Nvidia has abandoned its plan to compete directly with Amazon Web Services—the cloud market leader commanding roughly 30% ...

Overview: Amazon AWS remains the largest cloud platform, with AI infrastructure driving the future upside.Microsoft offers more stable returns through strong ca ...

In order to reap the benefits of this enormous opportunity, we recommend investors buy three cloud computing behemoths at ...

According to research from Omdia, global spending on cloud infrastructure services reached $102.6 billion (€87.3bn) in Q3 ...

According to new research from Omdia, global spending on cloud infrastructure services reached $102.6 billion in Q3 2025, representing 25% year-on-year growth. Market momentum remained stable, marking ...

The market is valuing Microsoft at a $3.62 trillion market cap, with a P/E ratio of 34.65, a price-to-book of 9.99, and a 0.75% dividend yield. At this level the stock is priced as a compounder that ...

Nvidia is reorganizing its cloud division, DGX Cloud, to focus more on internal needs rather than competing directly with ...

Nvidia has reportedly scaled back its plans to directly compete with major cloud providers like AWS, Azure and Google Cloud, ...

The stock looks cheap if you believe in the company's margin improvement. While that's not a terrible outcome, this is an ...

Wall Street expects Meta's earnings to increase at 17% annually over the next three years. That makes the current valuation ...

We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and ...

Amazon is increasingly aggressive and smart in its battle to acquire a greater role in AI. Amazon will reportedly make a huge ...