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

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

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 ...

Slowing growth at Microsoft Azure and Google Cloud, the second- and third-biggest cloud players, has sparked some caution from analysts about AWS' performance. "Microsoft said it was capacity ...