This week the biggest technology companies opened their books and showed investors what their AI spending is actually buying. The market did not react as one. It split down the middle. On one side sat ...

As Microsoft, Amazon, and Alphabet have poured more cash into AI computing, they don't have the capacity to offset share-based compensation and decrease outstanding shares. That should naturally ...

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 ...

Amazon, Microsoft, and Alphabet all saw accelerating sales growth in their cloud businesses. However, Alphabet's cloud ...

Wall Street's disparate reactions to data center spending plans from Amazon, Microsoft and Google show impatience for return ...

U.S. stocks rose on Friday as strong earnings from Amazon and Microsoft drew investors back into the AI trade, while ...

Amazon is leaping, but Apple is sinking, and rising oil prices are adding to worries about inflation already squeezing the ...

TL;DRAlphabet, Amazon, Meta, and Microsoft hold roughly $2.4tn in AI spending commitments, and two are already cash-flow negative The four largest US technology companies have locked in nearly two and ...

Amazon Web Services, the company’s cloud computing division, got the bulk of the attention from investors, reporting its ...

There's data center activism, fought with Facebook groups and petitions, and then there's data center annihilation, fought with guided missile and suicide drones. Recently, the Ir ...

It may feel like AI is dominating the conversation, but AI is nowhere near dominating the Microsoft business. That day will ...

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