Market context
Follow the story. See which markets it affects. Explore the context.
AI-driven surge in data center construction benefits tech giants like Microsoft and Amazon due to strong credit, while neo-clouds face rising financing risks amid growing market strain.
Microsoft, Amazon, and Google aggressively ramp AI infrastructure spending despite rising capital costs, signaling strong commitment to AI growth, driven by robust cloud revenues and demand, while fa…
Amazon Web Services unveiled advanced AI tools, boosting enterprise AI adoption and showcasing strong AWS growth, signaling a competitive edge in cloud AI solutions.
Zendesk and AWS announced a strategic collaboration to deliver AI-powered contact center solutions, potentially enhancing AWS’s AI service offerings and boosting AMZN’s cloud business growth.
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.
Alibaba's Q2 2026 results showed revenue growth but severe profit declines due to heavy investments, while Amazon, Microsoft, and Google dominate the cloud market with strong positions and growth, pr…
Amazon is rated outperform with a $320 target, driven by strong AWS performance and a $50 billion AI infrastructure investment focused on U.S. government clients.
Microsoft's aggressive $35B datacenter expansion fuels AI capacity growth amid strong demand. Amazon and Google also scale AI infrastructure but face profitability pressures from massive spending.
The Mag 7 tech group shows solid earnings growth with rising cloud revenues for Alphabet and Amazon. Tesla faces a sharp earnings decline, while Meta raises capex guidance amid investor disappointmen…
AI-focused Mag 7 stocks show mixed Q3 earnings with Alphabet and Amazon outperforming, Microsoft sees strong cloud growth but deceleration, Meta disappoints on guidance, and Tesla posts significant e…
Amazon's AWS strengthens with a $38B OpenAI deal, boosting cloud growth and prompting HSBC to raise its price target to $300, signaling strong buy momentum.
Amazon Web Services signed a $38 billion deal with OpenAI, ending Microsoft's exclusivity and enabling OpenAI to adopt a multi-cloud strategy, pressuring Microsoft’s Azure dominance but boosting Amaz…
Amazon's stock rose 5% premarket after a $38 billion deal with OpenAI enhancing AWS AI capabilities, driven by strong cloud sales and expanding AI infrastructure.
Microsoft and Amazon scored major AI infrastructure deals worth $9.7B and $5.5B, fueling a surge in AI computing demand. Hive Digital expands its renewable-powered AI data center as bitcoin mining tr…
Amazon drives steady growth despite inflation and tariffs, powered by AWS expansion and AI investments boosting margins and demand globally.
OpenAI secures a $38 billion, seven-year deal with Amazon for Nvidia chips to power advanced AI models, boosting Nvidia and Amazon’s cloud services amid the intense AI computing race.
Amazon rallies nearly 10% on strong cloud growth and upbeat forecasts, while hawkish Fed comments boost the dollar, pressuring EURUSD as rate cut expectations diminish.
Amazon’s strong cloud revenue fuels an 11% surge, while hawkish Fed comments boost the dollar, pressuring EURUSD. Major indexes extend weekly and monthly gains amid eased valuation concerns and mixed…
Amazon surges 10% on robust cloud revenue growth, boosting forecasts. Dollar strengthens on Fed officials' comments, pushing EURUSD lower amid mixed global earnings and stable Bank of Japan policy.
Amazon's fastest cloud growth in three years triggered a 13% premarket surge, lifting S&P 500 towards its sixth straight monthly gain amid strong mega-cap earnings and easing US-China trade tensions.