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AWS clocks 37% revenue growth as cloud demand outruns analyst models

The utilization math in cloud infrastructure runs simple: capacity costs the same whether or not workloads fill it, so acceleration in demand shows up fast in top-line numbers. Amazon Web Services pos

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In daily fantasy sports, the gap between a promotional balance and withdrawable cash is defined by playthrough.

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Oracle stock rises 7% as cloud infrastructure revenue more than doubles

The constraint in enterprise cloud is throughput capacity: how much workload a provider can absorb per dollar of capital deployed, and whether its contracted backlog indicates that demand will keep the data centers fille…

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Nvidia shares jump 6% on blockbuster earnings as AI demand guidance holds

The most direct market read on AI spending durability comes from chip company guidance, not from the companies deploying AI themselves. Chip suppliers sit upstream of the AI infrastructure buildout

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