AMZN and MSFT Related Headlines
Go Back- EU proposes laws to reduce foreign Big Tech reliance
- Microsoft unveils AI-designed quantum chip, targets 2029 launch
- AI spending boom creates winners and losers across U.S. Tech, BofA says
- JPMorgan sees further upside for Mag-7, but not a repeat of 2025
- Draft EU cloud computing law would complicate Amazon, Google, Microsoft bids for 'very critical' cloud computing services in Europe - Reuters
- Anthropic raises $65B in Series H funding at $965B valuation
- OpenAI Generated About $5.7b In Revenue In 1Q - Information
- Trump revamps stock portfolio, adding Nvidia and other AI names
- Anthropic signs deal with SpaceX for AI supercomputer access
- Bank of America: 43% of Global Active Funds Beat Benchmarks in April
- US hyperscalers' comments and capex guidance are bullish for these Asian stocks
- BCA upgrade equities, downgrades cash as AI boom continues
- Pentagon signs AI deals with Nvidia, Microsoft, AWS and Reflection
- After-hours movers: META, GOOGL, AMZN, MSFT, QCOM, F, CMG, CVNA
- OpenAI fires back at WSJ report on revenue concerns
- Nadella, Altman negotiated concessions after disagreement over OpenAI’s AWS deal - The Information
- Goldman Sachs: 'We now forecast a 1.7mbpd drop in global oil demand in 2Q26 to partially offset what we estimate is a 14.5mbpd production loss'
- Microsoft shares slide 2% as OpenAI partnership shifts to non-exclusive
- OpenAI releases GPT-5.5 with improved coding and research capabilities
- The AI Power Surge: Why Energy Infrastructure Is Becoming the Next Critical Bottleneck
- DTCC partners with AWS and Microsoft for cloud migration
- OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients - CNBC
- Morgan Stanley survey shows modest improvement in 2026 IT budget expectations
- Amazon's Jassy says AI revenue run rate is over $15 Bln, hints at future chip sale
- Anthropic launches Project Glasswing to secure critical software
- Software is sick again today... and it's not just because of Claude
- Software stocks under pressure as Anthropic and AWS double down on AI automation
- JPMorgan Offers Clients A New Way To Hedge AI Debt Risk- Bloomberg
- BofA: 'we think the bigger near-term opportunity will be AWS benefiting from government-adjacent companies'
- Linux Foundation Announces $12.5 Million in Grant Funding from Leading Organizations to Advance Open Source Security
- Marvell will report earnings today: Here's what analysts expect
- OpenAI secures $110 billion in funding at $730 billion valuation
- OpenAI raises $110 billion at $730 billion valuation
- Morgan Stanley says hyperscaler AI spending set to exceed dot-com peak
- Hyperscaler compute capacity will double over next two years, says Wells Fargo
- Evercore singles out 8 AI stocks with resilient business models
- Why this economist says the AI rally still has a bit further to run
- Melius Downgrades Oracle (ORCL) to Hold
- Melius Downgrades Microsoft (MSFT) to Hold
- Short sellers post $24 billion gain amid software stocks selloff
- Buy the 30% pullback in this chip stock, analyst says ahead of today's earnings
- TD Cowen: 'Army Contract Expands Salesforce To More DoW Users'
- Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI, The Information reports
- DA Davidson Shares Mega (Cap) Preview
- Expert flags split approaches among tech players in quantum computing
- CIO survey ranks Microsoft and OpenAI as AI leaders, Apple in top 10
- Nvidia ramps up AI roadmap: Rubin superchip in full production, 5x faster
- Mizuho's Klein on Credo Technology Group Holding (CRDO): 'I LOVE THIS CALL TO BUY THE WEAKNESS'
- Goldman Sachs: 'top themes we're tracking for 2026'
- Yardeni sees rotation away from Magnificent 7 weighing on Santa rally prospects
- Openai In Talks To Raise At Least $10b From Amazon- The Information
- Buy this Asian stock as AI accelerates its growth profile
- Marvell CEO fights back against bears; stock gains
- AI infrastructure bubble won’t burst until 2027, Northland predicts
- JPMorgan: 'We Believe Marvell’s Multi- Generational AI XPU ASIC Programs/Partnerships At Microsoft And Amazon Remain Solidly Intact'
- Marvell stock falls on Microsoft-Broadcom talks and Amazon design loss fears
