AWS and Azure both posted record quarters, but the two cloud giants are winning in completely different ways, and only one of them is actually funding its AI buildout from its own…
Amazon's latest earnings report spooked the market, but Jim Cramer sees something in the numbers that most investors are missing. Whether he is right depends on a few critical signals buried beneath…
France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is…
Amazon just filed paperwork for a borrowing tool it has never used before, one that puts actual equipment on the line as collateral, and the reason behind that shift reveals how stretched…
Omor Ibne Ehsan The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough…
Chip stocks cratered, the Nasdaq-100 crossed a line it has not crossed all year, and one portfolio manager says the AI trade just entered a dangerous new phase that separates believers from…
The Binance hack rattled crypto markets the same day disappointing tech earnings dragged the Nasdaq lower, and even gold stumbled. Three past shocks reveal a pattern in Bitcoin's behavior that raises serious…
UPS rode a pandemic surge to all-time highs, then spent years in freefall while its biggest rival kept stealing volume. Whether a decade of generous dividends was enough to make loyal shareholders…
Alphabet shares have dropped nearly 8% in a week just as its cloud business is accelerating at a historic pace, and that gap between price and momentum raises a question worth examining…
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.
