Amazon's cloud computing arm, Amazon Web Services, reported fourth-quarter revenue of $28.7bn (£23.1bn), just below Wall ...

Amazon shares slipped in after-hours trading yesterday as investors re-evaluated the company's spending on AI.

With due respect to the engineering innovation involved in R1's high performance, the CAPEX-OPEX financial jugglery could ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

Microsoft has officially announced the dates for its annual Build Developer Conference, which will take place from May 19 to ...

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday.

DeepSeek AI is designed to offer open-source LLMs, efficient architecture, advanced reasoning, multimodal learning. Here are ...

Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...

Despite lower-than-expected Azure growth, Microsoft's AI and cloud services remain robust. Check out my recommendation for ...

The stock climbed 25% to $104.98 after touching a record high of $106.91 on Tuesday morning, making it the best performer on the S&P 500 and Nasdaq 100. The shares are on pace for their largest ...