Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond, fueled by the generative ...
Is now the right time to invest in a top AI player? Let's explore the risks and rewards of buying this market darling in the ...
Think of it as the ultimate offload model. One of the geniuses of the cloud – perhaps the central genius – is that a big ...
SoftBank CEO Masayoshi Son recently told investors that he thinks Nvidia stock is undervalued. Masayoshi Son is one of the most celebrated investors in modern history. As CEO of Japanese holding ...
Of the six members of ‘The Magnificent 7’ group of stocks that have reported September-quarter results already, the market ...
It's been a big week. Here's what Big Tech earnings told us about cloud, AI, and chips.
Amazon CEO Andy Jassy reassured shareholders that the company expects to make money on its generative AI investments.
Amazon reported third-quarter earnings on Thursday afternoon, with investors focused on the pace of cloud growth after mixed ...
Companies face challenges as they seek to balance ambitious AI pursuits with the need to reassure investors they are focused ...
Amazon.com, Inc.'s digital ad business & AWS show strong growth, with AWS boasting a 38.1% operating margin in Q3. Click for ...
Amazon and Apple beat revenue estimates, but Apple products - excluding the iPhone - missed expectations and the China sales ...
However, Google’s results are also significant for the broader AI industry, and it can tell us where it is in its evolution.