Dec 31 (Reuters) - Brookfield is starting its own cloud business to lease chips inside data centers directly to artificial ​intelligence developers, The Information reported on Wednesday, in a ‌bid to gain end-to-end control of the AI value chain. The cloud business will ‌be tied to a new $10 billion AI fund that the firm is starting and a cloud company called Radiant that Brookfield will operate, the report added. Radiant will have priority to lease any data ⁠centers developed under the ‌fund, the repo ...

Key Takeaways Nebius is expanding GPU capacity fast, lifting contracted power targets to 2.5 gigawatts by 2026.NBIS won hyperscale deals with Meta and Microsoft, but rising costs and heavy capital spending hurt profits.Microsoft is embedding AI across Azure and Copilot, boosting scale with massive global data center.Artificial intelligence (AI) spending continues to accelerate, and investors are increasingly focused on the infrastructure powering this boom. From data centers and GPUs to cloud platforms opti ...

Key Takeaways Cloud ETFs WCLD & CLOU lagged in 2025 but could benefit from AI-driven cloud demand in 2026.Consumer staples ETFs RSPS & FXG may stay under pressure as risk-on trades might dominate early 2026. India ETFs INCO & INQQ could rebound in 2026 on strong GDP growth and rising global tech investment.The year 2025 was upbeat for the market with the S&P 500-based ETF SPDR S&P 500 ETF (SPY) , SPDR Dow Jones Industrial Average ETF (DIA) and PowerShares QQQ ETF (QQQ) adding about 17.7%, 14.3% and 21.7%, r ...

Key Points Nebius is benefiting from the ongoing shortages in AI infrastructure capacity. The company plans to rapidly expand data center capacity. Demand visibility is high for the company. 10 stocks we like better than Nebius Group › Nebius (NASDAQ: NBIS) is a full-stack artificial intelligence (AI) infrastructure company. Through its cloud platform, it provides enterprises with on-demand access to high-end graphics processing units (GPUs) for training and inferencing AI models. Image source: G ...

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. A copy of the letter can be downloaded here. Global equity markets delivered solid results in the third quarter, driven by the resolution of significant trade conflicts and a shift in U.S. monetary policy toward a more dovish stance. Baird Chautauqua International Growth Fund underperformed the ...

直接的价值体现支撑了对一个规模庞大的Agent市场的想象力，也支撑了云厂商在下一个时代的生存空间。 当卖Token成为云厂商接下来最大的增长途径，如何让更多企业将AI用起来就是云厂商当下需要解决的关键问题。 过去一年，AI驱动下的增长，正在给云厂商们带来新的生意机会。阿里云的AI相关收入已经连续9个月实现三位数同比增长。AWS（亚马逊云科技）则判 断，未来MaaS平台带来的Token收入将和EC2计算产品的收入不相上下。谷歌云的年化收益超过500亿美元，其中大部分增长是由AI驱动的。 在老头部们靠AI收获高速增长的同时，新锐们也在以更敏捷的动作拥抱AI时代，冲击行业原有的势力格局。火山引擎坚持锚定「AI云」，将其视为一次 重要的超车机会，并将预计在2029-2031年实现的千亿营收目标上调了数百亿美元。CoreWeave在通过收购增强AI算力租赁之外的AI开发能力。 正如谷歌CEO Sundar Pichai所指出的，AI正在重塑整个云市场。 AI能够成为云厂商增长驱动核心，是因为越来越多的行业和企业开始意识到利用AI优化业务效率、创造价值的可行性，并急于将其付诸实践。 云厂商已经在为企业获得和利用AI能力提 ...

Amazon (NASDAQ: AMZN) is emerging as one of the most popular stock picks among retail investors thanks to its cloud computing efforts.Accordingly, one market expert thinks Amazon stock ‘remains a generational buy’ and argues a $300 price is closer than we think.Namely, on December 30, the analyst known as Mike Investing weighed in on the e-commerce leader, noting its valuation is at a decade low as we head into 2026.Further, he added that earnings per share (EPS) showing a 36% increase year-over-year (YOY), ...

Key Points Alibaba has invested more than $17 billion over the past year in AI and cloud infrastructure over the past year. Alibaba's AI-related product revenue has delivered growth north of 100% for nine consecutive quarters. Its cash cow e-commerce business is financing Alibaba's AI future, and you can buy the stock at a forward earnings multiple in the teens. 10 stocks we like better than Alibaba Group › There's an argument to be made that many artificial intelligence (AI) stocks are bargains ...

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets continued their rally in the third quarter, with US stocks gaining over 8% as measured by the Russell 3000 Index. Small-cap stocks experienced the strongest quarterly performance, rising by more than 12%, whereas large-cap stocks increased by about 8%, and mid-cap stocks saw a gain of 5%. The strategy underperformed the Russell Midca ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【AI耳机销量涨超600%，智能穿戴设备功能持续提升】 实时翻译的AI耳机、一键拍摄的AI眼镜、实时监测身体数据的智能手表……从体验尝鲜到健康 生活的"数字伙伴"，AI可穿戴设备功能持续提升。 一家AI耳机相关负责人表示，伴随着大语言模型推出，推理成本下降，AI耳机的人机交互能力 大幅提升。 2025年上半年，AI耳机市场线上销量增长636%。机构数据预测，2025年，中国智能穿戴设 备市场规模有望突破3000亿元，出货量预计突破7100万台，其中智能手表、手环贡献超80% 份额。 【亚马逊：将为美国政府机构AI系统投资高达500亿美元】 日前，亚马逊网络服务（AWS）宣布了一项计划，即首次为美国政府构建并部署专门用于人工 智能和高性能计算的系统，该计划承诺将投入高达500亿美元，以增强该公司为美国联邦政府 客户提供的人工智能和超级计算能力。 【AI公司MiniMax寻求通过 ...