Cloud

Amazon Q1 Earnings: Double Beat, Q2 Guidance, CEO Focuses On Making 'Customers' Lives Easier And Better'
Microsoft Plans To Leverage A 'Malleable Resource' To Thrive In A Recession, Satya Nadella Explains
Nvidia's Revenue Wouldn't Be 'Impacted...At All' If It Didn't Invest In CoreWeave: Analyst Explains Reason Behind Neo Cloud Investments
Microsoft Plans To Leverage A 'Malleable Resource' To Thrive In A Recession, Satya Nadella Explains
Nvidia's Revenue Wouldn't Be 'Impacted...At All' If It Didn't Invest In CoreWeave: Analyst Explains Reason Behind Neo Cloud Investments
Cisco Systems Lands $700M AI Gold Rush Amid Increased Appetite From Tech Giants: 'Build More And We Will Buy More,' Customers Tell CEO
Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'

Cloud Recent News

Alphabet Stock 'Should Trade At A Premium': 5 Analysts Highlight AI, CapEx, How Much YouTube Could Be Worth
Alphabet analysts see strength in the company's search and YouTube business segments, while questions around cloud and increased spending remain.
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Alphabet Q4 Earnings Highlights: AI, Cloud, YouTube Momentum Continues, $75 Billion CapEx Guidance Spooks Investors
A look at the highlights from Alphabet's Q4 earnings results including AI, cloud and YouTube commentary and what's next.
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Google Wants FTC To Dismantle Microsoft's Exclusive Cloud Hosting Deal With OpenAI: Report
Google has urged the FTC to dismantle Microsoft's exclusive agreement to host OpenAI's technology on its cloud servers, citing concerns over monopolistic practices and additional costs imposed on cloud customers.
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Microsoft Accuses Google Of 'Astroturf' Campaigns Targeting Its Cloud Business, Says Search Giant 'Recruited' Several Small European Providers In Its Lobbying Efforts
Microsoft has accused Google of orchestrating covert lobbying campaigns designed to undermine its cloud computing business while deflecting attention from its own regulatory challenges.
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SAP Is Joining The AI Party As A 'Foundational Player' Alongside Leaders Nvidia And Microsoft, Says Wedbush's Dan Ives
SAP SE exceeded earnings expectations in its latest quarter, with Wedbush Securities analyst Dan Ives highlighting the European tech giant's emerging role in the artificial intelligence revolution alongside industry leaders NVIDIA Corp and Microsoft Corp.
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PagerDuty Stock Slumps On Mixed Q2 Results: The Details
PagerDuty reports second-quarter revenue of $115.9 million, beating estimates of $116.48 million.
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Twilio Q2 Earnings: Revenue Beat, EPS Beat, Customer Account Growth And More
Twilio's second-quarter revenue increased 4% year-over-year to $1.08 billion, beating the consensus estimate of $1.06 billion, according to Benzinga Pro.
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Mark Zuckerberg Underscores Importance Of Meta's Partnerships With Nvidia, Microsoft, Google, And Amazon To Propel Llama AI To The Cloud
During Meta's second-quarter earnings call, CEO Mark Zuckerberg emphasized the significance of these partnerships in driving the company's AI strategy.
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Amazon 'Relatively Insulated' In Retail Segment, Analysts Bullish About Growth In AWS: AI Contribution To Watch Out For
Wedbush Securities analysts have maintained an optimistic outlook for Amazon.com Inc., in a recent note, projecting a price target of $225 for 12 months.
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Google's 'Poker Move' With Wiz Could Be The Kickoff For Big Tech M&A In 2025: Analyst
Google parent Alphabet's potential $23 billion acquisition of Wiz is a strategic poker move that could reshape the industry and lead to a wave of M&A activity in the Big Tech sector. 5 analysts weigh in.
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Atlassian To Benefit From The 'Next Wave Of Cloud Growth', Says Bullish Analyst
Piper Sandler upgrades Atlassian to Overweight, citing potential for accelerated cloud growth. Here's the latest.
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Okta Q1 Earnings: Revenue Beat, EPS Beat, Raised Guidance — 'Massive Opportunity' Ahead And More
Okta reported first-quarter revenue of $617 million, which was up 19% year-over-year and came in ahead of analyst estimates of $604.339 million.
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Is Amazon's Stock Invincible? Redditors Discuss The Bear Case
Amazon faces competition from Microsoft's Azure, Google Cloud, Shein and PDD Holdings' Temu.
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Snowflake Q1 Earnings: Revenue Beat, EPS Miss, 'Strong Customer Interest' For AI Products And More
Snowflake said first-quarter revenue increased 33% year-over-year to $828.7 million, beating the consensus estimate of $785.87 million, according to Benzinga Pro.
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Fastly Shares Drop After Q1 Results, Weak Revenue Guidance
Fastly reports quarterly sales of $133.52 million which beat the analyst consensus estimate of $133.1 million and represents a 13.57% increase over sales of $117.56 million from the same period last year.
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Microsoft 'In Unique Position To Scale Gen-AI Revenue,' Goldman Sachs Says Ahead Of Q3 Earnings
Microsoft Corp. (NYSE: MSFT) will report its fiscal Q3 2024 earnings, with analysts expecting $2.83 EPS and $60.769B revenue. Goldman Sachs has a $450 price target and calls Microsoft one of the most compelling investment opportunities in the tech industry.
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Snowflake Stock Is Heating Up After The Bell: Here's Why
In a new regulatory filing released Wednesday after the bell, newly appointed Snowflake CEO Sridhar Ramaswamy disclosed the purchase of 31,542 shares of the company's stock. Ramaswamy bought the shares on Monday at an average price of $158.52.
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Meta's Ad Business Continues To Rebound, Its Metaverse Efforts Continue to Advance But Its Moral Integrity Remains Questionable
Last week, earnings from Microsoft Corporation (NASDAQ: MSFT), Google-parent Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), Apple Inc (NASDAQ:
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