AWS just posted its fastest growth rate in 18 quarters, but a $200 billion capital spending plan and deeply negative free ...

Microsoft cloud computing business may not be as profitable as its other segments.

Microsoft, Amazon, and Alphabet lead the earnings week with highly anticipated reports. Discover what these tech giants’ ...

The earnings announcements for U.S. mega-tech companies that drive the global stock market—especially the 'hyperscalers' that control massive cloud infrastructure—are fast approaching. The companies ...

Azure demand is outpacing supply, the commercial backlog just hit a staggering new level, and Wall Street has almost no sellers on record. Whether that setup translates into a real breakout depends on ...

Microsoft Corporation (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN) are collecting billions from the AI boom, but ...

Claude Fable 5.5 was reportedly spotted in Azure configs, but Anthropic hasn't confirmed it. Fable 5.1 remains its top ...

The EU plans to designate AWS and Microsoft Azure as gatekeepers under the Digital Markets Act in November, Bloomberg reports. The decision is in draft.

Is AWS capacity really sold out through 2027? See what Andy Jassy said about AI demand, power limits, and what it means for your cloud costs in 2026.

Amazon Web Services (AMZN) and Microsoft Azure (MSFT) are expected to be placed under the regulatory authority of the European Union's Digital Markets Act, according to Bloomberg, with cited people ...

Microsoft FY27 Q1 Preview | Azure Growth in Focus; AI Investments to Weigh on Gross Margins; Quarterly CapEx Seen Exceeding ...

Azure and AWS both posted record-breaking quarters, but one company's cash machine quietly outpaces the other by tens of billions of dollars each year. The gap between them reveals which stock earns a ...