Amazon sales surged 14% during the fourth quarter, helped by strong holiday spending and a better-than-expected growth in its ...

This decline will make it difficult to outperform the market in 2026, as the stock doesn't get the benefit of starting at its ...

For Azure, the concern is that there is only “limited” upside coming from OpenAI ( OPENAI) usage, as Google's Gemini is ...

An updated edition of the Dec. 19, 2025 article. Over the recent years, cloud computing has generated a significant buzz across the length and breadth of the business enterprise ecosystem, fueling ...

Cloud Computing Overview. Cloud computing refers to the on-demand seamless access of computing resources such as servers, ...

It's no secret that Amazon (NASDAQ: AMZN) has been losing market share in cloud infrastructure to Alphabet's (NASDAQ: GOOG) ...

Microsoft stock tumbled after the company's latest earnings report, which could be an opportunity for long-term investors.

Both Microsoft and Meta Platforms have strong investment cases right now.

Investors tend to correlate CAPEX with Azure growth too directly and ignore other initiatives of Microsoft. Rising CAPEX (66% ...

Judson Althoff, CEO of Microsoft's commercial business, wants to reduce the customer feedback loop as the company sells ...

The company's capital expenditures are soaring as it chases after capital-intensive growth opportunities.