Microsoft Corporation continues to outperform the market, validating my view of Microsoft as a valuable tech leader. Click ...

OpenAI has partnered with Amazon Web Services (AWS) to offer its new open-weight AI models on the cloud. This move expands ...

Amazon.com, Inc.'s cloud dominance is challenged as Azure & Google Cloud gain share. Click for my AMZN update and a look at ...

Where will Palantir stock be in 5 years? Analyze trends, predictions, and market factors to see the potential future of PLTR ...

In today’s Digest, we discuss Amazon & Microsoft’s cloud dominance harming competition, Reddit’s revenue surge on AI and ad ...

There are big stakes in the expansion of server capacity, because it is trying to respond to the increasing need for cloud ...

GAAP earnings per share of $1.68 beat the $1.33 analyst estimate in Q2 2025, with revenue (GAAP) also exceeded expectations at $167.7 billion in Q2 2025. Amazon Web Services revenue (GAAP) increased ...

CMA confirms it thinks AWS and Microsoft are running anticompetitive business practices to dominate the UK cloud market - but ...

Amazon's shares witnessed a decline. This drop happened because investors are worried about Amazon Web Services. AWS seems to ...

It raised concerns over the way Microsoft charges Amazon and Google to use its software, which it said is driving up costs.

Don’t count out Amazon. This was not the commerce cloud giant’s week, to be sure. When it comes to the great artificial ...

Friday, August 1, 2025 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Oracle Corp.