Amazon to invest $35B in India by 2030 with focus on AI, logistics
Amazon.com Inc. plans to invest $35 billion in India by 2030, targeting growth across all its businesses, including expanding AI capabilities and enhancing its e-commerce infrastructure. The investment aims to quadruple its platform's export facilitation to $80 billion and create approximately 3.8 million jobs by 2030. This move follows similar large-scale investments by rivals like Microsoft in the rapidly growing Indian market.
JPMorgan Chase & Co. Reduces Stake in Host Hotels & Resorts Inc.
JPMorgan Chase & Co. has significantly reduced its stake in Host Hotels & Resorts Inc. by 60.15%, selling over 44 million shares at $17.63 each. Despite this large reduction, the impact on JPMorgan's overall portfolio was minimal, decreasing its position by only 0.02%. Host Hotels & Resorts remains a leading REIT, considered modestly undervalued with strong growth potential, attracting other notable investors.
Backblaze to Present Strategy for Future-Proofing AI Initiatives at Gartner® IT Infrastructure, Operations, & Cloud Strategies Conference 2025
Backblaze, Inc. will present at the Gartner IT Infrastructure, Operations, & Cloud Strategies Conference 2025, with Patrick Thomas, Head of GTM, outlining how an independent data layer can solve data sprawl and foster AI agility. The presentation will offer a strategic playbook for I&O leaders to overcome data fragmentation and vendor lock-in by adopting a vendor-neutral, S3-compatible data layer. Backblaze aims to equip organizations with a flexible foundation optimized for AI and multi-cloud initiatives, showcasing real-world examples of substantial cost reductions and improved performance.
Microsoft Stock Slips After Hours as AI Scrutiny Rises: What MSFT Investors Should Know Before the December 11 Open
Microsoft Corporation (NASDAQ: MSFT) experienced a slight dip on December 10, 2025, closing down 2.7% and trading marginally lower after hours, primarily due to increased regulatory scrutiny on AI and concerns over monetizing its substantial AI investments. This comes as state attorneys general warned tech companies about "delusional outputs" from AI chatbots and Microsoft announced $23 billion in new AI data center investments. Despite these near-term pressures, Wall Street analysts maintain a broadly bullish outlook on Microsoft's long-term prospects, with price targets suggesting significant upside, though some quantitative models show mixed signals and long-term caution on valuation.
Secure AI integration: Can tech achieve true resilience
The article discusses the challenges and solutions for secure AI integration, emphasizing the need for resilience, trust, and compliance as AI adoption grows. It highlights how companies like HPE and SHI, along with partners, are developing programs and platforms, such as HPE's Unleash AI and an automated Section 508 compliance solution, to help organizations securely deploy AI and address new attack surfaces. The evolving role of CISOs from policy enforcers to AI governance designers is also noted.
Dixon Mitchell Investment Counsel Buys the Dip: Adds $23 Million of Descartes Systems
Dixon Mitchell Investment Counsel increased its stake in The Descartes Systems Group (NASDAQ:DSGX) by $23.42 million, adding 255,154 shares. This transaction boosts their total holding to 339,370 shares, valued at $31.96 million, now representing 1.14% of their Assets Under Management. Despite a 26% decline in Descartes Systems' stock price over the past year, Dixon Mitchell views this as a "buy-the-dip" opportunity due to the company's strong recurring revenue model, leadership in logistics solutions, and a more reasonable valuation.
First Northwest Bancorp director Norman Tonina retires after 12 years By Investing.com
Norman J. Tonina, Jr. has retired from First Northwest Bancorp's Boards of Directors after 12 years of service, effective December 9, 2025. During his tenure, Tonina notably chaired the Nominating and Corporate Governance Committee and played a key role in recruiting the current CEO. Separately, Piper Sandler recently upgraded First Northwest Bancorp's stock rating to Overweight, citing improved credit metrics and a diminishing legal overhang.
ByteDance, Alibaba keen to order Nvidia H200 chips
Chinese tech giants ByteDance and Alibaba are reportedly eager to place large orders for Nvidia's H200 AI chips following US President Donald Trump's decision to allow their export to China. The companies are, however, concerned about supply and still awaiting green light from Beijing, which had previously barred government-funded data centers and Chinese tech companies from buying Nvidia's AI GPUs.
