LOS ANGELES--(BUSINESS WIRE)--Basis, a leading technology agency specializing in full-stack software solutions and expert consulting, has achieved the Amazon Web Services (AWS) AI Services Competency. This milestone recognizes Basis' deep expertise in designing, deploying, and operationalizing production-grade generative AI solutions on AWS. The AI Services Competency from AWS validates Basis as a leading expert for helping organizations move beyond experimentation to build, train, deploy, and. ...

The top tech stock has soared over 230,000% since its initial public offering nearly 30 years ago.Amazon (AMZN 1.70%) is one of most notable success stories in recent history. The company's operations initially involved selling books online. But the business looks nothing like those early days. Right now, Amazon is a technology-powered juggernaut that possesses a leading position in multiple exciting industries. This company has been a wildly successful investment opportunity in the past. But investors are ...

North America Equity Research December 2025 US Internet 2026 Outlook Doug Anmuth AC (212) 622-6571 douglas.anmuth@jpmorgan.com J.P. Morgan Securities LLC Dae Lee, CFA AC (415) 315-8500 dae.k.lee@jpmorgan.com J.P. Morgan Securities LLC Bryan M. Smilek AC (212) 622-8886 bryan.smilek@jpmorgan.com J.P. Morgan Securities LLC Neeraj Kookada, CFA (212) 622-0270 neeraj.s.kookada@jpmorgan.com J.P. Morgan Securities LLC Margaret Hoffman (212) 622-1710 margaret.hoffman@jpmchase.com J.P. Morgan Securities LLC See the e ...

Does Amazon have what it takes to be one of the Magnificent Seven's biggest winners over the next five years?Despite its leading position in cloud-infrastructure services, Amazon (AMZN 1.06%) stock has been a relative underperformer in the age of high-flying artificial intelligence (AI) stocks. While the company's share price is up roughly 43% over the last five years, this performance comes in far below the 86% total return delivered by the Nasdaq Composite index. Even with strong financial results recentl ...

Google has unveiled a USD 15 billion investment to build a 1GW AI-powered data centre campus in Visakhapatnam—its largest outside the United States—creating a major AI and subsea-connectivity hub and significantly strengthening India’s digital infrastructure, while also raising considerations around water and power sustainability.Microsoft has announced USD 17.5 billion in investments for 2026–2029 to expand cloud and AI capacity.Amazon has committed USD 35 billion across its India businesses through 2030, ...

市场背景与展望 - 过去三年市场表现积极，标普500指数牛市强劲，过去两年每年涨幅均超过20%，且今年有望再次实现两位数年度涨幅 [2] - 科技股是市场上涨的主要驱动力，人工智能成为下一个重大变革因素，同时投资者因对降息的乐观预期而涌入各行业的成长股 [2] - 从历史经验看，牛市持续时间通常远长于熊市，因此有理由对市场未来表现持乐观态度 [3] 英伟达 - 作为全球领先的AI芯片设计商，是此轮AI热潮中显著推动市场上涨的公司 [5] - 公司盈利飙升，且AI技术尚处发展早期，未来增长空间巨大 [5] - 公司将从未来五年可能达到数万亿美元的AI基础设施支出中极大受益，AI模型的运行将持续依赖其芯片 [6] 礼来公司 - 凭借其减肥药产品组合，公司盈利已大幅增长，替尔泊肽（商品名：Mounjaro用于2型糖尿病，Zepbound用于减肥）带来了重磅收入，推动公司总营收实现两位数增长 [6] - 公司口服减肥候选药物orforglipron已取得坚实的3期试验结果，正进入监管审查阶段，有望在不久后实现商业化，进一步提振其减肥药产品组合 [7] - 公司当前市值约为9710亿美元，毛利率为83.03% [7] 美国运通 - 公司是支付卡市场巨头，主要服务高收入客户，其会员基础使其在任何经济环境下都能成为稳健的投资标的 [9] - 高收入人群的持续消费支撑了美国运通盈利的长期稳定增长 [9] - 近期季度数据显示，千禧一代和Z世代占新开户数量的64%，表明公司未来几年增长态势良好 [10] CoreWeave - 该公司今年股价从3月上市至6月期间飙升超过300%，虽已从高点回落，但仍有巨大上涨空间 [12] - 公司为AI客户提供当前及未来最需要的工作负载容量，通过出租其高性能芯片集群来驱动收入增长 [14] - 公司当前市值约为390亿美元，毛利率为49.23% [13][14] Viking Therapeutics - 公司旨在进入价值数十亿美元的减肥药市场，其注射候选药物已进入3期试验，口服候选药物已进入2期试验，两者迄今均取得了积极结果 [15] - 尽管目前市场由礼来和诺和诺德主导，但高需求意味着其他公司仍有获取市场份额的空间，Viking的候选药物作用机制与礼来和诺和诺德药物相同，有望在未来几年成为该市场的新赢家 [16] Meta Platforms - 公司是引领市场上涨的“美股七巨头”科技股中最便宜的一只，基于远期收益预期的市盈率为26倍 [17] - 公司是一家成熟的、盈利增长可期的企业，同时也在AI领域进行了重要布局，致力于投资AI并利用其在未来几年提振收入 [19] - 公司当前市值约为1.6万亿美元，毛利率为82.00% [18] 雅培实验室 - 公司是“股息之王”，已连续50多年提高股息支付，显示了其对股息增长的承诺，其强劲的自由现金流也支持这一趋势的延续 [20] - 公司业务多元化，涵盖医疗器械、诊断、营养品和成熟药品，这种广泛的业务范围有助于抵御单一业务面临的逆风 [22] - 公司销售行业领先的产品，如FreeStyle Libre连续血糖监测仪和Ensure营养饮料 [22] 联合健康集团 - 作为美国最大的健康保险公司，尽管近期面临医疗成本上升等逆风，但公司已注意到影响盈利的问题并正在着手解决 [23] - 通过削减某些计划、利用AI提高效率等措施，公司已取得成效，并近期提高了全年盈利指引 [24] - 考虑到其行业领导地位和长期前景，基于远期收益预期市盈率20倍的股价显得便宜 [24] Chewy - 公司是一家销售宠物食品、玩具、医疗保健用品的电商，拥有忠实的客户群，并实现了稳定增长 [26] - 其AutoShip销售（自动补货计划）占净销售额的80%以上，为未来销售提供了可见性 [27] - 公司已实现盈利且无债务 [27] 亚马逊 - 公司是电商和云计算巨头，拥有良好的增长记录和数十亿美元的利润，并将在高潜力的AI领域继续取得成功 [28] - AI已帮助亚马逊云服务达到1320亿美元的年化收入运行率，并提升了其电商业务的效率 [30] - 未来，AI可能继续推动这两项业务的增长，基于远期收益预期市盈率32倍的股价在当前看来定价合理 [30] - 公司当前市值约为2.4万亿美元，毛利率为50.05% [29][30]

