UBS's Stephen Ju recently likened Amazon's stock to a "coiled spring," as the companies have disclosed their big spending plans and are waiting for AI revenue to come out of them. Amazon, however, ...

AI for enterprise is already here, helping companies streamline their operations, serve their customers better, and save ...

In an era where data is a strategic asset, organizations often falter not because they lack data—but because their ...

Alphabet's Q2 2025 results highlight Google Cloud's growth, strong margins, and valuation. Click here to read why I rate GOOG ...

The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles ...

Amazon's Q2 earnings may surpass expectations, fueled by Prime Day, AWS, and AI ventures. Read why it is time to upgrade and change the narrative around AMZN.

Amazon is expected to spend more than $100 billion on capital expenditures this year. AWS is slowly losing market share to ...

AWS has launched Kiro, a spec-driven, agentic AI IDE based on Visual Studio Code. It joins a growing lineup of VS Code forks ...

Innovation requires information, context, collaboration, experimentation, and even failure. Using simulation to make ...

MIAMI - Varonis Systems, Inc. (NASDAQ:VRNS), a $5.6 billion market cap cybersecurity company with impressive gross profit margins of 82%, announced Wednesday that its AWS data security solution is ...

MongoDB MDB and Oracle ORCL are two leading names in the database market, but they’re built on very different foundations. MongoDB is a developer-first, cloud-native NoSQL platform optimized for ...

Rubrik is extending its data protection offerings to Amazon DynamoDB, AWS’s flagship serverless, distributed NoSQL database service, with a single, policy-driven console that automates ...