Alphabet (GOOGL) maintains a positive outlook, supported by a 'Buy' rating from TD Cowen, citing strong growth. A recent stock purchase by Rep. Cleo Fields further signals confidence in the company's future performance.
An Indian tech professional's journey from a ₹7.4 lakh service-based role to a ₹60 lakh FAANG (Facebook, Apple, Amazon, Netflix, Google) position is examined. The analysis focuses on the strategies and skills that facil…
Oracle's recent stock sell-off followed its AI-focused earnings report, raising concerns about the pace of AI infrastructure investment and its impact on profitability. While Oracle emphasizes long-term growth, investor…
Michael Burry has accused AI hyperscalers of manipulating earnings through inflated capital expenditures. This analysis examines the validity of these claims and potential implications for the AI market. The focus is on…
Snowflake has launched a new data migration acceleration program powered by Datometry's virtualization technology. This initiative aims to streamline and expedite the transition of data warehouses to Snowflake's platfor…
Oracle is experiencing its strongest growth phase in two decades, driven by increased demand for its AI and cloud services. This surge indicates a significant shift in Oracle's market position and strategic focus. The c…
Microsoft's $9.7 billion investment in AI signals strong confidence in the technology's future. This move is expected to positively impact data center stocks as AI development demands increased computing power and infra…
OpenAI has entered into a $38 billion cloud computing agreement with Amazon, solidifying Amazon Web Services (AWS) as a key infrastructure provider. This partnership aims to bolster OpenAI's computational capabilities, …
Iren has secured a $14.8 billion deal with Microsoft to provide AI cloud services, marking a significant expansion in the AI infrastructure landscape. The collaboration aims to bolster AI capabilities for various indust…
Lambda and Microsoft have announced a multi-billion dollar partnership focused on developing AI infrastructure. The collaboration aims to provide enhanced computational resources for AI development and research, leverag…
Amazon's AWS is experiencing significant growth, driven by the increasing demand for AI services. This surge positions AWS to potentially challenge existing leaders in the cloud AI space. The company's strategic investm…
MongoDB's CEO Dev Ittycheria has stepped down and been replaced by CJ Desai, formerly of Cloudflare. This leadership change signals a potential shift in strategic direction, particularly concerning cloud services and en…
Google's recent revenue surge is significantly influenced by its advancements and adoption of AI technologies, particularly within its cloud services. This analysis explores how AI is driving growth in Google Cloud and …
Alphabet's Q3 earnings are anticipated to reflect continued growth in cloud services and advertising revenue, despite economic headwinds. Analysts are closely watching cost-cutting measures and investments in AI for fut…
Amazon's recent earnings report places a significant focus on the performance of Amazon Web Services (AWS). Analysis centers on AWS revenue growth, profit margins, and its contribution to Amazon's overall financial heal…
Amazon's Q3 cloud growth is under scrutiny as competition intensifies. Analysts are watching to see if Amazon can reignite growth in its cloud division amid economic headwinds and increased competition. The analysis foc…
Adobe has introduced Foundry, a new service enabling enterprises to build custom generative AI models tailored to specific business needs. This platform allows for the creation of AI solutions focused on unique datasets…
Oracle has launched Multicloud Universal Credits, offering customers a flexible payment model across different cloud environments. The new system aims to simplify cloud spending and resource allocation. Details are curr…
A Microsoft engineer has resigned, citing ethical objections to the company's cloud computing contract with the Israeli military. The resignation highlights growing concerns among tech workers regarding the ethical impl…
A recent Microsoft outage impacted services like Minecraft, Teams, and 365, causing disruption for thousands of users. The root cause is under investigation, and Microsoft is working to restore full functionality. This …
GitHub is prioritizing its migration to Microsoft Azure over new feature development, raising questions about the short-term impact on users and the long-term strategic benefits for GitHub and Microsoft.
Oracle's cloud business is showing promising growth, fueled by strategic acquisitions and a focus on AI infrastructure. However, challenges remain, particularly in securing sufficient Nvidia GPUs to meet growing custome…
Microsoft is investing $33 billion in new cloud infrastructure, dubbed 'Neocloud,' to address the growing demand for AI computing power. This move aims to alleviate infrastructure bottlenecks and position Microsoft as a…