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NEWS


Morgan Stanley Upgrades Amazon: Why the "Under-Appreciated" AWS Runway Could Drive a 40% Upside
Amazon stock jumped 5% as Morgan Stanley raised its price target to $350, forecasting a massive 47% AWS revenue acceleration in 2027 driven by AI and fulfillment robotics.
Grace N
3 days ago


Amazon’s Biggest Bet: Why AWS Just Took the Company Negative on Free Cash Flow
Amazon is spending a record $220 billion in 2026 to build out AI data centers, a massive undertaking that has driven the tech giant's free cash flow completely negative.
Grace N
3 days ago


Amazon's High-Stakes AI Tradeoff: Surging AWS Growth vs. Massive Capital Spending
Amazon's Q2 2026 earnings highlight a high-stakes tradeoff: while AWS revenue surged to $42.2 billion on massive AI demand, heavy capital expenditures pushed free cash flow into negative territory.
Grace N
Oct 13


AWS CEO Matt Garman Defends Data Centers: "Do You Not Want to Use Netflix?"
Facing growing community pushback, AWS CEO Matt Garman argues that the tech industry must aggressively highlight the everyday benefits of data centers, from powering streaming services to lowering local taxes.
Grace N
Oct 13
What the Salesforce and Google outages reveal about token theft and downtime
Two outages on the same day in September made one thing clear: when the cloud goes dark, identity security goes with it — and that’s the part attackers wait for. On September 16, 2026, Salesforce went down for seven hours. The same day, Google Drive went dark for 39 minutes. https://www.spiceworks.com/security/what-the-salesforce-and-google-outages-reveal-about-token-theft-and-downtime/
Joseph K
Oct 13
Docusign and Salesforce Launch Intelligent Agreement Management Natively Across Salesforce to Power Agentic Agreement Workflows
Docusign (Nasdaq: DOCU) today announced the next chapter in its more than 20-year partnership with Salesforce (NYSE: CRM). The expanded partnership brings the Docusign Intelligent Agreement Management (IAM) platform natively into Salesforce, Agentforce, and Slack, helping revenue teams move agreements forward without ever leaving the tools they already work in. https://www.prnewswire.com/news-releases/docusign-and-salesforce-launch-intelligent-agreement-management-natively-ac
Joseph K
Oct 13
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