While artificial intelligence has undeniably represented one of the most transformative technologies of our time, the impact hasn't been felt evenly — just look at ServiceNow Inc (NYSE:NOW) as an example. As an enterprise-focused cloud computing platform, ServiceNow runs and coordinates operating procedures inside large organizations. It uses generative AI and predictive intelligence in the decision-making and execution components inside workflows.To be sure, the narrative isn't as exciting as pure-play AI ...

​Alibaba Group Holding Limited (NYSE:BABA) is one of the Best Non-US Stocks to Buy According to Hedge Funds. On December 10, Reuters reported that Alibaba Group Holding Limited (NYSE:BABA) has shown interest in buying Nvidia’s H200 AI chip, as the Trump administration has allowed Nvidia to export its chips to China. ​According to the report, Chinese companies, including Alibaba, are yet to get a green light from the government to import chips from Nvidia. If the government allows it, this will be importa ...

Tech stocks led the major indexes higher Friday, with many AI investor favorites among the top performers, in what could be a sign of renewed confidence in the sector. Are investors ready to pile back into the AI trade? Shares of cloud computing giant Oracle (ORCL), which slumped recently amid worries about its dependence on a few big AI customers, saw its shares pop over 8% Friday afternoon following reports that it's set to become a major investor in a new TikTok joint venture. Memory chip supplier Micron ...

Shares of CoreWeave (CRWV) are jumping 19% in morning trading today following the announcement that the company has joined the Energy Deptartment’s Genesis Mission. This initiative aims to harness advanced AI computing to accelerate scientific breakthroughs, enhance national security, and promote energy innovation. For CoreWeave, an AI-focused cloud infrastructure provider, participation in this high-profile government-led effort marks a significant validation of its specialized GPU cloud platform and op ...

The U.S. stock market is experiencing a robust midday surge on Friday, December 19, 2025, extending gains from the previous session as investor sentiment remains buoyed by cooling inflation data and significant corporate developments. All three major indexes – the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average – are firmly in positive territory, largely driven by a strong rebound in technology and artificial intelligence (AI) related shares. This positive momentum is helping the S&P 500 and Nas ...

Photographer: Yuki Iwamura/Bloomberg Investors will remember 2025 as the year the artificial intelligence rally broadened out and the fears became more pronounced — not only of a bubble in the stocks, but also of the disruption the technology represents. While tech giants like Alphabet Inc. and Nvidia Corp. delivered strong gains, unsung corners of the industry, like memory chips and hard disk drives, proved to be far better places for investors. Meanwhile, the threat of competition from deep-pocketed he ...

公司股价表现 - 公司股票今日上涨9.8%至74.33美元，有望创下超过两个月以来的最佳单日表现 [1] - 此次上涨是自9月30日以来最大的单日百分比涨幅，股价从5月以来的最低水平反弹，此前两次回调均在60美元附近获得支撑 [2] - 过去六个月，公司股价已大幅下跌59.9% [2] 公司与政府合作 - 公司宣布将加入美国能源部的“创世纪任务”，该任务将利用人工智能和超级计算来推动发现科学、增强国家安全并促进能源创新 [1] 分析师观点与市场情绪 - 花旗银行恢复对公司的覆盖，给予“买入”评级和135美元的目标价 [1] - 在今日之前，券商观点存在分歧，15家给予“买入”或更高评级，14家给予“持有”或更差评级 [3] - 过去30天，尽管空头头寸增加了32.9%，公司股价仍上涨了4.3% [3] 市场交易数据 - 今日看涨期权的交易活跃，仅前半小时就有5.3万份看涨期权易手，是日内平均成交量的三倍，是看跌期权成交量的两倍多 [4] - 最活跃的合约是今日收盘后到期的12月80美元看涨期权 [4] - 目前有3483万股股票被卖空，占其流通股的11.1% [3]

We recently published 12 Stocks on Jim Cramer’s Radar.  Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks on Jim Cramer's radar. Amazon.com, Inc. (NASDAQ:AMZN) is a key player in the AI industry due to several factors. These include the firm’s Amazon Web Services (AWS) cloud computing business and its in-house Trainium AI chips. The highly competitive cloud computing industry, which sees investors demand high growth rates, has also affected Amazon.com, Inc. (NASDAQ:AMZN) in 2025. As an example, the shar ...

