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Generative AI drives cloud spend blitz
Yahoo Finance· 2025-10-03 07:00
This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  Over the next three years, 42% of firms expect to spend more than 30% of their cloud budget on generative AI, according to a survey of 215 North American IT buyers published by TD Cowen earlier this month. Nine in 10 leaders expect generative AI use cases to account for 10% of the cloud budget.  Enterprise generative AI workloads are moving rapidly to public c ...
11 Worst Performing Data Center Stocks in 2025
Insider Monkey· 2025-09-29 18:47
Core Insights - The data center industry is experiencing significant growth driven by the demand for artificial intelligence, with estimates suggesting a potential increase in global data center needs by 100 gigawatts by 2030 [2][3] - Despite the overall growth in the sector, not all companies are benefiting equally, with some facing challenges such as poor execution and heavy debt, leading to sharp declines in their stock prices [3][4] Group 1: Industry Overview - Goldman Sachs and McKinsey & Company emphasize the critical role of high-density data centers in the AI race and as foundational infrastructure for digital services [1][2] - The demand for AI capacity is rising rapidly, creating a significant opportunity for data center operators [2] - The power requirements for data centers are projected to nearly triple from 68 to 196 gigawatts in the coming years, highlighting the need for investment in power solutions [10] Group 2: Company Performance - DigitalBridge Group Inc. is one of the worst-performing data center stocks in 2025, with a year-to-date return of only 4.6%, despite being a major player in the digital infrastructure space with over $96 billion in assets [8][9] - NetApp Inc. has a year-to-date return of 3.3%, struggling to keep pace with the broader market due to competition from pure-play cloud providers, although its hybrid model remains appealing to enterprises [12][15] - Analysts have a cautious outlook on NetApp, with two-thirds holding a Neutral rating, while the company maintains a growth forecast of 2% for the next quarter and 3% for the year [13][15]
Analysts Are Talking About These 10 Stocks as AI Investments Continue to Grow
Insider Monkey· 2025-09-27 17:18
AI Revolution Impact - The AI revolution, initiated by the launch of ChatGPT, is significantly influencing various industries, with AI now capable of writing code from simple English commands [1] - Trust in AI-generated code is increasing among developers, as noted by Amjad Masad, CEO of Replit, which recently raised $250 million at a $3 billion valuation [1] T-Mobile US Inc (NASDAQ:TMUS) - T-Mobile US Inc has 76 hedge fund investors, with strong postpaid performance and monetization capabilities driving positive sentiment [3] - The company reported a 5% year-over-year increase in average revenue per account, marking the best performance in eight years, indicating potential for growth [4] - Analysts forecast revenue growth of approximately 6.5% through 2025, with a slight slowdown to 5.3% in 2026 [4] Citigroup Inc (NYSE:C) - Citigroup Inc has 102 hedge fund investors, with a focus on its turnaround story and dividend yield of 2.41% [7] - The stock has outperformed the S&P 500 by 42% compared to 12.5% for the index, indicating strong market performance [7] - The company is expected to see improved profitability and consistent margins as investments in IT and compliance are largely complete [7][8] Walmart Inc (NYSE:WMT) - Walmart Inc has 105 hedge fund investors and is recognized as the best retailer in America, benefiting from strong consumer sales growth [8] - Industry sales increased by nearly 7% last month, with Walmart effectively managing tariffs and maintaining competitive pricing [8] Tesla Inc (NASDAQ:TSLA) - Tesla Inc has 115 hedge fund investors, with mixed sentiment due to declining global EV sales, which fell 14% year-over-year in Q2 [9][10] - Despite challenges, there is potential for a stock rally as the company approaches Q3 delivery reports, with a focus on upcoming product launches [9][10] - Tesla's market share in California dropped