EU Lawmaker Urges Inclusion of Cloud, AI in Digital Markets Act to Counter US, China Dominance
German MEP Andreas Schwab advocates for including cloud and AI services under the EU's Digital Markets Act (DMA) to prevent US and Chinese market dominance, citing the UK's CMA findings on Amazon and Microsoft's sustained above-cost returns in the cloud sector and the rapid growth of AI services.
EU Lawmaker Urges Inclusion of Cloud, AI in Digital Markets Act to Counter US, China Dominance
German MEP Andreas Schwab advocates for including cloud and AI services under the EU's Digital Markets Act (DMA) to prevent US and Chinese market dominance, citing the UK's CMA findings on Amazon and Microsoft's sustained above-cost returns in the cloud sector and the rapid growth of AI services.
Progress
52% Bias Score
Microsoft's Q2 Cloud Revenue Shortfall Impacts Stock Price; Meta and Tesla Also Report Results
Microsoft's Q2 fiscal year revenue grew 12% to \$69.6 billion, exceeding expectations, but cloud revenue growth of 21% to \$40.9 billion missed forecasts, resulting in a stock price drop of up to 3.7% in after-hours trading; meanwhile, Meta's Q4 revenue surged 21% to \$48.39 billion, exceeding estim...
Microsoft's Q2 Cloud Revenue Shortfall Impacts Stock Price; Meta and Tesla Also Report Results
Microsoft's Q2 fiscal year revenue grew 12% to \$69.6 billion, exceeding expectations, but cloud revenue growth of 21% to \$40.9 billion missed forecasts, resulting in a stock price drop of up to 3.7% in after-hours trading; meanwhile, Meta's Q4 revenue surged 21% to \$48.39 billion, exceeding estim...
Progress
40% Bias Score
Microsoft Q2 Earnings Miss Azure Growth Expectations, Shares Drop 5%
Microsoft's fiscal Q2 earnings beat revenue expectations at $69.63 billion but missed on Azure cloud growth (31% vs. expected 31.9%-31.1%), causing a 5% stock drop; the company invested $750 million more in OpenAI.
Microsoft Q2 Earnings Miss Azure Growth Expectations, Shares Drop 5%
Microsoft's fiscal Q2 earnings beat revenue expectations at $69.63 billion but missed on Azure cloud growth (31% vs. expected 31.9%-31.1%), causing a 5% stock drop; the company invested $750 million more in OpenAI.
Progress
40% Bias Score
Amazon: Wall Street's Top Pick for Q4 Earnings
Multiple Wall Street firms predict strong Q4 2024 earnings for Amazon, citing robust e-commerce growth, record delivery speeds, expanding advertising revenue, and AWS's AI-driven expansion as key factors; however, potential new tariffs and elevated expectations for AWS pose risks.
Amazon: Wall Street's Top Pick for Q4 Earnings
Multiple Wall Street firms predict strong Q4 2024 earnings for Amazon, citing robust e-commerce growth, record delivery speeds, expanding advertising revenue, and AWS's AI-driven expansion as key factors; however, potential new tariffs and elevated expectations for AWS pose risks.
Progress
48% Bias Score
SAP Stock Soars, Becomes DAX Leader Amidst Cloud Success and Cost Cuts
SAP's stock price exceeded €260, making it the DAX's most valuable company due to its successful cloud transition and cost-cutting measures, though economic uncertainty remains a factor.
SAP Stock Soars, Becomes DAX Leader Amidst Cloud Success and Cost Cuts
SAP's stock price exceeded €260, making it the DAX's most valuable company due to its successful cloud transition and cost-cutting measures, though economic uncertainty remains a factor.
Progress
52% Bias Score
SAP Raises 2025 Profit Outlook on Cloud, AI Growth
SAP raised its 2025 operating profit forecast to 10.3-10.6 billion euros from 10.2 billion euros due to strong growth in cloud and AI, exceeding expectations with a 25% rise in adjusted operating profit to 8.15 billion euros in 2024 and viewing competition as beneficial for innovation.
SAP Raises 2025 Profit Outlook on Cloud, AI Growth
SAP raised its 2025 operating profit forecast to 10.3-10.6 billion euros from 10.2 billion euros due to strong growth in cloud and AI, exceeding expectations with a 25% rise in adjusted operating profit to 8.15 billion euros in 2024 and viewing competition as beneficial for innovation.
