Amazon and Microsoft - | two AI winners take a breath:

qz.com/amazon-earnings-aws-capacity-cash-flow-ai-spending-102926

Oct 29

Amazon is heading into earnings with most AWS capacity sold out and cash flow negative

cnbc.com/2026/10/28/microsoft-msft-q1-earnings-report-2027.html

CNBC

Oct 28

Microsoft earnings will land after the close: Microsoft will report Azure revenue in dollars for the first time as it spends heavily to expand artificial ...

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Miami Herald

miamiherald.com/news/business/article317122620.html

Sep 04

Microsoft drops $101.9 billion surprise as AI reshapes company : Microsoft's latest disclosure reveals how much is riding on AI.

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deraktionaer.de/artikel/aktien/megatrend-folger-nasdaq-gewinnsprung-nvidia-microsoft-und-amazon-im-fokus-20407709.html

Aug 29

Nasdaq poised for profit surge - | Nvidia, Microsoft and Amazon in focus: The tech rally is based on rising profits, not just high valuations. Nvidia ...

Quartz

Aug 26

Moonshot AI seeks revenue-sharing deals with Microsoft, Amazon, Google: The Beijing-based startup wants up to 30% of revenue from Kimi K3-related services on ...

dlvr.it/TVB6Td

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deraktionaer.de/artikel/aktien/megatrend-folger-amazon-alphabet-und-microsoft-der-milliarden-hebel-hinter-der-ki-rallye-20407420.html

Aug 26

Megatrend Folger: Amazon, Alphabet und Microsoft – der Milliarden-Hebel hinter der KI-Rallye

Axios

axios.com/2026/08/10/ai-cloud-profit-spending-earnings

Aug 10

We still don't know how, or if, AI makes money: Big Tech's earnings reports have yet to provide evidence that the huge spending will pay off.

deraktionaer.de/artikel/aktien/megatrend-folger-amazon-aktie-aws-greift-nach-der-billion-20405968.html

Aug 03

Amazon stock - | AWS reaches for the trillion: Amazon profits from the cloud | and AI boom: AWS is growing strongly, but investments are increasing ...

businessinsider.com/big-tech-earnings-winners-losers-ai-capex-cloud-meta-goog-2026-4

Business Insider

B−

Apr 30

Big Tech earnings: What separated the winners and losers: Meta, Alphabet, Amazon, and Microsoft reported earnings on Wednesday. Here's what drove the reaction ...

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Reuters

Apr 30

Google Cloud pulls ahead as Big Tech's AI bet swells to $700 billion: Alphabet's blowout cloud growth has reset expectations across major tech companies ...

reuters.com/business/retail-consumer/google-cloud-pulls-ahead-big-techs-ai-bet-swells-700-billion-2026-04-30/

futurism.com/artificial-intelligence/betrayal-microsoft-openai

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Futurism

Mar 24

Grab Your Betrayal-Themed Popcorn Buckets, Because Microsoft Is Threatening to Sue OpenAI

deraktionaer.de/artikel/medien-ittk-technologie/heisses-ki-battle-microsoft-schiesst-gegen-amazon-und-openai-20397636.html

Mar 20

Heated AI battle: Microsoft attacks Amazon and OpenAI: Microsoft is considering legal action against Amazon and OpenAI over a cloud deal ...

techspot.com/news/111726-amazon-jassy-now-sees-aws-hitting-600-billion.html

TechSpot

A−

Mar 18

Amazon's Jassy now sees AWS hitting $600 billion a year on AI tailwinds: Jassy's comments, delivered at an internal all-hands meeting and reviewed by ...

businessinsider.com/amazon-openai-deal-cloud-ai-race-2026-2

Business Insider

B−

Mar 02

Amazon's OpenAI deal keeps the cloud giant firmly in the AI race: The deal strengthens AWS's AI offerings and may help fend off challenges from cloud rivals ...

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The Local Europe

Mar 03

Amazon to invest another €18 billion in data centres in Spain: Amazon on Monday announced another €18 billion ($21 billion) of investment in data centre projects ...

thelocal.es/20260302/amazon-to-invest-another-e18-billion-in-data-centres-in-spain

windowscentral.com/artificial-intelligence/jeff-bezos-says-the-quiet-part-out-loud-bezos-envisions-that-youll-give-up-your-pc-for-an-ai-cloud-version

WindowsCentral Jan 13

Jeff Bezos said the quiet part out loud — hopes that you'll give up your PC to rent one from the cloud

Investor's Business Daily

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Dec 01 25

Amazon Teams With Google On 'Multicloud' Service. How Stocks Are Reacting.: Amazon stock was higher as the tech giant kicked off its AWS Re:Invent conference by ...

investors.com/news/technology/amazon-stock-google-stock-multicloud-ai-aws-reinvent-2025/