#cloud computing

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Tech Stocks Diverge as Anthropic CEO Calls for AI Development Slowdown

September 14, 2026 (25 days ago)

Amazon shares slipped while Alphabet and Microsoft rallied as markets digested Anthropic CEO Dario Amodei's call for a strategic slowdown in high-end…

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Analyst 📈 Stocks

Microsoft Targets $750 Share Price by 2030 Amid 32% Earnings Growth

September 14, 2026 (25 days ago)

Despite a 32% earnings growth rate and strong Azure momentum, Microsoft stock trades at 25x forward earnings as investors weigh the long-term…

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CoreWeave Revenue Surges 112% as Nvidia-Backed Cloud Provider Scales AI

September 14, 2026 (25 days ago)

Cloud provider CoreWeave posts 112% revenue growth and a $104 billion backlog, cementing its role as a critical, Nvidia-backed infrastructure player in…

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News 📈 Stocks

Oracle Revenue Surges 30% as Cloud Backlog Hits $664 Billion

September 14, 2026 (26 days ago)

Oracle posts strong fiscal Q1 results with cloud infrastructure revenue surging 121%, yet investors remain cautious due to heavy debt and capital…

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Analyst 📈 Stocks

Amazon and Alphabet Lead Tech Buys as Microsoft Valuation Faces Scrutiny

September 13, 2026 (26 days ago)

Investors are advised to favor Amazon and Alphabet for their AI infrastructure and valuation, while exercising caution with Microsoft due to its…

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News 📈 Stocks

Google Cloud Targets Microsoft Enterprise Share via 82% Growth Surge

September 13, 2026 (26 days ago)

Google Cloud's new Accenture partnership aims to capture enterprise market share by placing engineers inside customer operations, directly challenging Microsoft's long-standing integration…

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News 📈 Stocks

Anthropic Commits $517B to Compute, Bolstering NVIDIA Revenue Outlook

September 13, 2026 (26 days ago)

Anthropic's $517 billion compute spending plan underscores a massive, decade-long demand surge for NVIDIA's silicon, further tightening supply bottlenecks as hyperscalers race…

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News 📈 Stocks — 📊 Neutral

SpaceX Stock Volatility Persists as Analysts Target 47% Upside by 2027

September 13, 2026 (26 days ago)

SpaceX faces a volatile market path but maintains strong analyst support, with a median price target of $217 as the company bets…

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News 📈 Stocks

Microsoft and Chevron Partner on 2.67 GW Permian Power Project for AI

September 13, 2026 (26 days ago)

Microsoft and Chevron are collaborating on a 2.67-gigawatt Permian Basin power project to secure off-grid energy for AI data centers, marking a…

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News 📈 Stocks

HIVE Digital Hits $1M Daily Revenue Milestone Amid GPU Cloud Expansion

September 13, 2026 (26 days ago)

HIVE Digital reports $1 million in daily revenue as it shifts focus toward high-performance computing and AI cloud services, signaling a strategic…

HIVE

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News 📈 Stocks

CoreWeave Stock Trades at $90 as Analysts Forecast 80% Revenue CAGR Through 2028

September 13, 2026 (26 days ago)

CoreWeave remains a high-conviction AI play as its massive contract backlog and aggressive infrastructure expansion support a discounted valuation of 7 times…

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News 📈 Stocks

Google Q2 Revenue Climbs 24% as Capex Doubles to $45 Billion Amid AI Push

September 12, 2026 (27 days ago)

Google's Q2 revenue hit $120 billion, but record $45 billion capex and negative free cash flow, combined with political criticism over overseas…

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