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The Big 3: GCT, AVGO, KSS
Youtube· 2025-11-28 18:00
Welcome back to Trading 360. I'm Marley Kaden. It's time for the big three. We've got three stocks, three charts, three trades. Rick Ducat will take us through the charts and here to take us through the trades is Tim Bowen, chief technical trainer at stockstotrade.com. Great to have you both with us as always. Belated. Happy Thanksgiving to you, Tim. You know, love to start with a a big picture thought on the market action now that we actually have market action after the outage we saw overnight. >> Yeah. U ...
Amazon set to kick off AI conference next week: Maxim's Tom Forte on what to expect
Youtube· 2025-11-28 17:03
Let's stick with Amazon and its AI strategy as the company gets set to kick off this AWF reinvent conference next week. Joining us now is Maxim Group senior consumer internet analyst Tom Forte. Tom, do you expect them to talk more about Agentic Commerce.Yeah. So I definitely think Aentic commerce and Agentic AI will be a key theme for reinvent next week in addition to the company focusing on which is something deer talked about and you talked about the tranium 3 chip uh their effort there which has double t ...
CoreWeave (CRWV) Down 32% Since Q3, Here’s What the Wall Street Thinks About the Stock
Yahoo Finance· 2025-11-28 16:57
​CoreWeave, Inc. (NASDAQ:CRWV) is one of the Under-the-Radar Stocks to Buy with Massive Upside Heading into 2026. CoreWeave, Inc. (NASDAQ:CRWV) has fallen more than 32% since its fiscal Q3 2025 results were announced on November 10. Wall Street has had a mixed opinion since the release. On November 19, Michael Turrin from Wells Fargo reiterated a Buy rating on the stock with a $150 price target. Earlier on November 14, Kash Rangan from Goldman Sachs had reiterated a Hold rating on the stock with a $105 pr ...
Google drops EU antitrust complaint against Microsoft over cloud computing practices
Proactiveinvestors NA· 2025-11-28 15:36
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Can IBM Sustain a Healthy Profit Margin in the Software Segment?
ZACKS· 2025-11-28 14:40
Key Takeaways IBM's Software segment benefits from hybrid cloud growth, automation demand and product innovation.HashiCorp, StreamSets and webMethods acquisitions strengthen IBM's hybrid multi-cloud and AI platforms.IBM shares are up 33.4% in a year and trade at a forward P/S ratio of 4.05, below the industry's 4.39.Over the years, International Business Machines Corporation’s (IBM) Software segment has recorded healthy profit growth backed by a strong focus on product innovation and a growing adoption of i ...
企业级AI应用开发:从技术选型到生产落地
阿里云· 2025-11-28 13:53
企业级 AI 应用开发:从技术选型到生产落地 黛忻 阿里云 Serverless AI 团队 Contents 目录 01 企业级 AI 应用开发运行时选型 02 Serverless AI 运行时关键技术 构建支持 AI Agent 的高效基础设施 03 客户案例 – Serverelss + AI 让应用开发更简单 企业级 AI 应用开发运行时选型 01 AI 原生范式对基础设施提出全新的要求 Agent-Centric 基础设施的核心服务对象从 "人类用户"转变为"自主 Agent",以 Agent 而非服 务或 API 为中心 以 Agent 为中心 State-First 状态是 Agent 的"记忆"与 "人格"载体,基础设施必须 原生支持状态的持久化、低延 迟访问与跨环境迁移 Task-Driven Orchestration Embrace Uncertainty 基础设施主动协调 Agent 完 成目标,而非被动响应请求, Agent 和 Agent 或者 Agent 和工具之间的协作依靠事件驱 动和动态弹性 状态优先 任务驱动协作 承认 LLM 输出的非确定性, 通过基础设施能力降低风险, ...
NBIS vs. GOOGL: Which AI-Infrastructure Play is the Better Buy Now?
