Tag: Cloud Computing

Alphabet
Technology
USA

Stock: Alphabet

Leading global technology company focused on digital advertising, Artificial Intelligence, cloud computing, and platforms such as Google Search, YouTube, Google
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Oracle
Information Technology
USA

Stock: Oracle

Oracle is benefiting from the rising demand for cloud and AI infrastructure. The stock moves onto the UMBRELLA Watchlist ahead
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Amazon.com, Inc.
Consumer Discretionary / Technology
USA

Stock: Amazon.com, Inc.

Amazon is increasingly evolving from an online retailer into an AI and cloud group. Strong quarterly results, dynamic AWS growth
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Microsoft
Technology
USA

Stock: Microsoft

Microsoft is at the center of the global AI and cloud transformation. The focus of the investment story is whether
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Amazon.com, Inc.
Consumer Discretionary / Technology
USA

Valuation Analysis: Amazon.com, Inc.

Amazon is increasingly evolving from an online retailer into an AI and cloud group. Strong quarterly results, dynamic AWS growth
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Strategy in Action

Alphabet – Position Further Increased

The UMBRELLA strategy further increases its Alphabet position. The focus is on the growth potential of artificial intelligence, Google Cloud,
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