Also in today’s newsletter, some US lawmakers are calling on Howard Lutnick to step down over his ties to Jeffrey Epstein ...

Four US tech companies are set to spend a combined $650 billion on AI in 2026, fueling data center expansion and investor ...

All eyes will be on Amazon.com Inc.’s cloud business when the technology giant reports earnings on Thursday, after shares of ...

Microsoft upgraded to Strong Buy: valuation dip plus 17% Q2 revenue growth and 39% Azure surge. CAPEX rise justified; Q3 ...

Amazon employees are not allowed to use Anthropic’s Claude Code for production work without formal approval, says a Business Insider report. The restr.

Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.

Microsoft's growth strategy remains robust for cloud services, driven by a prudent capital allocation approach to protect ...

Amazon’s future hinges on its ability to sustain AWS momentum while defending retail margins in an increasingly crowded market.

Microsoft, Nvidia, Oracle, Meta, Amazon and Alphabet all saw their shares fall in the week up to the market close on Thursday ...

Amazon stock returned 775% in the last decade, and a repeat performance is possible over the next decade.

Big Tech stocks were treading water in premarket trading on Monday, after a bruising week that saw more than $1 trillion ...

The company reported a strong holiday quarter on Thursday. But its spending, like that at other big technology companies, is ...