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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…
Amazon's AWS is expanding into Saudi Arabia with a $5.3B investment and dedicated AI zones. With AWS revenue growing 37% year-over-year and strong profit margins scaling alongside custom silicon expa…
IREN is pivoting from Bitcoin mining to AI cloud infrastructure, securing $4 billion in contracted revenue, including capacity delivered to Microsoft. Despite recording a $684 million quarterly net l…
Microsoft joins an urgent call for AI defense buildout, highlighting a significant market opportunity in critical infrastructure cybersecurity. With shares trading at an 11.65% discount to GF Value a…
Marvell's AI-driven Data Center revenue surged, and an expanded Google deal boosts the bull case. However, stretched valuation, cooling momentum, and a recent pullback suggest a cautious, disciplined…
Alphabet announced a strategic partnership with Clearlake Capital to expand Google Cloud's enterprise AI reach, granting Clearlake's 50+ portfolio companies access to Google's full AI stack. This mov…
Nvidia (NVDA) reported blowout Q2 results, beating revenue and EPS estimates while providing strong guidance. Analyst Dan Ives suggests the AI boom continues, with hyperscalers like Microsoft, Amazon…
Microsoft delivered strong earnings, boosting the stock and eliminating the previous bargain price. While long-term potential remains, other AI stocks now offer better value, making MSFT a hold rathe…
Microsoft partners with Saudi Arabia's HUMAIN to accelerate enterprise AI adoption across the Middle East and Africa. The strategic deal focuses on developing Arabic-language AI, bolstering Microsoft…
Microsoft faces a cash crunch despite huge revenue growth, as massive AI infrastructure spending weighs on free cash flow.
Microsoft reported record FY2026 results but its stock fell 4.5% due to massive AI-related capital spending, which caused free cash flow to shrink despite strong revenue and Azure growth. The market …
Recent 13F filings show billionaire investors Stanley Druckenmiller, Peter Thiel, Seth Klarman, and David Tepper heavily bought Amazon shares in Q2. Analysts highlight Amazon's attractive enterprise …
JPMorgan reports emerging positive returns on AI investments across major cloud hyperscalers including Google, Microsoft, and Amazon. Stronger demand visibility and capacity deployments are accelerat…
Analysts highlight AI infrastructure chokepoints as premier investments, pointing to massive multi-year tailwinds. Amazon AWS surged 37% and Microsoft Azure jumped 43% with a $678 billion backlog, co…
Amazon and Microsoft offer strong long-term upside fueled by dominant cloud market share and highly diversified revenue streams. Conversely, Tesla faces bearish sentiment due to an excessive forward …
Cloud hyperscalers Alphabet and Amazon reported surging growth driven by AI infrastructure demand. Google Cloud grew 82% YoY with a $460 billion backlog, while AWS surged 37% with a $496 billion back…
Anthropic's annualized revenue surged to $65 billion ahead of a potential $2 trillion IPO, though corporate clients increasingly favor cheaper models over top-tier frontier offerings. The shift to co…
Loomis Sayles Global Growth Fund highlighted Amazon in its Q2 letter, praising the company's sustainable competitive advantages, market share gains in e-commerce and AWS cloud infrastructure, and end…
Alibaba launched a record $10.2 billion share placement in Hong Kong to fund full-stack AI development, including chips, infrastructure, and models. The oversubscribed offering highlights surging dem…
Rosenblatt initiated coverage on Amazon with a bullish $335 price target, highlighting underappreciated AI upside and AWS acceleration. While Google Cloud and Azure outpaced AWS in percentage growth,…