The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
Tech giants are lining up over $300 billion in AI spend. Their CEOs are betting cheaper models will drive up AI demand.
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
Nvidia Stock Is Climbing. Amazon’s Earnings Were a Big Moment for the Chip Maker.
Nvidia stock was rising early Friday. A solid week for the artificial-intelligence chip maker is coming to a close. As of Thursday’s close, the stock was up 4% over the past four days, recouping a ...
Microsoft, Alphabet, Meta and Amazon Raise Stakes in AI Race with $300B Bet
GOOGL had already surprised markets with the scale of its investment in AI. CEO Sundar Pichai said spending on data centers and servers would rise to $75 billion this year from $53 billion in 2024, a ...
Amazon Follows Google, Meta, and Microsoft With Plans To Boost Spending on AI
Amazon said it expects to spend over $100 billion in capital expenditures this year, making it the latest tech giant to say it's ramping up investments in artificial intelligence infrastructure.
Amazon, Microsoft, Alphabet and Meta: Is big tech overspending on AI?
Tech titans have projected pouring billions of dollars into artificial intelligence (AI) in 2025, yet Wall Street impatiently awaits returns on their investments. Amazon is leading the charge, having ...
Tech Giants Double Down on Their Massive AI Spending
Amazon, Google, Microsoft and Meta are pouring billions into artificial intelligence, undeterred by DeepSeek’s rise.