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Meta stock fell 20% after EPS miss, rising capex guidance ($130-145B), and shrinking free cash flow, despite revenue beating estimates. Microsoft and Amazon rallied on strong Azure and AWS growth, sh…
Q1 earnings show S&P 500 up 21.3% with Tech driving 50.5% growth. Magnificent 7 companies grew 45.7%, led by Google's exceptional cloud growth. Microsoft underperformed for third consecutive quarter.
Amazon faces potential military contract loss as Anthropic resists full AI use for surveillance and weapons. Despite recent stock declines amid tech selloff and higher capex plans, retail sentiment r…
Amazon AWS and Microsoft Azure strengthen their cloud positions amid robust hybrid cloud demand, driven by AI and multi-cloud strategies, benefiting from IBM’s sector expansion and acquisitions.
Oracle landed multibillion AI cloud contracts with OpenAI, Meta, NVIDIA and AMD, boosting RPO and committing $35B CapEx to build 37 data centers, providing revenue visibility for fiscal 2026–27 amid …
Amazon beat Q2 revenue expectations with $167.7B, led by AWS strength and AI initiatives, while Alibaba faces regulatory, cash flow and competitive pressures despite cloud growth.
Oracle is rapidly expanding its cloud footprint and multi-cloud integrations, boosting cloud revenues and AI-ready offerings; the report also highlights strong AWS and Google Cloud growth, underscori…