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Analysts Raise Alphabet Targets as Google Details $15 Billion India AI Hub

New targets reflect momentum in Search engagement, rising Gemini adoption, improved Cloud profitability.

Pegasystems Surges After Q3 Beat and Return to GAAP Profit

SAP Lowers Cloud Outlook to Low End After Q3 Revenue Miss

Amazon Shares Rebound After AWS Outage as Focus Turns to Next Week’s Results

Musk Escalates Messaging Fight, Touts X Chat as Encrypted Alternative After AWS Outage

CoreWeave Won’t Raise $9 Billion Stock Offer for Core Scientific as ISS Urges ‘No’

OVHcloud Founder Reclaims CEO Role as Company Tops €1 Billion and Guides Slower 2026 Growth

Alibaba’s Aegaeon Slashes LLM Inference GPUs by 82% in Peer-Reviewed Tests

Salesforce Accelerates Agentforce Push as Analysts Lift Outlook and New Licensing Targets Adoption

Nebius Slips Despite Aether AI Cloud 3.0 Launch and $17.4 Billion Microsoft Deal

Oracle Embeds AI Agents in Fusion Cloud and Opens Marketplace at AI World 2025

Alibaba Opens Second Dubai Data Centre to Expand Middle East Cloud and AI

Analysts Raise AI Bets as Snowflake Debuts Finance-Focused Cortex and AMD Secures OpenAI Deal

Alphabet’s Growth Thesis Turns on Diversification Across AI, YouTube, Cloud, and Waymo

Analysts Reaffirm Bullish Amazon Outlook as AWS, Ads Seen Accelerating in H2 2025

CoreWeave Executives Sell Over $1 Billion in Stock as AI Contracts Lift Backlog Past $50 Billion

AWS Launches Amazon Quick Suite, an Agentic AI Workspace for Enterprises

Alibaba Cloud Becomes NBA China's Official AI and Cloud Partner Ahead of Macau Preseason Games

Cisco Launches Silicon One P200 and 8223 Router to Link AI Data Centers at 51.2 Tbps

IREN Adds Multi-Year AI Cloud Contracts for 11,000 GPUs, Launches $875 Million Convertible Offering