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Market Intelligence & News
Meta shares jump on plans to commercialise excess AI computing capacity
Report says Meta is preparing a move into cloud infrastructureShares of Meta Platforms (NASDAQ:META) climbed as much as 8% on Wednesday after a Bloomberg report said the company is preparing to enter the cloud infrastructure market by offering customers access to surplus artificial intelligence computing resources. If launched, the initiative would place Meta in direct competition with leading cloud providers including Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform (GCP), w
Meta building cloud business to sell excess AI computing capacity
The company is weighing plans to sell access to AI models and raw computing capacity, setting up new competition with AWS, Azure, and Google Cloud
Meta Platforms stock surges 8% on cloud business plans
Investing.com -- Meta Platforms (NASDAQ:META) shares jumped as much as 8% Wednesday morning following a Bloomberg report that the tech giant plans to enter the cloud infrastructure market by selling its excess AI computing capacity. The move sets up direct competition with established hyperscale giants like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP), while introducing new dynamics to the broader AI ecosystem. According to sources familiar with the matter, the ini
Alphabet (GOOGL) Is Limiting Gemini AI Access As Cloud Capacity Tightens
Alphabet’s Google Cloud is limiting access to its Gemini AI models for major customers, including Meta, due to tight AI compute capacity. Several external clients reportedly face similar restrictions as Alphabet prioritizes its own services and paying cloud workloads. Meta is increasing use of its in-house Muse Spark model to lessen reliance on external AI infrastructure providers. The situation highlights how scarce AI compute and heavy data center spending are influencing product roadmaps...
Microsoft vs Alphabet: One Bets on OpenAI While The Other Controls Its Own AI Destiny. This Is The Better Buy Today
Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG) both reported earnings on April 29, 2026. Microsoft leaned on enterprise cloud and Copilot seats. Alphabet leaned on Search resilience and a hyper-growing cloud unit. Both beat estimates. Both are spending unprecedented sums on AI infrastructure. The market has punished both anyway. Azure Heats Up. Google Cloud Runs Even Hotter. ... Microsoft vs Alphabet: One Bets on OpenAI While The Other Controls Its Own AI Destiny. This Is The Better Buy Toda
Why Amazon, Alphabet, and Other Tech Stocks Popped Today
AWS and Google Cloud could be in store for larger-than-expected gains.
CrowdStrike (CRWD) Extends Falcon AIDR to Create Unified AI Security Control Plane
CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the best long term stocks to buy according to hedge funds. On June 16, CrowdStrike extended its Falcon AI Detection and Response/AIDR platform to function as a unified security control plane for enterprise AI. By integrating with a broad ecosystem of AI gateway partners (including Databricks, Google Cloud, […]
Alphabet’s (GOOGL) Google Cloud Partners with Philippine Government to Deploy AI Agents in Public Services
Alphabet Inc. (NASDAQ:GOOGL) is one of the best long term stocks to buy according to hedge funds. On June 21, the Department of Information and Communications Technology/DICT and Google Cloud have launched a multi-year collaboration to integrate enterprise AI into Philippine public services. Through the “AI Agents for Public Sector” program, 50,000 public servants (with […]
Teradata (TDC) Expands Cloud Partnerships As VantageCloud Adoption Picks Up
Teradata (NYSE:TDC) reports growing momentum in its cloud business tied to adoption of its VantageCloud platform. The company highlights new and expanded partnerships with major cloud providers, including AWS, Microsoft Azure, and Google Cloud. These developments point to a larger shift in Teradata’s model toward cloud based data and AI services for data intensive customers. Teradata is best known for helping large organizations manage and analyze complex data, and its VantageCloud platform...
Jack Henry and Alphabet (GOOGL) Expand Google Cloud AI Security Partnership
Alphabet Inc. (NASDAQ:GOOGL) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 25, 2026, Jack Henry and Alphabet Inc.’s (NASDAQ:GOOGL) Google Cloud announced an expanded collaboration to deliver AI-driven security capabilities for banks and credit unions. Jack Henry will use Google Cloud’s “agentic defense products” to […]
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