Azure is the star of Microsoft's report.

However, Amazon CEO Andy Jassy seems to be tired of hearing that, as he gave a robust defense of AWS and reasserted its cloud ...

The stock market's divergent reactions to Amazon, Microsoft and Google earnings reports indicate that tolerance for huge AI ...

Hyperscalers entering new phase of aggressive AI spending, with MSFT standing out for cash flow resilience while AMZN faces investor pressure over capex plans. MSFT free cash flow most resilient, ...

Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say.

AWS recorded its best quarter, in terms of revenue growth, in 13 quarters in Q4 2025 as AI drives AWS adoption.

Anthropic’s Claude Opus 4.6 arrives in Microsoft Foundry and GitHub Copilot, bringing advanced reasoning, agentic coding, and ...

Big Tech’s AI spending plan has split investors, as analysts warn of bubble risks even while cloud growth signals a historic ...

Market analysts had forecast that Amazon’s capital expenditures would reach about $147 billion this year, mostly due to AI ...

Live Updates Amazon Shares Down 14% After Earnings - Is the Market Overreacting? Feb 5, 2026 at 5:58 PM EST Microsoft saw its ...

As the shares sputtered on news that ​Amazon would be pumping $200 billion into boosting its AI efforts in 2026, CEO Andy ...