American Tower stock price target maintained at $260 by UBS on growth outlook
UBS has reiterated its Buy rating and $260.00 price target for American Tower (NYSE:AMT) following a presentation by its President and CEO Steve Vondran. The company outlined 2026 priorities including maximizing organic growth, driving efficiencies by lowering SG&A, and focusing capital allocation on developed markets to deliver industry-leading AFFO per share growth. Additionally, the company is dealing with ongoing Echostar litigation, has completed an $850 million senior unsecured notes offering, and is preparing for the retirement of its Chief Accounting Officer.
GE Vernova soars after AI spurs higher dividend and buybacks
GE Vernova surged to a record high after announcing a doubled dividend, increased share buyback authorization, and raised earnings projections, driven by soaring US electricity demand due to data centers and AI. The company's CEO, Scott Strazik, highlighted AI as a significant driver while emphasizing broader electrification trends. This bullish outlook prompted an Oppenheimer & Co upgrade and a raised price target due to GE Vernova's expertise in high and medium voltage technologies.
ThoughtSpot automates full platform with new Spotter agents
ThoughtSpot is expanding its Spotter agents to automate its entire analytics platform, simplifying tasks like data modeling, dashboard development, and embedded application development. These new agents, including SpotterViz, SpotterModel, and SpotterCode, aim to turn the platform into a fully agentic system rather than a collection of disparate tools. This move positions ThoughtSpot competitively by addressing key bottlenecks in analytics workflows and could lead to future agents for custom building and deeper insights.
How Should Investors Play Salesforce Stock After Q3 Earnings Beat?
Salesforce (CRM) recently delivered strong Q3 fiscal 2026 results, with EPS beating consensus estimates and revenues matching, leading to a 9.3% stock increase. The company's focus on AI integration, particularly with Einstein GPT and Agentforce, is fueling growth, alongside its leadership in the CRM market. While sales growth has slowed, its attractive valuation and strategic acquisitions suggest a "Hold" recommendation for long-term investors.
How Should Investors Play Salesforce Stock After Q3 Earnings Beat?
Salesforce recently reported strong Q3 fiscal 2026 results, with earnings surpassing estimates and revenues matching, driven by its go-to-market strategy and AI integration. Despite a slowdown in sales growth and a decline in stock price year-to-date, its leadership in CRM, focus on AI, strategic acquisitions, and attractive valuation suggest a "Hold" rating for long-term investors. The company's future growth hinges on adapting to changing IT budgets and capitalizing on the expanding generative AI market.
ANET vs. IBM: Which Hybrid Cloud Stock is the Better Buy for 2026?
This article compares Arista Networks (ANET) and International Business Machines (IBM) as leading hybrid cloud and AI infrastructure providers. While both companies are strategically positioned, Arista shows stronger growth and estimate revisions, but IBM appears more attractive from a valuation perspective. The analysis suggests that IBM may hold a slight edge as a better investment for 2026 due to its valuation and broad tech play, despite Arista's steady growth and AI/cloud focus.
Peer Software Recognized in the 2025 Gartner® Voice of the Customer for Hybrid Cloud Storage
Peer Software has been recognized in the 2025 Gartner Voice of the Customer for Hybrid Cloud Storage report, a document synthesizing Gartner Peer Insights reviews. The company received high scores for product capabilities, sales, deployment, and support experience, reflecting strong customer trust and a high willingness to recommend their hybrid cloud file services. This recognition highlights Peer Software's two decades of experience in unifying data across multi-site, hybrid, and multi-cloud environments.
Next Century Growth Investors LLC Purchases 30,927 Shares of SiTime Corporation $SITM
Next Century Growth Investors LLC significantly increased its stake in SiTime Corporation (NASDAQ:SITM) by 158.9% in Q2, acquiring an additional 30,927 shares to hold a total of 50,385 shares valued at $10.736 million. This move is part of a broader trend of institutional investment, with other major firms like AllianceBernstein and American Century also boosting their positions in the company, resulting in institutional investors owning 84.31% of SiTime's shares. Analysts maintain a generally bullish outlook on SiTime, with an average price target of $332.14, following strong Q2 earnings that surpassed expectations.
