Market context
Follow the story. See which markets it affects. Explore the context.
Oracle's cloud infrastructure surged with $638 billion in RPO, up 363% year-over-year. Offering multicloud database integration across AWS, Azure, and Google Cloud, Oracle presents compelling cloud v…
Apple plans to expand its AI partnership with Google to include cloud services, potentially accelerating Siri improvements amid rising generative AI competition, impacting cloud rivals AWS and Azure.
Amazon's AWS leads with 20% Q3 revenue growth, surpassing Azure. Analysts are bullish for 2026, expecting e-commerce share gains this holiday season.
Evercore ISI rates Amazon as top large-cap internet pick for 2026, citing strong AWS growth, AI strength, and multiple business catalysts boosting future profits.
Oracle's cloud and AI infrastructure growth pressures major players—Amazon, Microsoft, Google—with significant market share expansion anticipated in the coming years.
CoreWeave's rapid AI infrastructure growth benefits NVIDIA and Meta through large cloud capacity deals, amid rising debt and stiff competition from Microsoft and Nebius Group.
Amazon's AWS experienced a major outage at its US-EAST-1 data center, disrupting global services and apps like Snapchat and Reddit. Recovery is underway but intermittent issues remain. Despite the im…