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cloud-computing: Archive
CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
by Shreya Majumder
CoreWeave and Alphabet are racing to dominate AI infrastructure, each with unique strategies, risks and growth prospects.
NVDANegative Net Change GOOGLNegative Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing tech-stocks
SAP's Q4 Earnings & Revenues Up Y/Y, Stock Down on Weak Cloud Backlog
by Zacks Equity Research
SAP's Q4 EPS jumps 16% as cloud bookings and AI drive profits, but shares sink after cloud backlog and 2026 guidance miss expectations.
STXNegative Net Change SAPNegative Net Change SLPNegative Net Change BBNegative Net Change
cloud-computing computers earnings tech-stocks
IBM Q4 Earnings Surpass Estimates on Strong Cloud and AI Momentum
by Zacks Equity Research
International Business Machines tops Q4 estimates as software growth from hybrid cloud, watsonx AI and Red Hat lifts revenues, margins and profit despite macro uncertainty.
AMDNegative Net Change IBMNegative Net Change ANETNegative Net Change LYFTPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
These AI Cloud Stocks Are Starting to Soar Again Thanks to Nvidia: ANET, CRWV
by Shaun Pruitt
Arista Networks (ANET) and CoreWeave (CRWV) stock have been on a tremendous rally again as investors rotate back into AI infrastructure plays.
ANETNegative Net Change CRWVPositive Net Change MSFTNegative Net Change NVDANegative Net Change METANegative Net Change
artificial-intelligence cloud-computing earnings internet investing large-cap semiconductor software tech-stocks
AI Push to Boost Search Growth: More Upside Ahead for GOOGL Stock?
by Aniruddha Ganguly
Alphabet rides AI momentum in Search and Cloud, but rising competition from MSFT and AMZN may test its edge.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Bull of the Day: Lam Research (LRCX)
by Kevin Cook
Analysts have been behind the growth and valuation curves as TSM and MU signal WFE expansion into 2029
LRCXNegative Net Change INTCNegative Net Change AMDNegative Net Change MUNegative Net Change NVDANegative Net Change SNDKNegative Net Change ASMLNegative Net Change TSMNegative Net Change
artificial-intelligence automation cloud-computing robotics semiconductor
Iren Limited vs. CoreWeave: Accelerating AI Momentum
by Ethan Feller
Iren Limited and CoreWeave Inc and both experiencing rising share price momentum as investors again rotate into the AI theme
NVDANegative Net Change IRENNegative Net Change CRWVPositive Net Change
artificial-intelligence cloud-computing
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings?
by Zacks Equity Research
MSFT heads into Q2 earnings with Azure projecting 37% cc growth as AI partnerships, Ignite launches and new infrastructure fuel cloud momentum in Intelligent Cloud.
AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Western Digital's Q2 Earnings on Deck: Is the Stock Worth Buying Now?
by Shreya Majumder
WDC sees fiscal Q2 2026 non-GAAP revenue of $2.9B, up 20% year over year, as data center demand and high-capacity drives support growth momentum.
NTAPNegative Net Change WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change
artificial-intelligence business-services cloud-computing earnings-preview momentum-stocks tech-stocks
Hyperscaler Earnings Preview: MSFT & META
by Derek Lewis
A massive week of earnings is here, with both Microsoft and Meta Platforms helping to headline the docket. What can investors expect from the hyperscalers?
MSFTNegative Net Change METANegative Net Change
artificial-intelligence cloud-computing tech-stocks