Andy Jassy just put a public deadline on a plan that could pull customers away from NVIDIA, but the terms Amazon left unspoken may matter more than the ones it announced.
Azure and AWS just posted their strongest cloud numbers in years, yet the companies that stand to benefit most from this surge are neither Microsoft nor Amazon.
A cash-hungry AI build-out is dominating a still-accelerating cloud business at Amazon (NASDAQ:AMZN | AMZN Price Prediction). Amazon stock is at $226.26 in premarket trading, down 7%. Checking on tech stocks in…
AWS just delivered its fastest growth in years, but Amazon shares are sliding ahead of a make-or-break earnings report. What the next quarter reveals about cloud momentum could determine whether this stock…
Oracle's cloud backlog is exploding and Wall Street analysts are nearly unanimous in calling it a buy, yet the stock keeps sliding. Something has to give, and figuring out which side breaks…
Wall Street saw a massive earnings miss and hit the sell button. I read the footnotes, checked what the actual businesses returned, and opened my wallet instead.
Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) just ended a run of 12 straight quarterly earnings beats, and investors sold hard. Shares traded at $285.31 this morning, down 12.18% in the session.…
Pre-Market Stock Futures: Futures are trading lower this Friday, with the Nasdaq down almost 2.5% after a spooky day yesterday, as all major indices ended lower and most on Wall Street pointed…
Before Microsoft reported a single number this quarter, the decision was already made. Here is the thesis that keeps the buy button active even as capital spending doubles and cash reserves shrink.
Wall Street’s new AI test just tripped up Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week’s rule is simple: spend big…
Live Updates Amazon Q3 Earnings Coverage Wrap-Up4:37pm ETThat wraps up our initial coverage of Amazon’s Q3 results. Thank you for stopping by! Amazon's Q3 Earnings at a Glance4:22pm ET AMZN Amazon Q3…
Thomas Richmond UPS is betting that robots and radio tags can protect its dividend while it deliberately ships fewer boxes, but the math only works if one critical margin target holds during the busiest…
Caution is building around Amazon (NASDAQ:AMZN | AMZN Price Prediction) ahead of its upcoming third-quarter report, as a steep selloff in a fellow tech giant raises the bar for Amazon Web Services…
Artificial intelligence has become Wall Street’s biggest growth story, with technology companies pouring hundreds of billions of dollars into chips, data centers, and computing power. Investors have largely accepted that spending as…
The AI buildout is now costing Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) real cash, and a rival’s quarter just showed it doesn’t have to. Alphabet stock is at $288 in morning trading,…
