And that's weighing on the companies’ stock prices. Google and Microsoft are down 2.7% and $3.3% year-to-date, respectively, while Tesla is off 17%. Apple's stock has declined 6%. Amazon is up 4.4% ...

In 2024, the narrative around Big Tech was that it was almost impossible for companies to overinvest in artificial intelligence (AI). At almost every earnings update, capital spending (capex) was ...

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Amazon isn't going to allow its arch rivals to dominate the headlines for AI investment. AWS's massive scale and highly ...

Amazon's CEO thinks AI is the biggest opportunity since the invention of the internet. Is it? Ask yourself these five questions.

The market is paying particularly close attention to Q4 earnings, given the S&P 500’s lofty valuation. Potential tariffs and ...

Expensive valuations across the stock market raise the chance of another market correction in 2025. Amazon Web Services ...

Microsoft Azure, Google Cloud and AWS cloud sales for fourth quarter 2024 includes global market share, total revenue, ...

JPMorgan believes Amazon's AWS growth is expected to slow but eventually accelerate. AI investments and logistics efficiency ...

Naver has led the South Korean internet search market, through which it generates decent revenue growth, high margins, and strong cash flow. While Google has been taking overall search market share, ...

As Big Tech earnings season enters full steam, DeepSeek AI is either a bright spot — touted by CEOs as proof of their company’s potential in the booming AI market — or a blemish best left unmentioned.

Nvidia shares are still down by about 9% since DeepSeek rattled the market, and the stock is currently 13% off its all-time ...