Amazon and Alphabet are soaring to all-time highs while Microsoft remains down big in 2026.
One is ahead in the race to be a leading AI company.
Alphabet, Amazon, Meta and Microsoft —are set to report their latest quarterly results after Wednesday's closing bell.
The search giant's cloud business is suddenly leaving its biggest peers behind in growth -- and the gap could keep widening.
Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in ...
For years, Microsoft and OpenAI operated as something close to a single entity in the AI race. Microsoft poured roughly $13 ...
The agreements — which also include OpenAI, Google, Nvidia, SpaceX and the startup Reflection — will give those firms' AI ...
Amazon, Google and Microsoft all reported better-than-expected first-quarter cloud results, signaling an acceleration of AI ...
Live Updates Our Live Earnings Coverage Begins Below at 3:30 p.m. ET. - Click to Watch Our Experts Break Down Tonight's ...
A blowout cloud quarter, an enormous backlog, and an accelerating chips business may have just shifted the trillion-dollar ...
Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) enter 2026 with the same headline tailwind: enterprises are rebuilding their tech stacks around cloud computing and generative AI (artificial ...