11+ hour, 43+ min ago  (56+ words) with private cloud Seeking Alpha Broadcom (AVGO) and Standard Chartered (SCBFF) (SCBFY) entered a long-term commitment to accelerate the British bank’s global infrastructure modernization by setting up a secure, resilient private cloud foundation to support banking services across 54 global markets....

17+ hour, 29+ min ago  (120+ words) Seeking Alpha - With the exception of Alphabet, which has generated stellar returns over the past one, three, and five years, the other three hyperscalers' stocks have struggled mightily in 2026. - The key lesson we have learned is that the semiconductor sector…...

1+ day, 12+ hour ago  (62+ words) Apple Intelligence gets China nod; to use Alibaba AI models Seeking Alpha Nikada/iStock Unreleased via Getty Images China's cyberspace regulator said that Apple's (AAPL) on-device generative AI service Apple Intelligence has been registered for ​use on iPhones in the…...

1+ day, 13+ hour ago  (104+ words) Seeking Alpha - Sterling Infrastructure is transforming into a high-margin, mission-critical E-Infrastructure specialist, directly exposed to AI, data centers, and semiconductor megatrends. - STRL's Q1 FY26 delivered 92% revenue growth, 120% adjusted EPS growth, and raised full-year guidance, underpinned by a robust backlog and successful CEC…...

2+ day, 9+ hour ago  (54+ words) Seeking Alpha Anthropic (ANTHRO) said on Tuesday that it is committing $10M CAD to artificial intelligence research in Canada to fund the next generation of AI work. “The $10 million we’re committing will fund research into beneficial and responsible applications of AI,…...

4+ day, 14+ hour ago  (94+ words) Seeking Alpha - Rackspace Technology is rated Sell due to a deteriorating core business, negative equity, and unsustainable leverage exceeding 13x EBITDA. - RXT’s pivot to AI infrastructure is ill-timed, requiring billions in capex that its capital structure and cash flow cannot support....

6+ day, 12+ hour ago  (48+ words) Seeking Alpha The UK government on Friday brought Microsoft (MSFT), Google (GOOG), Amazon Web Services (AMZN), and Oracle (ORCL) under direct regulatory oversight after designating them as Critical Third Parties to the country's financial sector, a...

2+ week, 8+ hour ago  (56+ words) Seeking Alpha Just_Super/E+ via Getty Images Datadog (DDOG), which provides observability and security for cloud applications, has built a "technological moat to thrive in the AI super cycle," according to Benchmark analyst Yi Fu Lee. "Our recent observation concludes Datadog…...

2+ week, 1+ day ago  (99+ words) Seeking Alpha Microsoft (MSFT) and Amazon (AMZN) are “standing out” in a recent survey showing strong cloud computing spending for the rest of 2026, Jefferies said. “Cloud spend will modestly accelerate to 10.1% in '26 vs. 9.6% in '25 based on survey data, vs. our…...

2+ week, 1+ day ago  (58+ words) Seeking Alpha Check Point Software (CHKP) and Nice (NICE) have both expanded their availability by becoming launch partners on Amazon Web Services' new European Sovereign Cloud. Through the collaboration, organizations can deploy Nice's AI capabilities that support data residency, operational…...