South Korea’s record Kospi rally on Friday marked a comeback for AI stocks, but the bigger takeaway was a shift in investor ...

Alphabet Q2 2026 earnings beat estimates, then lost $255 billion in market cap over rising capex — and recovered on Amazon ...

In his Sunday column, Jim Cramer explains why Amazon is his favorite hyperscaler after second-quarter earnings season.

Wall Street just drove a harsh line through the artificial intelligence trade. Amazon (AMZN), Microsoft (MSFT) and Alphabet ...

MSFT's understated end-to-end stack, including cybersecurity and AI partnerships, positions it ahead of hyperscaler and SaaS ...

We're going to be doing this forever,” security pros say, describing a race to find and patch holes in the AI era.

The contributions from Alphabet and Amazon put the S&P 500 on track for a wild second-quarter earnings-growth rate of 47.4%, when combining actual company results and estimates from those yet to ...

Nvidia ( NVDA +2.93%) is only up by 4% year to date, but comments from tech analyst Dan Ives suggest that the sluggish ...

Lobbying disclosures give little insight into the scope of Big Tech’s financial efforts, while Minnesota lawmakers say their ...

This week the biggest technology companies opened their books and showed investors what their AI spending is actually buying. The market did not react as one. It split down the middle. On one side sat ...

Microsoft and Amazon both beat cloud expectations this week, and Microsoft's headcount fell for the first time since 2016. Also on the show: Satya Nadella builds a dashboard out of a Morgan Stanley ...

Amazon, Microsoft, and Alphabet all saw accelerating sales growth in their cloud businesses. However, Alphabet's cloud ...