Key Takeaways Oracle raised its FY26 cloud CapEx forecast to about $50B to meet rising AI and enterprise demand.ORCL invested roughly $12B in Q2 FY26 on GPU infrastructure, pressuring free cash flow in the quarter.Oracle expects about $4B in revenue acceleration starting FY27 as cloud backlog converts to sales.Oracle’s (ORCL) increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...

Market Analysis by covering: Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Core Insights - The earnings reports for the MAG 7 companies, including Meta, Microsoft, Tesla, and Apple, are highly anticipated this week, with over 90 S&P 500 companies reporting [2] Company-Specific Insights - Amazon is expected to show resilience due to its dual business model of AWS and consumer retail, with a focus on whether AWS can reaccelerate growth above 21% and the stability of its advertising business, which is currently valued at $65 billion and growing at 24% [3][4] - Meta is viewed as a potential mover in the market due to its affordable valuation, trading at less than 20 times the 2027 estimate, and the healthy digital ad market, with upcoming catalysts such as the World Cup and midterm elections [5][6] - Meta's ability to manage costs will be crucial, especially regarding capital expenditures (capex) and operational expenditures (opex), with expectations that higher capex could be offset by effective opex management [8][9] - Alphabet's Google Cloud business is critical for maintaining growth, with expectations of 35% year-over-year growth and a significant backlog of $155 billion, while the company is also seen as a leader in AI monetization [11][12][16] - Concerns exist regarding Alphabet's potential overspending, which could lead to disappointment despite strong performance in search and YouTube [15][17] - The overall sentiment indicates that execution will be more critical than bookings for these companies, with potential bottlenecks in energy and memory impacting future growth [18]

怎么看亚马逊和阿里云涨价？20260126 摘要 AWS 打破降价传闻，GPU 相关云服务价格上涨，阿里云跟进 AI 算力涨 价，但基础云服务仍在降价周期，海外节点 ECS 实例降幅达 10%- 12%。 涨价不仅限于 GPU，还包括 AI 相关的虚拟化、容器化等 PaaS 业务，预 计 PaaS 业务未来涨幅可能在 5%-8%之间，而亚马逊大模型 API（MaaS）及 token 销售业务暂未出现明显价格变化。 AI 时代推理任务量非线性增长和上游供应链提价，预计 AI 和 GPU 相关 云服务将持续涨价，但基础 CPU 实例或对象存储可能因市场竞争而维持 降价策略。 存储芯片供应不足是价格上涨的主要原因，预计到 2027 年中期才能缓 解。硬件迭代压力大，AI 芯片寿命短，电力供应紧张，以及算力需求从 训练转向推理，均加剧了涨价趋势。 AI 时代云计算架构向智能算力中心转变，网络架构光进铜退，业务应用 端 AI Agent 沙盒与 iCloud VM 催生 Agent Runtime，存储技术引入 SAD QLC 和 HAMR，能源与温控采用 SOFC 和液冷技术。 Q&A 亚马逊云和国内其他云厂商近期的 ...

Group 1: Amazon - Amazon is projected to reach a price target of 335, supported by accelerating revenue growth and expanding margins in both its cloud (AWS) and retail businesses [1][2] - The company is expected to benefit from economic stimulus measures that will enhance discretionary spending, along with innovative product initiatives like perishable checkout and AI agents [3] - Valuation is based on 30 times next year's earnings of 10 to 11 dollars, indicating significant upside potential [4] Group 2: Expedia - Expedia is currently valued at 2, with a target price of 350, benefiting from a recovery in US travel, particularly with the upcoming World Cup [4] - The company faced challenges last year due to a slowdown in travel, but is expected to see low double-digit topline growth and margin expansion, trading at a discount [5] - The new CEO has improved execution, and the company is actively buying back stock, contributing to a healthy earnings growth of 20 to 25% [6] Group 3: DoorDash - DoorDash is undergoing significant investments, including the acquisition of Deliveroo, positioning it as a strong player in the gig economy [7] - The company is expected to achieve a top-line growth of 20 to 25%, with recent stock price declines providing a favorable entry point for investors [8]

January 22, 2026 11:12 PM GMT Internet | North America Top 4 Investor Concerns and Pushbacks from Our Outlook We address 1) What numbers matter most to making AMZN outperform this year 2) The importance of Search revisions at GOOGL 3) META revenue and ROIC on capex approaching $170bn and 4) Why '26 will be another year to stay focused on GW capacity coming on What are Investors Focused on? In Internet: 10 Debates to Shape the Sector and Key Picks in '26 (12 Jan 2026) we detailed 10 key themes we see shaping ...

Valued at $39.1 billion, CoreWeave (CRWV) is a cloud infrastructure company that provides high-performance computing capacity designed for artificial intelligence (AI) workloads. Ever since its IPO in March, CoreWeave's stock has surged, closing last year with a 79% gain, reflecting just how quickly global demand for AI infrastructure is accelerating. The stock is already up over 25% so far this year following explosive revenue growth in Q3 driven by AI demand and a large multi-year revenue backlog, signal ...

on 21-Jan-2026 20 January 2026 U.S. Internet & U.S. SMID-Cap Software AWS Web Metrics Data: Hint into the Print - Mid-Jan'26 Update Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Peter Weed +1 917 344 8390 peter.weed@bernsteinsg.com Luwei Yang +1 917 344 8342 luwei.yang@bernsteinsg.com Lavnik Balyan +1 917 344 8563 lavnik.balyan@bernsteinsg.com Wenhuan Chang +1 917 344 8546 wenhuan.chang@bernsteinsg.com Over the past few years, we have been publishing on the strong correlation between engaged vis ...

Key Takeaways CRWV's revenue backlog hit $55.6B by Q3 2025, nearly doubling sequentially on major AI cloud contracts.CRWV added over $25B of backlog in Q3 as supply woes pushed customers into long-term, take-or-pay deals.CRWV diversified its backlog, lifted capacity to 590 MW active and preserved contract value.CoreWeave, Inc. (CRWV) reported exceptional momentum in building its revenue backlog, underscoring the strength of demand for its AI-focused cloud platform. The rapid expansion of backlog is occurrin ...

智通财经APP获悉，美国科技巨无霸亚马逊(AMZN.US)的多头阵营开始押注，该公司股价在多年来跑输谷歌、微软以 及英伟达等大型科技公司同行之后，有望重新确立其云计算增长霸主以及美股市场牛市领军者地位。这种近期愈发升 温的乐观看涨情绪始于一些机构投资者更加看好亚马逊旗下云计算平台AWS能够实现堪比十多年前B端云计算浪潮席 卷全球时期的无比强劲增长轨迹，他们认为AWS这一全球最大市场份额云计算平台有望从市场对于云端AI推理算力需 求与完整化AI开发者平台生态需求爆炸式增长中受益。 此外，投资者们认为革新式AI技术也将帮助该巨头更为人熟知的电商业务，使广告定向更精准，并提升其庞大物流运 营体系的效率。 "AWS带来的强大改善效应将对投资者认知产生实质性的提振效果，尤其是关于这只科技股票在云计算与人工智能算 力领域相对'落后者'的印象，"来自Winslow Capital Management的投资组合经理Pat Burton表示。他本人已经将亚马逊 视为"七大科技巨头"(即Magnificent Seven)中最重仓且长期超配的科技公司之一。 在2025年全年，亚马逊股价是"七巨头"中表现最差的股票标的，并且已连 ...