Truist Announces Pascal Belaud as Chief AI and Data Officer
Truist Financial Corporation has appointed Pascal Belaud as its new Chief AI and Data Officer. Belaud, with 30 years of experience including over two decades at Microsoft, will lead Truist’s enterprise strategy for AI, data, and advanced automation, reporting to CIO Steve Hagerman. His role emphasizes leveraging AI and data to enhance client and teammate experiences.
Adobe Photoshop, Express, and Acrobat now available for free on ChatGPT
Adobe is integrating features from Photoshop, Express, and Acrobat directly into ChatGPT for free, allowing users to perform image edits, create animations, and manage PDFs using natural language prompts. This integration aims to make Adobe's tools more accessible and provide a faster way for both new and pro users to make quick edits within ChatGPT, with options to seamlessly transition to the full web-based applications for advanced control. The new functionalities are available on ChatGPT desktop, web, and iOS, with Android support for Photoshop and Acrobat coming soon.
Keeper Security Launches ServiceNow Integration to Improve Visibility and Response to Cyber Attacks
Keeper Security has launched a new integration with ServiceNow's ITSM and Security Incident Response modules to enhance visibility and response to cyberattacks. This integration allows organizations to stream real-time identity and access alerts from the Keeper platform directly into ServiceNow, facilitating faster investigation of incidents related to credentials, secrets, and privileged access. The goal is to operationalize defenses against identity-based attacks by providing reliable signals and immediate context, reducing the manual effort of stitching data together.
3 Contrarian Investment Ideas for 2026
This article presents three contrarian investment ideas for 2026, stemming from Morningstar's Global Investment Outlook. The suggestions include balancing AI-heavy equity exposure by diversifying into value stocks, small caps, and dividend payers; expanding internationally, particularly into emerging markets and overlooked developed markets; and carefully pursuing fixed income, with a focus on intermediate-term bonds and local-currency emerging-market debt, while avoiding yield chasing. The author emphasizes preparation over prediction, advocating for diversification to navigate a range of market outcomes.
Ziff Davis to Attend Barclays Tech Conference
Ziff Davis (ZD) will participate in the Barclays Global Technology Conference on December 10, 2025, though public access will be limited as there will be no webcast. Analysts currently rate ZD stock as a Hold with a $37.00 price target. TipRanks' AI Analyst, Spark, also considers ZD a Neutral, citing strong revenue growth and improved profitability alongside mixed technical momentum and reasonable valuation.
Best Buy brings shoppers last-minute magic with savings, gifts and fast fulfillment
Best Buy is offering last-minute holiday savings and fast fulfillment options for shoppers, including an Apple Sales Event, 3-Day Sales, and a Last-Minute Savings Event running until December 15th. The retailer also highlights gift ideas across various price points and provides multiple delivery and pickup options to ensure gifts arrive on time before Christmas. Customers can also trade in old tech for Best Buy e-Gift Cards.
The Upside Story Behind Concentra Group Holdings Parent, Inc. (CON)
Concentra Group Holdings Parent, Inc. (NYSE: CON) is highlighted as a cheap healthcare stock with significant upside potential, based on analyst ratings and recent financial performance. The company reported strong third-quarter results with increased revenue, net income, and adjusted EBITDA, driven by visit and rate growth. Analysts have reaffirmed "Buy" ratings with a median price target of $29, suggesting a nearly 49% upside.
Why is Microsoft Rolling Back its DEI Commitments?
Microsoft is rolling back its diversity, equity, and inclusion (DEI) commitments by removing diversity metrics from employee assessments and discontinuing its annual inclusion report in 2025. This shift means that while employees can still engage in DEI activities voluntarily, these efforts will no longer be formally tracked or impact performance scores. This decision aligns with a broader trend seen among major technology firms like Google and Meta, which are also reassessing their formal DEI initiatives and reporting methods.
What CSP Inc.'s (NASDAQ:CSPI) 26% Share Price Gain Is Not Telling You
CSP Inc. (NASDAQ:CSPI) recently experienced a 26% share price jump, yet its stock is still down 17% over the last year. The company's price-to-sales (P/S) ratio of 2.5x aligns with the IT industry average, but its revenue growth has been unimpressive, showing almost no deviation from the previous year. This moderate P/S ratio and stagnant growth raise concerns about the company's future performance relative to the industry's expected 20% growth.