Progress
56% Bias Score
Microsoft Stock Falls Despite Earnings Beat Amid Azure Growth Concerns
Microsoft's fiscal Q2 2025 results, released Wednesday, beat earnings and revenue estimates but disappointed with Azure cloud revenue growth and conservative guidance, causing a stock drop of over 5% and raising concerns about AI investment returns; revenue reached $69.6 billion, exceeding expectati...
Microsoft Stock Falls Despite Earnings Beat Amid Azure Growth Concerns
Microsoft's fiscal Q2 2025 results, released Wednesday, beat earnings and revenue estimates but disappointed with Azure cloud revenue growth and conservative guidance, causing a stock drop of over 5% and raising concerns about AI investment returns; revenue reached $69.6 billion, exceeding expectati...
Progress
48% Bias Score
Mixed After-Hours Trading: IBM Soars, Others Falter
After-hours trading saw mixed results for several companies: IBM surged 9% on exceeding Q4 expectations ($3.92 EPS, $17.55B revenue); Meta rose 5% beating estimates ($8.02 EPS, $48.39B revenue); while others like ServiceNow (-7%) and Whirlpool (-12%) underperformed.
Mixed After-Hours Trading: IBM Soars, Others Falter
After-hours trading saw mixed results for several companies: IBM surged 9% on exceeding Q4 expectations ($3.92 EPS, $17.55B revenue); Meta rose 5% beating estimates ($8.02 EPS, $48.39B revenue); while others like ServiceNow (-7%) and Whirlpool (-12%) underperformed.
Progress
44% Bias Score
Tech Earnings: AI Spending, Deliveries, and Cloud Revenue in Focus
Major tech companies Meta, Tesla, and Microsoft are releasing quarterly earnings reports this week, with analysts closely watching AI capital expenditures, delivery growth, and cloud computing revenue, respectively, amid a recent tech sell-off.
Tech Earnings: AI Spending, Deliveries, and Cloud Revenue in Focus
Major tech companies Meta, Tesla, and Microsoft are releasing quarterly earnings reports this week, with analysts closely watching AI capital expenditures, delivery growth, and cloud computing revenue, respectively, amid a recent tech sell-off.
Progress
48% Bias Score
Microsoft's Stock Lags Despite AI Investments; Azure Growth Slows
Microsoft's stock lags behind other tech giants despite heavy AI investment; slower Azure growth and OpenAI's move away from exclusive Azure use raise investor concerns; the company expects 11% revenue growth to $68.8 billion, and earnings per share to increase to $3.11 from $2.93.
Microsoft's Stock Lags Despite AI Investments; Azure Growth Slows
Microsoft's stock lags behind other tech giants despite heavy AI investment; slower Azure growth and OpenAI's move away from exclusive Azure use raise investor concerns; the company expects 11% revenue growth to $68.8 billion, and earnings per share to increase to $3.11 from $2.93.
Progress
44% Bias Score
SAP Returns to Double-Digit Growth Amidst Major Restructuring
SAP reported a 10 percent revenue increase to 34 billion euros in 2023, driven by cloud growth, while its restructuring program, exceeding expectations with 10,000 positions affected, aims to accelerate transformation towards an AI-focused strategy.
SAP Returns to Double-Digit Growth Amidst Major Restructuring
SAP reported a 10 percent revenue increase to 34 billion euros in 2023, driven by cloud growth, while its restructuring program, exceeding expectations with 10,000 positions affected, aims to accelerate transformation towards an AI-focused strategy.
Progress
48% Bias Score
DigitalOcean Launches Accessible GenAI Platform for Businesses
DigitalOcean unveiled its GenAI platform at Deploy 25, offering businesses an accessible way to integrate generative AI into applications using models from Meta, Mistral AI, and Anthropic, simplifying development with an intuitive interface and affordable pricing.
DigitalOcean Launches Accessible GenAI Platform for Businesses
DigitalOcean unveiled its GenAI platform at Deploy 25, offering businesses an accessible way to integrate generative AI into applications using models from Meta, Mistral AI, and Anthropic, simplifying development with an intuitive interface and affordable pricing.
Progress
44% Bias Score