"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, ...

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 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.

AI investors are desperately trying to find clues on the real impact of DeepSeek on chip demand in the future and gauge how ...

Morgan Stanley believes UPS (UPS) shares will be under pressure today despite the company’s Q4 beat as the FY25 guidance is implied to come in ...

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...

Morgan Stanley’s stock outpaced gains in other financial stocks Thursday, after the bank and broker forecast a robust flow of deals as it beat both profit and revenue expectations for the latest ...