Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.

Learn everything you need to know about two of the leading cloud-based infrastructure as a service providers, including how ...

AWS faces growth and market share challenges as Azure and Google Cloud recently outpaced them in revenue growth. Despite AWS's margin decline and AI innovation concerns, their operating margins remain ...

Perplexity has signed a three-year, $750 million deal with Microsoft to use Azure cloud services while maintaining AWS as its ...

Here’s a head-to-head comparison of AWS, Microsoft and Google Cloud’s recent financial earnings results for second-quarter 2024, including revenue, sales growth, cloud market share and operating ...

We’re past the point of asking if the cloud market is a good bet for investors. The sheer amount of revenue it generates has settled that discussion. The pressing question for any serious investor ...

BofA’s Justin Post sees AWS growing 19%-20% in Q4 as Azure faces go-to-market challenges. Post maintains a Buy on Amazon, citing strong AI-driven cloud demand and an attractive risk-reward setup. The ...