In case you weren’t sleeping last night, or connected through Microsoft’s online services, you might have experienced some ...
The pressing question for any serious investor looking at long-term returns is this: Between Amazon Web Services (AWS) and Microsoft Azure, who has the structural advantage? We’re talking about the ...
OpenAI and AWS ink a seven-year, $38B infrastructure deal for hundreds of thousands of NVIDIA GPUs and access to tens of ...
Commitment to invest $38 billion to run its workloads on AWS follows last week’s promise to buy $250 billion of Azure ...
CRWV's rapid AI cloud expansion and billion-dollar deals with NVIDIA, OpenAI and Meta position it against MSFT in the fierce ...
Amazon will report earnings after the closing bell on Thursday. The stock is up 4% in 2025, lagging other Magnificent Seven ...
Alphabet Inc. 's AI-driven growth in Ads and Google Cloud boosts revenue, justifying a $321 target. Click for my GOOGL ...
Big Tech’s earnings season continues in earnest after the bell on Wednesday with Google ( GOOG, GOOGL ), Meta ( META ), and ...
The most popular SaaS categories are: SaaS products run on cloud infrastructure (AWS, Azure, Google Cloud ... individual ...
Alibaba Group (NYSE: BABA) is often considered the "Amazon (NASDAQ: AMZN) of China." It's the largest e-commerce and cloud ...
Revenue for AWS, Amazon’s closely watched cloud unit, was $33 billion versus a $32.5 billion analyst estimate.
Tiered storage will help enterprises reduce their storage expenditure as they continue to adopt AI use cases for various ...
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