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 ...

Jeff Bezos on Friday became the world’s third-richest person once again, reclaiming the ranking from Google co-founder Sergey ...

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 ...

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 ...

The Islamic Revolutionary Guard Corp's recent attack on two Amazon data centers marks the fourth such attack since the war ...

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