AMZN, MSFT, or GOOGL: Which U.S. Tech Giant Delivered Most This Earnings Season?
The fourth-quarter earnings season was another one marked by explosive growth and record profits for the top hyperscalers ...
Amazon's Cloud Miss May Be Even Worse Than You Think (but It Makes Sense)
Not only is Amazon Web Services (AWS) now coming up short of expectations, but it's losing cloud computing market share as ...
Amazon's Untapped Profit Potential In AI, Ads, And Automation
Amazon's growth is driven by AI-related cloud demand and ad revenue, with AWS and advertising becoming major profit ...
Arista Networks: Riding A Secular Tailwind
See how Arista Networks Inc's leadership in client-to-cloud networking, margins, and tech giants' investments drive growth in ...
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Google’s AI Investments Worry Investors, but Nvidia Stock Could Win Big
Big Tech companies are gearing up for an artificial intelligence (AI) arms race, and the price tag is staggering. In 2025, ...
Resilient Toy Demand Positions Narrow-Moat Mattel for Consistent Profit Margin Delivery Ahead
Mattel continues to harvest gains from its turnaround, delivering above breakeven operating margins starting in 2019 and reaching 13.7% in 2024. Despite the outlook for modestly positive sales growth, ...
Naver Using Dominant Korean Search Business to Drive Adjacent Businesses
Naver has led the South Korean internet search market, through which it generates decent revenue growth, high margins, and strong cash flow. While Google has been taking overall search market share, ...
Amazon’s profit is suddenly going through the roof, fueling CEO Andy Jassy’s $100 billion AI spending spree to fight Google and Microsoft
The massive capex comes as Amazon's cloud and AI rivals up their spending. Google-parent company Alphabet, said on its most ...
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Why Amazon (AMZN) Stock Is Trading Lower Today
What Happened? Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) fell 7.1% in the afternoon session ...
Amazon’s stock drops as cloud revenue comes up short and it doubles AI spending
AWS has not been able to match the growth of Amazon’s competitors, with Microsoft Corp.’s Azure and Alphabet Inc.’s Google Cloud seeing cloud-related revenue rise by 31% and 30%, respectively. Even so ...
Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'
Bank of America analyst Justin Post reiterated a Buy rating and raised the price target from $255 to $257. RBC Capital ...
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Here’s how analysts are reacting to Google’s Q4 earnings
Analysts offered mixed reactions following Google's earnings report, with many adjusting their price targets due to concerns over rising CapEX and slowing cloud revenue growth ...