Stocks
Microsoft Extends Data Center Life to Curb AI Buildout Costs
Microsoft extends the estimated useful life of its data centers from 15 to 25 years, a strategic accounting move to moderate reported...
#Cloud Computing 11 articles
Stocks
Microsoft Beats Expectations with $90B Revenue, Cloud and AI Lead Growth
Microsoft reported $90 billion in quarterly revenue, surpassing Wall Street expectations with strong growth in its cloud platform and a boost in...
Stocks
Alphabet Signals $195B-$205B 2026 CapEx Amid Strong Q2 Growth
Alphabet has signaled 2026 capital expenditures of $195B-$205B, planning to expand third-party capacity as a bridge, following robust Q2 2026 financial results.
Markets
Two AI Cloud Upstarts Outpace Titans in Growth, Face Profitability Hurdles
CoreWeave and Nebius, specialized AI cloud providers, are reporting triple-digit revenue growth, significantly exceeding industry giants like AWS and Azure, though they...
Markets
AI Hypergrowth: Three Stocks Beyond the Magnificent Seven
As the AI build-out accelerates, investors are looking beyond established tech giants for true hypergrowth opportunities. Micron, Sandisk, and Nebius are emerging...
Markets
Amazon, Alphabet Positioned for Decade of AI Growth After Strong Runs
Amazon and Alphabet, despite significant stock gains, are seen as prime long-term AI investments. Their accelerating cloud businesses and massive capital outlays...
Markets
Revenue Trends: Amazon’s Peaks, Microsoft’s Consistent Rise
Amazon posts higher total revenue with seasonal spikes, while Microsoft shows smoother, consistent growth. Investors examine these distinct patterns for insights into...
Markets
Nebius Stock Climbs on Strong AI Demand and Upgraded Forecast
Nebius Group's shares surged Wednesday following an enhanced artificial intelligence growth outlook, driven by soaring demand for high-performance compute.
Markets
Amazon, Alphabet Custom Chips Challenge Nvidia’s AI Dominance
Amazon and Alphabet's custom AI chips are gaining significant traction, with Alphabet selling TPUs externally and Amazon's Trainium chips nearly sold out,...