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Amazon leads a $122 billion funding round for OpenAI, investing up to $50 billion and expanding its cloud influence, as OpenAI nears its IPO and hits $2 billion monthly revenue with plans for a unifi…
European AI startup Mistral raises $830M debt to purchase 13,800 Nvidia chips, boosting AI infrastructure to rival US giants Microsoft, Google, and Amazon in cloud and AI services.
Amazon's AWS Bahrain region suffers disruption due to Middle East conflict and drone activity, impacting cloud operations and raising reliability concerns.
Jefferies sees Amazon’s AI spending as overblown and highlights strong cloud growth and retail performance, suggesting the stock is undervalued with a potential 46% upside.
Microsoft monitors the potential $50B Amazon-OpenAI deal, concerned over Azure hosting rights, while trades with a lower forward PEG supporting investor interest.
Amazon beat revenue expectations in Q4 2025 but missed EPS slightly; a $200 billion 2026 capex plan raises near-term concerns despite strong AWS growth and AI investments.
Google received EU antitrust approval for its $32 billion acquisition of Wiz, boosting its cybersecurity and cloud capabilities against competitors Amazon and Microsoft without raising competition co…
Amazon plans $200 billion capex through 2026 focused on AWS to accelerate AI and cloud growth. Q4 revenue rose 12%, AWS backlog grew 40%, with margin pressures expected short term amid competition fr…
Amazon posted record revenue and strong AWS growth but shares plunged over 11% after unveiling $200 billion 2026 AI-related capital expenditures, raising concerns over near-term returns and capital e…
Alphabet’s strong AI investments and solid quarterly results, including growing revenue and user engagement, underpin positive long-term growth despite initial market selloff on high capex projection…
Alphabet plans $175-$185 billion capex in 2026, doubling 2025 spend, driven by strong AI and cloud growth, including 48% Google Cloud revenue rise surpassing Microsoft Azure.
Alphabet plans $175-$185 billion capex in 2026, exceeding estimates, boosting AI and cloud growth. Google Cloud revenue surged 48%, surpassing Microsoft Azure. Gemini AI app hits 750 million users. S…
Amazon’s AWS is driving strong growth with AI infrastructure expansions and new product launches, positioning for solid Q4 2025 results and sustained long-term cloud demand.
Amazon plans a possible $50 billion investment in OpenAI, challenging Microsoft's and Nvidia's roles, potentially boosting Amazon Web Services while posing risks to Nvidia and Microsoft cloud partner…
Amazon's AWS launches a European Sovereign Cloud offering, investing over €7.8 billion to provide data sovereignty and address EU security concerns amid rising demand for locally hosted cloud service…
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.
Amazon shares fell 2.5% amid a Nasdaq sell-off and declined three consecutive days, raising investor concerns despite strong cloud growth and mostly bullish analyst ratings.
Evercore names Amazon its top internet pick for 2026, driven by AWS's fastest growth in 3 years, AI momentum, and diverse business unit expansions boosting optimism.
Amazon shows double-digit growth in e-commerce, AWS, and digital advertising, with new ventures in cloud gaming and robotaxi advancing. Despite competition from Microsoft and Google in AI and cloud, …
Amazon's aggressive $200B global investment in AI infrastructure and emerging markets positions it for strong growth in 2026, driven by AWS expansion and robust Q3 revenue beats, signaling a compelli…