/ AWS
/ Market Analysis
Beyond the Outage: Cloudflare’s AI-Driven Growth Story
Despite a recent outage-driven stock dip, Cloudflare's strategic positioning in AI and strong financials present a potential investment opportunity.
November 19, 2025
Why the AWS Outage was Good for Amazon’s Stock Price
Amazon’s latest outage exposed its systemic importance: when the internet falters, the market still bets on AWS.
October 21, 2025
How AWS’s Slowing Growth Can Weigh on Amazon’s Stock Price
AWS may still lead in cloud revenue, but its AI lag raises long-term risks for Amazon’s cloud dominance and investor confidence.
August 27, 2025
Cloud Wars: Google’s $75B Bet Against Microsoft and Amazon
The Big Three are heavily investing into data infrastructure, but which company has the most flexible web of cloud components for future growth?
May 29, 2025
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