Cloud Computing

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Big Tech just proved AI infrastructure spending works. Then it raised the bill anyway

Every cloud beat. Every capex forecast rose. That is the two-sentence summary of the biggest earnings day of 2026, and it tells you almost everything you need to know about where Big Tech’s AI infrastructure spending actually stands right now. Microsoft, Alphabet, Meta, and Amazon collectively committed somewhere between US$630 billion and US$650 billion in […]

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A.I. Spending Sets a Record, With No End in Sight

Google, Amazon, Microsoft and Meta reported more than $130 billion in quarterly capital expenditures on Wednesday as they build A.I. data centers. There’s more to come.

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US tech firms successfully lobbied EU to keep datacentre emissions secret

Legally questionable confidentiality clause adopted almost word for word from demands of Microsoft and trade groupsMicrosoft and other US tech companies successfully lobbied the EU to hide the environmental toll of their datacentres, an investigation has found, with demands to block a database of green metrics from public view written almost word for word into

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Amazon.com, Inc. (NASDAQ: AMZN) — Independent Equity Research Report

All data used in this analysis is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators. No proprietary data, paid research, or institutional tools are used — which means every number you see here can be verified by you, directly, in minutes. I have no financial relationship with any company…

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Alphabet Inc. (NASDAQ: GOOG) — Independent Equity Research

Rating: BUY | 12-Month Price Target: $390 | Current Price: ~$306 | Implied Upside: ~27% Report Date: February 27, 2026 | Analyst: Independent Equity Research This report is independent analytical research produced for informational and educational purposes only. It is not the product of a FINRA-registered broker-dealer, does not constitute investment advice, and should not…

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MSFT Equity Research 2026 | Independent Analysis Independent Equity Research Published: February 27, 2026 Analyst: Lead Equity Research Coverage Initiation Report MSFT NASDAQ · Technology Microsoft CorporationIndependent Equity Research The AI Infrastructure Paradox: World-Class Franchise, Near-Term FCF Compression Current Price $401.80 Market Cap ~$2.98T 52-Wk High $555.45 52-Wk Low $344.79 YTD Return -17.7% Fwd P/E…

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Optimizing Corporate Efficiency: The Strategic Role of Centralized Information in 2026

In the modern business era, the most valuable currency isn’t just capital—it’s information. As we navigate through 2026, companies are finding that the sheer volume of data being generated daily is overwhelming. From internal training manuals to customer support FAQs and technical documentation, keeping everything organized is no longer a luxury; it is a survival

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The Week’s 10 Biggest Funding Rounds: Largest Financings Went To Defense, Wearables, Energy And Security

Want to keep track of the largest startup funding deals in 2025 with our curated list of $100 million-plus venture deals to U.S.-based companies? Check out The Crunchbase Megadeals Board. This is a weekly feature that runs down the week’s top 10 announced funding rounds in the U.S. Check out last week’s biggest funding deal

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From Data to Decision-Making – How AI is Transforming Safety Programs

The approach to industrial risk management is experiencing a fundamental shift. Organizations are moving away from relying on historical incident logs for predicting future hazards. Modern facilities now integrate advanced computational models that analyze real-time operational inputs. This transition allows safety professionals to anticipate potential accidents before occurrences happen. Artificial intelligence provides necessary processing power,

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