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Microsoft shares drop below $400 amid concerns over a potential $50 billion OpenAI cloud deal with Amazon, threatening Azure’s AI business and increasing margin pressure from rising AI infrastructure…
Amazon is expected to rebound in 2026 driven by growth in AWS cloud, AI chip sales, and advertising, supported by strong analyst buy ratings and a major OpenAI cloud agreement.
Amazon issued a legal threat to AI startup Perplexity, while Google Cloud's AI chip sales and strong deals boost Alphabet’s growth and market confidence following robust earnings and a $38B OpenAI cl…
Amazon Web Services and OpenAI announce a $38B multi-year partnership to provide extensive cloud infrastructure, supporting OpenAI's advanced AI workloads with large-scale NVIDIA GPU clusters, accele…
Oracle surged to a record valuation on massive AI cloud deals then retraced about 4%; OpenAI reportedly signed a $300 billion Oracle deal and Oracle forecasts a half-trillion-dollar order backlog, li…