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NetApp and Amazon Web Services announced that AWS Transform now supports Amazon FSx for NetApp ONTAP. The agentic AI service automates workload discovery, planning, and migration, streamlining enterp…
Amazon named IBD Stock of the Day, nearing $3 trillion market cap on cloud momentum. Strong earnings/revenue growth, high Composite Rating of 96, forming cup base pattern with 278.56 buy point.
Global equity funds saw an 11th straight week of inflows ($21.15B) on strong earnings (MSCI profits +40.9%) and cooling oil. US funds saw outflows while Europe/Asia and EM equities surged; gold funds…
Bill Ackman's Pershing Square concentrates 98% of its portfolio in seven stocks, with Microsoft, Amazon, and Meta showing strong recent performance. Ackman sold Alphabet to increase Microsoft holding…
S&P 500 rose 1.1% weekly as Microsoft (+22%) and Amazon (+17%) surged on strong AI-driven cloud revenue growth. Alphabet gained 12% on an Anthropic data-center financing deal, easing AI capex concern…
Hawkish Fed comments and rising Treasury yields erased early stock gains despite strong MSFT/AMZN earnings. Oil surged on Strait of Hormuz shipping disruptions. Yen intervention risk persists amid Fe…
Hyperscalers like Amazon, Microsoft, and Google are aggressively integrating AI into cloud infrastructure, driving significant revenue growth and productivity gains. Despite high capital expenditure …
The S&P 500 reached record highs as tech stocks rallied, fueled by Snowflake's impressive earnings and a new AI compute partnership with Amazon. Easing geopolitical tensions regarding Persian Gulf en…
UK's CMA is launching a probe into Microsoft’s business software ecosystem over licensing practices that may reduce cloud competition, signaling regulatory headwinds and increased scrutiny starting i…
Amazon shares rise following Barclays’ bullish rating driven by rapid growth in its AWS cloud and AI businesses, with a multi-billion dollar AWS deal boosting long-term revenue expectations.
Amazon shares rose nearly 3% after Barclays reaffirmed an overweight rating citing accelerating cloud growth, a major OpenAI deal, and strong AI-related revenue momentum boosting long-term outlook.
Meta postponed its Avocado AI model release to May due to weaker performance compared to rivals, causing shares to dip amid costly AI investments and delayed flagship updates.
Amazon reported record Q4 2025 revenues and strong AWS growth but faces near-term cash flow pressure due to heavy investments and high valuation, suggesting investors hold existing positions and wait…
Amazon's stock rose 3.9% after announcing a €33.7 billion investment in Spain and increased capital spending on data centers and Nvidia chips, despite recent AWS outages caused by regional conflicts.
Amazon agreed to buy George Washington University's Virginia campus for $427M to expand AI data infrastructure amid rising cloud and AI demand, supporting its long-term growth strategy in Virginia’s …
Nokia and AWS launched the first agentic AI-powered 5G-Advanced network slicing in live networks, enhancing adaptive, intent-based premium 5G services for telecom providers like du and Orange, enabli…
Amazon surpassed Walmart as the world's largest company by sales in 2025, driven by strong growth in cloud computing, advertising, and subscription services alongside robust retail revenue.
HSBC sees AI as complementary to enterprise software, supporting software vendors like Microsoft, Amazon, and Meta to benefit, maintaining buy ratings amid AI-software collaboration themes.
Amazon plans a massive $200 billion investment focused on AI and cloud, boosting long-term growth but alarming investors due to heavy spending despite strong Q4 sales and AWS growth.
Amazon’s aggressive $200 billion capital spending outlook alarms investors amid risk-off sentiment, dragging its stock down. Meanwhile, Bitcoin plunged to a 15-month low amid leveraged sell-offs and …