Cloud computing giants are back in favor as investor support for artificial intelligence (AI) capital expenditures grows.

Amazon passed $3 trillion in market value for the first time Monday and Microsoft climbed 5%, extending a rally that followed ...

One cloud computing stock stands out among the group.

Both Amazon and Microsoft crushed earnings and surged on identical catalysts, but the businesses underneath those matching ...

The post-earnings rally in mega-cap tech has turned into a genuine squeeze, it seems. Microsoft (NASDAQ:MSFT | MSFT Price Prediction) stock is up 27% over the past month, and Microsoft shares are up 2 ...

Amazon is bringing Luna to the Prime Video streaming service, while Microsoft will test an ad-supported streaming of titles that people own.

Amazon, Microsoft and Google added hundreds of billions of dollars to their market caps, while Apple and Meta saw their ...

Vertiv (NYSE:VRT) and Astera Labs (NASDAQ:ALAB) both reported into the same tailwind: Amazon and Microsoft pouring roughly ...

Microsoft is adding AWS capacity to GitHub after AI-driven growth strained infrastructure and triggered a series of reliability issues.

Microsoft is winding down its demand-side platform (DSP), “Microsoft Invest” and named Amazon DSP as its preferred partner. But Microsoft is not the only big tech company putting its trust in Amazon.

F5 names former Amazon executive as its chief people officer; Rudra Mitra departs as a Microsoft CVP after more than 27 years; and Qualtrics adds leaders.

The size of their respective cloud businesses matters, but there are other important considerations.