Microsoft Teams is getting a new location tracking feature that lets bosses snoop on staff – research shows it could cause workforce pushback
Microsoft Teams is implementing a new location tracking feature that automatically updates a user's work location based on Wi-Fi connectivity or plugged-in peripherals. While intended to improve hybrid work coordination, this feature, which is off by default and requires user opt-in, raises significant privacy concerns and could lead to workforce pushback due to increased workplace surveillance. This initiative aligns with Microsoft's internal tightening of hybrid working policies to boost productivity.
Should You Buy the Invesco QQQ ETF With the Nasdaq Near an All-Time High? History Offers a Clear Answer.
The Invesco QQQ Trust, which tracks the Nasdaq-100 index, is heavily weighted by major tech companies involved in AI and other advanced technologies. Despite the Nasdaq nearing an all-time high, history suggests that long-term investment in the QQQ ETF has consistently yielded positive returns, making it a viable option for investors. The fund's focus on innovative sectors like AI, autonomous vehicles, and robotics indicates continued growth potential, even as market conditions shift.
Should You Buy the Invesco QQQ ETF With the Nasdaq Near an All-Time High? History Offers a Clear Answer.
The Invesco QQQ Trust (QQQ) tracks the Nasdaq-100, an index heavily weighted towards tech giants like Nvidia, Amazon, and Alphabet. Despite the Nasdaq nearing an all-time high, the article suggests that historically, there's rarely a bad time to invest in the QQQ for long-term holders due to the continuous evolution of technology and the strong historical performance of the index. The ETF's top holdings are deeply involved in advanced technologies like AI, autonomous driving, and cloud computing, which are expected to drive future growth.
Oracle Q2 earnings: What the company needs to deliver
Oracle (ORCL) is set to report its Q2 earnings, with analysts expecting EPS of $1.64 and revenue of $16.2 billion. The company faces scrutiny over its substantial investments in data centers, driven by AI build-outs, which have impacted its stock performance and free cash flow. Investors are watching to see if Oracle can demonstrate continued revenue and EPS growth to justify these large expenditures amid concerns of a potential AI bubble.
Microsoft ends year with patch for exploited zero day
Microsoft released its December Patch Tuesday updates, addressing an actively exploited zero-day vulnerability (CVE-2025-62221) in the Windows Cloud Files Mini Filter Driver. This vulnerability, alongside 56 others, including issues in PowerShell and GitHub Copilot, allows for privilege escalation to gain full system control. Other critical updates were released by vendors like Notepad++, Ivanti, and Fortinet addressing their own security flaws, underscoring the importance of prompt patching despite the relatively lower number of total vulnerabilities in this update cycle.
Amazon Pledges $35 Billion To Supercharge India's AI, Cloud Market And Create 1 Million Jobs By 2030
Amazon has announced a significant investment of over $35 billion in India's artificial intelligence and cloud computing sector by 2030, in addition to its existing $40 billion investment. This initiative aims to drive AI-powered digitization, boost exports, and create 1 million jobs in India. The move comes as other tech giants like Microsoft, Intel, and Google also increase their investments in India's rapidly growing AI market.
BlackLine Expands in Saudi Arabia to Support Growing Customer Demand
BlackLine, Inc. has expanded its global cloud footprint into Saudi Arabia through a partnership with Google Cloud Platform, providing a locally hosted cloud environment that adheres to Saudi Arabia's cybersecurity regulations including NCA Essential Cybersecurity Controls (ECC) and Cloud Cyber Security Controls (CCC). This strategic move enables organizations in the Kingdom to access BlackLine’s AI-powered financial operations platform while meeting local data residency requirements. The expansion is supported by key partners like SAP, EY, and Deloitte, and aims to help Saudi enterprises modernize and scale their finance and accounting operations as the country undergoes economic diversification.
Infrastructure, App & Data Protection
DXC Technology offers comprehensive cybersecurity solutions for infrastructure, applications, and data, helping organizations navigate the complexities of hybrid environments. They design, install, and integrate perimeter, network, and endpoint solutions with advanced threat protection, ensuring compliance and risk reduction. DXC's services encompass endpoint protection, 24x7 network security monitoring, managed cloud access security broker services, cloud security compliance, and robust zero-trust solutions.
