Microsoft Azure’s 40% year-over-year growth is intensifying competition with AWS and influencing how enterprises weigh cloud versus traditional hosting. Azure’s strengths in Microsoft integration, ...

Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in ...

A blowout cloud quarter, an enormous backlog, and an accelerating chips business may have just shifted the trillion-dollar ...

Microsoft Agent 365, the company's new management platform for AI agents, is going out of preview today, and it's adding ...

NVIDIA (NASDAQ:NVDA) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI ...

Here’s Microsoft Azure, AWS and Google Cloud’s financial results for the first quarter of 2026 for cloud AI revenue, sales ...

The cloud and software giant's latest results were strong on the surface, but a closer look reveals why it could be the ...

Amazon had $143.1 billion in cash and equivalents in the bank as it exited Q1 2026, and it can afford to invest heavily in AI ...

The tech giant expects $190 billion in capital expenditures during this calendar year, primarily to expand compute capacity, ...

Microsoft and OpenAI split, but somehow kept it together.

Amazon, Google and Microsoft all reported better-than-expected first-quarter cloud results, signaling an acceleration of AI ...

But don’t worry, this hits on AI too. There’s no way to avoid that. To recap, Microsoft yesterday reported that it earned a ...