Amazon also reporting tonight just in case you thought you got all the crossurrens for the day's uh stock drivers down the street watching for growth in AWS and a return on its AI investments. Mackenzie Seagal has more on what to expect in today's tech check. Mac, you've had a busy week.Yes, it has been. Alphabet yesterday, Amazon today. Their stock really trades on its cloud business.And it has been a rough few quarters for Amazon. With Google, Meta, and Microsoft all raising their capex in their latest qu ...

back. Joe Turnov, I want to turn to you with that. I was just looking at the things that are the names that are having the biggest negative impact on the S&P.It's not surprisingly Meta and Microsoft, but it's Nvidia, it's AMD, it's Oracle. It's all those names that have been powering the market higher so far this year. Is this a meaningful inflection point or is this just a reaction to some earnings and people deciding, I guess, to to put their bets in different places.>> No, I I do not believe that this is ...

As Oracle lifts AI hopes with its blowout revenue forecast, coerc highlights cloud revenue will skyrocket thanks to a big jump in bookings. Meanwhile, co-founder and chief technology officer Larry Ellison is reaping the benefits of Oracle spotlight in the AI revolution for a closer look at Oracle's position in the AI infrastructure leaderboard. Let's get now to Patrick Morehead.More insights and strategy CEO and chief analyst. Patrick, it is great to see you. So, let's get right to the stock move here, Patr ...

Question-and-Answer SessionAnd just given that you recently joined the company, I think it would be great for the audience, a little bit of the background, just for those who maybe didn't know you at SAP? But what are your key priorities? And how do you kind of think about where NICE is in the evolution?Scott RussellChief Executive Officer Sure. So good afternoon. Good to see you. So background, I've obviously been in enterprise technology for a long period of time. Before I joined NICE, I was the Chief Rev ...