Amazon's cloud computing opportunity is significant, with AWS potentially regaining market share from Microsoft Azure and ...
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...
This is an AI bull market ... that AWS hasn’t really been accelerated by AI yet, but that could happen—probably will happen. They have been losing share in AI, I think, to Azure and Google ...
Amazon (AMZN) stock is in focus after the company reported quarterly results and released weaker-than-expected first quarter ...
Amazon shares fell 3.72% to $229.95 following disappointing cloud revenue growth. The company's cloud unit reported a 19% ...
The cloud computing market is not working effectively and Britain's antitrust watchdog should use new powers to investigate market leaders Amazon and Microsoft, with a focus on the latter's licensing ...