Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword.

Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.

Marvell Technology confirms XPU programs for Amazon and Microsoft on track to ramp in 2026, will add $2B in revenues by 2028. Analyst reiterates Overweight rating.

Microsoft (MSFT) and Amazon (AMZN) were downgraded to neutral by Rothschild due to high AI spend and profit uncertainty. Amazon Web Services posted 20% growth in the third quarter, with AI providing a lift to the mature cloud business. Amazon is expanding ...

Tech giants are undergoing a massive workforce overhaul in 2025, with over 122,000 employees laid off. This significant restructuring is driven by rap

T-Mobile names a new chief operating officer, Microsoft and Amazon execs depart, and a Redfin vet joins RentSpree as CTO.

Game wirelessly across Xbox, PC, mobile, and smart TVs with 40-hour battery life.

Analysts at Stifel and J.P. Morgan pushed back on reports the chip maker is losing important orders for custom chips.