A niche in high-performance computing gives Oracle a cost advantage.

AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...

There is no other stock within the S&P 500 that Wall Street is more bullish on.

Microsoft's recent cloud-computing performance reflects that the company has been picking up market share at the expense of hyperscale rivals, according to Cantor Fitzgerald analyst Thomas Blakey.

Amazon.com Inc.’s cloud-computing business has helped propel its shares for almost two decades, but increasing pressure from rivals like Microsoft Corp. and Oracle Corp. is sapping some of the stock’s ...

Alibaba's Cloud Intelligence Group delivered 34% year-over-year revenue growth in its second quarter of fiscal 2026, reaching ...

Frost & Sullivan's report found that Baidu and Huawei topped the "GPU cloud market" in China, but only considered those ...

Billionaire Peter Thiel, best known for co-founding Palantir Technologies, runs the hedge fund Thiel Macro. He sold his stake ...