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Amazon (AMZN) Soars on AWS Absa Partnership as Cloud Expansion Accelerates | Zacks | Login to see the signal | |
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?SummaryAWS 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 as AMZN shows modest YTD gains and valuation concerns. |
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Amazon (AMZN) Soars on AWS Absa Partnership as Cloud Expansion Accelerates | Zacks | Login to see the signal | |
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?SummaryAWS 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 as AMZN shows modest YTD gains and valuation concerns. |
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Amazon (AMZN) Soars on AWS Absa Partnership as Cloud Expansion Accelerates | Zacks | Login to see the signal | |
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?SummaryAWS 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 as AMZN shows modest YTD gains and valuation concerns. |
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Alphabet (GOOGL) Soars on Strong Q2 as AI Leadership Drives Revenue and Cloud Deals | Zacks | Login to see the signal | |
BIDU vs. GOOGL: Which AI Search Giant Has Better Investment Potential?SummaryAlphabet (GOOGL) posted a strong quarter with $96.42B revenue, robust AI-driven Search, Cloud and YouTube momentum, and healthy cash flow, positioning it ahead of Baidu amid global AI monetization advantages. |
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Oracle (ORCL) Soars on Aggressive Cloud Expansion, Intensifying AWS and GCP Rivalry | Zacks | Login to see the signal | |
Oracle Cloud Expansion in Focus: A Key to Future Momentum?SummaryOracle is rapidly expanding its cloud footprint and multi-cloud integrations, boosting cloud revenues and AI-ready offerings; the report also highlights strong AWS and Google Cloud growth, underscoring intensified cloud competition. |
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Oracle (ORCL) Soars on Aggressive Cloud Expansion, Intensifying AWS and GCP Rivalry | Zacks | Login to see the signal | |
Oracle Cloud Expansion in Focus: A Key to Future Momentum?SummaryOracle is rapidly expanding its cloud footprint and multi-cloud integrations, boosting cloud revenues and AI-ready offerings; the report also highlights strong AWS and Google Cloud growth, underscoring intensified cloud competition. |
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Alphabet (GOOGL) Soars on AI Momentum, $10B Meta Cloud Deal and Strong Q2 Beat | Zacks | Login to see the signal | |
Alphabet Hits an All-Time High: More Rally Ahead for ETFs?SummaryAlphabet (GOOGL) hits all-time highs after a beat in Q2 results, strong Google Cloud and AI growth, and major partnerships including a reported $10B Meta cloud deal and ties with NVIDIA and Apple. |