from 60.1% in 2023 to 52.5% in 2024, despite overall EV sales increasing in the state [10] Oracle Corp (NYSE:ORCL) - Oracle Corp has 124 hedge fund investors, with strong quarterly results driven by significant spending from OpenAI on compute resources [12] - The company expects booked revenue to exceed $0.5 trillion, with a projected revenue growth of at least 16% in fiscal 2026, fueled by cloud growth exceeding 40% [14] - Oracle's competitive advantages include a strong market position in enterprise software and a high customer retention rate [13][14] Apple Inc (NASDAQ:AAPL) - Apple Inc has 156 hedge fund investors, with a recent shift in focus back to its core iPhone business amid concerns over AI progress [15][16] - The iPhone upgrade cycle has extended to 35 months in the US, with 63% of users keeping their devices for over two years, indicating potential challenges in maintaining pricing power [16] - Apple underperformed the S&P 500, with concerns about growth rates due to market maturation of key products [17]
Trump Explodes On Truth Social, Demands Microsoft Fire Ex–Biden DOJ Official Lisa Monaco: '...A Menace To US National Security' - Microsoft (NASDAQ:MSFT)
Benzinga· 2025-09-27 02:12
Core Viewpoint - President Trump has called for Microsoft to terminate Lisa Monaco, citing concerns over national security due to her previous role in the Biden administration and her current position at Microsoft [2][3]. Group 1: Trump's Allegations - Trump labeled Monaco as a "menace to U.S. National Security," referencing her past actions that led to the revocation of her security clearances and access to national security intelligence [2]. - He emphasized that Monaco's wrongful acts have serious implications for Microsoft's contracts with the U.S. Government [2]. Group 2: Monaco's Role and Background - Monaco was instrumental in coordinating the Justice Department's response to the January 6 Capitol assault [3]. - She joined Microsoft in July as the President of Global Affairs, indicating her significant role within the company [4]. Group 3: Microsoft's Government Contracts - Microsoft has a substantial portfolio of contracts with various U.S. government agencies, recently agreeing to provide $3.1 billion in savings on cloud services over one year [4]. Group 4: Recent Policy Changes - Microsoft has made recent policy changes, including cutting off cloud-based storage and AI subscriptions to a unit of the Israeli military following investigations into their activities [5].
Trump calls for the firing of Lisa Monaco, Microsoft president of global affairs
CNBC· 2025-09-26 21:40
Group 1 - The U.S. Deputy Attorney General Lisa O. Monaco is facing calls for her dismissal from Microsoft by former President Donald Trump, citing concerns over national security due to her previous role in the Biden administration [1][3] - Trump's demand follows the indictment of former FBI Director James Comey and is made through his Truth Social account, which has a significant following of 10 million [2] - Monaco has been accused by Trump of having her security clearances revoked and being banned from federal properties, which he claims is due to her "wrongful acts" [3] Group 2 - Microsoft has significant contracts with the U.S. government, utilizing its cloud infrastructure and productivity software, and recently agreed to provide $3.1 billion in savings on cloud services for government agencies [4] - Following an investigation, Microsoft decided to cut off cloud-based storage and AI subscriptions to a unit of the Israeli military over allegations of tracking Palestinians' phone calls [5]
Jim Cramer on NVIDIA: “The Ultimate Own it, Don’t Trade It”
Yahoo Finance· 2025-09-25 17:12
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer shared his opinions on. Cramer discussed the company’s latest deal with OpenAI and said: “NVIDIA, the ultimate own it, don’t trade it, stock is another one. For weeks now, we’ve been bombarded with questions about demand for NVIDIA’s chips because of concerns about China… Then today, NVIDIA announced a deal with OpenAI to build data centers with a capacity of 10 gigawatts worth of power. Do you know that’s enough power to, to take care of 8 ...
