Accenture's latest research finds that companies must demonstrate sustained early wins from AI investments to build momentum.

The cloud and software giant's latest results were strong on the surface, but a closer look reveals why it could be the weakest pick of the bunch.

Amazon had $143.1 billion in cash and equivalents in the bank as it exited Q1 2026, and it can afford to invest heavily in AI ...

The tech giant expects $190 billion in capital expenditures during this calendar year, primarily to expand compute capacity, ...

Google stock rose as parent Alphabet’s Q1 earnings showed strong growth in cloud computing and search ads amid huge AI ...

Ever feel that cloud computing sounds like a pile of acronyms, hidden fees and choices you are somehow meant to understand straight away? Many readers worry about cost, security and where their data ...

Microsoft's Azure cloud business accelerated in the March quarter, growing 40% and topping the company's own forecast, giving ...

Microsoft cloud growth accelerated as Azure rose 40% and Microsoft 365 Copilot reached 20 million paid users, sharpening focus on its $190B spend plan.

Microsoft reported Q3 results, with CEO Satya Nadella outlining a shift to per-seat plus consumption-based AI and agent ...

The selloff is mostly about capex optics, but analysts are still lifting targets, signaling confidence in monetization. At ...

Alphabet's blowout cloud growth has reset expectations across major tech companies, leaving investors to recalibrate which ...

Tech giants Google, Meta, Microsoft, and Amazon are pouring billions of dollars into boosting cloud and AI infrastructure, ...