Not only is Amazon Web Services (AWS) now coming up short of expectations, but it's losing cloud computing market share as ...
Market catalysts Short-term financial pressures (including FX concerns) may dampen cloud spending enthusiasm, yet they also intensify AI investment focus. Organizations see AI-first initiatives as a ...
If you're going purely based on history, the trends seen in the stock chart above would suggest that Nvidia stock will be ...
The S&P 500 upside surprise or beat rate is at +8.1% as of February 7, the highest upside surprise since (probably) 2021.
This week saw the remainder of the hyperscalers lay out their 2025 AI capex plans. And the investments continue to get bigger and bigger.
When a stock breaks out of a well-formed base, you normally want to see the Relative Strength Rating exceed 80.
Advancements by Chinese AI start-up DeepSeek recently roiled tech stocks and wider markets, as it prompted concerns about the ...
Despite the tariff and DeepSeek turmoil, the U.S. stock market has been going strong in 2025, with the benchmark S&P 500 ...
China’s DeepSeek is disrupting AI, Big Tech & the music industry—drawing comparisons to TikTok. As AI reshapes industry tools ...
Microsoft's strong AI revenue growth and increased cloud demand are offset by infrastructure limitations, impacting market ...
13.5% as a whole). Let’s take a look at how aggregate 2025 earnings estimates have evolved over the past year, which you can see in the second chart below. Zacks Investment Research Image Source ...