Amazon to report Q4 earnings with cloud revenue, AI spending in focus
Amazon is the world's largest cloud provider and, like Microsoft and Google, is furiously investing in building out its AI infrastructure capabilities to meet demand. In Q3, CEO Andy Jassy told ...
Alphabet, Meta, Microsoft set to spend $230 billion this year as hefty AI bills come under scrutiny
Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...
Vertiv Stock Is Gaining. Why Barron’s Is Sticking With Our Pick.
Shares of the maker of cooling systems for data centers have been hit by DeepSeek and tariff concerns. The risks look priced ...