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Amazon, Microsoft and Google

Bloomberg L.P. · 16h

Amazon Cloud Needs to Deliver After Microsoft, Alphabet Misses

Amazon.com Inc. shares have largely climbed on the back of two trends: strength in its cloud business and a focus on costs. Now both could be in question.

Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, after Microsoft and Google's lackluster reports jolted investor faith in Big Tech's billion-dollar investments in AI.

Investor's Business Daily on MSN · 1d

Google Cloud 'Capacity Constrained' Like Microsoft Azure. Good News For Amazon?

Google stock fell on Q4 results. Amazon earnings due Wednesday. Analysts are focused on capital spending and cloud computing growth.

Amazon slips

New York Post on MSN · 5h

Amazon shares slide as weak revenue outlook, AI spending rattle investors

Amazon joined Microsoft and Google parent Alphabet in posting slowing cloud growth in last year’s fourth quarter.

The Wall Street Journal on MSN · 5h

Amazon Earnings: Shares Fall After Sales Outlook Is Weaker Than Expected

Amazon.com shares slipped Thursday after it projected weaker-than-expected sales for the first quarter, even as it spent a record amount on capital expenditure to build infrastructure for artificial-intelligence services.

The Financial Times · 6h

Amazon slips after sales outlook misses expectations

The Seattle-based group’s fourth-quarter revenues — which includes the holiday shopping season — rose 10 per cent year on year to $187.8bn, Amazon said in on Thursday. Revenue came in above analysts’ expectations in a Visible Alpha survey of $187bn.

4hon MSN

Amazon, Echoing Microsoft, Says It Can’t Keep Up With AI Demand

Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite plans to ...

4hon MSN

Amazon on pace for $100B+ in yearly capex; Jassy expects cost efficiencies to drive AI demand

Amazon CEO Andy Jassy says the trends represented by DeepSeek should stoke AI demand long-term. (GeekWire File Photo / Taylor ...

2don MSN

Tech layoffs 2025: Salesforce to slash 1,000 jobs as it joins Meta, Amazon, Microsoft, and more in cutting roles

We’re just seven weeks into the year, but a number of high-profile technology giants have already begun trimming their ranks.

4h

Amazon Says Profits Rose 88% but Cautions Growth May Slow

The company’s cloud computing business showed strong growth, while a forecast for the current quarter disappointed investors.

2don MSN

Podcast: DeepSeek reality check; Amazon, Bezos, and the Post; lost in the Microsoft garage

DeepSeek shows the potential to create powerful AI models with fewer computing resources than previously imagined.

CNET on MSN10h

Amazon's Alexa Set for Major AI Upgrade: Here's What to Expect

If announced, this would mark Alexa's most significant evolution since its debut in 2014. Although Amazon has long been a ...

2h

Amazon, echoing Microsoft, says can’t keep up with AI demand

CEO Jassy said the supply of chips — from third parties and Amazon’s own chip design unit — and power capacity are limiting ...

2h

Amazon, echoes rival Microsoft, says it can't keep up with AI demand

Amazon spent $26.3 billion in capital expenditures in the last three months of 2024, the vast majority of which went toward ...

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