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Amazon: Anthropic X Microsoft Deal Changes Nothing (NASDAQ:AMZN)
Seeking Alpha· 2025-11-19 16:25
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote about Amazon.com, Inc. ( AMZN ) in September, I said that AWS (Amazon Web Services) revenue should start to reaccelerate thanks to its golden goose Anthropic (Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to ...
Amazon: Anthropic X Microsoft Deal Changes Nothing
Seeking Alpha· 2025-11-19 16:25
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote about Amazon.com, Inc. ( AMZN ) in September, I said that AWS (Amazon Web Services) revenue should start to reaccelerate thanks to its golden goose Anthropic (Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to ...
30% Downside Risk For Amazon Stock Amid The AI Bubble
Forbes· 2025-11-19 13:40
CHONGQING, CHINA - NOVEMBER 03: In this photo illustration, an Amazon logo is displayed on a smartphone screen with an OpenAI logo in the background on November 3, 2025 in Chongqing, China. OpenAI and Amazon have signed a $38 billion deal to run OpenAI's systems on Amazon's cloud services. (Photo by Li Hongbo/VCG via Getty Images)VCG via Getty ImagesAmazon stock has decreased by approximately 10.7% over the last week, driven by concerns regarding decelerating AWS growth, increased competition in the cloud s ...
金山云(KC.US,03896.HK)Q3营收涨幅再提速 调整后净利润首次实现盈利
智通财经网· 2025-11-19 13:35
智通财经APP获悉,2025年11月19日,金山云(KC.US,03896.HK)发布2025年第三季度财报。季度内, 公司人工智能战略稳步落实,核心业务实现韧性增长。财报显示,金山云Q3营收24.8亿元,同比增长率 由上季度的24%再次提速至31%;季度内,公有云实现收入17.5亿元,行业云实现收入7.3亿元,均实现 了同环比增长,其中公有云同比大幅增长49%;调整后毛利润达3.9亿元,同比增长28%;调整后经营利 润扭亏为盈达1,536万元,调整后经营利润率0.6%;调整后净利润首次实现盈利达2,873万元。 从探索到实践 携手客户加速AI行业化落地 在AIGC产业快速迭代的今天,AI正从"模型能力"向"行业解决方案"演化,赋能和重塑千行百业。在此 背景下,公司携手客户加速AI应用落地,实现从项目交付到价值交付。 面对政务云、国资云等市场机会,公司继续以北京、武汉、珠海为根据地,聚焦行业大模型、数据要素 市场、办公协作等重要场景向深拓展业务。本季度,公司在持续服务北京政务云、珠海政务云等长续客 户的同时,又在上海国资云项目中取得新的进展,将为其覆盖基础软件、业务系统及运维运营的全要素 集成项目提供端到端的 ...
KINGSOFT CLOUD(KC) - 2025 Q3 - Earnings Call Transcript
2025-11-19 13:15
Kingsoft Cloud Holdings (NasdaqGS:KC) Q3 2025 Earnings Call November 19, 2025 07:15 AM ET Speaker3Good day, and thank you for standing by. Welcome to Kingsoft Cloud's third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one and one on your telephone. You will then hear an automated message advising your hand is rais ...
Amazon Stock (NASDAQ: AMZN) Price Prediction and Forecast 2025-2030 for November 19
247Wallst· 2025-11-19 13:00
ByJoel South 6 minutes ago This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Skip to content S&P 500 6,641.80 +0.44% Dow Jones 46,197.90 +0.31% Nasdaq 100 24,607.80 +0.56% Russell 2000 2,358.98 +0.66% FTSE 100 9,551.00 -0.34% Nikkei 225 49,059.20 +0.77% Investing Amazon Stock (NASDAQ: AMZN) Price Prediction and Forecast 2025-2030 for November 19 Key Points How to Add Us to Google News Sending You to Google News in 3 ...
生态内外客户用量同步攀升 金山云Q3智算云账单收入同比增幅近120%
Ge Long Hui· 2025-11-19 12:44
季度内,金山云围绕人工智能全面升级基础云和智算云,已初步构建了全栈AI技术能力。受益于此, 公司不仅成功支撑了互联网行业头部客户大规模推理算力需求,还在人工智能领域拓新方面实现业务突 破。得益于智算云与基础云的同频发展,公司生态内外客户用量同步攀升。本季度,智算云账单收入达 7.8亿元,同比增长近120%,在公有云收入占比达45%。 11月19日,金山云(NASDAQ:KC,HKEX:3896)发布2025年第三季度财报。财报显示,金山云Q3营收 24.8亿元,同比增长31%;其中,公有云实现收入17.5亿元,同比大幅增长49%。 ...
首次实现单季盈利!金山云Q3经调整净利2870万元,AI账单业务收入同比增长120% | 财报见闻
Hua Er Jie Jian Wen· 2025-11-19 12:34
周三,金山云交出了一份漂亮的Q3成绩单——收入加速增长,首次实现季度盈利。公司押注AI的战略正在起效,三季度AI业务账单 收入同比增长120%,成为公司核心增长动力。 财报核心要点如下: 财务表现: 核心业务进展: | | 截至以下日期止三個月 截至以下日期止九個月 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 於二零二四年 於二零二五年 於二零二五年 於二零二五年 於二零二五年 於二零二四年 於二零二五年 於二零二五年 九月三十日 三月三十一日 六月三十日 | | | | | | | | | | 人民幣 | 人民幣 | 人民幣 | 人民幣 | 美元 | 人民幣 | 人民幣 | 美元 | | 收入: | | | | | | | | | | 公有雲服務 | 1.175.535 | 1.353.479 | 1.625.309 | 1,752,326 | 246.148 | 3.597.447 | 4,731,114 | 664,576 | | 行業雲服務 | 710.039 | 616.498 | 723.9 ...
金山云(KC.US)智算云业务势头强劲 同比增长近120% 占公有云收入比例达45%
Zhi Tong Cai Jing· 2025-11-19 12:24
11月19日,金山云(KC.US,03896)发布2025年第三季度财报。财报显示,金山云Q3营收24.8亿元,同 比增长31%;其中,公有云实现收入17.5亿元,同比大幅增长49%。季度内,金山云围绕人工智能全面 升级基础云和智算云,已初步构建了全栈AI技术能力。受益于此,公司不仅成功支撑了互联网行业头 部客户大规模推理算力需求,还在人工智能领域拓新方面实现业务突破。得益于智算云与基础云的同频 发展,公司生态内外客户用量同步攀升。本季度,智算云账单收入达7.8亿元,同比增长近120%,在公 有云收入占比达45%。 ...
AI+生态构筑增长新空间 金山云(03896)Q3调整后净利润首次实现盈利
智通财经网· 2025-11-19 11:22
智通财经APP获悉,11月19日,金山云(KC.US,03896)发布2025年第三季度财报。季度内,公司人工智 能战略稳步落实,核心业务实现韧性增长。财报显示,金山云Q3营收24.8亿元,同比增长率由上季度的 24%再次提速至31%;智算云账单收入达7.8亿元,同比增长近120%,在公有云收入占比达45%。季度 内,公有云实现收入17.5亿元,行业云实现收入7.3亿元,均实现了同环比增长,其中公有云同比大幅增 长49%。调整后毛利润3.9亿元,同比增长28%;调整后经营利润扭亏为盈达1,536万元,调整后经营利 润率0.6%;调整后净利润首次实现盈利达2,873万元。 ...