Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.

Perplexity has signed a three-year, $750 million deal with Microsoft to use Azure cloud services while maintaining AWS as its ...

Learn everything you need to know about two of the leading cloud-based infrastructure as a service providers, including how ...

Before Microsoft’s earnings, the analyst noted investor expectations for fiscal 2024 second-quarter Amazon Web Service (AWS) revenue growth was 18% y/y, vs. consensus of 17.3%, Jones said. Despite ...

Amazon and Microsoft's Azure are the clear leaders in offering cloud services to enterprises, according to the results of a customer survey released by investment bank Cowen and Company. "For the ...

BofA’s Justin Post sees AWS growing 19%-20% in Q4 as Azure faces go-to-market challenges. Post maintains a Buy on Amazon, citing strong AI-driven cloud demand and an attractive risk-reward setup. The ...

Both Amazon and Microsoft’s widely-used cloud computing services appear to have suffered a major outage on Wednesday, causing problems with everything from airlines ...