For Immediate ReleasesChicago, IL – December 26, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog includeAnalog Devices, Inc. (ADI) , Amazon.com, Inc. (AMZN) and Fortive Corp. (FTV) .Here are highlights from Friday’s Analyst Blog:Buy 3 Tech Stocks as Santa Claus Rally Gets UnderwayThe Santa Claus rally appears to have fina ...

Market Overview - The S&P 500 has reached an all-time closing high of 6,909.79 points, rising 0.5% on Tuesday, driven by a strong U.S. GDP growth of 4.3% in Q3, surpassing the expected 3.2% [4][11] - Positive economic data has led to increased investor optimism, with expectations for the Federal Reserve to potentially implement at least two interest rate cuts in 2026, rather than just one [5][11] Company Highlights - **Analog Devices, Inc. (ADI)**: - Expected earnings growth rate for the current year is 12%, with a Zacks Consensus Estimate improvement of 5.3% over the past 60 days. ADI holds a Zacks Rank of 2 [9][11] - **Amazon.com, Inc. (AMZN)**: - Expected earnings growth rate for next year is 9.5%, with a Zacks Consensus Estimate improvement of 4.7% over the last 60 days. AMZN also has a Zacks Rank of 2 [13][11] - **Fortive Corporation (FTV)**: - Expected earnings growth rate for next year is 6.8%, with a Zacks Consensus Estimate improvement of 4.7% over the past 60 days. FTV currently holds a Zacks Rank of 2 [14][11] Industry Insights - The rebound in tech stocks follows a period of volatility, with concerns about the sustainability of AI investments easing as major tech companies provide better-than-expected profit guidance [6][7] - The overall positive sentiment in the market is reflected in the performance of S&P 500 stocks, particularly those with strong growth potential heading into 2025 [3][11]

Key Takeaways Alibaba shares fell 14.4% in three months as fiscal Q2 profits and margins collapsed.BABA posted a 71% drop in non-GAAP EPS with operating margins shrinking to 2%.Alibaba saw cloud revenues jump 34%, but RMB 120B in capex has weighed on overall profitability.Alibaba Group (BABA) has experienced a turbulent quarter, with shares plunging 14.4% over the past three months as the Chinese e-commerce and cloud giant grapples with deteriorating profitability metrics despite revenue growth. The company ...

Key Takeaways Amazon reported Q3 revenues of $180.2B, up 12% year over year, as AWS growth reaccelerated to 20.2%.AMZN plans about $125B in 2025 capital spending to expand AI infrastructure and meet rising enterprise demand.Amazon's AI tools lifted retail engagement, with Rufus users showing 60% higher purchase completion rates.Amazon (AMZN) stock appears positioned for upward momentum as the company accelerates artificial intelligence deployment across its cloud and retail operations, transforming both rev ...

Key Takeaways NET uses a custom Rust-based Infire engine to maximize GPU utilization and lower AI inference cost.NET runs models closer to users, caching weights at the edge to cut latency and speed startups.NET relies on off-the-shelf hardware to add capacity fast and generate revenues earlier.Cloudflare’s (NET) AI inference strategy has been different from hyperscalers, as instead of renting server capacity and aiming to earn multiples on hardware costs that hyperscalers do, Cloudflare maximizes system ef ...

Amazon shareholders will enjoy exposure to some powerful secular trends shaping our economy.Businesses that can increase their revenues and earnings at high rates over long stretches of time make for wonderful investments. You might think that these opportunities only come from smaller and earlier-stage companies. That's not true: At least one magnificent tech enterprise looks like it fits that description.If you're ready to invest $100,000, it could be a good idea to buy this unstoppable growth stock now, ...

Let's ask Gene Monster. He's managing partner at Deepwater Asset Management. And Gene, I'm curious what you think c I I have a theory, but I want to know what yours uh what you think is going on here.I mean, I to me it seems like a lot actually improved sentiment after OpenAI did that massive raise last week after Sam Alman came out and defended kind of the idea of where's all the money going to come for for their data center um ambitions over the next few years on that podcast, Alex Caneritz. Did that is t ...

Key Points Nvidia still can't keep up with demand for its data center GPUs. After a tepid stock performance in 2025, Amazon is looking to bounce back in 2026. Broadcom's custom AI accelerator chips are growing in popularity with hyperscalers. 10 stocks we like better than Nvidia › Although we're nearly at the end of a year during which the S&P 500 gained a strong 16%, there are still plenty of stocks that look like top-tier buys. Some of the biggest names in the market have retreated from their r ...

Core Insights - The rise of artificial intelligence (AI) has attracted significant investor interest, with companies like Nvidia and Amazon generating billions in revenue from AI applications [1][2] - Concerns have emerged regarding high spending levels and stock valuations among AI companies, leading to a pullback in AI stock prices [2][7] - The AI boom has prompted companies to invest in AI technologies to enhance efficiency and drive innovation, resulting in explosive revenue growth for AI product and service providers [4][6] Industry Overview - Companies are increasingly applying AI to their operations, seeking efficiency gains and new discoveries, which has led to a surge in demand for AI products and services [4] - Major players in the AI space include Nvidia, which provides top chips, and cloud service providers like Amazon Web Services and Microsoft Azure, which offer essential systems for AI implementation [4] - Software companies such as Palantir Technologies are also pivotal, providing platforms that enable businesses to leverage AI for data analysis [5] Investor Sentiment - Investor optimism about AI has driven stock prices up, but recent concerns about the sustainability of future earnings relative to current spending have raised questions about a potential AI bubble [2][7] - The perception of AI as a transformative technology has led to significant stock price increases, but caution is growing among investors regarding the valuation of AI stocks [8]

Amazon.com, Inc. (NASDAQ:AMZN) is one of thetech and consumer sector stocks that Jim Cramer talked about. Cramer made a note of his appreciation of the company’s e-commerce business, as he commented: “Let’s not forget there’s a lot of consumer in tech. Amazon, for example, is more than Amazon Web Services, even though Wall Street only seems to talk about that. Remember, they still have this e-commerce website that you’re on every minute, and that’s a huge, giant tailwind in this backdrop.” christian-wi ...