Microsoft delivered strong Q1 results, driven by 28% year-over-year growth in its Azure-powered Intelligent Cloud segment.

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

In his first interview since joining from Accenture, Google Cloud's new Chief Product and Business Officer argues that ...

In recent days, Flywl announced a partnership with Datadog to integrate its unified cloud marketplace procurement platform, ...

The experiment tracking platform will no longer be for sale and a hosted version will soon shut down; OpenAI will keep it for ...

Oracle (NYSE: ORCL) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results.

Artificial intelligence dominates market conversations, spawning two competing investment narratives. One rides on blockchain promises and decentralized computing dreams. The other ships actual chips, ...

Alibaba BABA and Amazon AMZN stand as two dominant forces in global e-commerce, yet their trajectories in late 2025 reveal starkly different investment narratives. Both companies have expanded far ...

Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks ...

A CSPM tool works by continuously identifying and monitoring a business’s cloud resources, assessing current configurations, ...

The PC took 20 years; AI could take 5. Why compressing decades of growth makes the 'absurd' capex boom appear rational.