Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market c...
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) stock is in focus after the company added nearly $450 billion to its market value in a single session on Thursday, gaining 15%, as strong cloud growth eased concerns about its heavy artificial …
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The hyperscaler giants reported quarterly results over the last few weeks. Despite consistently impressive earnings and revenues, the market reactions were mixed. Capital expenditure (capex) planning was a better explanation for the stock moves than the usual…
Shares of companies involved in artificial intelligence infrastructure began August on a strong note as positive earnings results from Microsoft and Amazon last week boosted investor confidence in the...
