As cloud computing enters its next growth phase driven by artificial intelligence (AI) workloads, investors are becoming more ...

Alphabet's Google Cloud saw revenue jump 33% in the last year. Its backlog rose 46% to $155 billion. Alphabet has more than $90 billion in capital expenditures this year, but still has plenty of cash ...

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Google Cloud is accelerating and becoming a bigger profit driver for Alphabet. The company's spending on AI infrastructure is soaring, lifting execution risk. At around 30 times earnings, the stock ...

Microsoft MSFT shares have gained 17.9% year to date, outperforming the S&P 500, driven primarily by robust demand for its Azure cloud infrastructure and AI services. However, despite strong ...