Amazon to invest $35 billion in India through 2030, create 1 million more jobs | Business News
Amazon.com Inc. plans to invest $35 billion in India through 2030, creating one million more jobs and quadrupling e-commerce exports from India to $80 billion by then. This investment will focus on artificial intelligence and logistics infrastructure, building on an earlier commitment of $15 billion, which included $12.7 billion by Amazon Web Services. The move comes as other Big Tech firms also increase their presence in India's high-growth market, despite regulatory challenges and stiff local competition.
Costco (COST) Q4 Earnings: What To Expect
Costco (NASDAQ:COST) is set to report its Q4 earnings this Thursday afternoon, with analysts expecting revenue growth of 7.9% year over year to $67.03 billion and adjusted earnings of $4.27 per share. Despite positive investor sentiment in the non-discretionary retail segment, Costco's shares are down 3.1% over the last month, heading into earnings with an average analyst price target of $1,057, compared to its current share price of $887.58. The company has missed Wall Street's revenue estimates three times in the last two years.
ServiceNow (NOW): Has the Recent Share Price Dip Created a Valuation Opportunity?
ServiceNow (NOW) shares have dropped 19% this year despite double-digit revenue and net income growth, prompting a reevaluation of its valuation. While a popular narrative suggests the stock is 26% undervalued with a fair value of $1,154.54 based on aggressive growth and margin expansion, another view highlights its high P/E ratio of 102.5x compared to the software sector average. Investors are left to decide if the current dip presents a discount or accurately reflects market concerns regarding competition and federal contract dependence.
Microsoft to spend $17.5B on AI infrastructure to support India’s AI ambitions
Microsoft Corp. is investing $17.5 billion to build AI infrastructure in India, its largest investment in Asia, focusing on scaling its presence and supporting India's AI ambitions. This initiative includes a new data center region in Hyderabad and expansion of existing facilities, alongside collaborations with the Indian government to integrate AI into public services. The move highlights India's growing importance as a global tech battleground, attracting major AI industry players like Google, Anthropic, and Nvidia.
Microsoft Plans to Invest $23 Billion on AI in India, Canada
Microsoft is set to invest nearly $23 billion in artificial intelligence, with a substantial portion allocated to India, marking its largest investment in Asia. The company plans to commit $17.5 billion in India over the next four years to bolster its cloud and AI infrastructure and operations. This investment aims to establish Microsoft's largest hyperscale presence in the country, with a new data center expected by mid-2026.
Braze Reports Fiscal Third Quarter 2026 Results
Braze (Nasdaq: BRZE) has reported strong fiscal third-quarter results for 2026, ending October 31, 2025, with a 25.5% revenue increase to $190.8 million. The company showcased significant operating leverage, a 14% growth in total customer count, and a 29% increase in large customers, alongside stable dollar-based net retention at 108%. Braze also introduced several innovations in BrazeAI™, enhancing personalized customer engagement and solidifying its market leadership.
Bonk announces 1-for-35 reverse stock split to align with new business
Bonk, Inc. (NASDAQ:BNKK) will implement a 1-for-35 reverse stock split, effective December 11, 2025, to transition from a beverage company to a digital asset holding company and regain Nasdaq compliance. This move follows a strategic shift including debt elimination, acquisition of a majority revenue interest in Bonk.fun, and building a treasury of BONK digital assets. The split aims to reduce outstanding shares, attract institutional investors, and ensure continued Nasdaq listing.
When AI Meets Water Scarcity: Data Centers in a Thirsty World
The rapid expansion of data centers, driven by AI and cloud computing, is exacerbating global water stress, with nearly one-third of new facilities projected to face higher scarcity risks by 2050. Managing the water/energy trade-off for data center cooling is becoming a material operational and reputational risk for operators, increasing investor scrutiny of location-specific climate risks and resource constraints. Operators are adopting innovative cooling solutions and facing increased regulatory oversight and stakeholder pressure to address the environmental impact of their water consumption.
Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2025 Las Vegas: Day 1 Highlights
This article summarizes the key announcements and insights from Day 1 of the Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2025 in Las Vegas. Highlights include discussions on agentic AI's impact on I&O, leadership vision for infrastructure and operations by 2026, and strategies for securing endpoints. Speakers emphasized the need for continuous operations, aligning CIOs and I&O leaders, and focusing on foundational security techniques over hype.
Dave & Buster's (NASDAQ:PLAY) Misses Q3 CY2025 Revenue Estimates
Dave & Buster's (NASDAQ:PLAY) reported Q3 CY2025 revenue of $448.2 million, missing analyst estimates by 2.8% with a 1.1% year-on-year decline. The company also posted a non-GAAP loss of $1.14 per share, 9.3% below expectations, and experienced a 4% decline in same-store sales. This softer quarter led to a 4.6% drop in stock price immediately following the announcement, highlighting concerns about its financial performance despite management's "back-to-basics" plan.
A Triple-Leveraged Bet on Tech Giants: Examining the TQQQ ETF
The ProShares UltraPro QQQ ETF (TQQQ) offers three times the daily return of the Nasdaq-100 Index, targeting leading technology companies. After recent volatility, TQQQ has shown renewed strength, with a year-to-date gain of 38.6%. Investors should be aware of the daily reset mechanism, which can cause long-term returns to diverge from simple triple leverage.
Uber launches Intelligence insights platform powered by LiveRamp clean room
Uber Advertising has launched Uber Intelligence, a data collaboration platform enabling brands to analyze consumer behavior using aggregated, anonymized data from Uber's mobility and delivery services. Powered by LiveRamp's clean room infrastructure, the platform allows advertisers to combine their customer data with Uber's consented signals to understand real-world activities like movement, dining, and travel patterns. This initiative aims to address measurement challenges in digital advertising by providing privacy-compliant insights and supporting Uber's goal of reaching $1 billion in annual advertising revenue.
VIG ETF Near Record Highs at $220.60 — Dividend Growth and Fed Cuts Fuel 26' Upside
The Vanguard Dividend Appreciation ETF (VIG) is trading near its 52-week high at $220.60, demonstrating consistent investor demand for quality dividend growth. With a 10.61% total return over the past year and $116.6 billion in assets under management, VIG focuses on companies with at least 10 consecutive years of dividend increases, offering a resilient portfolio. Its low expense ratio, strong liquidity, and diversified holdings contribute to its appeal as a long-term dividend growth vehicle.
Old Dominion Freight Line board member resigns, board size reduced to eleven
Old Dominion Freight Line announced the resignation of board member Debra S. King effective December 3, 2025, due to other professional commitments, reducing the board size to eleven members. In related news, the company reported a 4.4% decline in November 2025 revenue per day, while analyst ratings showed a mixed outlook, with Morgan Stanley and BMO Capital upgrading the stock, Rothschild Redburn initiating a "Sell" rating, and Benchmark maintaining "Hold."
Office Suite Gets Pricier: Microsoft's Bold Move Comes With Risk
Microsoft Corporation is increasing the cost for commercial customers using its Office productivity suite by up to 33% starting July 1, 2026. This move follows a previous price increase for personal consumers and comes amidst reports of commercial customers' reluctance to adopt Microsoft's latest AI features. Despite these concerns, analysts remain bullish on MSFT stock, viewing the price hike as a "recalibration" rather than a significant risk, given Office Suite's embedded and non-negotiable status in most organizations.
Office Suite Gets Pricier: Microsoft’s Bold Move Comes With Risk
Microsoft Corporation (MSFT) announced a price increase for its commercial Office productivity suite, effective July 1, 2026, marking the first such increase since 2022. This move comes despite recent reports of commercial customers' reluctance to adopt Microsoft's new AI features. Analysts remain bullish on MSFT stock, with several reiterating "Buy" ratings and price targets well above current trading levels.
Big Blue’s Big Bet: IBM Buys AI Nervous System for $11B
IBM has announced its acquisition of Confluent for $11 billion, a strategic move to secure essential real-time data capabilities for advanced AI applications. This acquisition, following the HashiCorp deal, completes IBM's Smart Data Platform, integrating data-in-motion with its hybrid cloud and automation platforms. This investment signifies IBM's acceleration towards becoming a software-centric growth company, fueled by strong free cash flow and aiming for significant shareholder value.
