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GOOGL MSFT

Amazon shares soar as AI boom fuels stellar growth in AWS cloud unit

(Reuters) -Amazon shares surged more than 13% in premarket trading on Friday after strong growth at its cloud unit and a bullish sales outlook eased fears that the tech giant was falling behind rivals in the AI race. Revenue at Amazon Web Services, the hub of the company's recent AI investments, rose 20% in the third quarter. Although Microsoft Azure's revenue increased by 40% and Google Cloud's by 34%, AWS's sheer scale magnifies its growth impact...

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MSFT

Amazon’s Cloud Business Won’t Be an AI Laggard for Long

The e-commerce giant’s cloud-computing business has disappointed investors with its growth recently, but that appears to be changing...

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AAPL MSFT

Here’s Why I’m Loading Up on This AI-Heavy Vanguard ETF

The artificial intelligence revolution is creating winners across chips, software, and cloud infrastructure, and this single Vanguard fund owns them all for a fraction of a percent in fees...

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MSFT

Microsoft: Q3 Shows Azure On Cloud Nine, But Sadly So Is The Valuation

Microsoft's Q1 beat estimates, but shares fell on spending and slower Azure growth. Read here for a deeper investment analysis of MSFT stock...

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AAPL MSFT

Meet the Ultra-Low-Cost Vanguard ETF That Has 33% of Its Holdings in Nvidia, Apple, and Microsoft

This Vanguard ETF is performing very well, but there's a highly specific reason for that -- and it should probably worry you (at least a little)...

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MSFT

Wall Street Is Punishing Stocks When Earnings Fail to Sparkle

While the market is priced for perfection, some companies are reporting results that are less than perfect...

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MSFT

Nvidia steps up South Korea AI push with 260,000-chip rollout

Nvidia announced a slew of deals in South Korea to support the country's development of sovereign AI...

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AMZN GOOGL MSFT

Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough

Meta, Alphabet, Microsoft and Amazon have all said they will increase spending in 2026. But investors have given mixed signals...

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AAPL AMZN MSFT

Stock market today: S&P 500, Nasdaq futures rebound after Apple, Amazon earnings rekindle optimism

US stocks have seen volatile moves in the last handful of trading sessions, as strong earnings and massive AI spending pull investors in different directions...

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AMZN MSFT

Oilfield Services Expand to Data Center Services As AI Booms

Oilfield service companies like Schlumberger and Halliburton are leveraging their expertise to enter the data center market, focusing on digital solutions and distributed power to meet the demands of the AI boom...

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