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…
Satya Nadella's recent statements indicate a potential shift in Microsoft's software pricing strategy, moving towards value-based models. This change could impact how businesses and consumers access and pay for Microsof…
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…
Nebius has launched a new AI platform designed to compete with Microsoft Azure and AWS, emphasizing an open-model approach. The platform aims to provide greater flexibility and control over AI deployments for businesses…
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…
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…
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…
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.