Amazon delivered a solid Q3 with AWS growth reaccelerating to 20%, but Azure's faster growth raises competitive concerns. Q3 net sales rose 13.4%, and EPS grew 36% YoY, but heavy CAPEX weighed on free ...
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Will Microsoft stock climb as Azure AI services gain traction?
Microsoft's MSFT Azure AI services are gaining meaningful enterprise traction, and the momentum is increasingly shaping the investment case for the stock. In the second quarter of fiscal 2026, Azure ...
Wedbush on AMZN: Devitt said Amazon had strong third-quarter results and "encouraging" guidance for the fourth quarter, in a new investor note. "We expect there is some conservatism embedded in ...
Amazon and Microsoft are the biggest cloud computing companies by market share. Amazon is starting to see its cloud computing revenue accelerate, which should continue into 2026. Microsoft's Azure has ...
Japan's Fair Trade Commission raided Microsoft Japan offices as part of an antitrust investigation into Azure business practices. Regulators are examining whether Microsoft restricted Azure customers ...
Amazon.com (NasdaqGS:AMZN) announced a $50b multi year investment and partnership with OpenAI to accelerate AI development. AWS will become the exclusive third party cloud provider for OpenAI's ...
Microsoft’s MSFT second-quarter fiscal 2026 results, scheduled to be reported on Jan. 28, are poised to showcase the company's continued momentum in cloud computing and AI infrastructure. The tech ...
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