Two cloud titans are pouring cash into AI infrastructure, making them good investments for investors looking to capitalize on ...

Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.

The only way CoreWeave becomes the next AWS is if it becomes profitable, which may be a few years from now. CoreWeave must ...

Amazon's Cloud growth has been fueled by past excess demand, but new capacity and slowing end-user demand threaten future ...

One topic that has continued to dominate the cloud computing news cycle in 2025 is the growing hold the hyperscale tech ...

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

That would bring the company's operating earnings at that point to $138 billion compared to $80 billion today. The ...

Amazon AI chief Rohit Prasad is leaving at year's end, according to a memo from Amazon CEO Andy Jassy. Peter DeSantis, a ...

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

Amazon has set up a new in-house AI organization reporting direct to the CEO, responsible for its Nova range of AI models, ...

Israel Englander, Ken Griffin, and Steven Schonfeld -- hedge fund managers who beat the S&P 500 over the past three years -- ...

Amazon’s revenue and net income growth rates exceeded the stock’s 2025 gains. That trend has also played out over the past ...