Google stock fell on Q4 results. Amazon earnings due Wednesday. Analysts are focused on capital spending and cloud computing growth.

While enterprises question the value of public cloud services and AI investments sputter, specialized providers and private ...

Competition among hyperscalers AWS, Microsoft and Google has given CIOs an opening to lock in lower infrastructure service ...

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday.

Amazon's beat Wall Street's overall expectations with $187.8 billion in net sales, up 10%, and came in well ahead on the ...

Despite the threat of DeepSeek, CEO Sundar Pichai said the company expected to spend about $75 billion in capital expenditures for 2025.

Amazon's cloud computing opportunity is significant, with AWS potentially regaining market share from Microsoft Azure and ...