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Amazon, Microsoft
Amazon Cloud Needs to Deliver After Microsoft, Alphabet Misses
Amazon.com Inc. shares have largely climbed on the back of two trends: strength in its cloud business and a focus on costs. Now both could be in question.
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, after Microsoft and Google's lackluster reports jolted investor faith in Big Tech's billion-dollar investments in AI.
Amazon, echoes rival Microsoft, says it can't keep up with AI demand
Amazon spent $26.3 billion in capital expenditures in the last three months of 2024, the vast majority of which went toward AI-related projects within AWS
Google Cloud 'Capacity Constrained' Like Microsoft Azure. Good News For Amazon?
Google stock fell on Q4 results. Amazon earnings due Wednesday. Analysts are focused on capital spending and cloud computing growth.
USA Today
12h
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft
MSFT.O on Wednesday forecast disappointing growth in its
cloud
computing
business, sending its shares down ...
6h
on MSN
Microsoft Corporation (MSFT): Analysts See Long-Term Opportunity Despite Cloud Revenue Concerns
We recently published a list of 10 Must-Watch AI Stocks Dominating Headlines. In this article we are going to look at where ...
8d
on MSN
Microsoft’s Cloud Computing Business Hits a Speed Bump
Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data ...
2h
Amazon, echoing Microsoft, says it can’t keep up with AI demand
NEW YORK – Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite ...
3d
Microsoft Shares Slip on "Soft" Azure Revenue. Is This a Buying Opportunity in the Stock?
Microsoft's total revenue rose by 12% year over year to $69.6 billion, with earnings per share (EPS) rising 10% to $3.23. The ...
7d
on MSN
Microsoft cloud growth constrained by data center shortage
Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to ...
8d
MSFT Earnings: Microsoft Stock Falls on Weak Cloud Computing Growth
Shares of Microsoft (MSFT) are down after the technology giant reported Fiscal second quarter financial results that showed ...
ExtremeTech on MSN
3h
Microsoft and Google Improve Privacy in Chrome's Incognito Mode on Windows
Microsoft and Google have collaborated to improve privacy in Chrome's Incognito mode on Windows 10 and 11. The update was ...
1h
Amazon, echoing Microsoft, says can’t keep up with AI demand
CEO Jassy said the supply of chips — from third parties and Amazon’s own chip design unit — and power capacity are limiting ...
6h
on MSN
Amazon beats quarterly revenue estimates, cloud growth lags
Amazon.com topped Wall Street estimates for quarterly revenue on Thursday, as strong sales over the holiday shopping season ...
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