The latest results showed that AI ambition is no longer enough, with investors demanding revenue growth, margin support and ...

The selloff is mostly about capex optics, but analysts are still lifting targets, signaling confidence in monetization. At ...

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 ...

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

The market is reacting very differently to all four of these earnings reports.

By Aditya Soni and Deborah Mary Sophia April 30 (Reuters) - Alphabet's blowout cloud growth has reset expectations across ...

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

Nadella says Microsoft will “exploit” its retained OpenAI rights as the new deal loosens exclusivity but keeps Azure priority ...

GOOGL's Cloud revenues surge 63% to roughly $20B on Gemini demand; AI product revenues rise nearly 800% and backlog above $460B fuels outlook.