BofA’s Justin Post sees AWS growing 19%-20% in Q4 as Azure faces go-to-market challenges. Post maintains a Buy on Amazon, citing strong AI-driven cloud demand and an attractive risk-reward setup. The ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Amazon's stock dropped 8.3% as AWS's growth significantly lagged ...

Amazon and Microsoft's Azure are the clear leaders in offering cloud services to enterprises, according to the results of a customer survey released by investment bank Cowen and Company.

Broadcom snuggled its VMware business ever closer to Microsoft’s Azure cloud, making it easier for customers to run the Broadcom-edized VMware Cloud Foundation (VCF) subscription platform on Azure and ...