Cloud Computing

Will Cloud Soar as Retail Stumbles? Amazon Navigates Dual Fortunes Amidst AWS Boom and Consumables Squeeze

Amazon

Will Cloud Soar as Retail Stumbles? Amazon Navigates Dual Fortunes Amidst AWS Boom and Consumables Squeeze

Amazon (NASDAQ: AMZN) finds itself at a pivotal juncture, charting a course through remarkably divergent fortunes across its core business segments. On one hand, its powerhouse cloud computing division, Amazon Web Services (AWS), continues to demonstrate an enviable growth trajectory, projected at around 20% year-over-year, largely fueled by the insatiable

By MarketMinute
Microsoft's AI-Powered Ascent: Record Fiscal Year 2025 Earnings and Cloud Leadership Define a New Era

Microsoft

Microsoft's AI-Powered Ascent: Record Fiscal Year 2025 Earnings and Cloud Leadership Define a New Era

Redmond, WA – In a resounding declaration of its technological prowess and strategic foresight, Microsoft Corporation (NASDAQ: MSFT) has reported a record-breaking fiscal year 2025, with unprecedented earnings driven primarily by its aggressive artificial intelligence (AI) strategy and the formidable performance of its cloud services, particularly Azure. The tech behemoth'

By MarketMinute
Azure's AI Ascent: Microsoft Unveils Staggering $30 Billion CapEx to Dominate the Future of Computing

Microsoft

Azure's AI Ascent: Microsoft Unveils Staggering $30 Billion CapEx to Dominate the Future of Computing

In a bold strategic move signaling its unwavering commitment to leading the artificial intelligence revolution, Microsoft (NASDAQ: MSFT) has announced an unprecedented capital expenditure exceeding $30 billion for the first fiscal quarter of 2026. This colossal investment, primarily aimed at expanding its AI infrastructure, including hyperscale data centers and the

By MarketMinute
Oracle's Cloud Empire Soars: AI Contracts Drive Staggering Growth and Massive Infrastructure Investment

Oracle

Oracle's Cloud Empire Soars: AI Contracts Drive Staggering Growth and Massive Infrastructure Investment

Redwood Shores, CA – Oracle (NYSE: ORCL) has delivered an "astonishing" start to its Fiscal Year 2026, with Q1 results showcasing robust cloud revenue growth and an unprecedented surge in Remaining Performance Obligations (RPO). This monumental increase in future revenue commitments, largely driven by multi-billion-dollar AI-related cloud contracts, underscores

By MarketMinute