Amazon, Google, Microsoft likely to benefit from ‘stable, healthy’ cloud spending: UBS (AMZN:NASDAQ)

With earnings right around the corner, Amazon (NASDAQ:AMZN), Google (NASDAQ:GOOG) (NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT) are likely to benefit from “stable” and “healthy” cloud spending, UBS said.

In speaking with 11 customers and partners at Oracle’s (ORCL) AI World event, UBS