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 ...

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 ...

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Cloud computing has been one of the biggest areas of growth stemming from the rise in artificial intelligence (AI), as organizations use services from these companies to help build their own AI models ...

Amazon and Microsoft are the biggest cloud computing companies by market share. Amazon is starting to see its cloud computing revenue accelerate, which should continue into 2026. Microsoft's Azure has ...

Amazon and Microsoft have both seen their cloud revenue growth accelerate recently. Both companies are spending massive sums of money to capture soaring demand for AI computing. One stock's valuation ...

Amazon and Microsoft are the biggest cloud computing companies by market share. Amazon is starting to see its cloud computing revenue accelerate, which should continue into 2026. Microsoft's Azure has ...

Amazon Web Services is still ahead in the cloud business, but its latest performance is leaving some investors on edge. In 2025, AWS remains the biggest piece of Amazon’s profit machine, yet the pace ...