The flip side of that could be higher capital expenditures for Alphabet. The FactSet consensus currently anticipates $116 billion in capex for 2026, but BNP Paribas analyst Nick Jones wrote in a ...
A deep dive into how attackers exploit overlooked weaknesses in CI/CD pipelines and software supply chains, and how .NET and ...
Software stocks saw a $2T sell-off. Learn the two conflicting market scenarios and which resilient software stocks could win either way—read more macro analysis here.
Advanced Micro Devices, Inc. is rated a Strong Buy due to AI infrastructure & Data Center revenue growth. Learn more about ...
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Amazon Web Services has consistently outperformed expectations, and the latest Zacks Consensus Estimate predicts AWS sales to reach $35.02 billion in Q4 2025. This figure represents a remarkable 21.6% ...