Microsoft finally reveals a pure revenue number for its Azure cloud computing business. Here's how that compares with AWS.

Amazon beat estimates for its second quarter earnings with $167.7 billion in revenue, up 13% year-over-year, and earnings per ...

“The goal is making the new agentic AI era a reality requires building all these components,” he says, "our goal at AWS is to ...

A Market Misstep and a Buying Opportunity? Amazon’s (NASDAQ:AMZN) latest quarterly report delivered a mixed bag that sent its stock tumbling 8.3% on Friday. Despite exceeding expectations with strong ...

AWS growth is under scrutiny after Amazon CEO Andy Jassy's earnings call failed to reassure investors. Brad Erickson, RBC ...

Marvell Technology (NASDAQ: MRVL) is a fabless semiconductor company that designs and sells data infrastructure solutions.

AWS has filed its Q2 results, reporting another quarter of revenue and profit rises, but questions are being asked about how ...

Amazon analysts raise price targets and highlight the long-term outlook as investors are cautious over AWS lower growth.

On an earnings conference call, analysts asked tough questions about cloud growth and AI rivals. Jassy's answers didn't quell ...

We have a meaningfully larger business in the AWS segment than others,” CEO Andy Jassy said during the company’s Q2 2025 ...

CNBC’s MacKenzie Sigalos reports on Amazon’s sharp stock drop despite an earnings beat, as AWS lags behind Microsoft and Google in year-over-year cloud growth.

Amazon is still the biggest cloud provider. But amid the AI boom, analysts wonder if Microsoft is catching up.