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 ...
As Microsoft, Amazon, and Alphabet have poured more cash into AI computing, they don't have the capacity to offset share-based compensation and decrease outstanding shares. That should naturally ...
But volatile pockets of the U.S. stock market saw punishing drops in July. Chip stocks plunged, with the PHLX Semiconductor Index SOX trading down 20.6% this month, according to FactSet data. The fact ...
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 ...
Wall Street's disparate reactions to data center spending plans from Amazon, Microsoft and Google show impatience for return on AI investments.
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