"We believe 2025 could be a breakout year for Cloudflare," Fodderwala wrote in a recent note. He supported that prediction by highlighting the convergence of several tailwinds for the company, ...

Amazon’s lackluster outlook for FY25 and as-expected growth in its cloud services business may have spooked investors, but Wall Street analysts see the 4% drop in the share price as a buying ...

Investing.com -- Growing capital expenditures (capex) for cloud infrastructure are expected to “bolster the bull case for AI/cloud capex stocks,” according to Morgan Stanley (NYSE: MS) analysts.

Morgan Stanley estimates that about 25% of the cost of Amazon’s first-party products comes from China, making it vulnerable ...

The Seattle-based e-commerce and technology company said its revenue for the October-December period totaled $187.8 billion, ...

Amazon's earnings call is today at 5 pm ET. AMZN stock heads into the report up 8% YTD. Investors are focused on cloud demand ...

Amazon will kick off the earnings reporting season for major retailers on Thursday, offering investors a snapshot of consumer spending in the wake of a blockbuster holiday season.

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If you think robots are for the birds, you should see what's going on at Amazon  (AMZN) .The e-commerce colossus has three ...

Amazon has introduced six new types of robots since 2022. They could save the company a lot of money.