward P/E ratio is 29.81, suggesting expectations for continued earnings growth [6] - Alphabet's price-to-sales (P/S) ratio is 10.7, higher than historical norms, but justified by revenue growth in cloud and AI [7] - A PEG ratio of 2.1 indicates that the stock is fairly valued, balancing high growth potential with market risks [7]

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best Fundamental Stocks to Buy According to Analysts. On January 8, Cantor Fitzgerald reduced the price objective on the company’s stock to $260 from $315, while keeping an “Overweight” rating. As per the analyst, although there are lingering macro-economic concerns, the outlook for global internet stocks into 2026 remains favourable as AI enters a Synergy phase. Cantor Fitzgerald Reduces PT on Amazon.com (AMZN) Stock The analyst believes that this can fuel ac ...

Core Insights - IBM and Microsoft are leading players in the global cloud computing industry, focusing on hybrid cloud and AI solutions to meet enterprise demands [1][3] - IBM is benefiting from strong demand for hybrid cloud and AI, with growth driven by analytics, cloud computing, and security [4] - Microsoft’s Azure platform holds a significant market share and integrates well with existing Microsoft products, enhancing customer retention [8][9] IBM Insights - IBM's growth is supported by the increasing complexity of cloud workloads and a shift towards cloud-agnostic management, leading to higher demand for its hybrid cloud solutions [4] - The acquisition of HashiCorp enhances IBM's capabilities in managing complex cloud environments, complementing its existing offerings [5] - IBM's watsonx platform is central to its AI strategy, providing tools for enterprises to scale AI effectively [6] - Despite these strengths, IBM faces intense competition from AWS and Azure, with margin pressures and challenges in transitioning its business model to the cloud [7] Microsoft Insights - Microsoft Azure commands approximately 25% of the enterprise cloud market, benefiting from deep integration with Microsoft’s product ecosystem [8][9] - The adoption of Azure AI and tools like Copilots is expected to significantly enhance productivity across Microsoft’s platforms [10] - Microsoft’s investment in OpenAI provides a competitive edge in enterprise AI, leveraging existing customer relationships to monetize AI capabilities [11] - However, rising capital expenditures for infrastructure and AI capabilities raise concerns about financial sustainability [12] Financial Performance - The Zacks Consensus Estimate indicates IBM's 2025 sales and EPS growth of 6.8% and 10.2%, respectively, with positive trends in EPS estimates [13] - For Microsoft, the fiscal 2026 sales and EPS growth is projected at 15.4% and 14.4%, respectively, also showing upward trends in EPS estimates [14] - Over the past year, IBM's stock has increased by 37.7%, while Microsoft's has risen by 10.2% [15] - From a valuation perspective, IBM's price/earnings ratio is 24.7, lower than Microsoft's 27.59, making IBM appear more attractive [16] Investment Outlook - IBM holds a Zacks Rank of 3 (Hold), while Microsoft has a Zacks Rank of 2 (Buy), indicating a preference for Microsoft based on current rankings [20] - Both companies anticipate improvements in sales and profits, but Microsoft has demonstrated more consistent revenue and EPS growth, while IBM offers better price performance and valuation metrics [20]

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].