Investors have poured into quantum computing pure plays, but more diversified artificial intelligence (AI) stocks are the better long-term buys.When it comes to investing in quantum computing stocks, a few news names generally rise to the top right away. These usual suspects include IonQ, Rigetti Computing, and D-Wave Quantum -- each of which has handily outpaced the returns seen in the S&P 500 and Nasdaq Composite over the last year. While these quantum pure plays have become some of the hottest stocks fue ...

Key Points Quantum computing stocks are becoming the new favorite opportunity in the AI revolution. IonQ has become a darling of quantum AI, with shares skyrocketing 300% over the last year. While IonQ's momentum looks unstoppable, history shows that an ugly crash could be in store. 10 stocks we like better than IonQ › Over the last three years, growth investors have flocked to virtually anything that touches the mere idea of artificial intelligence (AI). Some of the biggest beneficiaries to date ...

Migration strengthens Lumen Technologies' strategy to leverage public cloud services, to drive agility, resiliency, and future-ready customer experiences, while laying the foundation for future transformation JERSEY CITY, NJ / ACCESS Newswire / November 11, 2025 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced it has been selected by Lumen Technologies to support its cloud transformation by migrating mission-critical Business Support S ...

Key Points Investment in AI infrastructure is expected to reach $7 trillion by 2030, according to estimates. OpenAI is one of the leading spenders, recently inking a $38 billion chip deal with Amazon. AWS will be deploying clusters of Nvidia GB200 and GB300 chips for OpenAI to access. 10 stocks we like better than Nvidia › Over the last three years, shares of semiconductor powerhouse Nvidia (NASDAQ: NVDA) have soared by 1,500%. At the dawn of the artificial intelligence (AI) revolution, Nvidia's ...

Core Insights - OpenAI has announced a significant $38 billion partnership with Amazon, marking a strategic move in the AI infrastructure landscape [2][8] - The partnership allows OpenAI to leverage Amazon Web Services (AWS), which holds a 30% market share in the cloud infrastructure sector, enhancing its capabilities alongside other major providers [3][8] - This collaboration is part of OpenAI's broader strategy to diversify its cloud partnerships, reducing reliance on a single provider, as seen with its previous engagements with Microsoft Azure and Google Cloud [5][6][7] Company Relationships - OpenAI has been actively seeking partnerships with various cloud providers, having previously established ties with Microsoft Azure and Google Cloud, and now adding Amazon to its roster [5][7] - The partnership with Amazon includes access to extensive Nvidia chip clusters, which will support OpenAI's training and inferencing workloads [8] Market Position - Amazon remains the leader in the cloud hyperscaler market, followed by Microsoft Azure and Google Cloud, which hold 20% and 13% market shares respectively [3] - OpenAI's strategy reflects a trend among AI developers to seek multiple cloud partnerships to enhance operational flexibility and reduce dependency on any single provider [6]

Core Insights - Alphabet reported better-than-expected third-quarter earnings with earnings per share of $2.87, surpassing the Zacks Consensus Estimate of $2.26 by 26.99% and showing a 35.38% improvement from $2.12 in the same period last year [1][2] Financial Performance - The company posted revenues of $87.47 billion for Q3 2025, exceeding the Zacks Consensus Estimate of $84.96 billion by 2.95%, marking a 17.33% increase from the previous year [4] - Net income surged by 32.99% year-over-year to $34.98 billion, while operating income increased by 9.49% to $31.23 billion [4] - Excluding a $3.5 billion EC fine, operating income jumped 22%, with margins expanding to 33.9% [5] Segment Performance - Google advertising revenues reached $74.18 billion, up 12.65% from the previous year, with YouTube ad revenues at $10.26 billion, reflecting a 15.02% increase [6] - Google Cloud business saw operating income rise to $3.59 billion, an 84.59% increase from $1.95 billion a year ago, with revenues growing 32.98% year-over-year to $15.16 billion [7] - Revenues from Google Services increased by 13.78% to $87.05 billion, with double-digit growth across Google Search & Other, YouTube ads, Google Cloud, and subscriptions [8] Stock Outlook - Alphabet has an average brokerage recommendation (ABR) of 1.40, indicating a strong buy sentiment, with 75.44% of recommendations classified as Strong Buy and 8.77% as Buy [9][10]

Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks Making Waves on Wall Street. On October 22, Citizens reiterated its Market Outperform rating on the stock with a $290.00 price target. The firm is optimistic that AI and cloud tailwinds can extend growth momentum. In particular, the firm cited AI improvements to the company’s search functionality and Google Cloud Platform (GCP) as growth catalysts. GCP, it noted, could accelerate as additional data center capacity becomes available. “Despite shares bei ...

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 - Amazon Web Services (AWS) experienced a significant outage affecting numerous high-profile websites, although its shares have shown resilience and are currently in the green [1][2] - The outage was attributed to significant API errors and connectivity issues in the US East1 region, impacting over 70 services [2][3] - This incident underscores the fragility of the internet's infrastructure, particularly for AI-dependent services that rely on AWS for real-time operations [3] Impact on AWS and Clients - The failure originated from AWS's Northern Virginia data center, which has been a recurring point of failure for the company [4] - Morgan Stanley noted that this incident could negatively affect already fragile sentiment towards AWS, with expectations for Amazon to issue credits to affected customers [5] - Investors are likely to consider this outage when Amazon reports its earnings next week, especially as AWS growth has been lagging behind competitors like Azure and Google [6] Competitive Landscape - Companies like OpenAI and Anthropic have diversified their cloud strategies, moving away from AWS to mitigate risks associated with such outages [6][7] - The CEO of Perplexity attributed their disruptions directly to the AWS outage, highlighting concerns for companies in the generative AI space that are heavily reliant on cloud computing [7]

Core Insights - Oracle's multi-cloud strategy is a significant driver for long-term growth, integrating with major hyperscalers like AWS, Microsoft Azure, and Google Cloud to enhance flexibility and scalability for enterprises [1][9] - The company anticipates cloud revenue growth of 32% to 36% in constant currency and 33% to 37% in USD for Q2 of fiscal 2026 [1] - Oracle's multi-cloud database services experienced a remarkable growth of over 1,500% year-over-year in Q1 of fiscal 2026, aided by strategic partnerships [2][9] - The upcoming launch of Oracle's Multi-Cloud AI Database is expected to further boost adoption by allowing the use of large language models directly on Oracle databases [3] - Oracle is investing in expanding its infrastructure with 37 new multi-cloud data centers, projecting OCI revenues to grow 77% year-over-year to $18 billion in fiscal 2026 [4][9] Competitive Landscape - Microsoft Azure poses a challenge to Oracle with its deep integration with Microsoft products and a strong hybrid-cloud strategy, reporting $47 billion in cloud revenues [5] - Google Cloud Platform (GCP) competes with Oracle through its strengths in AI and data analytics, with significant capital spending planned for AI-focused data centers [6] Financial Performance - Oracle's stock has increased by 70% year-to-date, outperforming the Zacks Computer and Technology sector and the Zacks Computer - Software industry [7] - The Zacks Consensus Estimate for Oracle's fiscal 2026 earnings is $6.77 per share, indicating a 12.27% growth compared to fiscal 2025 [13]