Both Amazon and Alphabet operate large cloud computing units, but their core businesses are quite different. Alphabet is growing faster than Amazon.
Dave Brown is leaving Amazon Web Services after nearly 19 years, departing at the end of July for a new role outside the company.
Dave Brown, a longtime senior executive in Amazon's cloud unit, plans to leave the company at the end of this month. He'll be replaced by Dave Treadwell, a high-level executive in Amazon's e-commerce division.
Inflation data gave investors hope on Wednesday morning. Semiconductor stocks took it away by lunchtime.
Pony AI appears better positioned than Uber in robotaxis, backed by global expansion, China growth and a largely domestic supply chain.
Digital Realty's aggressive expansion and stronger cash position clash with Equinix's established global dominance, here's which metrics matter most.
AMZNs premium P/E masks catalysts in AWS, Prime Day and diversified growth that can support the bull case despite AI spending and regulatory watchpoints.
I keep hitting the buy button on Amazon (NASDAQ:AMZN | AMZN Price Prediction) for one reason most headlines still miss: the company has quietly built one of the three largest data center chip businesses on the planet, and the market is still pricing it like a retailer with a cloud attached.