#cloud computing — FinScans

News 📈 Stocks

Microsoft Shares Remain a Long-Term Hold as AI and Cloud Revenue Scale

September 16, 2026 (23 days ago)

Microsoft's transition to a cloud and AI-centric model supports a long-term hold strategy, as the company leverages its massive enterprise customer base…

MSFT

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News 📈 Stocks

Alphabet Shares Surge 24% in Q2 2026 Driven by Robust Cloud Demand

September 16, 2026 (23 days ago)

Alphabet shares rallied 24.4% in Q2 2026 on the back of 22% revenue growth, though rising capital expenditure to $190 billion remains…

GOOG

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News 📈 Stocks

Microsoft Shifts Azure Reporting to Highlight AI-Driven Cloud Growth

September 16, 2026 (23 days ago)

Microsoft will now report actual quarterly revenue for Azure, a strategic move designed to highlight the strength of its AI-focused 'Agents and…

MSFT

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News 📈 Stocks

SpaceX and Nvidia Partner to Deploy AI Infrastructure in Orbit by 2027

September 16, 2026 (23 days ago)

SpaceX and Nvidia are collaborating to bring the Vera Rubin AI platform to orbit, with Musk targeting 2027 for full-scale deployment as…

NVDA SPCX

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News 📈 Stocks

Labor Shortages Threaten to Delay AWS and Azure Data Center Expansions

September 16, 2026 (23 days ago)

Construction labor shortages are stalling data center buildouts for tech giants Amazon and Microsoft, threatening to inflate capital costs and delay the…

AMZN MSFT

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News 📈 Stocks

Nebius Revenue Surges 454% as AI Cloud Demand Drives Massive Growth

September 15, 2026 (24 days ago)

Nebius posts 454% revenue growth, securing major cloud contracts with Meta and Microsoft while leveraging strategic hardware access from Nvidia to scale…

NBIS NVDA META +1

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News 📈 Stocks

Oracle Shares Slip 1.7% Despite Q1 Earnings Beat and Raised Guidance

September 15, 2026 (24 days ago)

Oracle stock retreated after its Q1 earnings report as investors weighed strong AI-driven revenue growth against restructuring costs and long-term debt concerns.

ORCL

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News 📈 Stocks

Nvidia Backs Neoclouds CoreWeave and Nebius to Solve AI Capacity Bottlenecks

September 15, 2026 (24 days ago)

Nvidia is leveraging CoreWeave and Nebius as strategic distribution channels to bypass hyperscaler capacity constraints, fueling rapid growth for both AI-focused cloud…

CRWV NBIS NVDA +2

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Analyst 📈 Stocks

Alphabet Cloud Backlog Hits $514 Billion Following 82% Revenue Surge

September 14, 2026 (25 days ago)

Alphabet's cloud backlog now exceeds its trailing 12-month revenue, positioning the segment as the company's future growth engine despite the continued dominance…

GOOGL NVDA

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News 📈 Stocks

Microsoft Stock Rebounds 25% as Cloud Backlog Hits $678 Billion

September 14, 2026 (25 days ago)

Microsoft's cloud dominance and AI-driven growth trajectory support a bullish outlook, as the tech giant leverages record usage intensity and strong free…

MSFT AMZN GOOGL

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News 📈 Stocks

Microsoft Outpaces Alphabet as $678B Backlog Trumps Debt-Fueled Cloud Growth

September 14, 2026 (25 days ago)

Microsoft's self-funded AI expansion and massive commercial backlog offer a more sustainable growth model compared to Alphabet's debt-heavy approach and negative free…

GOOGL MSFT

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News 📈 Stocks

Microsoft Shares Rally as Azure Revenue Hits $100B and AI Controls Tighten

September 14, 2026 (25 days ago)

Microsoft reports record $100B annual Azure revenue and 30 million Copilot seats while implementing strict new AI safety protocols to ensure models…

MSFT

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