Key Takeaways Alphabet's Google Cloud revenues jumped 35.8% in 2025, with backlog surging 55% to $240 billion. GOOGL is riding strong AI demand, with Gen AI product revenue up nearly 400% in Q4 2025. Alphabet plans $175B-$185B in 2026 capex as it battles Amazon and Microsoft in cloud. Alphabet (GOOGL) is riding on a strong Google Cloud prospect, which accounts for 14.6% of GOOGL’s 2025 revenues. Google Cloud revenues jumped 35.8% over 2025’s reported figure to $58.71 billion. The top line benefited from gro ...

The narrative around artificial intelligence (AI) disruption is reaching a breaking point. Many software stocks are falling precipitously amid fears about the future of virtually every sector. We are getting to a point where rational analysis has been thrown out the window. Even the two largest cloud companies in the world have seen their stocks fall from recent highs. Both Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) stocks now trade down 20% or more, despite being the premier data center providers ...

BofA Securities analyst Justin Post reiterated a Buy rating on Amazon.com Inc (NASDAQ:AMZN) and kept his $275 price target, arguing that Amazon Web Services‘ aggressive capacity expansion could drive upside despite near-term concerns around AI spending. • Amazon.com stock is holding steady today. Where are AMZN shares going?AWS Capacity Buildout Gains MomentumPost noted AWS doubled power capacity since 2022 and added 3.9 gigawatts in 2025 (including 1.2 gigawatts in the fourth quarter).The analyst said Amaz ...

The market is full of fantastic investing opportunities. Many long-term winners are on sale right now, and there's no telling how long these deals will last. I'm confident that each of these can deliver monster returns over the next few years, and locking in today's price gives investors the best opportunity to maximize their returns. The clock is ticking on these five stocks, which I believe will be excellent purchases looking back a few years from now. Where to invest $1,000 right now? Our analyst team ...

As it always does following each quarter, Berkshire Hathaway recently disclosed the stocks it held in its massive equities portfolio at the end of the fourth quarter of 2025. This is a particularly special filing for followers of Berkshire because it will ultimately be the last quarter that Warren Buffett was CEO of the company he led for over six decades and built into one of the greatest wealth-generating machines in history. While Buffett will remain chairman of the board of directors, the 95-year-old ...

Would you be shocked to learn that Amazon (NASDAQ: AMZN) stock has underperformed the broad market indices over the past five years? That's right: Even though the mega-technology company keeps posting impressive growth figures, it is only up 23% cumulatively from five years ago. The S&P 500 (SNPINDEX: ^GSPC) has produced a total return of 88% over that same time frame. Amazon's stock has underperformed the index due to investor concerns about losing the race in artificial intelligence (AI), large capital ...

Amazon.com Inc. (NASDAQ:AMZN) announced a $12 billion investment in northwest Louisiana on Monday. The investment is earmarked for the development of data centers, which are projected to generate 540 full-time positions and support an additional 1,710 full-time equivalent roles in the community.The investment will be spread across Caddo and Bossier Parishes, stimulating regional economic activity. The data centers will cater to cloud computing technologies, offering job opportunities for electricians, HVAC ...

After being essentially flat over the past year, Amazon is poised for a breakout.There are currently an even dozen companies with a market cap of $1 trillion or more, but only three are members of the prestigious $3 trillion club: Nvidia at $4.6 trillion, Apple at $3.9 trillion, and Alphabet at $3.7 trillion (as of this writing). With a market cap of nearly $2.2 trillion, it seems like it's just a matter of time before Amazon (AMZN 2.39%) joins that elite group. Yet recent events have sent some investors he ...

Core Insights - Amazon will invest $12 billion in data center campuses in Louisiana to support its AI and cloud computing technologies [1][4] - The investment includes funding for energy infrastructure, solar energy projects, and public water infrastructure [3][4] Investment Details - The company will cover all expenses for new energy infrastructure and upgrades necessary for the data centers [3] - Amazon plans to invest in solar energy projects to add up to 200 MW of carbon-free energy to the grid [3] - Up to $400 million will be allocated for public water infrastructure to support the data center campuses [3] Strategic Importance - Louisiana was chosen for its prime sites, infrastructure, and workforce, according to Amazon and local officials [4][8] - The investment is expected to create job opportunities and enhance local community growth [4][8] Partnerships and Comparisons - Amazon is partnering with STACK Infrastructure for the development and ownership of the data center facilities [8] - In addition to the Louisiana investment, Amazon Web Services (AWS) plans to invest at least $11 billion in Georgia and $20 billion in Pennsylvania for similar infrastructure expansions [8][10]

Here's one stock actually worth buying amid this market pullback.Major indexes were sliding Monday morning as recent news about tariffs has injected some uncertainty into the market. And this is on top of a software stock sell-off that has been gaining momentum in recent weeks. As investors are selling, are there any opportunities? After all, broad sell-offs like this can create great opportunities when high-quality businesses get pulled down with weaker names.One stock I think investors may want to conside ...