Amazon.com, Inc. (NASDAQ:AMZN) ranks among the best fundamental stocks to buy right now. Morgan Stanley reaffirmed its Overweight rating and $300 price target for Amazon.com, Inc. (NASDAQ:AMZN) on September 10, pointing to the company’s entry into the fresh grocery sector. According to Morgan Stanley, Amazon’s U.S. gross merchandise value may increase by about 120 basis points for every 1% of the market share it gains in this area. christian-wiediger-rymh7EZPqRs-unsplash Morgan Stanley states that Amazo ...

We recently published 9 Stocks on Jim Cramer’s Radar. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer recently discussed. AI and eCommerce giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares have gained a modest 5% year-to-date. Cramer’s recent comments about the firm have discussed its in-house Trainium AI chips and the role they play in the debate in the AI industry surrounding the cost-performance benefits of non-NVIDIA AI GPUs. Amazon.com, Inc. (NASDAQ:AMZN)’s cloud computing business has bee ...

Few companies in history have been as effective at reinventing themselves as Amazon (AMZN). In 2025, Amazon is gradually being recognized not only as a retail giant but also as a powerhouse in artificial intelligence (AI). This shift could fuel its next era of trillion-dollar growth. Sitting at a market cap of around $2.4 trillion, Amazon has solidified itself as one of the world's most valuable companies, and its dynamic business strategy suggests that it still has an opportunity to grow. More News from ...

亿万富翁投资者在第二季度增持的AI股票 - 亿万富翁投资者在第二季度增持五只人工智能股票以提升投资组合 [1] Philippe Laffont的持仓动向 - Philippe Laffont管理的Coatue Management增持英伟达34% 持仓占比达5% [3][4] - 增持博通58% 持仓占比达4.3% [4] - 英伟达预测AI基础设施支出将从6000亿美元增长至4万亿美元 [5] - 英伟达凭借CUDA软件平台构建宽护城河 GPU仍将是AI工作负载主要芯片 [5] - 博通通过帮助客户设计定制AI芯片成为重要参与者 定制芯片在特定任务上具更高性能和成本效益 [6] - AI芯片需求激增使英伟达和博通成为长期赢家 [7] Stanley Druckenmiller的持仓选择 - Stanley Druckenmiller增持台积电28% 持仓占比达4.3% [8][9] - 台积电是唯一能大规模制造高良率先进芯片的晶圆代工厂 与所有芯片制造商密切合作并拥有强定价权 [10] - 机器人出租车和量子计算等新兴行业的需求使台积电成为长期赢家 [10] Bill Ackman的投资布局 - Bill Ackman新建亚马逊头寸（持仓占比9%）并增持 Alphabet（持仓占比15%） [11] - 两家公司均为云计算领导者 拥有自研AI芯片可提升性能并降低成本 [12] - 亚马逊在电商业务中应用AI 包括履约中心AI机器人、配送路线优化和供应链管理 同时推动赞助广告业务增长 [13] - Alphabet通过AI Overviews增加搜索查询量 全球推出AI Mode 新功能如Lens和Circle to Search驱动商业意图查询 [14] - 凭借Chrome浏览器、Android操作系统和全球广告网络优势 Alphabet有望从AI中受益 [14] - 两家公司均被视为长期AI赢家 [15]

Perspectives and risk tolerances could drive this choice.CoreWeave (CRWV 2.86%) just announced that it has landed an order from AI chip giant Nvidia (NVDA 0.34%) worth at least $6.3 billion. The deal obligates Nvidia to purchase its residual unsold capacity until April 13, 2032, if it is not already purchased by CoreWeave's customers.CoreWeave is a longtime Nvidia client. It has purchased hundreds of thousands of GPUs, which CoreWeave rents out to clients. With the agreement, CoreWeave gains an additional r ...

