ORCL is ramping cloud CapEx to $50B as AI and enterprise demand surge, betting GPU-rich data centers can unlock faster revenue growth.

ORCL is ramping cloud CapEx to $50B as AI and enterprise demand surge, betting GPU-rich data centers can unlock faster revenue growth.

Amazon heads into Q4 earnings with accelerating AWS growth, expanding AI investments, and multiple catalysts across e-commerce and advertising.

Amazon heads into Q4 earnings with accelerating AWS growth, expanding AI investments, and multiple catalysts across e-commerce and advertising.

AMD takes center stage in Zacks' Analyst Blog as its AI momentum, new customers and pricing edge fuel faster growth than NVIDIA.

Alphabet leads today's Analyst Blog as AI-driven cloud growth, search innovation, and strong adoption fuel outperformance versus peers.

Alphabet leads today's Analyst Blog as AI-driven cloud growth, search innovation, and strong adoption fuel outperformance versus peers.

META heads into Q4 earnings with strong ad growth and rising AI momentum, but heavy spending, Reality Labs losses and valuation risks loom.

IREN's fiscal Q2 results are likely to reflect strong AI cloud-led revenue growth and GPU expansion, offset by heavy capex needs and valuation...

IREN's fiscal Q2 results are likely to reflect strong AI cloud-led revenue growth and GPU expansion, offset by heavy capex needs and valuation...