Cloud

Alibaba Cloud's Wang Jian Predicts Rapid AI Growth, Highlights Youth, Innovation As Key Drivers

Snowflake: What To Know Ahead Of Q1 Earnings Tomorrow

Microsoft's $4 Trillion Moment Is Now In Sight: Goldman Sachs

Snowflake: What To Know Ahead Of Q1 Earnings Tomorrow

Microsoft's $4 Trillion Moment Is Now In Sight: Goldman Sachs

Snowflake Eyes Q1 Momentum As AI Partnerships Stack Up: Goldman Sachs

Amazon Q1 Earnings: Double Beat, Q2 Guidance, CEO Focuses On Making 'Customers' Lives Easier And Better'

Snowflake Eyes Q1 Momentum As AI Partnerships Stack Up: Goldman Sachs

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

Cloud Recent News

Cisco Systems Lands $700M AI Gold Rush Amid Increased Appetite From Tech Giants: 'Build More And We Will Buy More,' Customers Tell CEO

Cisco Systems raked over $700 million in AI orders. Demand from web-scale clients, and inference potential were central themes.

Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'

Amazon analysts react to the stock falling after Q1 guidance and high CapEx 2025 spending forecasted.

Amazon.com Q4 Earnings: Jassy Highlights 'Successful' Holiday Season, Q1 Guidance Disappoints Investors

A look at the key highlights from Amazon.com's Q4 financial results and a look at what's next.

Amazon.com Q4 Earnings Preview: Analyst Says Could Be 'Upside On Every Metric'

https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent020525&t=be2bearmibe3na1https://www.benzinga.com/earnings

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.

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.

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.

Microsoft 'One Of The Most Compelling Investment Opportunities,' Says Goldman Sachs

Microsoft is a top investment pick for Goldman Sachs, predicting significant upside in stock due to strong cloud and AI growth.

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.

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.

PagerDuty Stock Slumps On Mixed Q2 Results: The Details

PagerDuty reports second-quarter revenue of $115.9 million, beating estimates of $116.48 million.

From Data Centers To The Cloud: Transition Creates New Challenges For IT Pros, Analyst Says

Cloud security is still "very early," Taz Koujalgi says, highlighting the need for continued innovation and improvement.

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.

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.

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.

Microsoft Outage Wreaks Havoc On World As 911, International Airlines, Banks And Airport Services Disrupted (UPDATED)

On Thursday, Microsoft announced that it was investigating issues with its cloud services in the Central U.S. region, resulting in the grounding and cancellation of several flights.

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.

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.

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.

Box Inc. Reports Strong Q1 Results, Q2 Guidance

Box reports quarterly earnings of 39 cents per share which beat the analyst consensus estimate of 36 cents by 8.33%.

Is Amazon's Stock Invincible? Redditors Discuss The Bear Case

Amazon faces competition from Microsoft's Azure, Google Cloud, Shein and PDD Holdings' Temu.

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.

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.