Alphabet is outgrowing Amazon and Microsoft where it matters most -- why this makes Alphabet stock a buy

The search giant's cloud business is suddenly leaving its biggest peers behind in growth -- and the gap could keep widening.

OpenAI’s subtle drift from Microsoft has become an aggressive move toward Amazon

A lot has happened since late October, when OpenAI completed its recapitalization, giving Microsoft a 27% stake in the for-profit side of the artificial i
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Amazon vs. Microsoft and the Great AI Capex Divergence

Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026. Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) reported on the same evening,

Amazon and Microsoft won’t stop record AI spending

Amazon and Microsoft are on track to spend $390 billion this year on AI investments, as the tech industry record-setting spending spree continues.

Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand

Amazon, Google and Microsoft all reported better-than-expected first-quarter cloud results, signaling an acceleration of AI demand

Prediction: This Will Be the Next $4 Trillion Company (and It's Not Microsoft)

A blowout cloud quarter, an enormous backlog, and an accelerating chips business may have just shifted the trillion-dollar race in a meaningful way.

Amazon, Alphabet, Microsoft, Meta, and Apple Just Reported Earnings. I Think This Was the Best Report of Them All.

One of these tech giants posted accelerating growth and expanding margins -- and didn't need to commit hundreds of billions to AI infrastructure to do it.

OpenAI’s models land on Amazon Bedrock, one day after Microsoft exclusivity ends

SAN FRANCISCO — Amazon moved quickly Tuesday to capitalize on OpenAI's new relationship status with Microsoft, launching a preview of OpenAI's models on its Bedrock platform less than 24 hours after the ChatGPT maker was freed from its previously exclusive cloud arrangement.

Google, Microsoft, Meta, and Amazon capex spending to hit $725 billion in 2026, up 77% from last year — analyst says bear thesis is 'garbage'

Google, Amazon, Microsoft, and Meta collectively plan to spend $725 billion on capex in 2026, up 77% from last year's record $410 billion.

Microsoft vs. Amazon: Comparing Consistent Revenue Growth in Tech Giants

Recent filings reveal diverging revenue patterns and margin profiles between these tech leaders, with notable differences in quarterly volatility and scale.