Shares of hyperscaler companies climbed higher on Monday.

Same enormous AI bill, five very different wallets. Here's who's paying cash, who's borrowing heavily, and who's talking ...

Are all these AI spending figures actually comparable? Not quite, and the fine print is where this five-company story gets ...

Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for ...

The size of their respective cloud businesses matters, but there are other important considerations.

Microsoft also helped lift the index for the week, leading the gainers on the Nasdaq 100. It added 21.25% for the period ...

Artificial intelligence has become one of the market’s defining investment themes, but the conversation often centers on chipmakers or AI start-ups chasing the next breakthrough.  This earnings season ...

Microsoft is adding AWS capacity to GitHub after AI-driven growth strained infrastructure and triggered a series of reliability issues.

Alphabet's free cash flow has turned negative, and the company lifted its capital spending forecast. Slower-growing cloud rivals report this week.

Amazon is bringing Luna to the Prime Video streaming service, while Microsoft will test an ad-supported streaming of titles ...

F5 names former Amazon executive as its chief people officer; Rudra Mitra departs as a Microsoft CVP after more than 27 years ...