**Amazon, Google, Microsoft Likely to Benefit from ‘Stable, Healthy’ Cloud Spending: UBS**

With earnings reports approaching, Amazon (NASDAQ: AMZN), Google (NASDAQ: GOOG) (NASDAQ: GOOGL), and Microsoft (NASDAQ: MSFT) are poised to benefit from what UBS describes as “stable” and “healthy” cloud spending.

In discussions with 11 customers and partners at Oracle’s (NASDAQ: ORCL) AI World event, UBS provided quick insights indicating that stable enterprise cloud spending is expected to positively impact the earnings of these tech giants. There is even some potential upside, particularly for Microsoft and Google.

Several partners noted that Microsoft Azure appears to be gaining market share, showing accelerated growth in recent quarters. In contrast, Amazon Web Services (AWS) is perceived as performing slightly below expectations.

Demand driven by AI—especially for cloud-hosted GPUs and data software—is fueling impressive growth in cloud revenue, with no signs of slowing down.

**Related Stocks:**

– Amazon.com, Inc. (AMZN)
– Alphabet Inc. (GOOG)
– Microsoft Corporation (MSFT)

Stay tuned for more trending news and detailed earnings analysis.
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