TD SYNNEX Corporation (NYSE:SNX) Sees Upward Trend in Price Targets Amid Strong Financial Performance
Financial Modeling Prep· 2025-09-24 15:00
Company Overview - TD SYNNEX Corporation is a significant player in the business process services sector, distributing a variety of products including PC systems, mobile phones, IT systems, and consumer electronics. The company also offers systems design, logistics, cloud services, and marketing services to resellers, system integrators, and retailers, positioning itself as a key player in the technology distribution industry [1] Price Target Trends - The consensus price target for TD SYNNEX has shown an upward trend over the past year, increasing from $148.22 a year ago to $155.6 in the last quarter, and further to $173 in the past month, indicating growing optimism among analysts regarding the company's stock performance [2][6] Financial Performance - In the second quarter, TD SYNNEX reported strong financial results, surpassing guidance with significant revenue growth, improved profit margins, and impressive cash generation. The company's business model, focusing on scale and efficient management of working capital, supports its high-quality economic framework [3][6] Upcoming Earnings Report - The upcoming third-quarter earnings report is expected to reflect higher earnings for TD SYNNEX, with the stock having already increased by 5.8% since the last earnings report 30 days ago. Despite a lower price target of $130 from analyst Matthew Sheerin, the overall sentiment remains positive, with a valuation analysis suggesting a fair value between $170 and $175 [4][5] Investment Case - The strong financial performance of TD SYNNEX, along with a trailing free cash flow yield of 6% and steady dividend growth, strengthens the investment case for the company [5]
These 10 Stocks are Buzzing After Important Analyst Calls
Insider Monkey· 2025-09-22 21:07
Group 1: AI Companies and Market Trends - Investors are increasingly investing in AI companies, with valuations of the "Magnificent Seven" private market companies reaching $1.2 trillion, nearly doubling over the past year [2][3] - The combined value of these AI companies has quadrupled from $264 billion since late 2022, highlighting AI's significant impact on private market performance [3] Group 2: Stock Recommendations and Hedge Fund Sentiment - Agnico Eagle Mines Ltd (NYSE:AEM) is highlighted as a top gold stock, with a year-to-date increase of over 100% and an average dividend increase of 25% per year over the past five years [6][8] - Axon Enterprise Inc (NASDAQ:AXON) is recommended as a strong non-tech stock, with a growth rate of approximately 30% and a significant market presence in public safety products [9] - American Express Co (NYSE:AXP) is noted for its strong performance, with revenues up 8% at constant currency and a focus on capturing younger consumers, who now account for 35% of total US consumer spending [10] - Oracle Corp (NYSE:ORCL) is positioned well in the enterprise software market, expecting at least 16% revenue growth in its 2026 fiscal year, driven by cloud growth exceeding 40% [12][14] - Advanced Micro Devices Inc (NASDAQ:AMD) is expected to gain market share in AI applications by 2027, with significant revenue and profit growth anticipated [17] Group 3: Company-Specific Challenges - Tesla Inc (NASDAQ:TSLA) faces declining global sales, with a 14% year-over-year drop in the second quarter, and a decrease in market share in California from 60.1% in 2023 to 52.5% in 2024 [18][19]
OpenAI Restructure Progress Eases Investor Concerns, Microsoft’s (MSFT) Ties Bolster AI Growth Outlook
Yahoo Finance· 2025-09-16 17:44
Microsoft Corp. (NASDAQ:MSFT) is one of the best ESG stocks to buy now according to hedge funds. On September 12, Bloomberg reported that OpenAI is close to finalizing a governance overhaul that would convert it into a more conventional for-profit structure, while granting its nonprofit arm an equity stake of at least $100 billion. Bret Taylor, Chairman of OpenAI’s board, stated that the nonprofit will maintain controlling authority through a new public benefit corporation, ensuring oversight of OpenAI’s l ...
Stronger Growth Prompts Goldman to Upgrade Oracle (ORCL) to Buy, Target Raised to $410
Yahoo Finance· 2025-09-16 17:34
Core Viewpoint - Oracle Corp. has been upgraded to a "Buy" rating by Goldman Sachs, with the price target raised to $410 from $240, following a strong first quarter of fiscal 2026, indicating a positive outlook for the company's growth potential [1][2]. Group 1: Growth and Demand - There is accelerating demand for Oracle's cloud services, along with stronger-than-expected bookings, which enhances confidence in the company's AI-driven growth strategy [2]. - The adoption of Oracle's cloud database products is steadily increasing, which is a key component of its long-term business strategy [2]. Group 2: Profitability and Management Guidance - Profitability concerns have eased as management has guided for mid-teens EBIT growth for fiscal 2026, supporting the view that Oracle is entering a stronger growth phase [3]. - The robust bookings performance aligns with the positive outlook, justifying the upgrade to "Buy" [3]. Group 3: Company Overview - Oracle Corp. provides a comprehensive suite of database and cloud computing software and hardware, including databases, relational servers, application development tools, and enterprise business applications [4].