Let's get the gym and stop training. >> Little notice in the chaos that is the data center mega hyper is a piece put out by today that I thought was really good. Beimo is talking about how Amazon Web Services is grow.It's going to grow to 24 from 23. That would be major and talks about a lot of growth next year. That is the division that has crushed the stock.Now again, I'm not pushing any of these stocks. I am saying that if you could get with 30 times earnings, next year's earnings with some certainty abo ...

Walmart's stock outperformed in 2025.In the retail world, the two dominant heavyweights remain Amazon (AMZN 0.67%) and Walmart (WMT +2.07%). In 2025, it was Walmart whose stock outperformed, with it's shares up more than 25%, as of this writing, while Amazon shares were up modestly on the year.However, let's look at which stock looks poised to outperform in 2026. The case for AmazonNASDAQ : AMZNAmazonToday's Change( -0.67 %) $ -1.55Current Price$ 230.23Key Data PointsMarket Cap$2462BDay's Range$ 228.70 - $ ...

Group 1 - Social media platform X experienced outages affecting over 5,600 users in the US, as reported by Downdetector [1] - Cloudflare, a web infrastructure company, also faced issues that impacted other services, although the relationship between the outages remains unclear [1][2] - The outages are part of a pattern observed with other major platforms like AWS and Azure, indicating a broader issue within large-scale service providers [2][3] Group 2 - The scale of platforms like Cloudflare allows for low costs and enhanced security tools, benefiting even small organizations [3] - However, when such large platforms experience failures, the impact is widespread and felt by many users simultaneously [3]

Group 1 - The article provides a market analysis focusing on the S&P 500 index, Amazon.com Inc, and the S&P 500 Total Return (TR) [1] Group 2 - The analysis includes performance metrics and trends related to the S&P 500 and its components, highlighting key movements in the market [1] - Amazon.com Inc is specifically mentioned as a significant player within the S&P 500, indicating its impact on overall market performance [1]

Summary of Conference Call Notes on Alphabet Inc. and GCP Company and Industry Overview - **Company**: Alphabet Inc. (GOOGL) - **Industry**: Internet and Cloud Computing - **Market Cap**: $3,095,474 million as of October 23, 2025 - **Stock Rating**: Overweight - **Price Target**: $270.00 Key Points and Arguments Anthropic and Google Cloud Partnership - Anthropic has announced a significant expansion with Google Cloud, including access to up to 1 million TPUs, which is expected to enhance the capacity for training and serving Claude models [1][3] - This deal is projected to contribute approximately $9 billion to $13 billion annually to Google Cloud revenue in 2027, with a potential upside of 100-900 basis points to 2026 revenue [1][3][7] - The agreement is valued in the tens of billions of dollars and is expected to provide over a gigawatt of capacity by 2026 [1][3] Growth Projections - Google Cloud revenue is forecasted to grow by 35% in 2026, significantly above market expectations [3] - Anthropic's expected top-line CAGR is around 150% from 2025 to 2027, indicating strong growth potential [1] Competitive Landscape - Despite the partnership with Google Cloud, Anthropic continues to rely on AWS as its primary cloud service provider for training, raising questions about AWS's competitive position [2][8] - The TPU v7 Ironwood chip, designed for inference, is set to ramp in 2026, which may shift workloads on GCP towards inference tasks [2] Financial Implications - The estimated spending by Anthropic with GCP over six years could range from $50 billion to $80 billion, aligning with the scale of the deal [3] - The pricing model for the TPUs, including potential discounts and capacity phasing, remains uncertain, which could impact revenue projections [7] Risks and Considerations - There are concerns regarding AWS's ability to compete effectively for Anthropic's incremental capacity, which may depend on performance and compute efficiency [8] - The overall market dynamics and competition in the AI cloud space could influence future growth and revenue for both GCP and AWS [8] Analyst Insights - Analysts express confidence in Alphabet's long-term growth driven by AI innovations across its platforms, including Search and YouTube, which are expected to enhance revenue and EBITDA growth [21][24] - The consensus rating distribution shows 84% of analysts rating Alphabet as Overweight, indicating strong market confidence [26] Additional Important Information - The report highlights the importance of ongoing partnerships and technological advancements in maintaining competitive advantages in the cloud computing sector [2][24] - The anticipated ramp-up of new TPU models and their efficiency improvements could play a crucial role in driving future revenue growth for Google Cloud [9][13] This summary encapsulates the critical insights from the conference call regarding Alphabet Inc.'s strategic moves in the cloud computing space, particularly through its partnership with Anthropic, and the implications for future growth and competition in the industry.

Core Insights - Velo3D's defense contracts with the U.S. Army and RTX Corp highlight its growth potential, but the more significant opportunity lies in the aerospace sector, particularly with SpaceX as a customer [1][4]. Group 1: Business Model and Strategy - Velo3D positions itself not merely as a machine seller but as a "digital foundry," akin to AWS in manufacturing, providing on-demand production capacity globally [2]. - The digital foundry model allows for consistent production of parts across a network of printers, emphasizing reliability and scalability [2][3]. Group 2: Customer Relationships and Market Validation - Securing SpaceX as a customer enhances Velo3D's credibility in the aerospace industry, which demands high precision and reliability [3][4]. - Meeting SpaceX's rigorous standards could enable Velo3D to serve a broader commercial space ecosystem, including satellite constellations and lunar landers [4]. Group 3: Investment Perspective - Velo3D is establishing itself as a key player in industries that prioritize speed, scalability, and reliability, with defense contracts indicating immediate demand and SpaceX showcasing long-term potential [5]. - The company's success in becoming the manufacturing backbone for aerospace and space exploration could lead to significant growth beyond individual contracts [5][6].

Core Insights - Amazon is laying off staff in its cloud computing division, AWS, as part of a strategic review and focus on priorities [2][3] - The layoffs follow a trend of cost-cutting measures initiated by Amazon CEO Andy Jassy, resulting in over 27,000 job cuts since 2022 [4] - AWS reported a 17% increase in sales to $29.27 billion in the first quarter, but this growth rate has slowed compared to previous periods [3] Group 1: Layoff Details - Amazon confirmed layoffs in AWS but did not disclose specific teams or the number of employees affected [2] - The company emphasized that the layoffs are not primarily due to AI investments but are part of ongoing workforce streamlining efforts [3] Group 2: Financial Performance - AWS experienced a third consecutive quarterly revenue miss, with sales growth slowing from 18.9% in the prior period to 17% [3] - Despite the layoffs, Amazon continues to hire within AWS, indicating a selective approach to workforce management [3] Group 3: Strategic Direction - CEO Andy Jassy has indicated that the corporate workforce may shrink further due to the adoption of generative AI, suggesting a shift in job requirements [5] - The company is focusing on transitioning employees to new roles as part of its evolving business strategy [2][5]