#cloud computing — FinScans

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Alphabet Cloud Surges 82% as Meta EPS Misses Amid 55% Cost Spike

September 23, 2026 (16 days ago)

Alphabet's enterprise-focused data moat positions it for long-term growth, while Meta's advertising-driven model faces short-term margin pressure from heavy AI infrastructure spending.

GOOGL META

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Microsoft Raises Quarterly Dividend by 8% Amid Strong AI-Driven Growth

September 23, 2026 (16 days ago)

Microsoft boosts its quarterly dividend by 8% to $0.98 per share, supported by strong earnings momentum and a massive $678 billion commercial…

MSFT NOK JPM +1

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CoreWeave Debt Burden Intensifies as Federal Reserve Hikes Interest Rates

September 23, 2026 (16 days ago)

Rising interest rates threaten CoreWeave's debt-heavy business model, widening the performance gap between the highly leveraged cloud provider and more stable competitors…

CRWV NBIS NVDA +1

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Analyst 📈 Stocks

Microsoft Price Target Raised to 570 by Oppenheimer on AI Momentum

September 22, 2026 (17 days ago)

Oppenheimer boosts Microsoft price target to 570, citing strong enterprise demand for AI-driven cloud solutions and software integration.

MSFT

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Alibaba Shares Rally 3% as Firm Unveils Zhenwu V900 AI Chip and Data Expansion

September 22, 2026 (17 days ago)

Alibaba shares climbed 3% following the debut of its Zhenwu V900 AI chip and a long-term data center expansion plan that Citi…

BABA

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Amazon and Alphabet Outpace Microsoft in Cloud Growth and Profitability

September 22, 2026 (17 days ago)

Amazon and Alphabet lead the cloud sector with accelerating growth and strong margins, while Microsoft's stagnant Azure expansion prompts a more conservative…

GOOGL GOOG AMZN +1

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