Alphabet (GOOGL) maintains a positive outlook, supported by a 'Buy' rating from TD Cowen, citing strong growth. A recent stock purchase by Rep. Cleo Fields further signals confidence in the company's future performance.
Oracle's recent stock sell-off followed its AI-focused earnings report, raising concerns about the pace of AI infrastructure investment and its impact on profitability. While Oracle emphasizes long-term growth, investor…
Michael Burry has accused AI hyperscalers of manipulating earnings through inflated capital expenditures. This analysis examines the validity of these claims and potential implications for the AI market. The focus is on…
Oracle is experiencing its strongest growth phase in two decades, driven by increased demand for its AI and cloud services. This surge indicates a significant shift in Oracle's market position and strategic focus. The c…
Google's recent revenue surge is significantly influenced by its advancements and adoption of AI technologies, particularly within its cloud services. This analysis explores how AI is driving growth in Google Cloud and …
Alphabet's Q3 earnings are anticipated to reflect continued growth in cloud services and advertising revenue, despite economic headwinds. Analysts are closely watching cost-cutting measures and investments in AI for fut…
Amazon's Q3 cloud growth is under scrutiny as competition intensifies. Analysts are watching to see if Amazon can reignite growth in its cloud division amid economic headwinds and increased competition. The analysis foc…
Microsoft is investing $33 billion in new cloud infrastructure, dubbed 'Neocloud,' to address the growing demand for AI computing power. This move aims to alleviate infrastructure bottlenecks and position Microsoft as a…