Amazon and Microsoft have both seen their cloud revenue growth accelerate recently. Both companies are spending massive sums of money to capture soaring demand for AI computing. One stock's valuation ...

This video explores three emerging AI tools that reflect how artificial intelligence is being integrated into everyday ...

While demand for AI computing remains high, the economics are deteriorating for Amazon and Microsoft, which now must spend six times more capital to generate the same value as before, according to one ...

While Microsoft's enterprise software business should largely be protected from AI disruption, given how ingrained it is, and ...

Amazon (AMZN) stock climbs 20% in April, nearing all-time highs. Analysts target $285-$300 ahead of Q1 earnings. Cramer says ...

OpenAI's chief revenue officer touted the AWS alliance as a key enterprise growth driver, saying that the Microsoft ...

In an internal memo, OpenAI's new revenue chief pointed to the artificial intelligence company's ongoing effort to reduce its ...

I am reiterating my Buy rating on Amazon.com, Inc. stock with a raised price target of $310, implying 40% upside, driven by AWS acceleration and Trainium adoption. AWS revenue growth surged 20% YoY in ...

Tech's megacaps announced major increases in capex for 2026, with the four hyperscalers now expecting combined spending of close to $700 billion. Reaching those numbers is going to mean a big drop in ...

Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) enter 2026 with the same headline tailwind: enterprises are rebuilding their tech stacks around cloud computing and generative AI (artificial ...

Investors have been willing to overlook Amazon.com Inc.’s and Microsoft Corp.’s hefty spending on artificial-intelligence infrastructure in hopes of a massive future payoff. But it’s not so clear how ...