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cloud-computing: Archive

Sheraz Mian

Breaking Down Mag 7 Earnings: Good or Bad?

We've heard from nearly all Mag 7 members following this week's releases, with only Nvidia yet to report. How have results been?

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Shaun Pruitt

Buy the Dip in Amazon Stock After Mixed Q4 Results & CapEx Concerns?

In the aftermath of its Q4 post-earnings selloff, Amazon stock is trading near its cheapest P/E valuation in a decade.

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

Ethan Feller

Amazon and Alphabet: Top AI Stocks Powering the Next Wave

Amazon and Alphabet appear to be positioning for the long-term trends in AI, but should investors buy the stocks?

AMZNNegative Net Change GOOGLNegative Net Change

Derek Lewis

Alphabet and Microsoft: Billion Dollar AI Bettors

Both companies are laying out huge capital to build out during the broader AI frenzy, with the trend seemingly not slowing anytime soon following recent quarterly results.

MSFTPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Amazon Q4 Earnings Miss Estimates, Shares Slide on $200B Capex Plan

AMZN tops Q4 revenue estimates as AWS growth reaccelerates to 24%, but shares slide after guidance and a $200 billion 2026 capex plan spook investors.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change

Shaun Pruitt

Buy Alphabet Stock After Strong Q4 Results or is it Too Soon?

Posting strong Q4 results yesterday evening, Alphabet (GOOGL) stock still dipped half a percentage point in Thursday's trading session as investors pondered its massive spending plans.

GOOGLNegative Net Change AMZNNegative Net Change MSFTPositive Net Change METANegative Net Change

Zacks Equity Research

PTC Q1 Earnings & Revenues Top, Rise Y/Y on Large Deal Momentum

PTC's Q1 FY26 EPS surges 75% Y/Y to $1.92 and revenues jump 21%, beating guidance and consensus while IPL strategy and large deals gain traction.

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Vasundhara Sawalka

3 Reasons to Hold Oracle Stock Despite 43% Decline in 6 Months

ORCL is down 42% in six months, but a $523 billion backlog, rapid cloud growth and multi-cloud momentum offer reasons to hold despite execution worries.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Microsoft Plunges 14% Post Q2 Earnings: Buy, Sell or Hold the Stock?

MSFT shares sank 14% after Q2 as AI capex, margin pressure and cloud capacity limits overshadowed beats and a record $51.5 billion Cloud quarter.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Will Amazon's Q4 Earnings Benefit From Healthy AWS Momentum?

AMZN's Q4 results due Feb. 5 may get a lift from strong AWS momentum, with AI-driven cloud demand and consensus calling for 21.6% sales growth.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change