In August 2026, the three major US cloud providers—Microsoft Azure, Amazon AWS, and Google Cloud—reported strong revenue growth driven by heavy AI infrastructure investments. Azure grew 43% in Q4 FY2026, AWS posted 36.7% growth, and Google Cloud surged 82% year-over-year. All three companies have large backlogs, indicating continued revenue momentum into 2027. However, their aggressive capital expenditures have pressured free cash flow, highlighting the balance between growth and cash generation. Investors will watch upcoming earnings and guidance to see if AI demand sustains this growth trajectory.
Microsoft reported 18% revenue growth and 21% operating income growth in fiscal year 2026, with Azure revenue surpassing $100 billion. Azure's growth accelerated to 43% in Q4, and management expects about 45% growth in Q1 FY27, fueled by strong AI de...
On July 29, 2026, Vanguard changed the benchmark index for its Growth ETF (VUG) from the CRSP US Large Cap Growth Index to the Morningstar US Large Cap Growth Index following Morningstar's acquisition of CRSP. The fund's investment strategy and holdi...
Bill Ackman, through Pershing Square, has re-entered Netflix with a new position of about 3 million shares, representing roughly 4.9% of his portfolio. This move marks a reversal from his 2022 exit when he sold at a loss after subscriber numbers disa...
Microsoft reported strong financial results for Q4 and the full fiscal year 2026, achieving 18% revenue growth and expanding its Azure cloud business past $100 billion with 41% growth. The company's AI monetization strategy is proving successful, wit...
Microsoft has closed at least 15 offices and joint ventures in China over five years, accelerating a partial retreat in 2026. The company is shifting hardware manufacturing out of China, closing physical retail stores, and cutting Azure cloud jobs am...
