Amazon and Microsoft highlight a continued AI spending spree, igniting chip rally

Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for ...

Stocks climb as Amazon, Microsoft results reignite AI trade, yen swings

By Niket Nishant and Rae Wee July 31 (Reuters) - Global stocks rallied on Friday as robust results from Amazon and Microsoft ...

Amazon’s next big business, Satya Nadella’s DIY app, and a VC’s rallying cry for Seattle tech

Microsoft and Amazon both beat cloud expectations this week, and Microsoft's headcount fell for the first time since 2016. Also on the show: Satya Nadella builds a dashboard out of a Morgan Stanley ...
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The $2.3 Trillion Reason Amazon, Alphabet, and Microsoft May Still Be the Smartest AI Investments

Artificial intelligence has become one of the market’s defining investment themes, but the conversation often centers on chipmakers or AI start-ups chasing the next breakthrough.  This earnings season ...

Prediction: Amazon Will Surpass Microsoft's Market Cap and Join the $3 Trillion Club By the End of Summer

Amazon has twice as much ground to make up as Microsoft to become the market's fourth $3 trillion company. Don't bet against ...

Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off

Alphabet's free cash flow has turned negative, and the company lifted its capital spending forecast. Slower-growing cloud rivals report this week.

Amazon vs Microsoft vs Google: Who is winning the AI cloud race after earnings?

AWS is the profit engine and the AI compute demand is still outstripping supply. Revenue +37% and the fastest growth in 18 quarters, plus contract backlog up to $496B, confirm durable enterprise AI ...

Google Cloud Just Grew 82%. Here's Why Amazon and Microsoft Investors Should Pay Attention Before This Week's Earnings.

Investors want to see that the cloud giants are justifying their massive capex. Google just did that.

Nasdaq Index: Can Amazon and Apple Extend Microsoft’s Tech Rebound After Close?

Nasdaq rallies 2.5% on Microsoft’s AI proof, but Amazon and Apple earnings decide whether chip buyers can keep control.

Did Microsoft and Amazon earnings reinforce AI as the next growth engine?

Recent quarterly results from Microsoft and Amazon suggest AI investments are now producing significant returns. Both companies experienced strong cloud growth, with infrastructure limitations ...

Amazon and Microsoft pivot cloud gaming strategies to target different players

Amazon is bringing Luna to the Prime Video streaming service, while Microsoft will test an ad-supported streaming of titles ...

Microsoft, Amazon.com Inc. share gains contribute to Dow's nearly 525-point rally

Shares of Microsoft and Amazon.com Inc. are posting strong returns Thursday afternoon, leading the Dow Jones Industrial Average rally. Shares of Microsoft and Amazon.com Inc. contributed significantly ...