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CoreWeave (CRWV) beat Q2 estimates, narrowing losses and hitting revenue targets, sending shares up 18% premarket. Backlog rose to $104B, but new competition from SpaceX and potential Meta capacity r…
Alphabet shares near 52-week highs driven by AI-powered Search and Cloud growth, but face headwinds from capacity constraints, rising capex ($180-190B for 2026), and stiff competition. Stock is overv…
Microsoft halts hiring in key cloud and sales divisions, signaling caution amid uncertain growth prospects in its core business units.
Microsoft's cloud revenue growth faces pressure due to reallocating Azure capacity to improve its Copilot AI, limiting resources for customers and demanding significant investment in superintelligenc…
Alphabet's Google Cloud shows strong revenue growth and AI adoption, benefiting from the expanding cloud analytics market despite competition from Snowflake and others.
Alibaba faces AI-related concerns and weaker profit expectations but shows strong cloud growth, highlighting competition with Amazon, Google, and Microsoft in the cloud space.
Amazon Web Services faced outages in December linked to AI tool errors, causing system disruptions and raising concerns about AWS reliability and AI tool governance.
Amazon's cloud division experienced two outages caused by its AI tool errors, indicating potential operational risks for AMZN.
The FTC is intensifying its investigation into Microsoft over restrictive licensing and bundling practices, with scrutiny also in the UK on overcharging. Despite this, Microsoft’s Azure growth remain…
Amazon's strong AWS growth and $200 billion AI-focused capex underscore its leadership, but investors are cautious due to spending scrutiny and competitive pressures from Google, Microsoft, and Nvidi…
Amazon plans to invest $200 billion in 2026, focusing on AWS expansion. Despite strong demand, investors are cautious, pushing shares down 10%.
Amazon launched a Europe-based cloud service focused on data sovereignty and compliance, aiming to expand its European presence amid growing demand for localized data control.
Microsoft increases annual spending on Anthropic AI models to $500 million, integrating them across products and incentivizing Azure sales staff, strengthening its multi-model AI strategy amid compet…
Amazon's AWS posts strongest quarterly growth in nearly three years, fueled by AI innovations and massive infrastructure investments, positioning AMZN for a strong 2026 rally with solid revenue visib…
Google withdraws its antitrust complaint against Microsoft as the EU expands its cloud sector investigation, potentially increasing competition scrutiny on Microsoft and Amazon.
Amazon plans a $12 billion bond sale to boost AI infrastructure spending amid a $125 billion capital expenditure plan, fueling expansion in cloud and retail and intensifying competition with Microsof…
Alphabet's Google plans a €5 billion investment in Germany, including a new data center and site expansion, signaling strong growth and infrastructure commitment.
Anthropic plans major expansion in Europe to meet rising demand for its AI models, supported by investors including Amazon and Google.
Amazon secured a $38 billion deal with OpenAI to run AI workloads on AWS, boosting its stock by 4%. Despite AI sector concerns over valuation bubbles and infrastructure challenges, Amazon's long-term…
Microsoft Azure experienced a significant outage affecting nearly 11,500 users on Wednesday, potentially impacting market confidence.