Amazon, Microsoft Risk: Is Marvell’s AI Moat Leaking?

Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword.

Microsoft vs. Amazon: Which Cloud Computing Stock Will Outperform in 2026?

Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.

Amazon, Microsoft and 8 other biggest global tech job cuts of 2025

Tech giants are undergoing a massive workforce overhaul in 2025, with over 122,000 employees laid off. This significant restructuring is driven by rap

Marvell Technology Debunks Speculations Of Losing Business From Amazon, Microsoft

Marvell Technology confirms XPU programs for Amazon and Microsoft on track to ramp in 2026, will add $2B in revenues by 2028. Analyst reiterates Overweight rating.
Yahoo Finance

Microsoft and Amazon Got Hit With Huge Downgrades—Why I’d Buy Anyway

Microsoft (MSFT) and Amazon (AMZN) were downgraded to neutral by Rothschild due to high AI spend and profit uncertainty. Amazon Web Services posted 20% growth in the third quarter, with AI providing a lift to the mature cloud business. Amazon is expanding ...

Tech Moves: T-Mobile names COO; Microsoft and Amazon execs depart; Redfin vet joins RentSpree

T-Mobile names a new chief operating officer, Microsoft and Amazon execs depart, and a Redfin vet joins RentSpree as CTO.
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