Overview: Amazon AWS remains the largest cloud platform, with AI infrastructure driving the future upside.Microsoft offers more stable returns through strong ca ...
Nvidia is reorganizing its cloud division, DGX Cloud, to focus more on internal needs rather than competing directly with ...
Amazon is rated a Strong Buy, driven by leadership in e-commerce, cloud, and accelerating digital advertising growth. Click to read my analysis of AMZN stock.
Nvidia has abandoned its plan to compete directly with Amazon Web Services—the cloud market leader commanding roughly 30% ...
Alphabet is leaning on fast-growing Google Cloud, with a $155 billion backlog, as AI, security and capex fuel momentum.
We have crunched the numbers and here is our best estimates about Amazon’s share price through the rest of the decade.
JPMorgan predicts Amazon's growth in AI, AWS, and margins will drive stock growth in the next decade, despite heavy ...
Alibaba Group BABA has experienced a turbulent quarter, with shares plunging 14.4% over the past three months as the Chinese e-commerce and cloud giant grapples with deteriorating profitability ...
Nvidia has reportedly scaled back its plans to directly compete with major cloud providers like AWS, Azure and Google Cloud, more than two years after CEO Jensen Huang first introduced the idea.
Derek White joins Google Cloud as vice president of global financial services after having served as chief digital officer at US Bank.
Read why Amazon (AMZN) stays a super-investor favorite. Explore recent buy/sell trends and risk insights around its $220 price point.