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The Magnificent Seven generate roughly $2.3 billion daily in operating profits, led by Nvidia's $541 million per day. While cloud giants Microsoft, Alphabet, and Amazon show strong run rates, perform…
Oracle posted strong Q1 results and lifted full-year guidance, fueled by surging AI cloud infrastructure demand. The company secured over $30 billion in new AI contracts and expanded data center capa…
Barclays lifted its year-end S&P 500 target to 7,950 from 7,800, citing strong earnings growth and AI-related spending. Cloud giants Alphabet, Amazon, and Meta are projected to drive heavy capex exce…
Arauca Capital exited its position in Alphabet Inc. (GOOGL), citing surging capital expenditures, heavier balance sheet leverage, and diminished margin of safety at elevated valuations, despite stron…
Qualcomm and Amazon agreed to collaborate on developing custom silicon and optical interconnectivity up to 1.6 Tbps for AWS artificial intelligence data centers. Additionally, Qualcomm will expand it…
Google Cloud and Accenture formed the Accenture Gemini Enterprise Business Group to accelerate enterprise AI adoption. Google will train up to 1,000 Accenture forward-deployed engineers to build on-s…
Online retail Q2 earnings recap showed solid fundamentals, with Amazon outperforming consensus as revenues grew 19.6% year over year to $200.6 billion. AWS accelerated 36.7% alongside massive expansi…
An analytical piece compares e-commerce giants Alibaba and Coupang, highlighting growth prospects, regulatory challenges, and international expansion hurdles. Amazon is referenced as a persistent glo…
Amazon shares trade 10% below record highs despite strong revenue growth across e-commerce, cloud computing, and digital advertising. Analysts project earnings will outpace sales growth through opera…
An analyst highlights Alphabet and Amazon alongside TSMC as resilient, indispensable tech leaders to buy during market downturns, citing strong cloud computing revenue, dominant core platforms, and l…
NextEra Energy and Santee Cooper have adopted Google Cloud's Gemini Enterprise to optimize power dispatch and forecasting, delivering millions in cost savings. The deployments highlight tangible ente…
Jefferies named Microsoft, Amazon, and Alphabet top picks in an expanding AI boom with a $26.5 trillion addressable market. Analysts emphasize surging cloud operating margins and a massive $1.67 tril…
Anthropic plans an IPO as early as late September targeting a massive valuation after rapid revenue growth. Key backers including Amazon and Alphabet stand to benefit from valuation markups, while ma…
Snowflake posted strong Q2 results, with revenue rising 35% YoY to $1.55 billion and EPS topping estimates by 39%. Accelerating enterprise AI adoption and raised FY27 guidance sent shares surging nea…
Hyperscalers Amazon, Alphabet, and Meta are highlighted as prime long-term growth investments. Their robust core businesses and massive operating cash flows effectively fund substantial AI infrastruc…
Strategy Inc announced a nationwide AI Transformation Forum series in partnership with Google Cloud. The seven-city executive tour aims to help enterprise leaders scale agentic AI, optimize token com…
Snowflake surged 20% premarket after reporting blowout Q2 revenue growth of 35% to $1.55 billion. Accelerating enterprise adoption of AI tools like Cortex and CoWork fueled half of the growth acceler…
Microsoft will begin disclosing quarterly revenue metrics for Azure, responding to long-standing Wall Street demands. Disclosed historical data reveals Azure generated $29.4 billion in the most recen…
Microsoft is restructuring its financial reporting from three segments to two: Agents and Infra, and Devices and Consumer. The shift aligns financial metrics with rapid AI integration across cloud in…
Baidu plans to upgrade its Hong Kong listing to primary status on Sept. 1, 2026, amid an AI pivot. Despite weak Q2 advertising revenue weighing on shares, AI cloud surged 50% and Apollo Go expanded g…