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Google Cloud revenue surged 82% YoY to $24.8B with margins expanding to 35.5%, driven by AI, TPU chips, and Gemini integration. Alphabet raised 2026 capex guidance to $195-205B, justified by demand e…
Analyst Matt Maley warns Oracle may lose the AI infrastructure race due to heavy leverage and shaky OpenAI lease commitments, while praising Amazon and Google as frontrunners with 'the whole package'…
Amazon's Q2 earnings smashed expectations with AWS growing 37% YoY and $25B AI run-rate revenue. Stock jumped 15% despite raised capex to $220B, as investors rewarded proven AI monetization. Analysts…
Amazon stock surged 15.3% post-earnings as AWS growth accelerated to 37%, backlog hit $496B, and operating margins expanded. JPMorgan raised price target to $365. Analysts remain bullish despite nega…
Amazon shares jumped 15% after Q2 earnings beat expectations, driven by accelerating AWS cloud growth (36.7% YoY) and AI/chip businesses surpassing $25B annualized revenue. Capex guidance raised to $…
Microsoft's Q4 2026 earnings beat expectations with 18% revenue growth and 31% EPS growth YoY. Azure cloud revenue surged 43%, outpacing rivals. Strong results reinforce bullish outlook on AI-driven …
CoreWeave shares plunge amid mounting debt costs and interest expenses despite strong revenue growth. Meta Platforms, a major CoreWeave customer, is reportedly building a competing cloud business (Me…
Alphabet closed a ¥576.9B senior note offering and announced a $15B Missouri data center expansion for AI/cloud capacity. EU filed DSA complaints over fraud ads. Gemini adds CapCut integration soon.
Google announces $15 billion Missouri infrastructure investment, including a new data center in New Florence and 500+ megawatts of additional energy capacity via Ameren partnership, plus a $20 millio…
Meta begins construction of a $10 billion Indiana data center to expand AI computing capacity, supporting its growth strategy.
EU antitrust regulators will decide by February 10 on Alphabet's $32 billion Wiz cybersecurity acquisition, enhancing its cloud competitiveness against Amazon and Microsoft with potential regulatory …
Amazon is in early talks to invest $10 billion in OpenAI, potentially challenging Nvidia's AI chip dominance. The move highlights competition in AI and cloud computing, with Amazon promoting its Trai…
Databricks targets a $130 billion valuation, driven by strong AI revenue and strategic growth, boosting Microsoft Azure’s business partnership and market positioning.
Microsoft commits $9.7 billion to AI cloud capacity with Australia's IREN, addressing Azure's AI demand bottleneck, signaling strong growth in AI infrastructure partnerships.
Microsoft agreed to a $17.4 billion, five-year deal with Nebius to secure GPU infrastructure capacity, strengthening its AI and Azure capabilities amid rising cloud competition.