Amazon AWS

Over 24,000 people are expected to attend Amazon.com, Inc. (NASDAQ: AMZN) Web Services 2016 event, re:Invent, in Las Vegas this week. Amazon has grown into a viable cloud competitor; AWS is projected to bring in more than $10 billion in revenue this year. Starting in 2012, the company’s...

Trip Chowdhry of Global Equities Research released on Friday a list of his top four stock picks based solely on fundamentals. Top Pick: Apple Apple Inc. (NASDAQ: AAPL) is Chowdhry's top. Apple's India business as being a major growth catalyst. Senior citizens all over the world continue switching...

Previewing third-quarter results from Amazon.com, Inc. (NASDAQ: AMZN) and Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL), Credit Suisse raised its price target on the shares of both companies, propelling them to the $1,000 price target club. Budget Deployment Accelerating At Alphabet Based on...

Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and its Google unit are aggressively pushing into the cloud, and investors should view this as a bullish sign for the stock. Deutsche Bank's Ross Sandler commented in a research note on Thursday that his recent channel checks show Google as not only "...

Trip Chowdhry of Global Equities Research sent an e-mail to clients on Thursday in which he answered perhaps the most common question posed by investors - what are his top stock ideas. Chowdhry said  his top stock ideas for 2016 have not changed. His top pick is still Apple Inc. (NASDAQ:...

According to Trip Chowdhry of Global Equities Research, shares of VMware, Inc. (NYSE: VMW) are overvalued and should decline to the $45 level. Chowdhry explained in his research note that VMware's business is being "squeezed" on two different fronts. The first, from SuperClouds, like Amazon.com,...

Kevin O'Leary is best known for being the ruthless, business savvy investor on the hit reality show "Shark Tank." He also oversees an investment management firm. On Tuesday, O'Leary was a guest on CNBC's "Debate It" segment and presented the case against owning...

Trip Chowdhry of Global Equities Research is one of the Street's top authorities on Amazon.com, Inc. (NASDAQ: AMZN)'s AWS business, having followed the unit closely since 2009. Chowdhry commented in a note to clients on Friday that Amazon's AWS business is "focused on capturing the future," as...

The cloud has emerged as the newest massive multi-billion-dollar growth frontier in the tech space. Now that the dust has completely settled on Q1, Goldman Sachs analyst Heather Bellini took a look back at which companies are dominating the cloud market and which companies are on the rise. In terms...

RBC Capital Management's lead internet analyst Mark Mahaney was a guest on CNBC's "Squawk Alley" segment to talk about Amazon.com, Inc. (NASDAQ: AMZN)'s next leg of growth. Mahaney started off by stating that he sees several different "potential pillars" of...

Credit Suisse sees two challenges for Rackspace Hosting, Inc. (NYSE: RAX), and slashed its price target by $2 to $20 after the company reported mixed first-quarter results. Analyst Sitikantha Panigrahi said the cloud service company would find it difficult to retain its existing public cloud...

Social Capital's Chamath Palihapitiya said during the Ira Sohn conference on Wednesday that Amazon.com, Inc. (NASDAQ: AMZN)'s stock will be valued in the trillions of dollars. Speaking as a guest on CNBC's Squawk Box on Thursday, Palihapitiya defended how he arrived at his uber-...

Chamath Palihapitiya, the CEO of Social Capital, may have solidified his status as being the top Amazon.com, Inc. (NASDAQ: AMZN) bull. Speaking at the Ira Sohn conference, Palihapitiya slapped a $3 trillion valuation on Amazon's stock within a decade from now. By segment, he valued Amazon...

Warren Buffett had some flattering remarks for Amazon.com, Inc. (NASDAQ: AMZN) CEO Jeff Bezos, but does that automatically translate to a screaming buy for the stock? Piper Jaffray's Gene Munster was a guest on CNBC and answered that exact question. According to Munster, Amazon won't...