Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond, fueled by the generative ...

Amazon.com, Inc.'s digital ad business & AWS show strong growth, with AWS boasting a 38.1% operating margin in Q3. Click for ...

Think of it as the ultimate offload model. One of the geniuses of the cloud – perhaps the central genius – is that a big ...

Airbnb maintains a fortress balance sheet with $11.3 billion in cash and investments against just $2 billion in long-term debt, thanks to its tremendous free cash flow. In addition, the company ...

I think investors can also find a few key takeaways from Nvidia stock, as its situation may not be as unique as you think.

Artificial Intelligence (AI) has clearly been the dominant investment theme of 2024 and is the next major technology wave.

Eric Beiley, executive managing director of The Beiley Group at Steward Partners, spoke with Quartz for the latest installment of our “Smart Investing” video series.

Meta and Microsoft earnings have stirred up worries about AI and Big Tech as investors digest a Fed-favored reading on ...

The Nasdaq’s impressive year-to-date growth now stands at 27%, outpacing the S&P 500’s 23% gain and the Dow’s 12% increase ...

News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, ...

However, Google’s results are also significant for the broader AI industry, and it can tell us where it is in its evolution.

They are companies like Meta, Alphabet, Amazon, and Microsoft. They are investing hundreds of billions of dollars into their AI capabilities. What is not entirely clear, however, is who are and ...