Registration
 
All news
Top Stories
Editors' Picks
Crypto News
Financial News
Currencies
Market Voices
Companies
Regulators News
Central Banks News
Anastasiia Chabaniuk
Anastasiia Chabaniuk

Profit margins rise for cloud giants, James Pethokoukis notes

Profit margins rise for cloud giants, James Pethokoukis notes
Cloud computing profit margins rise

James Pethokoukis, industry influencer, highlights that the largest cloud computing companies have experienced an unexpected increase in profit margins.

Pethokoukis suggests this trend could signal that the payback from extensive investment in AI infrastructure may be becoming more apparent, although he notes a key challenge persists around ongoing capital requirements.

Pethokoukis has previously warned that a major supply gap in the Strait of Hormuz could increase the risk of a global recession. Oxford Economics projected that a six-month disruption in the region would result in a 13 million barrel daily shortfall. The analyst continues to monitor potential market pressures arising from both global supply risks and technology sector developments.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Editor's Picks for You

Toncoin becomes Gram: Why Durov restored token's original name
  • By Anastasiia Chabaniuk
  • 2 hours ago
Toncoin becomes Gram: Why Durov restored token's original name
Editors' Picks
Why Tether flipping Ethereum is a pivotal moment for crypto
  • By Kyle Torpey
  • Yesterday
Why Tether flipping Ethereum is a pivotal moment for crypto
Editors' Picks
MiCA deadline: Why crypto companies are leaving Europe
  • By Eugene Komchuk
  • Yesterday
MiCA deadline: Why crypto companies are leaving Europe
Editors' Picks
All Editors' Top Picks

Latest James Pethokoukis News

James Pethokoukis: SpaceX valuation surge driven by public perception of Musk
  • By Anastasiia Chabaniuk
  • 14.06.2026
James Pethokoukis: SpaceX valuation surge driven by public perception of Musk
Market Voices
#James Pethokoukis
Europe at 5 percent of global AI compute while U.S. dominates, James Pethokoukis notes
  • By Oleg Tkachenko
  • 12.06.2026
Europe at 5 percent of global AI compute while U.S. dominates, James Pethokoukis notes
Market Voices
#James Pethokoukis
James Pethokoukis: Goldman Sachs flags conservative hyperscaler capex estimates for 2027
  • By Parshwa Turakhiya
  • 11.06.2026
James Pethokoukis: Goldman Sachs flags conservative hyperscaler capex estimates for 2027
Market Voices
#James Pethokoukis
All James Pethokoukis News
  • Anastasiia Chabaniuk
  • 2 hours ago
Toncoin becomes Gram: Why Durov restored token's original name
  • Kyle Torpey
  • Yesterday
Why Tether flipping Ethereum is a pivotal moment for crypto
  • Eugene Komchuk
  • Yesterday
MiCA deadline: Why crypto companies are leaving Europe
  • Mikhail Vnuchkov
  • 13.06.2026
From “Holy Trinity” to WLD crash: How Arthur Hayes became a market-moving seller
  • Eugene Komchuk
  • 12.06.2026
The world's first trillionaire: How Musk built his fortune on electric cars, space and AI
  • Oleg Tkachenko
  • 12 min ago
Ursula von der Leyen: €1.5 billion to support Egypt’s reform agenda in 2024
  • Jose Antonio Gastelum
  • 12 min ago
CFTC quietly establishes U.S. as global venue for regulated crypto derivatives, Scott Melker notes
  • Mikhail Vnuchkov
  • 17 min ago
S&P 500 gains over 10 percent year to date while sentiment stays negative, Lance Roberts notes
  • Andreas Kristo
  • 1 hour ago
U.S. stocks hold steady on BoJ rate hike and China retail sales decline, Gary Black notes
  • Olga Shendetskaya
  • 1 hour ago
SPCX offers tactical moves from IPO to Day 3, Scott Redler notes
Weekly Top Bonuses
up to $2,500
deposit bonus for all clients
CLAIM BONUS
Your capital is at risk.
Top News
  • Olga Shendetskaya
  • 1 hour ago
U.S. judge dismisses Musk xAI suit against OpenAI
U.S. judge dismisses Musk xAI suit against OpenAI
  • Ivan Andriyenko
  • 2 hours ago
U.S. futures steady as markets weigh Iran deal
U.S. futures steady as markets weigh Iran deal
  • Andrey Mastykin
  • 3 hours ago
Oil slips as U.S.-Iran deal raises hopes for Hormuz reopening
Oil slips as U.S.-Iran deal raises hopes for Hormuz reopening
  • Eugene Komchuk
  • 4 hours ago
Bitcoin rises to $66,000 after Bank of Japan rate hike
Bitcoin rises to $66,000 after Bank of Japan rate hike
  • Olga Shendetskaya
  • 20 hours ago
Nvidia returns to bond market as AI borrowing wave grows
Nvidia returns to bond market as AI borrowing wave grows
Live News
  • Mykhailo Ihnatenko
  • Now
Intel eyes ATH amid improving market sentiment
  • Anton Kharitonov
  • Now
Natural gas extends recovery as rally regains momentum
  • Anton Kharitonov
  • Now
Euro remains under pressure ahead of Fed rate decision
  • Mykhailo Ihnatenko
  • Now
Quantum ambitions push Rolls-Royce toward record highs
  • Mykhailo Ihnatenko
  • Now
BT Group stands out as broadband rivals struggle
Who We Are
Business Solutions
For Users
TU News
Popular Sections
Disclosures
CONTACT US
Legal
We are in Social Media
© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186
  • Risk disclosure:

    Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

    That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.

  • Disclaimer:

    Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

    Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.

  • Disclosure of advertisers and revenues:

    All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

    Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.

onepercentfortheplanet.org World Association of News Publishers https://gdpr.eu/ GDPR