云计算行业概述 - 云计算利用虚拟化技术，使用户能通过互联网访问和存储数据，而无需管理物理服务器和复杂的IT基础设施，从而推动创新和数字化转型 [2] - 基于按使用付费的定价模式，帮助企业降低维护现场数据中心和部署IT专家的运营成本，是一种高性价比的解决方案 [4] - 云计算服务分为四大类：基础设施即服务、平台即服务、无服务器和软件即服务，为企业提供不同级别的控制、灵活性和管理选项 [5] - 云计算严重依赖虚拟化和自动化技术，为人工智能和机器学习工作负载提供必要的基础设施，并为大数据管理提供理想平台 [5] - 根据Grand View Research数据，全球云计算市场规模预计将从2024年的7524亿美元增长到2030年的23902亿美元，年复合增长率为20.4% [6] - 云计算在各行业有广泛用例，包括医疗保健的患者监测、金融的个性化管理、教育的沉浸式学习、零售的库存管理以及制造业的预测性维护和供应链管理 [6] 关键公司分析：微软 - 微软是主要的公共云提供商，提供广泛的IaaS和PaaS解决方案，其Azure平台允许用户在云中构建、运行和扩展应用程序，并提供存储、网络、分析和AI等服务 [9] - Azure在全球超过60个已公布区域增加了可用性，通过庞大的全球数据中心网络确保应用的高可用性和可靠性 [10] - 微软正大力投资AI驱动的云服务，将Azure OpenAI服务、Copilot和机器学习集成到各种云解决方案中，使AI成为Azure的核心功能 [11][12] 关键公司分析：Alphabet - Alphabet已从主要作为搜索引擎提供商发展为领先的云计算技术提供商，谷歌云是其增长的关键催化剂 [13] - 谷歌云平台和Google Workspace的广泛采用，以及对基础设施、安全、数据管理、分析和AI的持续投资，帮助谷歌在全球扩展其云业务 [14] - 谷歌云目前拥有42个云区域、127个可用区和200多个国家的200个网络边缘位置，被认为是全球第三大云服务提供商 [14] 关键公司分析：亚马逊 - 亚马逊在云计算市场，尤其是IaaS领域占据领先地位，这主要归功于其高利润业务亚马逊云科技 [16] - AWS是全球最全面、采用最广泛的按需云计算平台，提供超过200项全功能服务，拥有数百万客户，包括初创公司、大型企业和政府机构 [17] - 亚马逊旨在扩展AWS的AI和机器学习能力以促进决策改进，并计划扩展其全球基础设施以实现更快、更可靠、低延迟和最大可用性的服务 [18] 关键公司分析：IBM - IBM已逐渐发展为云和数据平台提供商，收购红帽公司尤其帮助其加强了在混合云市场的竞争地位 [19] - 随着传统云原生工作负载、相关应用以及生成式AI部署的增加，企业管理的云工作负载数量急剧扩张，这导致了对IBM混合云解决方案的健康需求 [20] - 收购HashiCorp显著增强了IBM帮助企业管理复杂云环境的能力，其工具集与IBM红帽的产品组合互补，为云基础设施管理带来了额外功能 [20]

For Immediate ReleasesChicago, IL – December 19, 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 includeAmazon.com, Inc. (AMZN) , Atlassian Corporation (TEAM) and Cloudflare, Inc. (NET) .Here are highlights from Friday’s Analyst Blog:3 Cloud Computing Stocks That Investors Can Opt to Buy Before 2026Cloud computing is incr ...