Market optimism was driven by the Fed signaling two more rate cuts this year, although Fed Chair Jerome Powell cautioned about labor market weakness and the uncertainty behind further easing.After the Federal Reserve's recent rate cut in September 2025, mortgage rates have shown a downward trend but are not guaranteed to keep falling further. The average rate for a 30-year fixed mortgage stood around 6.13% to 6.35%, touching lows not seen in nearly a year. However, mortgage rates are influenced more by the ...

CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks You Should Not Ignore. On September 15, Deutsche Bank Analyst Brad Zelnick placed a “Catalyst Call: Buy” on CoreWeave shares as a short-term investment idea. It stated that it’s sticking with its long term hold rating on the stock but also sees a near-term buying opportunity driven by “insatiable” AI demand. “We believe CoreWeave has meaningful powered shell capacity expected to come online over the next 12-18 months which it has yet to sign customer c ...

Key Points Bill Ackman added shares of this stock amid the tariff-fueled selloff in April. Despite the stock's recovery, he sees a long runway for continued growth for multiple businesses within the company. Operational efficiencies and scale could lead to profit margin expansion. 10 stocks we like better than Amazon › Billionaire Bill Ackman is one of the most widely followed investment managers on Wall Street. His Pershing Square Capital Management hedge fund has outperformed the S&P 500 in 202 ...

It is easy to see why Oracle is winning business from so many AI and cloud companies. The company points out that its Oracle Cloud Infrastructure (OCI) can help customers reduce AI compute costs by up to 50% and networking costs by up to 80%. Additionally, Oracle built (and is still building) a huge data center network across the globe, which is another reason why it is landing a huge volume of AI contracts.Oracle's phenomenal RPO growth was driven by "significant cloud contracts with the who's who of AI, i ...

今天分享的是：阿里云：云解析DNS产品白皮书（2025版） 报告共计：97页 阿里云云解析DNS产品白皮书（2025版）核心总结 阿里云云解析DNS作为互联网"中枢神经系统"，是支撑数字经济发展的关键基础设施，其核心是基于云计算技术，实现域名与 IP地址的高效转换，满足多场景下的解析需求。 从发展历程看，DNS经历了传统IDC、云计算、多云+自建IDC融合三个阶段。传统IDC阶段，DNS需求集中于公网且规模有限； 云计算阶段，云解析DNS诞生，满足公网多线/多地域解析及内网域名化需求；当前融合阶段，需解决异构环境资源互联互通与 统一调度问题。 产品体系采用"云端一体"架构，云平台以SaaS形式提供公网权威解析等服务，端侧通过自建DNS软件与移动端SDK满足多样化 需求，具备全场景覆盖、集中管理、开放集成、普惠计费等特点，按量付费模式大幅降低企业成本。 产品服务涵盖四大类：解析服务是核心，包括公网权威解析、内网域名解析等，满足不同场景解析需求；安全服务构建"平台安 全基座+用户安全策略"体系，防护各类攻击；运维服务提供可视化工具，实现智能运维；管理服务支持DNS全生命周期管理， 提升效率与稳定性。 技术体系方面 ...

Owning promising growth stocks over the long term is a surefire way for you to build your wealth towards a happy retirement.There is a plethora of investment choices in the US market where you can find many growth stocks in various sectors.To build a sturdy growth stock portfolio, you should select companies that possess a robust economic moat and boast strong growth track records.Here are four US stocks you can consider owning for the long term.Palo Alto Networks (NASDAQ: PANW)Palo Alto Networks, or PAN, p ...

Amazon has the potential to be a top growth stock in the market.Amazon (AMZN -1.20%) is one of the world's most recognizable companies. Its e-commerce platform is responsible for delivering billions of dollars worth of goods every year in over 100 countries around the globe, and has led the e-commerce revolution. However, the e-commerce shift has largely played out, and with artificial intelligence (AI) investing dominating the market, it may seem like Amazon stock is out of favor.But that's not the case. A ...

These stocks are set to be huge beneficiaries from Oracle's data center spending spree.Oracle (ORCL -1.66%) shocked investors recently when the company projected that its cloud infrastructure revenue would skyrocket to $144 billion in the next five years. On top of that, this revenue growth was basically locked in through non-cancellable contracts. While Oracle's stock skyrocketed on the news, I don't think it's going to be the biggest winner of its cloud computing push. The company already carries a heavy ...

The artificial intelligence (AI)-centric cloud platform represents an intriguing opportunity.The advent of artificial intelligence (AI) has changed the face of technology, and that shift is ongoing. Nvidia (NVDA -2.62%) became the market's first AI darling, as its graphics processing units (GPUs) quickly became the gold standard for running AI models and speeding data through the ether. It has soared more than 1,100% since early 2023 (as of this writing), and the stock remains within striking distance of a ...

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