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Alphabet's AI investments are showing strong traction, with AI Overviews reaching 2.5 billion monthly users and Google Cloud revenue surging. Despite aggressive capex plans, solid free cash flow and …
Microsoft demonstrates massive AI momentum with Azure cloud growth exceeding 40% and AI annual revenue run rate reaching $37 billion, up 123% year-over-year. Deep integration of Copilot across 450 mi…
Microsoft shares rose as Azure cloud revenue surged 43% and commercial backlog reached $678 billion. With strong AI demand and revenue growing 18% to $90 billion, the stock trades at an attractive di…
Cerebras Systems shares fell 11% despite raised full-year guidance, as Q2 revenue missed estimates and hardware sales declined due to data center capacity constraints. Cloud revenue surged 281%, sign…
Microsoft's Q4 FY26 results show Azure crossing $100B annually with 43% growth, accelerating to 45% guidance. Commercial RPO surged 84% to $678B, EPS beat for fifth straight quarter, and 30M Copilot …
Amazon's Q2 earnings beat expectations with 20% sales growth and 37% AWS growth, sending shares up 10%. Increased capex to $220B was well-received due to strong cloud demand. Microsoft and Google als…
Alphabet raised $3.6 billion in yen-denominated bonds while reporting stronger-than-expected earnings. Google Cloud surged 63% with enterprise AI driving growth, though supply constraints limit expan…
Alphabet (GOOGL) gains investor confidence with its Gemini 3 AI model fueling growth and strong cloud revenue, despite increased capital expenditures, positioning it as a leader against OpenAI and bo…
Alphabet's Q4 revenue rose 18% to $113.8B, net income increased 30%, driven by a 48% surge in Google Cloud revenue and doubled capital expenditures, pushing annual revenues beyond $400B for the first…
Raymond James upgraded Alphabet to Strong Buy with a $400 target, citing strong AI-driven growth across multiple business lines and superior revenue forecasts compared to consensus, pushing shares to…
Microsoft exceeded Q3 revenue expectations with strong Intelligent Cloud and AI segments but its stock dropped 11.1% post-earnings amid mixed performance in Personal Computing. The automation softwar…