Microsoft (NASDAQ:MSFT) and Oracle (NYSE:ORCL) are chasing the same corporate tech budgets, but they’ve arrived at the AI era ...

While analysts expect Microsoft's earnings to grow about 15% annually in the coming years, Oracle is expected to deliver 23% ...

Microsoft claims its in-house AI models now match OpenAI's output at a fraction of the cost, and that single number reshapes how one investor is sizing up the entire cloud AI trade against Alphabet ...

The AI build-out is running partly on borrowed money, and borrowed money isn't cheap: the 10-year Treasury yields 5.1%, with ...

By Leo Marchandon Oct 20 (Reuters) - French cloud operator OVHcloud reported its first positive levered free cash flow since ...

Azure and AWS both accelerated last quarter, and Wall Street is now betting on which cloud giant can prove its record AI spending is turning into real revenue before the other one blinks.

Amazon's largest AI infrastructure expansion strains cash flow, with AWS spending surging as data center and power costs rise ...

A top Gartner forecaster just handed neocloud investors a brutal timeline, and the stocks are already cracking under the ...

Amazon plans about $220 billion of capital spending in 2026, and its trailing 12-month free cash flow has fallen to negative $7.6 billion ...

RitaMarkets are concerned that Microsoft’s AI capital expenditures may pressure profits, but Bernstein believes Azure and ...

CoreWeave faces financial troubles due to high debt and losses. Bankruptcy by December 31, 2027 is at 9.5% YES, rising to ...

Vanta CEO Christina Cacioppo argues that the market is mispricing high-margin software while penalizing companies that do not fit an AI narrative, ...