Both Amazon and Microsoft crushed earnings and surged on identical catalysts, but the businesses underneath those matching ...
Amazon earnings, an all-time high, and surge across a $3 trillion market cap support further data center buildout and AI ...
Here’s Microsoft Azure, Google Cloud and AWS cloud sales growth, Q2 global market share, operating income and earnings in the ...
AWS reaccelerated to 37% growth, its fastest pace in 18 quarters, which supports our BUY on AMZN with a $432.91 target implying 59% upside. MSFT Azure grew 43% and GOOGL Cloud surged 82%, yet Amazon ...
Horizon3 has raised $250 million in Series E funding at a valuation exceeding $2 billion, giving the cybersecurity company ...
Shares of Amazon hit a new all-time high to start the week, putting its market cap over the $3 trillion. The company posted ...
Amazon's market value crossed the $3 trillion mark for the first time on Monday after investors rewarded the company for a ...
Accelerating demand reported by major cloud providers improved sentiment toward infrastructure companies across the AI investment cycle.
ArcelorMittal has named Microsoft Azure its primary cloud platform, expanding a partnership it is using to rebuild its ...
Amazon (NASDAQ: AMZN) has richly rewarded investors over the years. However, its more recent performance has left something ...
Nvidia is guaranteeing minimum revenue on the GPU capacity it sells to neoclouds, a backstop that is quietly reshaping how ...
The big three cloud computing providers of Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOGL) ...