For years, Microsoft and OpenAI operated as something close to a single entity in the AI race. Microsoft poured roughly $13 ...

As part of a new collaboration, marketers can run the networking platform’s CTV ad campaigns using Amazon DSP.

The Amazon Web Services ecosystem now has a chance to get a lot stronger.

A lot has happened since late October, when OpenAI completed its recapitalization, giving Microsoft a 27% stake in the ...

Thu, November 20, 2025 at 2:49 PM UTC Of course, this isn't the first time we've had an upsetting of the AI trade (remember the DeepSeek scare or the Liberation Day selling spree?), and it probably ...

The Pentagon has struck agreements with more technology companies for expanded use of advanced artificial intelligence tools ...

Google, Amazon, Microsoft, and Meta collectively plan to spend $725 billion on capex in 2026, up 77% from last year's record ...

Amazon and Alphabet are soaring to all-time highs while Microsoft remains down big in 2026.

While demand for AI computing remains high, the economics are deteriorating for Amazon and Microsoft, which now must spend six times more capital to generate the same value as before, according to one ...

Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) enter 2026 with the same headline tailwind: enterprises are rebuilding their tech stacks around cloud computing and generative AI (artificial ...

Wall Street’s attention shifted sharply to Big Tech, with investors looking beyond headline numbers to a deeper question: Is ...

Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in ...