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Microsoft Signals Commercial Quantum Breakthrough, Reframing the AI-Cloud Race
technology10 days ago

Microsoft Signals Commercial Quantum Breakthrough, Reframing the AI-Cloud Race

Microsoft says commercial quantum machines could be in data centers by the end of the decade, with 2029 tasks that classical computers cannot perform, emphasizing a hybrid role rather than replacement. The stance signals long‑term upside for MSFT’s cloud/AI platform, while IonQ, Amazon, and Alphabet may benefit from cloud access and tools; near‑term stock moves are unlikely as quantum-driven data-center demand could emerge in the early 2030s, with QBTS and RGTI used as comparables.

via TipRanks|
#amzn#googl#ionq
MSFT Tops Hyperscaler Buy Desk After Earnings, Analysts Say
market-news22 days ago

MSFT Tops Hyperscaler Buy Desk After Earnings, Analysts Say

Microsoft, Amazon, and Alphabet posted December-quarter results with AI-related capex driving cloud expansion: MSFT highlighted Azure growth and OpenAI partnerships, AMZN emphasized AWS capacity and AI silicon investments, and Alphabet showed Google Cloud backlog and margins improving. Analysts still rate all three as Strong Buys, with MSFT offering the highest upside and the lowest P/E, making it the preferred value pick among the hyperscalers.

via TipRanks|
#ai#amzn#googl
Nvidia Stock Climbs as Huang Defends AI Capex Surge
market-news22 days ago

Nvidia Stock Climbs as Huang Defends AI Capex Surge

Nvidia shares rose about 8% after CEO Jensen Huang argued on CNBC that AI-related capex by major tech firms is necessary and sustainable, driven by a massive infrastructure buildout for AI. He pointed to growing cash flows and rising demand for computing power, with hyperscalers like Meta, Amazon, Alphabet, and Microsoft potentially spending up to $660 billion on capex this year, much of it on AI infrastructure and Nvidia chips. Analysts show a Strong Buy consensus with an average target near $260, implying roughly 40% upside.

via TipRanks|
#amzn#googl#market-news
Alphabet Faces High Bar as AI Momentum Powers Q4 Preview
business25 days ago

Alphabet Faces High Bar as AI Momentum Powers Q4 Preview

Alphabet is set to report Q4 results after the bell with consensus revenue around $104.75 billion and EPS about $2.62, as analysts highlight Gemini AI momentum and potential monetization from Genie 3; optimism is buoyed by AI strength across Search, Ads and Cloud, with several firms raising price targets and investors watching Alphabet's AI investments (Waymo, SpaceX) and its role in major indexes and ETFs.

via Benzinga|
#alphabet#business#gemini-ai
PayPal Slides on 2026 Outlook as New HP CEO Takes the Helm
market-news26 days ago

PayPal Slides on 2026 Outlook as New HP CEO Takes the Helm

PayPal shares fell over 16% in pre-market trading after a Q4 earnings miss and a weak 2026 profit outlook. Adjusted EPS came in at $1.23 vs $1.29 expected, with revenue of $8.68B versus $8.80B expected. For FY26, the company guided to EPS of about $5.75, a touch above consensus ($5.73). Branded checkout growth slowed to 1% in Q4 amid softer U.S. consumer spending and competitive pressure. Enrique Lores, current HP CEO, will become PayPal’s president and CEO on March 1, with CFO/COO Jamie Miller as interim. TipRanks still labels PYPL as Hold with a target near $65.76, implying roughly 25% upside.

via TipRanks|
#aapl#googl#hpq
Alphabet-backed Waymo Valuation Tops $110 Billion in New $16B Funding
market-news27 days ago

Alphabet-backed Waymo Valuation Tops $110 Billion in New $16B Funding

Alphabet is backing a $16 billion funding round that values Waymo at about $110 billion, more than doubling the company’s valuation and signaling Alphabet’s strong confidence in the self-driving unit. The round is led by Alphabet with participation from Sequoia Capital, Dragoneer, DST Global, Andreessen Horowitz and Mubadala. Waymo says it has completed over 20 million rides and logged 125 million autonomous miles and expects to hit 1 million paid rides per week later this year across cities like San Francisco, Los Angeles, Phoenix and Miami, with testing in London and Tokyo. Waymo’s Level 4 driverless tech relies on cameras, lidar, and detailed maps, contrasting Tesla’s Level 2 approach. The funding underscores Alphabet’s central role in Waymo’s growth and comes ahead of Alphabet’s earnings call.

