Big Tech's latest earnings indicate robust demand for AI infrastructure, with Microsoft, Amazon, and Alphabet showing significant cloud growth.

The size of their respective cloud businesses matters, but there are other important considerations.

Meta Platforms still has some work to do before it can turn around its fortunes.

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

Microsoft and Amazon both beat cloud expectations this week, and Microsoft's headcount fell for the first time since 2016.

Google, Amazon, Microsoft and Meta have spent more than $1 trillion on artificial intelligence infrastructure since 2023. The total reached about $1.1 trillion ...

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

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top ...

When people talk about the winners of the artificial intelligence boom, names like Nvidia, Microsoft, OpenAI, and Meta ...

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Australian companies have bought more artificial intelligence than almost anyone in the world, but almost none of them are ...

Chip stocks have been hardest hit in that time, with the PHLX Semiconductor Sector Index dropping by nearly 30 per cent from ...