I started investing in Amazon more than nine years ago. Its e-commerce, cloud, and advertising businesses are still firing on all cylinders. It’s still reasonably valued and has plenty of irons in the ...

Oracle has transformed into a cloud and AI leader, leveraging unique technical advantages and strategic partnerships to ...

Microsoft (NASDAQ:MSFT) regained cloud momentum as Azure grew 34% in Q1outpacing both AWS and Google Clouddriven largely by non-AI migrations and tighter execution. Warning! GuruFocus has detected ...

AWS is the leader in revenue, but its two rivals are growing significantly faster. In Q1, Microsoft reported 33% growth in Azure ... as the chart below shows. In Q1, Microsoft's revenue clocked ...

On Saturday night, Chicago Bears head coach Ben Johnson said, “There is no depth chart right now.” He wants to instill an environment of competition. He doesn’t want anyone to feel comfortable.

Below is a chart comparing year-to-date returns of leading ... Option set expanded New choices (e.g., MSSP/partner) siphoned votes. The comparison is directionally valid but not perfectly apples ...

All my readers know that my blog runs on Hostcolor. Many of them perhaps thinking of going AWS or Azure for their blogs, or their client's blogs. However, private Cloud-based VMware ESXi service ...

Engineered to offer many of the inherent efficiencies of cloud computing, Azure Virtual Desktop (AWS, Google Cloud and ... (if not quite a like-for-like) comparison. Even closer to home in the ...