华为云Stack 8.6发布 - 华为云Stack 8.6版本发布 围绕云底座、数据+AI、应用现代化和一体化运维四个方向实现八大核心能力升级 [1] 行业智能化趋势 - 政企关注焦点从算力建设转向AI技术应用压力 非结构化数据利用率年增长达60% [3] - 企业智能升级依赖高质量数据 数据+AI双飞轮协同发展激发生产要素更新 [3] - 工业领域先行先试AI应用 如钢铁热轧工艺传统需5天调试300多个参数 现通过AI实现全流程智能化 [4] - 金融行业探索多Agent协同方案 解决系统集成难、开发周期长等难题 提升服务体验和效率 [5] 客户案例与成效 - 云南交投利用华为云Stack数据工程能力 处理6.3万文档、620亿条业务数据和百万张图片 绿美通道交通大模型行业知识回答准确率提升20% 车流预测精度提升10% [3] - 中铝集团携手华为在8大业务领域18个关键场景构建大模型混合云能力 实现生产全流程智能化 [4] - 华为云与南通高新集团开展家纺行业数据空间创新 汇聚多家企业专有数据 服务超4000家企业避免盗版损失 [7] - 南京钢铁、中铝集团、海螺水泥等龙头企业基于华为云Stack构建专属大模型 [8] - 中国邮储银行基于CodeArts工具链打造智能开发平台 超6000研发人员使用 自动生成29万余行代码 支撑200多个应用系统开发 [8] 技术能力升级详情 - 云底座适配CloudMatrix 384超节点 优化算力使用与管理 缩短模型部署时间 实现硬件、软件、作业三维度运营运维整合 [7] - 单Region支持5万POD超大规模容器调度 大幅缩短部署时间 同城双AZ高可用方案实现RPO秒级、RTO分钟级容灾恢复 [7] - 数据工程增强三方面能力：融合数据湖实现全域数据标签化与全局可视、升级智能数据工具链、打造数据空间中枢保障数据流通可信可管 [7] - 模型工程基于ModelArts平台 适配多种基础大模型与业务流程工具 支持增训、微调、强化学习、评测和部署全流程 [8] - 应用现代化推出GaussDB三层池化分布式架构 提升数据库性能 提供防勒索保护和强同步数据复制机制 [8] - 软件开发基于CodeArts Doer覆盖研发全流程6大环节 包括项目管理、产品管理、开发、构建、测试和部署 [8] - 一体化运维提升故障快速感知与定界能力 实现场景化故障治愈和容灾一键切换 [9] - 联创孵化知识问答助手、数据检索助手、故障诊断3大助手能力 提升运维效率 [9] 市场影响与成果 - 华为云Stack获得全球超5500家客户信任 [9] - 发布《华为混合云平台运维现代化核心能力及最佳实践》白皮书 分享政企运维方法论 [9]

IT之家 9 月 20 日消息，彭博社今日报道称，甲骨文公司正在与 Meta 商谈一项价值约 200 亿美元（IT之 家注：现汇率约合 1423.49 亿元人民币）的云计算合作。 据知情人士透露，根据这份多年期协议，甲骨文将负责为 Meta 提供云计算能力，用于 AI 模型的训练 和部署。据称，其协议的金额还有可能继续往上加，具体条款在最终签署前仍可能发生变化。 甲骨文此前曾披露过与 Meta 及其他 AI 公司的云合作。这份合同将为甲骨文的云基础设施业务再添重 要客户。 上周，该公司公布了大幅增长的订单数据，推动股价创下历史新高。今年以来，在云业务带动下，该公 司股价累计已上涨 85.91%。 不过，市场也对该公司存在担忧，即甲骨文的云订单在多大程度上依赖单一客户。OpenAI 作为领先的 人工智能企业，被视为其最大客户。今年早些时候，甲骨文与 OpenAI 签署了一份规模前所未有的 4.5 吉瓦算力协议。 ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Craig with my friends.I'm just trying to take a little money. My job is not just entertain, but to explain, teach you, because man, we got a lot to talk about tonight. Call me 1800 73 CBC.Tweet me at Jim Kramer. These days, these days are insane. More record highs, more positives, more money made.And yet another week where the markets hated, just despised. The complaints about it are myriad. Nobody champions stocks except well, us.And of course, the legion o ...

These days are insane. More record highs, more positives, more money made. And yet another week where the markets hated, just despised.The complaints about it are myriad. Nobody champion stocks except well uh us. And of course, the legion of buyers who propel these stocks higher.The averages always tell the story. Dow gaining 173 points, S&P advancing 49%, NASDAQ climbing 72%. It was a really good session and all I heard were gripes.The rally once so narrow is now amazingly broad. The banks, the transports, ...

Well, we've got a market flash on Oracle. Mackenzie Sagalos has the details. Mackenzie.>> Hey, John. So, Oracle shares ended the day 4% higher after Bloomberg reported that it is in advanced talks with Meta on a 20 billion multi-year cloud computing deal. The agreement would make Oracle a critical infrastructure provider for Meta's AI training and deployment.It also follows OpenAI's massive $300 billion cloud commitment to Oracle, really cementing Oracle's status as a bigger player in that AI arms race. Met ...