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OpenAI launched its GPT-6 Astra AI model, with Microsoft rolling it out to early enterprise customers on Azure. Microsoft also disclosed standalone Azure financials, revealing annual sales surpassed …
Snowflake approaches its earnings report with strong AI agent momentum and a massive $6 billion five-year AWS contract. While an earnings beat is already priced in for SNOW, the expanded commitment l…
Morgan Stanley reaffirmed an Overweight rating on Amazon and raised its price target to $335, modeling a potential path to $500 by 2027. The projection is driven by massive AWS cloud infrastructure e…
Bank of America rates Microsoft a Buy, projecting 15-17% annual revenue growth driven by AI and cloud. Near-term profit pressure expected from increased data center and AI investments, but strong lon…
Amazon secured a $581.3 million U.S. Air Force contract to provide AWS cloud services through 2028, enhancing its footprint in government defense cloud modernization and boosting revenue prospects ah…
Amazon aggressively expands AI-driven retail and logistics capabilities, boosting e-commerce growth and AWS AI demand. META benefits through AI model licensing to Amazon. Walmart and Target lag behin…