Amazon Cloud Needs to Deliver After Microsoft, Alphabet Misses
Amazon.com Inc. shares have largely climbed on the back of two trends: strength in its cloud business and a focus on costs.
Alphabet shares fall as cloud growth concerns and AI spending rattle investors
Alphabet shares fell 8% on Wednesday as investors balked at the Google parent's slowing cloud growth and planned $75 billion ...
Is this my chance to buy Alphabet shares?
A big step up in AI spending at Google has investors nervous, but has it created an opportunity to buy its shares at an ...
Alphabet earnings: What to expect on AI and the cloud, with Google parent’s stock near a record
Alphabet reports fourth-quarter earnings after Tuesday's closing bell. Investors will be focused on cloud momentum and AI ...
Trade Tracker: Joe Terranova buys Alphabet and sells Microsoft
Joe Terranova, Senior Managing Director for Virtus Investment Partners, joins CNBC's "Halftime Report" to explain his latest ...
Alphabet is planning to spend big on AI again this year, sending shares down
Alphabet's fourth-quarter earnings showed slowing growth in its Cloud Services business and a bigger-than-expected capex ...
What Microsoft results mean for Alphabet and Amazon.com
Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while ...
Microsoft and OpenAI investigate whether DeepSeek illicitly obtained data from ChatGPT
Sources at Open AI believe DeepSeek unlawfully distilled data from ChatGPT, Open AI and Microsoft begin investigation.
Alphabet, Meta, Microsoft set to spend $230 billion this year as hefty AI bills come under scrutiny
Microsoft (MSFT), and Google parent Alphabet (GOOG) are expecting a cumulative $228 billion in capital expenditures in 2025, driven by their investments in artificial intelligence infrastructure. That ...