Amazon stock is underperforming the S&P 500 heading into a crucial Q4 earnings report ...

Amazon’s future hinges on its ability to sustain AWS momentum while defending retail margins in an increasingly crowded ...

Four US tech companies are set to spend a combined $650 billion on AI in 2026, fueling data center expansion and investor ...

In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It's a lot of ...

Google, Microsoft, Meta and Amazon all raised their forecasts for capital expenditures in their earnings reports this week. Their announcements show that the hefty spending on artificial intelligence ...

In 2026, Google, Amazon, Meta and Microsoft are set to spend nearly $650 billion on AI, almost matching India’s entire annual ...

Summary: For Meta (META) and Microsoft (MSFT), it has indeed been a tale of two tech giants as of late. While Microsoft has ...

On the surface, Microsoft (MSFT) and Meta Platforms (META) issued similar quarterly updates last week. Both beat expectations ...

A chart-led look at Meta, Microsoft, Alphabet and Amazon's $650 billion commitment to AI and what that scale means for advertisers, cloud growth and future revenue models.

The top cloud market-share leaders AWS, Alibaba, Google, Huawei, IBM, Microsoft, Oracle and Salesforce rankings for Q4 2025 ...

The warning came as Eisman analyzed the puzzling market reaction to last week’s Big Tech earnings. Despite Meta, Google, and Microsoft all “impressively” beating revenue and earnings estimates, Meta’s ...