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Amazon's AWS revenue surged 37% year-over-year, its fastest growth in 18 quarters, driven by a $496 billion backlog. CEO Andy Jassy highlighted massive multi-gigawatt Trainium chip commitments from A…
Amazon advanced as AWS cloud revenue surged 37% to $42.2 billion, marking its fastest growth in 18 quarters. Second-quarter sales rose 20% while operating income jumped 43%, demonstrating that strong…
Amazon hit $3T market cap on record Q2 earnings and 37% AWS growth. Bezos filed a pre-arranged $4B share sale, causing a brief 2% dip, but analysts raised price targets citing strong AI-driven cloud …
Amazon's AWS grew 28% with record backlog and margins; custom silicon reduces NVIDIA dependence. Analyst bullish on AMZN over Microsoft/Alphabet ahead of 2027 free cash flow inflection.
Article highlights Nvidia, Micron, and Alphabet as top AI infrastructure beneficiaries, citing massive hyperscaler capex growth ($1 trillion projected in 2026), strong revenue growth, and reasonable …
The AI boom is transitioning from hardware to software, sparking a mini bull market. Infrastructure leaders like Microsoft are securing massive enterprise adoption, driving rapid software sector grow…
Amazon reports strong Q4 and full-year 2025 growth powered by AWS, international sales, and AI chip expansion, with optimistic Q1 2026 guidance highlighting continued momentum.
Microsoft reported record financial results, strong cloud growth, a 10% dividend increase, and major investments in AI, security, and global infrastructure, with all management proposals approved.
Microsoft beat Q3 revenue and profit estimates driven by AI-powered product adoption and Azure growth, but market worries about AI investment sustainability weighed on shares.
Alphabet's Q3 2025 results show strong 16% revenue growth, driven by Google Services and 34% surge in Google Cloud, plus AI advancements fueling momentum and robust future outlook.