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Amazon Web Services introduces a UK Customer Addendum to enhance data portability rights and offers reduced data transfer rates between providers, strengthening its competitive position in the UK clo…
Evercore maintains a strong Buy on Microsoft, anticipating Azure revenue growth over 40% by 2026 driven by AI demand, despite concerns over Copilot's limited paid user adoption and enterprise subscri…
Amazon's stock rose 3.9% after announcing a €33.7 billion investment in Spain and increased capital spending on data centers and Nvidia chips, despite recent AWS outages caused by regional conflicts.
Stifel downgrades Microsoft to hold with a lowered price target due to weak near-term Azure growth and cautious outlook despite strong long-term AI positioning.
AI startup Perplexity signed a $750 million deal to use Microsoft's Azure cloud services, indicating strong cloud demand growth.
Microsoft’s Q2 2026 earnings are expected to show strong cloud and Azure AI growth despite rising capital expenditures and margin pressures, with investors cautious yet optimistic about AI adoption a…
Microsoft's upcoming earnings are expected to highlight strong Azure cloud growth despite GPU capacity constraints, supported by multiyear AI demand visibility from OpenAI and Anthropic contracts, wi…
Amazon's AWS shows strong 20% growth, $200B backlog, and robust AI infrastructure expansion, making it a superior investment over Oracle, which faces execution risks and customer concentration despit…
Amazon's AWS cloud capacity expansion and improving efficiency forecast a revenue surge, prompting Oppenheimer to raise its price target and reaffirm a strong buy rating for AMZN.
Snowflake gains enterprise traction but faces rising competition from Amazon AWS and Google Cloud, which are expanding AI and analytics offerings aggressively.
HSBC raised Alphabet's price target and Buy rating, citing a $10 billion projected increase in Google Cloud revenue by 2026 and enhanced AI capabilities through partnership with Anthropic.
Alphabet GOOGL is poised for strong Q3 2025 growth fueled by AI-powered Search and expanding Google Cloud, despite capacity constraints and stretched valuations. Microsoft, NVIDIA, and Amazon remain …
NVIDIA and Google Cloud launch G4 VMs with NVIDIA RTX Pro 6000 Blackwell GPU and make Omniverse and Isaac Sim available on Google Cloud Marketplace, accelerating enterprise AI and digitalization.