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Microsoft's Q2 revenue beat estimates, with Azure cloud growing 39%. Capital spending surged 66%, surpassing forecasts, supporting a positive outlook despite a short-term share dip.
Microsoft beat revenue and net income expectations fueled by its OpenAI deal and strong 39% Azure cloud growth, planning significant investment to expand AI infrastructure amid high demand.
Microsoft shares rose 4% after a UBS analyst reiterated a buy rating and highlighted major AI data center expansions and a new partnership with Mercedes-AMG F1, signaling growth in Azure cloud servic…
Microsoft secured a $170.4 million U.S. Air Force cloud services contract, boosting multi-year revenue visibility and expanding its government cloud presence.
Evercore ISI highlights Amazon's strong 2026 growth drivers including AWS revenue surge, grocery expansion, and technological advancements, positioning AMZN as a top Internet large-cap pick.
Wedbush analysts expect Microsoft to deliver massive 2026 growth driven by Azure cloud and AI monetization, positioning it as the leader in enterprise-scale AI adoption.
Wedbush expects Microsoft to exceed 2026 estimates due to strong AI growth and rising Azure demand, supported by a partnership with HCL Technologies in AI-driven research.
Amazon's strong 2025 holiday performance and aggressive 2026 growth plans, including AI innovations and expansion in India, position it for continued success in e-commerce and cloud. The logistics ne…
Google backed a $7 billion, 15-year Hut 8 AI data center lease, de-risking payments and supporting AI infrastructure expansion at Louisiana's River Bend campus starting 2027.
Analysts predict AI-driven growth could push Alphabet and Microsoft toward $5 trillion valuations by 2026, highlighting cloud expansion, AI integration, and operational leverage as key drivers amid a…
Microsoft plans a $23 billion AI-focused investment, including $17.5 billion in India, to expand cloud infrastructure and compete with Amazon and Alphabet amid rising AI demand.
Microsoft and LG affiliates explore broad cooperation on AI data centres, supplying key parts and software, but no deal is finalized yet.
DA Davidson maintains a Buy rating on Microsoft, citing strong Azure AI revenue growth and planned Microsoft 365 price increases driving future earnings.
Morgan Stanley upgrades Google’s revenue outlook as TPU production accelerates, projecting 12 million units by 2028 and fueling new commercial AI chip sales alongside cloud growth.
Alphabet (GOOGL) benefits from strong AI infrastructure growth, large cloud revenue gains, and strategic AI model launches, despite rising capex and competition, making it a strong buy compared to Ne…
Microsoft is investing heavily in AI data centers, forming a new digital platform partnership with Qatar, while Calpers slightly reduces its Microsoft holdings.
Amazon partners with HCL Technologies in a strategic deal to boost AI-driven transformation and core modernization in the financial services sector.
BNP Paribas initiates coverage of Alphabet (GOOG) with an Outperform rating, highlighting strong AI, cloud, and ad revenue growth. Alphabet's Q3 profit rose 39%, stock hits record highs with 59% YTD …
Amazon announced a $50 billion investment to expand AI and supercomputing services for U.S. government clients, signaling strong growth potential in the sector.
Morgan Stanley expects AWS to accelerate cloud growth to 25%+ in 2026, driven by AI demand and a $38B OpenAI deal, signaling potential stock recovery for Amazon despite current market pressure.