Amazon will benefit big time from data center spending.All everyone wants to talk about is Nvidia. The computer chip company is now the largest stock in the world by market capitalization, quickly joining the $3 trillion club along with Apple, Microsoft, and Alphabet. Investors are betting with their wallets that the rising demand for artificial intelligence (AI) computing power will drive huge earnings growth for the likes of Nvidia.They are forgetting one company that will be an underrated beneficiary of ...

Federal Reserve Chair Jerome Powell's speech in Rhode Island weighed heavily on the market. He signaled a cautious approach to future rate cuts after the Fed’s recent 25 basis points cut. Powell highlighted the balancing act the Fed faces between inflation risks tilted to the upside and employment risks to the downside, describing the situation as challenging with "no risk-free path." He also stated that equity prices are currently "fairly highly valued" by many measures, which tempered investor enthusiasm ...

The company's AWS division is facing new threats from Microsoft and Google, leaving investors wondering if Amazon is falling behind in the AI race. ...

Wall Street's concern about an AI bubble may be premature, according to Evercore ISI's Julian Emanuel, who argues that the current artificial intelligence (AI) rally has “a long way to go.” In a recent client survey, 67% of respondents believe a bubble is forming in AI stocks, but Emanuel estimates only a 25% chance that the S&P 500 ($SPX) overshoots its 2026 target of 7,750 and reaches 9,000. He draws parallels between today's AI adoption rate of 25% and the early internet in 1996, when markets continued ...

“Clay's years of experience leading Oracle's large, fast-growing Cloud Infrastructure business has demonstrated his readiness for a CEO role. Mike has spent the last several years modernizing Oracle's Industry applications businesses—including Oracle Health—by completely rebuilding those applications using the latest AI technologies. A few years ago, Clay and Mike committed Oracle's Infrastructure and Applications businesses to AI—it's paying off. They are both proven leaders, and I am looking forward to sp ...

Shares of cloud-based storage solutions provider Snowflake Inc. (NYSE: SNOW)Â gained 15.35% over the past month after slipping 0.68% the month prior. ...

BEIJING , Sept. 23, 2025 /PRNewswire/ -- Kingsoft Cloud Holdings Limited ("Kingsoft Cloud" or the "Company") (NASDAQ: KC and HKEX: 3896), a leading cloud service provider in China, today announced the pricing of its upsized HK$2,802 million offering of 338,000,000 ordinary shares of the Company (the "Placing Shares"), at an offering price of HK$8.29 per Placing Share (the "Placing"). ...

Key Takeaways S&P 500 hit 6,693.75, marking its 28th record close of the year and third straight all-time high.Microsoft, Analog Devices and Arista Networks are highlighted as strong S&P 500 investment choices.MSFT, ADI, and ANET show double-digit expected earnings growth and rising consensus estimates.The Wall Street rally resumed after a brief period of volatility as investors’ confidence got a boost after the Federal Reserve slashed interest rates last week and signaled more rate cuts this year. On Monda ...

公司融资活动 - 金山云宣布拟配售2.82亿股普通股 [1] - 配售所得80%将用于支持人工智能业务 包括扩充基础设施及提升云服务能力 [1] - 配售所得20%将用于补充营运资金及其他公司用途 [1] 市场反应 - 金山云美股盘前一度跌超7% [1]

融资计划 - 公司拟于2025年9月23日在美国境外以离岸交易方式向非美国人士配售2.82亿股普通股 [1] - 配售结果将受市场状况及其他因素影响 [1] 资金用途 - 80%配售所得款项净额将用于支持人工智能业务 包括扩充基础设施及提升云服务能力 [1] - 20%配售所得款项净额将用于补充营运资金及其他公司用途 [1] - 资金使用计划期限为2028年12月31日前 [1]