AI & Cloud

41 articles in this category (Page 2 of 2)

AI NewsCloud MigrationAI & Cloud

Tune Talk’s Cloud-Native Shift Signals Software-Driven Telecom

Tune Talk becomes ASEAN’s first operator to run a fully cloud-native network, replacing hardware with Mavenir’s software-based stack.

Feb 23, 2026

AI NewsAI & CloudBig Vendors

Amazon to Invest $200B in AWS Infrastructure for AI Cloud Demand

Amazon plans a $200 billion capital expenditure to expand AWS data centers and custom AI chips to meet surging enterprise demand.

Feb 16, 2026

Stock Weather AITelecomAI & Cloud

Liberty Global – 2026-02-06 - Increase Confidence 6/10

Strong free cash flow and a major AI partnership with Google Cloud provide a positive catalyst ahead of key earnings, suggesting a near-term price increase.

Feb 6, 2026LBTYB

Stock Weather AIAI & CloudEarnings Catalyst

Amazon – 2026-01-28 - Increase Confidence 8/10

Strong free cash flow and AI-driven partnerships converge ahead of earnings, signaling near-term upside for Amazon stock.

Jan 28, 2026AMZN

Stock Weather AIAI & CloudMarket Sentiment

Alphabet – 2026-01-26 - Increase Confidence 8/10

Strong free cash flow and AI-driven cloud growth meet analyst upgrades and strategic acquisition momentum, pointing to near-term upside.

Jan 26, 2026GOOGL

AI NewsAI & CloudCloud ROI & Cost

Cloud Spending Continues to Rise as AI Moves Into Daily Operations

Cloud spending surpassed $100 billion per quarter in late 2025, largely driven by the increasing integration of AI into core business functions.

Jan 20, 2026

AI NewsAI & CloudVendor Roadmaps & Leadership

Cloud Key, but Hybrid Models are the Future for UK Enterprises

87% of UK businesses plan to repatriate workloads over the next two years, driven by data sovereignty and cost concerns.

Jan 15, 2026

Stock Weather AITechnologyAI & Cloud

IBM – 2026-01-14 - increase Confidence 7/10

Strong free cash flow and low forward P/E meet AI/cloud growth catalysts, suggesting near-term upside despite high leverage.

Jan 14, 2026IBM

Stock Weather AIAI & CloudMarket Sentiment

Alphabet – 2026-01-01 - increase Confidence 8/10

Strong free cash flow and low forward P/E align with major AI/cloud expansion news, signaling near-term upside.

Jan 1, 2026GOOGL

Stock Weather AITechnologyAI & Cloud

Microsoft – 2025-12-31 - Increase Confidence 9/10

Strong revenue growth and AI momentum meet bullish analyst upgrades, signaling near-term upside ahead of earnings.

Dec 31, 2025MSFT

Stock Weather AITechnologyAI & Cloud

IBM – 2025-12-19 - increase Confidence 7/10

Strong free cash flow and rising earnings expectations converge with AI and quantum computing catalysts, pointing to near-term upside.

Dec 19, 2025IBM

Stock Weather AITechnologyAI Cloud

Microsoft – 2025-12-19 - Increase Confidence 8/10

Strong free cash flow and low debt/equity meet sustained analyst confidence, outweighing minor product issues; stock poised for near-term upside.

Dec 19, 2025MSFT

Stock Weather AIAI & CloudEarnings Momentum

Alphabet – 2025-12-04 - Increase Confidence 8/10

Strong free cash flow and AI-driven cloud momentum meet upward earnings revisions and price target hikes, signaling near-term upside.

Dec 4, 2025GOOGL

AI NewsAI & CloudMulti- & Hybrid Cloud

Amazon and Google team up to cut multicloud downtime

Amazon and Google’s new multicloud service slashes setup time for private links, addressing $500M–$650M in outage costs from AWS’s October 2025 outage.

Dec 1, 2025

Stock Weather AITechnologyAI & Cloud

IBM – 2025-11-28 - increase Confidence 6/10

Strong free cash flow and strategic AI partnerships signal upside despite high leverage, as IBM gains traction in hybrid cloud adoption.

Nov 28, 2025IBM

AI NewsCloud Cost ManagementAI & Cloud

Managing AI-era cloud storage costs with Datadog

Datadog's Storage Management tool targets AI-driven cloud storage costs, now the third-largest expense for AI products.

Nov 11, 2025

AI NewsCloud ComputingAI & Cloud

Microsoft's $9.7 Billion Data Centre Partnership with IREN and Nvidia Chips

Microsoft secures access to Nvidia chips via a $9.7 billion deal with IREN, expanding AI infrastructure capabilities while addressing global computing power shortages.

Nov 4, 2025