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 ...

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

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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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 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 ...

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 ...