In a note to clients on Monday, Bernstein analysts said the hyperscale cloud market remains on a strong, long-term growth path, with generative AI now taking center stage as the primary revenue driver ...

Amazon’s valuation overlooks major growth drivers like AI, AWS, and robotics, with margin gains and FCF upside ahead. Check ...

Oracle Corporation (NYSE:ORCL), a key enterprise software provider listed on the S&P 500 today, saw its shares advance ...