Amazon beats earnings estimates with strong AWS results, but analysts say AI strategy and efficiency remain key concerns for investors.
Microsoft (NASDAQ:MSFT), and Amazon (NASDAQ:AMZN)—dominate cloud infrastructure, enterprise services, and consumer platforms, positioning themselves at the forefront of AI innovation and deployment.
Microsoft posts $27.7B profit in Q1 FY26 as AI and cloud fuel 18% revenue growth and record Azure performance.
Here are seven unusual financial agreements helping to drive the ambitions of the poster child of the A.I. revolution.
Uber posted second quarter revenue of $12.65bn, which was up 18% year-on-year and was ahead of forecasts of $12.48bn. EPS of $0.63 was in line with expectations, with adjusted earnings before interest ...
Palantir is now trading at about 105x forward P/S ratio, making other best-of-breed cloud names like Cloudflare and ...
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The IPO preparations follow a restructuring of OpenAI completed on October 28 that reduced the company’s reliance on ...
Billionaire Stanley Druckenmiller sold his Nvidia and Palantir positions over valuation concerns, choosing Microsoft as his ...
Q1 earnings beat expectations with $77.7B revenue but shares fall 2% on OpenAI costs and surging AI infrastructure spending ...
OpenAI is considering filing with securities regulators as soon as the second half of 2026, people familiar with the matter ...
Microsoft is still suffering from a computing capacity crunch despite massive spending on data centres, a scenario that ...