Market context
Follow the story. See which markets it affects. Explore the context.
EU antitrust regulators are informally reviewing Oracle's software licensing practices following a similar case involving German competitor SAP. The European Commission is currently gathering third-p…
Microsoft is overhauling its financial reporting segments from three to two and will report standalone quarterly Azure revenue. The company will recast past financial results and guidance, potentiall…
Alibaba announced an HK$80 billion equity placement to fund AI infrastructure, causing its shares to slide over 8% in Hong Kong. The aggressive AI expansion mirrors massive capital raises and data ce…
Amazon adds SpaceXAI's latest Grok 4.6 model to AWS Bedrock, expanding its enterprise artificial intelligence catalog. The move enhances AWS's competitive positioning against cloud rivals Microsoft A…
Nebius (NBIS) reports explosive AI infrastructure growth, securing $775M debt facility, expanding GPU capacity to 4GW, and posting 684% revenue growth, outperforming peers NVIDIA, Microsoft and CoreW…
Nvidia forecasts massive AI chip sales and expands autonomous-driving partnerships, boosting sentiment. Microsoft faces legal challenges over Amazon-OpenAI cloud deal, and Amazon experiences selling …
Microsoft backs AI company Anthropic with $5 billion investment and secures $30 billion cloud services deal amid Pentagon dispute.
Google Cloud and Canal SA form a strategic AI partnership, enhancing Google's cloud service capabilities and market positioning.
Amazon commits $50 billion to OpenAI partnership, enhancing AWS's AI capabilities and competitive stance against major cloud providers through exclusive AI model distribution and chip usage.
Alphabet (GOOGL) shows strong growth driven by AI, Google Cloud backlog increase, and paid subscriptions expansion, despite competitive pressures in cloud computing.
Amazon Web Services partners with phData to accelerate enterprise deployment of production-ready Generative AI solutions, aiming for faster time-to-value and scalable AI applications across multiple …
Citigroup retains Buy rating on Amazon but lowers price target amid mixed AWS growth and expansion in semiconductor partnerships to boost AI and cloud efficiency.
Amazon's Q4 2025 earnings beat sales expectations but missed EPS estimates. Strong AWS and advertising growth are offset by heavy special charges and a massive $200 billion capex plan, triggering a b…
Big Tech plans to spend over $700 billion on AI infrastructure in 2026; Meta's strong AI investment impresses investors, while Amazon and Microsoft stocks drop amid concerns over heavy spending and n…
Amazon's AWS growth slows compared to Microsoft Azure and Google Cloud, with weaker AI infrastructure and chip performance, prompting a downgrade and major price target cut.
Alphabet's cloud growth surged to 48%, prompting a downgrade of Microsoft to hold due to slowing Azure growth and near-term challenges, including AI chip shortages and increased competition from Goog…
Alphabet and Amazon prepare to report Q4 results with cloud growth in focus; Amazon shows potential for upside despite past underperformance, while Alphabet’s stock surges on AI-driven gains but face…
Alphabet and Apple delivered strong growth driven by AI innovations, cloud expansion, and robust iPhone and Services sales despite regulatory and competitive challenges.
Amazon is reportedly negotiating a potential $50 billion investment in OpenAI, signaling strong strategic commitment to AI technologies.
Amazon plans to invest up to $50 billion in OpenAI soon, signaling strong commitment to AI technology advancements.