The "As" have it. Buffett's top AI stocks -- Alphabet, Amazon, and Apple -- should deliver solid gains next year.Warren Buffett and artificial intelligence (AI) go together like... Well, they don't go together. The legendary investor has readily admitted in the past that he doesn't understand AI. However, Buffett's Berkshire Hathaway (BRK.A +0.92%) (BRK.B +0.74%) portfolio includes three top AI stocks. And they could all be big winners in 2026. 1. AlphabetIn 2017, Buffett told CNBC that he regretted not buy ...

Key Takeaways OUTFRONT Media shares rose nearly 9% as its diversified U.S. ad sites support steadier revenues.The company is expanding digital displays, now at 1,906, boosting new ad relationships and revenues.OUT partnered with AWS to modernize OOH planning and spent $10.4M on acquisitions to enhance its portfolio.OUTFRONT Media (OUT) shares have gained nearly 9% over the past month compared with the industry’s flat growth.This New York-based real estate investment trust (REIT) enjoys a diversified portfol ...

Activist investor Bill Ackman has eyes for two fast-growing industry leaders that expect to rely on AI as a foundational growth tool.Data is the fuel that keeps Wall Street humming along. Unfortunately for investors, the amount of data they have to digest from earnings reports, economic data releases, and Federal Reserve commentary can sometimes be overwhelming. Occasionally, something important can fall through the cracks.For example, Nov. 14 marked the deadline for institutional investors with at least $1 ...

核心观点 - 尽管亚马逊和Meta Platforms在2024年表现不及标普500指数，但两者均有望在2026年迎来反弹，其中Meta Platforms因其更高的增长率和更具吸引力的估值，被视为更优的成长股选择 [1][2][15] 亚马逊 (Amazon) 业务表现与增长动力 - 公司拥有多元化的增长杠杆，包括在线市场、亚马逊云服务、在线广告和人工智能芯片等多个重要业务板块 [4] - 亚马逊云服务第三季度销售额同比增长20%，广告收入同比增长24%，在线市场也实现了两位数增长 [6] - 人工智能代理已协助客户节省大量时间与成本，例如AWS AI代理Transform年内已节省超过70万小时的手动迁移工作量，相当于335个开发人年；Quick Suite代理AI应用帮助企业节省80%的复杂任务处理时间，并实现90%的成本节约 [7] - Trainium2 AI芯片业务环比增长150%，已成为一项价值数十亿美元的业务 [8] - 公司当前股价为230.28美元，市值2.478万亿美元，市盈率为32.8 [5][11] Meta Platforms 业务表现与增长动力 - 公司收入几乎全部来自在线广告，但第三季度收入同比增长26%，显著超过亚马逊13%的增长率 [9][11] - 社交媒体日活跃用户同比增长8%，但真正的增长机会在于可穿戴技术，公司旨在成为该行业的领导者 [12] - 公司首席执行官马克·扎克伯格表示，公司在AI眼镜领域持续领先，若把握住部分未来机遇，未来几年将是其历史上最激动人心的时期 [12] - 若AI眼镜成为主流产品，并像智能手机一样普及，公司每季度可能带来数十亿美元的额外收入 [13][14] - 公司当前股价为652.71美元，市值1.639万亿美元，市盈率为29.8，股息收益率为0.32% [10][11] 增长前景与比较 - Meta Platforms的增长速度更快，且估值比亚马逊更具吸引力 [11] - 亚马逊的收入增长可能因亚马逊云服务、在线广告、AI代理和AI芯片而加速 [15] - Meta Platforms的广告业务持续高水平表现，而AI眼镜可能最终为其提供第二个主要产品，降低对广告收入的完全依赖 [15] - 随着AI眼镜技术改进，它可能成为下一个创新的必备科技产品 [16] - 亚马逊拥有更多长期增长路径，而Meta Platforms在依靠其原有可靠收入来源的同时，也在寻找新的收入流 [16]