A new analysis suggests Amazon could surpass Microsoft as the next company to reach a $4 trillion valuation, driven by accelerating Amazon Web Services growth, a surging AI chips business, and ...

Yet another record week for stocks. Strong first-quarter earnings and a war-driven spike in oil made for another historic ...

Goldman Sachs has warned that combined capital spending by major cloud providers, including Amazon and Microsoft, will reach ...

We’re announcing the general availability of Agent 365, plus previews of new capabilities to discover and manage shadow AI ...

Amazon, Alphabet, Microsoft, and Meta plan a combined $715 billion AI infrastructure spend in 2026, nearly doubling last year ...

Behind the scenes, Microsoft has been renegotiating its most important alliance. The revised agreement with OpenAI caps the revenue share that the ChatGPT developer pays to Microsoft, while stripping ...

Alphabet’s Q1 CY26 beat shows Google Cloud +63% and Gemini Enterprise subs +40% q/q, signaling AI share gains and undervalued ...

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Cummins Inc. is scheduled to report its first-quarter results next week, potentially shedding light on whether the AI-fueled ...