Surging AI workloads, memory prices push Chinese cloud providers to consider increases after global peers act Several Chinese ...

CoreWeave has built a compelling AI cloud product despite the stiff competition in the space.

Since its IPO of 2014, Arista Networks (ANET) has returned an astonishing 37% CAGR, and that figure has been at 66% in the ...

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

SAP shares suffered their biggest one-day loss since 2020 after Europe’s largest software company spooked investors over whether its cloud computing business can sustain its rapid growth.

Oracle Corporation (NYSE:ORCL) is one of the most promising cloud stocks according to analysts. Morgan Stanley, in an update issued on January 23, lowered its target price on Oracle Corporation (NYSE: ...

By Svea Herbst-Bayliss NEW YORK, Jan 27 (Reuters) - Activist investor Fivespan Partners said on Tuesday that it owns 6.2% of Appian, a cloud computing and enterprise software company, and plans to ...

Amazon.com share price fell about 7% on Friday as the tech giant's results fanned investor fears its cloud unit was falling behind Microsoft and Alphabet in the artificial intelligence race. Amazon ...

Amazon.com is entering a new phase of growth, supported by AWS's 17.5%y/y revenue increase and its $123Bn annualized run rate. AWS's generative AI services are now a multibillion-dollar business, ...

Cloud computing promised agility, scalability, and innovation, but many organizations are finding their ROI underwhelming. According to Datacom’s 2025 Cloud and Infrastructure Report, less than half ...

Microsoft lost $400bn in hours as investors panicked over AI costs, cloud growth fears and a brutal market reality check.