Technology
Technology News
Technology Sector Analysis: AI Infrastructure Spending Drives Divergence as Software Multiples Compress Under 4.32% Yields
Tech underperforms defensives as rate pressure weighs on software valuations while AI infrastructure beneficiaries sustain momentum.
Apr 23, 2026
Amazon AWS Growth Rebounds to 21% as Enterprise AI Workloads Surge
Amazon Web Services returned to accelerating growth in Q1, with AI-related services now representing a multi-billion dollar annual revenue run rate.
Apr 22, 2025
Microsoft Cloud Revenue Hits Record $35B as AI Copilot Drives Enterprise Adoption
Microsoft crushed Q3 estimates with Intelligent Cloud growing 21% to $35.1B. Azure AI services are now the fastest-growing segment in the company's history.
Apr 22, 2025
Apple Q2 2025 Earnings Preview: Services Revenue in Focus as iPhone Cycle Matures
Apple reports Tuesday after the bell. Wall Street expects EPS of $1.62 on revenue of $94.2B, with Services growth the key metric to watch.
Apr 22, 2025