Microsoft delivered strong Q1 results, driven by 28% year-over-year growth in its Azure-powered Intelligent Cloud segment.

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

In his first interview since joining from Accenture, Google Cloud's new Chief Product and Business Officer argues that ...

This is part three of a seven-article series in which I rank the best Magnificent Seven stocks to buy for 2026 (in reverse order). Tesla came in last place, followed by Apple in the sixth spot -- as ...

Apple is playing catch-up to its AI competitors, including Alphabet, Amazon and Microsoft. While AAPL has underperformed ...

The experiment tracking platform will no longer be for sale and a hosted version will soon shut down; OpenAI will keep it for ...

Alibaba BABA and Amazon AMZN stand as two dominant forces in global e-commerce, yet their trajectories in late 2025 reveal starkly different investment narratives. Both companies have expanded far ...

In recent days, Flywl announced a partnership with Datadog to integrate its unified cloud marketplace procurement platform, giving enterprises centralized visibility into Datadog usage, costs, ...

A CSPM tool works by continuously identifying and monitoring a business’s cloud resources, assessing current configurations, ...

The PC took 20 years; AI could take 5. Why compressing decades of growth makes the 'absurd' capex boom appear rational.

AI heads into its second-quarter report with improving sales execution, but lingering revenue pressure and margin strain that ...