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Alibaba stock soars on expected AI spend, Nvidia pact
Yahoo Finance· 2025-09-24 23:36
Alibaba (BABA) stock soared to its highest level in almost four years after the e-commerce and cloud giant said it will boost AI spending beyond its original commitment of more than $50 billion, joining the ranks of US big tech players's escalating bets on artificial intelligence. US-listed American Depository Shares (ADRs) jumped 9% after CEO Eddie Wu said during a conference in China that a worldwide investment in artificial intelligence is estimated to reach $4 trillion over the next five years, and Al ...
云栖行至2025:阿里云拼了
北京商报· 2025-09-24 22:54
当外界还在讨论AGI(通用人工智能)的实现路径时,阿里集团董事兼CEO、阿里云智能集团董事长兼CEO吴泳铭在9月24日提出了一个新概念:超级人工 智能(ASI)。 每年,阿里云都会在云栖大会上描述定位、分享观察、展示能力。2025年的这套组合拳更显强势,目标也更宏大。这种变化很微妙,并不起于当天的演讲和 愿景,而来自于2025年初阿里提出的三年投入3800亿元建设云和AI基础设施的决心、云计算在阿里集团日益提升的地位,以及集团押注未来技术革命承担 的风险。 当天,阿里通义千问大模型七连发,覆盖文本、编程、视觉理解、语音识别等垂直领域;百炼升级了7种企业级Agent(智能体)能力;阿里云发布新一代磐 久128超节点AI服务器。产品层面,阿里云从AI模型、Agent(智能体)开发、AI基础设施三个方面向AI时代的安卓看齐。单论云栖大会第一天的效果,按 当天港股收盘时计算,阿里股价涨了近10%,截至北京商报记者发稿,阿里在美股股价上涨7.71%。 1 . ri i r program CHILACA THE 他还将通往ASI的路线分成三个阶段:智能涌现、自主行动、自我迭代,把当下所处的阶段对标到第二阶段,也就是AI ...
How Amazon And SAP Plan To Keep European Data Safe And Local
Yahoo Finance· 2025-09-24 22:14
Amazon Web Services (AWS), the cloud unit of Amazon.com, Inc. (NASDAQ:AMZN), and German software maker SAP SE ADS (NYSE:SAP) said on Wednesday they will offer SAP Sovereign Cloud services on AWS’s planned European Sovereign Cloud, backed by a 7.8 billion euros (approximately $9.16 billion) investment from Amazon. AWS and SAP, partners for over 16 years, are expanding their collaboration to help European customers meet their digital sovereignty needs and drive AI innovation, thereby accelerating digital tra ...
Did Alphabet Just Say "Checkmate" to OpenAI?
Yahoo Finance· 2025-09-24 22:00
Key Points The popularity of ChatGPT and similar models has analysts questioning Alphabet's dominance in online search. But based on Alphabet's financial profile, ad revenue from Google appears to be keeping pace in the AI era. Alphabet has reinvested these profits into other moneymaking opportunities that remain overlooked. 10 stocks we like better than Alphabet › Ever since OpenAI introduced ChatGPT to the public a few years ago, some Wall Street analysts have sounded the alarm for Alphabet (NA ...
Why Amazon's lagging stock now may offer the perfect buying opportunity
MarketWatch· 2025-09-24 21:56
Amazon's stock has been weighed down by concerns about AWS growth, but Wells Fargo sees better trends ahead for the company's cloud-computing business. ...
Amazon (AMZN) Launches Multi-Channel Fulfillment for Non-Amazon Marketplaces, Boosting Retailer Sales
Yahoo Finance· 2025-09-24 21:54
Amazon.com, Inc. (NASDAQ:AMZN) ranks among the best hot AI stocks to buy right now. Amazon.com, Inc. (NASDAQ:AMZN) revealed the extension of its Multi-Channel Fulfillment service to accommodate retailers selling on the SHEIN, Shopify, and Walmart marketplaces during its Accelerate seller conference on September 18. christian-wiediger-rymh7EZPqRs-unsplash By the end of the year, Amazon.com, Inc. (NASDAQ:AMZN) intends to release a free app for SHEIN’s US marketplace, which will be accessible via the SHEIN ...
AMZN & NOW Collect Upgrades, ADBE Hit with Downgrade
Youtube· 2025-09-24 21:53
We still continue to take a look at some more movers, upgrades, downgrades. I am joined here by Diane King Hall, host of Mory Movers, here looking at some of the movers because of the upgrades and downgrades. And how about we start with the Mag 7 name looking at Amazon.>> Yeah, and listen, Amazon needed some love. It's uh got to play catch-up when you compare it to the rest of the Mag 7. And there have been a lot more analyst calls who are calling that one to the table to be next.You got Wells Fargo today b ...
亚信科技(01675)签订阿里云能力中心合作合同
智通财经网· 2025-09-24 21:48
合作内容 - 亚信科技与阿里云签订能力中心合作合同 成为阿里云的云计算项目交付能力中心 [1] - 双方将加强在通义千问大模型 人工智能一体机 AI大模型安全方案等多方向的联合产品研发及服务合作 [1] - 进行行业应用塬生化研发及市场开拓 助推人工智能+落地百行千业 [1] 能力认可与分工 - 阿里云认可亚信科技在人工智能大模型应用交付领域的能力 [1] - 阿里云将持续深耕算力技术与模型算法迭代 为AI应用落地提供底层支撑 [1] - 亚信科技将依托深度学习和大语言模型生成能力优势 优化传统应用开发范式 [1] 市场地位 - 阿里云是全球领先的云计算及人工智能科技公司 中国最大 亚太地区第一的云服务商 [2] - 阿里云服务全球200多个国家和地区的数百万客户 为超过一半的A股上市公司和80%中国科技创新企业提供服务 [2] - 亚信科技是具备端到端全链路服务能力的大模型应用交付领军企业 [2] 合作意义 - 合作将为亚信科技拓展AI大模型交付等新业务领域提供机会 [2] - 预期建立互利合作关系将创造更多潜在增长机会 [2] - 亚信科技是阿里云政企星河计划人工智能生态联盟的重要成员 [2]
2 Ways to Trade Amazon Ahead of October's Prime Day
MarketBeat· 2025-09-24 21:39
Shares of Amazon.com Inc. NASDAQ: AMZN were trading just above $220 on Tuesday morning, continuing to retreat from a stubborn layer of resistance around $240. We’ve flagged this level before as a potential triple-top risk, and the longer Amazon fails to clear it, the louder the bears will be. This is a pivotal moment for a stock still only a few big green days away from its all-time highs. It’s made all the more critical because the company’s banner Prime Deal Days event is only a few weeks away, and could ...
Amazon upgraded, Adobe downgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-09-24 21:36
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Scotiabank upgraded OpenText (OTEX) to Outperform from Sector Perform with a price target of $50, up from $35. The firm cites increased conviction" in the company's content management business for the upgrade.Jefferies upgraded Quanta Services (PWR) to Buy from Hold with a price target of $469, up from $398. The s ...