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Alphabet (GOOGL) Soars on Compute Flex CUDs Expansion and New Spend-Based Model | Reuters | Login to see the signal | |
Google Announces Expansion To Compute Flex CUDS - BlogSummaryAlphabet expands Compute Flex CUDs and will auto-transition customers to a spend-based pricing model starting Jan 21, 2026 to boost cloud monetization and simplify billing. |
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Alphabet (GOOGL) Soars on Zacks Research After Cloud AI Growth Highlight | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights Alphabet, Morgan Stanley, ServiceNow, New England Realty Associates and Bridger AerospaceSummaryZacks highlights Alphabet's strong cloud and search growth, AI-driven product gains and a $50B+ Google Cloud run rate, while noting litigation and cloud competition risks. |
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Microsoft (MSFT) Soars as Azure Growth Hits 40% After Snowflake Forecast Boost | Reuters | Login to see the signal | |
Cloud analytics firm Snowflake lifts annual product revenue forecast; shares jump 13%SummarySnowflake raised fiscal 2026 product revenue as AI-driven demand grows; it highlighted Microsoft Azure's 40% acceleration and Microsoft forecast a record $30B capex after booming Azure sales. |
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