Jordan Novet
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Adobe trades lower on concerns over Marketo acquisition

Adobe stock dropped as much as 5 percent in a down market for tech stocks on Friday, a day after reporting better-than-expected earnings for the fourth quarter of its 2018 fiscal year. Investors are concerned about the $4.75 billion acquisition…

Microsoft's cloud business could be bigger than Windows by 2021, KeyBanc says

While Microsoft is arguably best known for being the company behind Windows, its cloud business could soon be a bigger deal in terms of revenue. In a note distributed to clients on Thursday, KeyBanc Capital Markets analysts Brent Bracelin and…

Microsoft is making its first web browser for the Mac in 15 years

Microsoft’s web browsing technology is coming back to the Mac. On Thursday Microsoft said that its Edge browser, which was introduced in 2015 as part of Windows 10, will be coming to the Mac as part of a broader rethinking…

Microsoft's CFO is keeping an eye on gaming now that it does $10 billion in annual revenue

Microsoft has been in the gaming business since the turn of the century. Finally it matters to the company from a financial standpoint. “Amy Hood, our CFO, she likes to tell me I’ve made the spreadsheet now, and she says…

How Microsoft bounced back

Over the weekend, a 2007 blog post entitled “Microsoft is Dead” from Paul Graham, co-founder of Silicon Valley start-up factory Y Combinator, was recirculated online. Graham argued that while Microsoft was still making money, no one was scared of it…

Amazon bet on Arm could weaken Intel's hold on data centers, which make up one-third of its business

Energy-efficient processors based on the Arm architecture could be more widely deployed after Amazon Web Services’ introduction of Arm-based cloud-computing resources for developers this week. The prospect of Softbank-owned Arm growing beyond consumer devices like smartphones and becoming a force…

Amazon’s cloud business is competing with its own customers

At its annual customer conference in Las Vegas this week, Amazon‘s cloud business, Amazon Web Services, announced several new products. A few of them compete directly with smaller companies that already offer similar products running on Amazon’s cloud. AWS is…

Amazon is coming to company data centers, and that should scare Cisco, HPE and Dell

Amazon cloud chief Andy Jassy said that during the first half of 2018, he was consistently getting requests from customers who wanted Amazon’s help not just in the cloud, but also in their own data centers. For some companies, there…

Amazon’s cloud unit launches Arm-based server chips

Amazon’s cloud business is coming out with cheaper computing options, thanks to server chips that use the energy-efficient Arm processing architecture. Amazon Web Services, the clear market leader for public cloud infrastructure, is the first of the big cloud providers…

AMD shares rise 8 percent after chipmaker announces new business from Amazon’s cloud unit

AMD shares rose about 8 percent on Tuesday after the semiconductor company said Amazon’s cloud unit would start using its Epyc data center chips to deliver services to third-party customers. The announcement was made by AMD CEO Lisa Su at…