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Alphabet's record $5.9B cash burn amid soaring AI spending sparks investor concerns ahead of Microsoft, Meta and Amazon earnings, with all three stocks falling pre-market as capex ratios surge indust…
Amazon has underperformed peers over 5 years but shows inflection signs: AWS growth accelerated to 28%, backlog hit $364B, and Trainium AI chips could be a $50B business. Stock trades at attractive 2…
Amazon stock has underperformed the S&P 500 and Nasdaq-100 since Bezos stepped down, losing AWS market share to Microsoft and Google. However, AWS growth accelerated to 28% last quarter, signaling a …
SpaceX has secured a cloud services agreement with Google to bolster its computing capacity. This partnership marks a strategic integration of Google's cloud infrastructure to support SpaceX's growin…
Alphabet’s Google Cloud revenue surged 63% to $20 billion, fueled by record demand for enterprise AI and a massive $462 billion backlog. By monetizing custom TPU hardware and dominating the full-stac…
Amazon announces a $200B capital spend on energy, hardware, and AI, secures exclusive AWS cloud hosting for OpenAI, and expands rapid delivery services while facing legal challenges, indicating stron…
Oracle faces credit concerns amid heavy borrowing despite strong AI infrastructure prospects, while Microsoft and Amazon maintain stronger credit ratings and AI spending capabilities. Analyst optimis…
Amazon secures a $38 billion OpenAI cloud deal boosting AWS backlog by 20%, signaling renewed momentum after losing market share to Microsoft and Google in AI cloud services.
Google Cloud grew 34% in Q3 driven by AI demand, challenging rivals Microsoft and Amazon in cloud market share, while Alphabet increases capital spending to expand infrastructure capacity.
President Trump publicly attacked Microsoft’s hiring of Lisa Monaco, calling for her firing and alleging security concerns, thrusting the company into political controversy over its government work.
Zacks contrasts Oracle and Microsoft in the AI cloud race; Microsoft is preferred for diversified AI monetization, an $80B infrastructure commitment, and strong cloud profitability, while Oracle show…
Alphabet hit a $3.05T market cap after shares rose ~4% as AI optimism, 32% cloud revenue growth, Gemini's App Store success, and a court ruling that avoided a breakup boosted investor confidence.
Oracle raised OCI revenue growth outlook to 77%, signed four multi-billion contracts, and reported 12% revenue growth to $14.93B; shares jumped 13% after hours as AI-driven cloud demand accelerates.
Databricks raised $1 billion, lifting its valuation above $100 billion, reported a $4 billion revenue run-rate and $1 billion AI product run-rate, and plans to scale AI tools and Lakebase while deepe…
Alphabet’s Google Cloud posted a $106B backlog with about $58B likely to convert to revenue within two years, surpassed a $50B ARR, added AI lab customers, and spurred higher 2025 capex due to rising…
AWS deepened its African footprint via a multi-year Absa partnership while remaining cloud leader despite slower AWS growth versus Microsoft Azure and Google Cloud; AWS plans new regions and AZs even…
Microsoft's Azure cloud suffered disruptions from Red Sea fiber cuts, risking short-term service outages and shifting demand toward cloud rivals amid broader Middle East market moves.
OpenAI plans a 1 GW Stargate data center in India to scale generative AI, potentially rivaling Microsoft and Google cloud infrastructure; Sam Altman will visit India in September, underscoring the ma…
Amazon beat Q2 revenue expectations with $167.7B, led by AWS strength and AI initiatives, while Alibaba faces regulatory, cash flow and competitive pressures despite cloud growth.