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Wedbush Says Azure Looks Strong In Cloud Battle Versus AWS
Thursday, January 9, 2020 - 4:03pm | 327Read More...Recent checks indicate that Microsoft Corporation (NASDAQ: MSFT) witnessed better-than-expected Azure deal flow in the fiscal second quarter and remains in a strong position heading into 2020, according to Wedbush. The Analyst Wedbush’s Daniel Ives maintained an Outperform rating on Microsoft...
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Can Google Ever Catch Amazon And Microsoft In The Cloud?
Saturday, December 21, 2019 - 12:50pm | 807Read More...Can Alphabet Inc.'s (NASDAQ: GOOGL) Google Cloud compete with the two industry giants? And if it can’t, will it shift its focus elsewhere? A report in The Information suggested Google is pushing to have its cloud computing services unit beat at least one of the big two in the space,...
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Amazon Says Pentagon's JEDI Award To Microsoft Was Based On Trump's Desire To 'Screw Amazon'
Tuesday, December 10, 2019 - 12:53pm | 442Read More...Improper pressure from President Donald Trump, who said he wanted to "screw Amazon," contributed to the decision to deny Amazon.com Inc.'s (NASDAQ: AMZN) Amazon Web Services a $10 billion defense contract, the company alleges in a newly unsealed complaint protesting the award. The...
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Analysts: Amazon Is More Than The Truck That Brings Gifts
Friday, December 6, 2019 - 3:40pm | 552Read More...Around the holidays Amazon.com Inc. (NASDAQ: AMZN) is probably best known for being one of Santa's biggest helpers, delivering presents to homes at a furious pace. But as the company rolls out several new Amazon Web Services products and new innovations in machine learning, and its Amazon...
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Why Amazon's One-Day Shipping Could Be A Good Reason To Buy The Dip
Monday, November 25, 2019 - 3:14pm | 341Read More...Amazon.com, Inc.'s (NASDAQ: AMZN) underperformance since its third-quarter report has created an opportunity, with the online retail giant's one-day shipping likely to serve as a trigger, according to Olivetree Financial strategist Dan Forman. Forman attributed the post-earnings...
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Governments And Banks Are Trying To Reduce Their Reliance On Big Tech
Thursday, November 14, 2019 - 2:16pm | 728Read More...The rise of Big Tech has a lot of people concerned. But while the spread of misinformation and election interference has garnered most of the headlines, the real concern shared by governments and business leaders around the world is where our data is being stored. German Chancellor Angela Merkel...
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Cramer: $10B Pentagon Contract Validates Microsoft's Cloud Business
Tuesday, October 29, 2019 - 12:05pm | 594Read More...The Department of Defense's choice of Microsoft Corporation (NASDAQ: MSFT) as its cloud platform provider signals to the market that its cloud business is "just as good" as Amazon.com, Inc. (NASDAQ: AMZN), according to CNBC's Jim Cramer. What Happened Microsoft and Amazon...
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Microsoft Trades Higher On $10B Cloud Computing Deal With Pentagon
Monday, October 28, 2019 - 7:59am | 221Read More...Microsoft Corporation (NASDAQ: MSFT) shares are trading higher following confirmation the company has won $10 billion cloud computing contract from the Pentagon. The Joint Enterprise Defense Infrastructure Cloud (JEDI) contract will modernization the Pentagon and is meant to make its technology...
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Cloud Competitors: How Amazon Web Services, Microsoft Azure's Quarterly Performance Stacks Up
Friday, October 25, 2019 - 3:13pm | 512Read More...Big tech companies have found varying degrees of success with cloud services. Amazon.com, Inc. (NASDAQ: AMZN), with its Amazon Web Services is often viewed as the pioneer in cloud computing. The online retail giant made a prudent decision when it decided to diversify into the cloud, an...
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One-Day Shipping Pain Worth It For Amazon's Long-Term Gain
Friday, October 25, 2019 - 12:35pm | 697Read More...Amazon.com, Inc.'s (NASDAQ: AMZN) stock dropped on Friday after it issued weaker-than-expected guidance for the upcoming holiday season, but analysts remained bullish on the company and its one-day shipping buildout efforts. Amazon's third-quarter results were mixed, with earnings missing...
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Jefferies Says Software Still Strong, But Focus on Apps, Large Caps; Microsoft Gets Upgrade
Tuesday, October 8, 2019 - 12:10pm | 613Read More...The software industry remains viable for stock buyers, but they should focus on apps, rather than infrastructure, where many companies face the threat of being "Amazoned" out of market share, a Jefferies analyst said in a look at the sector. And in light of macroeconomic trends, stock...
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Big Tech Faces Big Scrutiny: FTC Looking Into Facebook, Federal Reserve Pays Amazon A Visit
Friday, August 2, 2019 - 9:27am | 421Read More...Big tech faces new scrutiny from regulatory and government bodies as the Federal Trade Commission is taking a close look at Facebook, Inc. (NASDAQ: FB)'s acquisition history. Meanwhile, the Federal Reserve reportedly paid Amazon.com, Inc. (NASDAQ: AMZN) a visit to examine its cloud business....
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Analysts Aren't Shaken By Amazon's Q2 Earnings
Friday, July 26, 2019 - 11:21am | 698Read More...E-commerce giant Amazon.com, Inc. (NASDAQ: AMZN) reported second-quarter results that fell short of expectations across multiple metrics. Amazon earned $5.22 per share in the quarter on revenue of $63.4 billion. This compares to the Street's expectations of $5.58 per share and $62.4 billion....
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JEDI Masters: Amazon, Microsoft Battle To Build Pentagon's 'War Cloud'
Wednesday, July 10, 2019 - 3:09pm | 550Read More...Who will be the military’s Jedi master? That’s not a metaphor: The U.S. Court of Federal Claims heard a case Wednesday that will play a part in determining which of the country’s largest cloud computing companies will get to build the future of military data handling; the Pentagon...
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Microsoft's Azure Is No AWS, Says Bearish Jefferies
Tuesday, June 25, 2019 - 11:15am | 471Read More...Microsoft Corporation (NASDAQ: MSFT), its stock and its Azure cloud platform have done an excellent job of keeping pace with Amazon.com, Inc. (NASDAQ: AMZN) in the past three years. Amazon shares are up 173.7% in that stretch, while Microsoft shares are up 175.7%. Investors should understand that...
















