We look at block storage in the cloud, why you might want to use it, its key benefits, how it fits with on-prem storage, and ...

Oracle's stock just surged 30% overnight as Wall Street realizes this isn't your father's database company anymore.

Alphabet Inc.'s Google Cloud lands a $10B Meta deal, challenging AWS and Azure. Click for my updated look at GOOGL stock and why I remain bullish.

Cloud market share in Q2 2025 shows AWS on top, with Azure and Google Cloud rising, and Oracle and Alibaba expanding their ...

Azure remains the growth leader, with Microsoft set to sustain 15%+ revenue growth and expanding margins. Read why MSFT stock ...

Microsoft (NASDAQ: MSFT) and Amazon (NASDAQ: AMZN). Both companies are at the forefront of artificial intelligence (AI) and cloud computing, but they are navigating these sectors with distinct ...

If Microsoft, Google, and Amazon end their contracts with Israel over Gaza, the country's essential security data will be in ...

Google has begun placing its Tensor Processing Units (TPUs) in data centres run by smaller cloud providers that have long ...

多位华尔街资管机构的投资经理对第一财经表示，每轮牛市都有一条主线，美股的主线无疑是AI。 前几周美股还在担忧人工智能（AI）热潮能否延续，这两周则几乎每天都会出现一个动辄暴涨20%-40%的AI相关个股。 本周的热点无疑是“AI卖铲三杰”中的“二线梯队”博通和甲骨文。 在 AI 产业的 “淘金热” 中，“卖铲人” 往往是最稳健的受益者，而由英伟达、甲骨文、博通组成的 “卖铲三杰”，正是这一逻辑的典 ...

IBM holds a competitive edge over Qualcomm with steadier cash flow, SaaS-driven growth and a more attractive valuation.