The FTC has escalated its antitrust investigation into Microsoft, issuing demands to competitors examining cloud licensing, AI bundling, and market dominance.

Amazon Web Services is the primary reason investors should own Amazon stock.

The top cloud market-share leaders AWS, Alibaba, Google, Huawei, IBM, Microsoft, Oracle and Salesforce rankings for Q4 2025 ...

Alphabet guides $180B capex as AI race heats up; Cloud growth, Gemini boosts ads, but FCF may dip. Read more macro analysis here.

The learning pathway, housed within the Google Developer Program, aims to equip developers with hands-on expertise in building and deploying AI agents using the Agent Development Kit.

This allows Google to fold one of the fastest-growing cloud security platforms into its stack, strengthening its position in ...

Google Cloud revenue rose a whopping 48% in the December quarter, as its Gemini 3 AI drew business. ・Sales at Microsoft Azure and Amazon Web Services also beat consensus expectations, but the size of ...

However, Amazon CEO Andy Jassy seems to be tired of hearing that, as he gave a robust defense of AWS and reasserted its cloud leadership on Amazon's recent earnings call.

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

CEO Andy Jassy said AWS remains supply constrained, as demand for AI and cloud services continues to outstrip supply.

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

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