Alibaba Cloud faces significant headwinds, but its pivot to high-margin AI services and its deeply depressed valuation present a compelling long-term opportunity. A sum of the parts analysis reveals ...

Alibaba's U.S.-listed shares jumped 12% Friday morning following the Chinese company's first-quarter earnings report. Alibaba Group Holding Ltd.'s quarterly earnings report showed that the Chinese ...

Amazon Web Services’ top and bottom lines both continued their long-established growth in Q3. Other measures suggest AWS doesn’t have the marketability it did just a few quarters back. Much of Amazon ...

Find insight on Shake Shack, Comcast, Baidu and more in the latest Market Talks covering technology, media and telecom. Officials have opened an investigation into whether Microsoft’s cloud business ...

Amazon's cloud group grew recorded revenue growth of 18% in the second quarter, slightly ahead of analysts' estimates. Amazon Web Services continues to lead the cloud infrastructure market, but is ...

Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations. According to Bloomberg and ...

Officials have opened an investigation into whether Microsoft’s cloud business Azure must adhere to new legislation governing the digital economy in Europe. The seven-year agreement is the companies’ ...

Nvidia (NASDAQ:NVDA) has reduced its focus on attracting new customers to its cloud computing business, DGX Cloud, according to a report by The Information. Rather, Nvidia plans to use its cloud ...

ZDNET experts put every product through rigorous testing and research to curate the best options for you. If you buy through our links, we may earn a commission. Learn Our Process 'ZDNET Recommends': ...

As part of CRN’s 100 Coolest Cloud Computing Companies of 2026, here’s a look at 20 innovative software companies that are ...

Lake Street maintains a ‘Buy’ rating on Applied Digital, with a $45 price target. ・Citizens has an ‘Outperform’ rating on Applied Digital, with a $40 price target. ・Applied Digital announced the ...