Both Amazon and Microsoft are benefiting from the AI arms race.

Cloud computing is a major beneficiary of AI spending.

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Alphabet's business is more advertising-focused, with the Google Search engine headlining its primary business. Advertising ...

Amazon is the largest cloud provider by market share, having created the infrastructure-as-a-service concept more than 20 years ago with the launch of Amazon Web Services (AWS). While the company is ...

Microsoft's stock still looks attractive after its recent price jump.

The August 2026 earnings cycle delivered a clear message: the three US hyperscalers are converting massive AI infrastructure spend into accelerating cloud revenue alongside record capex. Azure grew 43 ...

The hyperscalers just proved AI infrastructure spending turns into real revenue, but each stock reacted differently, leaving ...

International Business Machines Corporation IBM and Microsoft Corporation MSFT are two of the leading players in the global cloud computing industry. IBM offers cloud and data solutions that aid ...

Cloud computing ETFs are falling out of favor at the moment, but this could present buying opportunities. Cloud computing is ...

Azure and other Microsoft cloud services were disrupted for five hours when IP routes were accidentally removed from networking equipment.