Amazon's cloud computing wing generates the majority of its profits. Microsoft Azure is delivering strong growth. Alphabet's custom AI chips are causing a massive revenue spike. 10 stocks we like ...

An updated edition of the July 14, 2026, article. Cloud computing has steadily emerged as one of the most compelling secular growth trends in the technology sector, enabling enterprises to operate ...

Amazon and Microsoft's fast-expanding data-center businesses show that the so-called hyperscalers can profit from artificial intelligence even if model development slows, said Amati Global Investors' ...

Morgan Stanley’s thesis is that AWS + AI workloads can keep compounding: AWS is ~$170B annualized today, and the key near-term driver is continued capacity additions plus better “revenue per watt.” ...

OpenAI has ended its exclusivity to Microsoft. This means that Microsoft will no longer have exclusive access to OpenAI's artificial intelligence models and products. The start will also allow access ...