via TipRanks|
#alphabet#autonomous-vehicles#goog
Jefferies Flags META Trading at Historical Discount to GOOGL After Q4 Beat
business1 month ago

Jefferies Flags META Trading at Historical Discount to GOOGL After Q4 Beat

Meta Platforms gained about 7–8% pre-market after a solid Q4 beat, with Jefferies noting META trades at roughly 21x forward earnings versus Alphabet’s ~28x—a gap the firm says is wider than historical norms and implies a valuation discount. META posted $8.88 per share on $59.89B in revenue; it also guided capex up to $135B to power AI, a spend that could compress margins by around 5% this year, though cost controls and a leaner metaverse push are positives. Five-star analyst Brent Thill remains bullish with a $910 price target (≈35% upside), and the street-wide Strong Buy rating still points to meaningful upside, with an average target around $830 (~24% upside).

via TipRanks|
#ai#business#googl
Nvidia’s CoreWeave Bet Draws Game-Changer Tag From Evercore
business1 month ago

Nvidia’s CoreWeave Bet Draws Game-Changer Tag From Evercore

Evercore ISI analyst Amit Daryanani calls Nvidia’s additional $2 billion investment in CoreWeave a game-changing move that could lift Nvidia’s stake to about 12–13% and unlock high-margin software monetization (SUNK and Mission Control) while CoreWeave expands into CPUs and storage, targeting over $100 million in ARR; CRWV carries a rough $126.77 price target with roughly 14–15% upside, though risks include customer concentration and potential GPU obsolescence.

via TipRanks|
#ai#amzn#business
Alphabet Appeals Monopoly Ruling Data-Share Pause Amid Antitrust Fight
business1 month ago

Alphabet Appeals Monopoly Ruling Data-Share Pause Amid Antitrust Fight

Alphabet’s Google unit is asking the court to pause the data-sharing requirement tied to a ruling that Google held an illegal online-search monopoly, arguing that search data is a core business asset and sharing could expose irrecoverable trade secrets. Google will comply with other remedies, such as capping one-year preloads on Gemini, while the DOJ and a coalition of states decide by Feb. 3 whether to appeal; the court has rejected a full breakup of Chrome so far. The stock slipped about 0.8% to around $330, and analysts still show a Strong Buy with a target of $342.39 (roughly 3.8% upside).

via TipRanks|
#alphabet#antitrust#business
AI Spending Surges Toward $2.53 Trillion as Hyperscalers and Chipmakers Ramp Up
technology1 month ago

AI Spending Surges Toward $2.53 Trillion as Hyperscalers and Chipmakers Ramp Up

Gartner forecasts global AI spending will reach $2.53 trillion in 2026 and grow to $3.33 trillion by 2027, driven largely by AI infrastructure investments from hyperscalers like Alphabet (GOOGL), Meta (META), and Amazon (AMZN). Chipmakers Nvidia (NVDA) and AMD (AMD) are also slated to spend heavily to support AI workloads and data centers, with Nvidia projecting $500 billion in AI chip sales this year and AMD suggesting the AI data-center market could be worth $1 trillion by 2030. Nvidia’s stock remains a Strong Buy among analysts, with a target around $262.75 and roughly 40% upside.

via TipRanks|
#ai#ai-spending#googl
Alphabet's AI Momentum Pushes GOOGL to Street-High Target
business1 month ago

Alphabet's AI Momentum Pushes GOOGL to Street-High Target

Alphabet (GOOGL) receives a street-high price target of $390 from Canaccord's Maria Ripps, driven by Gemini AI integration and accelerated AI-driven growth in search, ads, and cloud. With 26 other analysts bullish and a Strong Buy consensus, the stock offers upside of about 19%, though near-term risks include cloud compute constraints and potential volatility that could test expectations.

via TipRanks|
#ai#alphabet#analyst-rating