Microsoft's Azure and Amazon's AWS both showed strong growth in Q3, with Azure up 43% and AWS up 37%. Investors are focused on whether their heavy AI investments will translate into sustained revenue gains. Microsoft benefits from software like Microsoft 365 Copilot, while Amazon leverages custom AI chips and retail advertising. Microsoft has a higher profit margin and more stable cash flow, while Amazon shows potential for bigger upside but faces cash flow challenges. Both companies will soon report earnings, with analysts watching Azure's 45% growth target and AWS's growth momentum closely.
Amazon shares gained 4.93% to USD 262.33 on Pluang as of Oct 20, 2026 00:02 WIB, outpacing Microsoft’s 0.75% rise to USD 533.00. The stronger daily move in Amazon’s stock contrasts with Microsoft’s larger market cap of $3.93T versus Amazon’s $2.70T. This price action comes as investors weigh the companies’ AI investments and upcoming earnings reports highlighted in the Q3 cloud and infrastructure scorecard.
Amazon's stock rose 5% after Morgan Stanley upgraded it to a top pick and raised its price target to $350, citing faster growth in Amazon Web Services (AWS) and new AI-related opportunities. Morgan Stanley now expects AWS revenue to grow 47% in 2027 ...
Massive investments exceeding $10 trillion in AI infrastructure are transforming markets, offering significant opportunities and systemic risks. Investors may find outsized returns in semiconductor, memory, storage, and networking suppliers over the ...
Microsoft invested over $115 billion in capital expenditures in fiscal 2026, focusing heavily on expanding its Azure cloud services. Azure grew 43% last quarter with strong demand exceeding supply, supporting a bullish price target of $645.75, implyi...
Alphabet's unique strategy of vertical integration in AI—owning everything from AI models to hardware and cloud services—continues to fuel strong growth. Google Cloud revenue surged 82% year-over-year in Q2 2026, with a massive backlog of signed dema...
Market volatility surged with the VIX reaching its highest level in four months, driven by inflation fears and geopolitical tensions. AI infrastructure firms like Nebius and CoreWeave face increasing debt default risks, while major tech companies inc...
