Akamai Lands $11.6B Anthropic Cloud Deal and 5% Warrant
Akamai secured an $11.6 billion multi-year cloud contract with Anthropic, issued a 5% warrant, and committed $1.7 billion for server memory with Jabil.
cloud computing
Amazon Beats Q2: AWS Grows 37%, Fastest Since 2021
Amazon posted $200.6B in Q2 revenue and $27.5B operating income. AWS grew 37% — the fastest in 18 quarters — as AI demand pulls capex forward.
Cloud Software’s Uneven 2026 Rebound: Winners vs. Laggards
Enterprise software is rebounding in 2026, but gains are selective. RingCentral and Oracle reveal what separates the winners from the laggards.
Microsoft Q3 FY2026 Earnings Preview: Azure and AI in the Spotlight
Microsoft reports Q3 FY2026 earnings on April 29. Here’s what analysts expect from Azure cloud growth, AI Copilot revenue, and the company’s evolving competitive position.
Oracle’s AI Cloud Bet Is Paying Off: What the ORCL Surge Signals
Oracle stock surged 11% as AI cloud contracts and the Stargate JV accelerate. Here’s what the ORCL rally signals for the cloud wars and enterprise tech.
CDN Stocks in Freefall: What the Selloff Signals
Fastly plunged 22%, Akamai fell 17%, and Cloudflare dropped 14% in a single session. Here’s what’s driving the CDN sector’s brutal selloff in Q1 2026.