ZACKS· 2025-11-28 13:36
Key Takeaways Nebius aims for 2.5 GW of contracted AI power by 2026, boosting its infrastructure footprint.Nebius booked $3B and $17.4-$19.4B hyperscale deals with Meta and Microsoft.Alphabet cloud revenues grew 33.5% YoY, leveraging Gemini AI and custom GPU hardware.The AI revolution is creating a new investment battleground, not in flashy apps or models, but in the infrastructure that powers them. Compute capacity, GPU clusters and hyperscale cloud platforms have become the real engines of AI growth. In t ...
Is Nebius a Buy?
The Motley Fool· 2025-11-28 12:30
Core Viewpoint - Nebius is a rapidly growing AI company that has outperformed some well-known AI stocks, demonstrating significant demand for AI computing power [1][5] Company Overview - Nebius, a "neocloud" stock, focuses on building data center infrastructure with Nvidia GPUs specifically for AI applications, similar to traditional cloud services [2] - The company originated from Yandex, a Russian search giant, and rebranded after divesting its Russian assets and relocating to Amsterdam [3] Financial Performance - In Q3, Nebius reported a revenue increase of 355% to $146.1 million, although it fell short of analyst expectations of $155.7 million [6] - The company reported an adjusted EBITDA loss of $5.2 million and a net loss of $119.8 million on a GAAP basis [7] Growth and Demand - Nebius is experiencing exponential growth driven by rising demand for AI computing power and significant capital expenditure on data centers [5][8] - The company has taken on $4.1 billion in debt this year, primarily through convertible debt, to fund its expansion [9] Risks and Sustainability - The business model is considered risky due to the debt incurred and potential underestimation of GPU depreciation, which could impact future profitability [8][10] - Despite being a high-risk stock, Nebius shows strong growth potential with a triple-digit growth rate and partnerships with major companies like Microsoft and Meta [11]
华为云重大调整:研发并入ICT体系,张平安任华为云董事长,周跃峰出任CEO
Sou Hu Cai Jing· 2025-11-28 10:29
其主导的AI数据湖解决方案已落地超大规模算力平台项目,将企业AI模型断点续训恢复时长从15分钟缩短至1分钟,还实现千亿元数据秒级检索; 此次调整的核心是研发体系重构。据36氪消息,华为云原独立研发部门不再保留,转而成立基础设施云服务、Data&AI云服务等五大研发产品线,整体并入 ICT产品"研发大本营",与华为云形成甲乙方协同关系。 公开履历显示,新任CEO周跃峰在华为深耕24年,主导OceanStor全闪存存储、AISSD等核心产品研发,带领华为分布式存储业务以23.7%的市场份额连续六 年领跑中国SDS市场,全闪SDS细分领域更是以52.3%的份额独占半壁江山。 华为云架构重构+人事换防:研发归拢ICT,周跃峰接棒CEO强化算力布局 11月27日,据科创板日报消息,华为云启动重大组织架构调整,核心研发团队整体划归ICT组织,同时完成高层人事布局,张平安任华为云董事长,存储领 域领军人物周跃峰出任CEO。这一变革被业内视为华为云整合CT与IT优势、强化算力服务能力的关键举措。 结合其在存储介质底层技术的突破积累,这一任职明确传递出华为云强化底层算力支撑、优化AI训推效率的战略信号。 此次变革旨在将华为云打 ...
2 Unstoppable Stock-Split Growth Stocks That Could Soar 51% and 64%, According to Wall Street
The Motley Fool· 2025-11-28 08:02
These two investor-favorite stock-split stocks still have plenty of room to run.A resurgence in the popularity of stock splits has been one of the most intriguing market trends in recent years. While this was a common practice in the late 1990s, it had subsequently fallen out of favor before enjoying a renaissance in recent years. Companies generally embark upon this course after years or even decades of strong operating and financial results have driven the stock price out of reach of everyday investors.Wh ...