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

Microsoft's 35% Azure growth and $315B backlog position MSFT for strong Q4 results. AI capacity constraints signal robust ...

Shares of the software company rose 7.2% in extended trading after it said Azure sales surpassed $75 billion on an annual ...

Microsoft's Intelligent Cloud and Azure lead in AI innovation. Click to read more about MSFT's growth trends, market ...

Second quarter earnings season is in full swing, and the results have been largely positive so far, with more positive ...

The growing adoption of Azure has been driving the Intelligent Cloud segment growth, which reported revenues of $26.8 billion in the third quarter of fiscal 2025, marking a 21% year-over-year increase ...

Microsoft is transforming its AI research capabilities into enterprise-grade infrastructure with the limited preview launch ...

Microsoft's share price, which was trading 8.5% at $557.03, in early pre-market trading, valued the company at $4.14 trillion ...

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 ...

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

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 ...

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