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

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

Amazon Web Services growth will be a major factor in Amazon's earnings report Thursday, along with questions about AI demand ...

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

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

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

The post contains 50 new customer stories, which appear at the beginning of each section of customer lists. The post will be ...

Amazon (AMZN) is set to release quarterly results after the bell on Thursday, following a mixed showing from its Big Tech ...

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

The emergence of DeepSeek is being seen as the first visible challenge to costlier models such as OpenAI and Anthropic, and ...

The rise of Chinese AI startup DeepSeek, which has demonstrated the ability to deliver high-performance AI technology at a ...

AMD shares fell by nearly 9% in after-hours trading, but the chipmaker is talking up a strong second half to 2025.