- Mega-cap growth hinges on these 3 Magnificent 7 members, says Citi
- Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
- Nvidia gives back big early gains despite Huang dismissing AI bubble concerns
- Wedbush’s Ives says this is the '1996 Moment' for the tech, 'NOT a 1999 Moment'
- Artificial Intelligence Influence on Solar Energy Market Driving Revenues Projected to Reach $18 Billion by 2030
- Boaz Weinstein's Saba Cap Sold Credit Default Swaps On Oracle, Microsoft, Meta, Amazon, And Alphabet - Reuters
- 'Big Short' Burry says 'By 2028, ORCL will overstate earnings 26.9%, META by 20.8%'
- The New Gold Rush of the AI Era
- Mizuho on Amazon.com (AMZN): 'We view the OpenAI deal validating the long-term opportunity for AWS'
- Mixed setup for this chipmaker ahead of earnings, Jefferies says
- Taking a deeper look at the economics of Oracle’s (ORCL) AI business
- BofA raises price target on this Big Tech stock ahead of Q3 results
- Lynx Equity: 'We would be long into prints of STX and WDC'
- DA Davidson: Microsoft (MSFT) Most Likely Among Cloud Stocks to Leverage AI-Driven Growth
- Goldman: 'We are not concerned about the total amount of AI investment'
- Trump White House dinner set to include representatives from Lockheed Martin, Microsoft, Meta, Google, Amazon, Palantir - WSJ
- S&P 500 earnings preview: All eyes on Magnificent 7
- Goldman says AWS strength underappreciated, raises Amazon price target
- Q3 earnings season is almost here — Here's what this analyst expects to see
- Quantum computing market could be worth $4 billion by 2030, BofA estimates
- Wells Fargo says all signs point to strong cloud demand, raises estimates
- Neoclouds see strong demand but heavy costs
- Morgan Stanley unveils 16 ‘Vintage Values’ stocks for 2026
- Amazon stock falls amid Oracle’s AI market share gains
- Morgan Stanley lists top value stocks to own for 2026
- Ellison nets $70B+ in one day to rival Musk as world's richest person
- Edgewater Comments
- HSBC sees medium-term opportunities for share buyback at NVIDIA
- Amazon shares rise as report highlights an 'AWS AI resurgence'
- Wolfe: 'as long as cracks don’t begin to form within AI spending expectations, stocks will continue to grind higher'
- Marvell Technology stock soars 10% on Microsoft AI chip prospects
- Earnings replacing tariffs as the primary focus for investors: Barclays
- DoD tests AI models that make it easy to switch from vendors like Palantir
- This fintech name is a catalyst-rich battleground stock: Bernstein
- Alphabet raises capex by $10 billion: This is good for these 3 AI stocks
- Roundhill Investments launches five new WeeklyPay ETFs on Cboe BZX
- Roundhill Investments Launches Five Additional WeeklyPay™ ETFs
- U.S. Lawmakers want Amazon, Meta, Microsoft, Google to disclose if Chinese firms are servicing cable systems
- OpenAI faces $700bn+ TAM by 2030: JPMorgan
- Oracle 'transitioning into a new paradigm' says Scotiabank
- OpenAI enlists Google Cloud to power ChatGPT - CNBC
- Apple should acquire Perplexity AI to boost AI strategy, says Wedbush
- Wedbush: 'The Godfather of AI Jensen and Nvidia Enter the $4 Trillion Market Cap Club'
- Microsoft gets upgrade from Oppenheimer on AI and cloud momentum, targets $600
- JLens and ADL Condemn UN Report Targeting Companies for Israel Ties
- AI momentum could drive more gains for tech in second half: Wall Street
- Wedbush's Dan Ives: 'Stage is Set For Tech Stocks to Be Up Another 10%+ in 2H With AI Tailwinds'
- Oracle stock rises 7% after CEO touts strong start to fiscal year
- Stifel lifts Oracle stock rating on durable cloud gains
- Microsoft and Nvidia lead the charge toward $4 trillion market cap: Wedbush
- The Trade Desk stock falls after Wells Fargo downgrade on Amazon threat
- Marvell custom AI event: Here are Wall Street takeaways
AMZN and MSFT Related Press Releases
Go Back- The AI Power Surge: Why Energy Infrastructure Is Becoming the Next Critical Bottleneck
- Artificial Intelligence Influence on Solar Energy Market Driving Revenues Projected to Reach $18 Billion by 2030
- The New Gold Rush of the AI Era
- Roundhill Investments Launches Five Additional WeeklyPay™ ETFs
- JLens and ADL Condemn UN Report Targeting Companies for Israel Ties
