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cloud-computing: Archive

Vasundhara Sawalka

Amazon Trades at a Premium P/E: Time to Hold or Fold the Stock?

AMZN posts record Q4 revenues and surging AWS growth, but a $200B 2026 capex plan and shrinking free cash flow highlight risks as the stock trades above industry P/E.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

IBM Partners With SEI on Agentic AI: Will it Boost Profits?

IBM partners with SEI Investments to accelerate enterprise transformation using agentic AI and automation to streamline workflows and improve client experience.

MSFTNegative Net Change IBMNegative Net Change SEICPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Can Charter's Expanding Portfolio Help Its Stock Recover in 2026?

CHTR expands Spectrum services for California agencies, rolls out Wi-Fi 7 and rural broadband, and targets symmetrical multi-gig speeds across 50% of its network by 2026.

STRAPositive Net Change EXPENegative Net Change CHTRNegative Net Change CRINegative Net Change

Zacks Equity Research

Oracle's AI Push: A Potential Catalyst for Q3 Earnings Growth?

ORCL heads into fiscal Q3 earnings with AI launches, soaring cloud momentum and expanding OCI capacity that may help fuel revenue and EPS growth.

ORCLPositive Net Change AEISNegative Net Change APPSPositive Net Change MDBPositive Net Change

Zacks Equity Research

Can Intel's AI Push With Infosys Deal Drive Long-Term Growth?

INTC teams up with Infosys to scale enterprise AI from experiments to real-world deployments using advanced hardware and software solutions.

INTCPositive Net Change AMDNegative Net Change INFYNegative Net Change NVDANegative Net Change

Kashvi Chandgothia

Can APLD's Multi-Gigawatt Pipeline Drive Further Upside for the Stock?

Applied Digital's AI campus expansion, including a 400 MW Polaris Forge project and $16B in hyperscale agreements, is fueling rapid revenue growth and future capacity buildout.

EQIXNegative Net Change RIOTPositive Net Change APLDPositive Net Change

Arijit Sarkar

Can Silicon Motion's AI Storage Innovations Drive Future Growth?

SIMO to unveil AI-optimized boot storage and enterprise SSD controllers at Embedded World 2026, targeting industrial systems, automotive AI computing and data center workloads.

WDCPositive Net Change MRVLPositive Net Change SIMOPositive Net Change

Zacks Equity Research

Can Alibaba Stock Overcome Weak Cloud Growth and Regulatory Pressure?

BABA posts 34% cloud growth, but plunging profit, negative free cash flow and renewed Chinese regulatory pressure raise doubts about payoff from heavy AI spending.

AMZNPositive Net Change MSFTNegative Net Change BABAPositive Net Change

Vasundhara Sawalka

Oracle Before Q3 Earnings: Should You Buy, Sell or Hold the Stock?

ORCL heads into Q3 earnings with cloud revenues projected to surge up to 44% and AI demand lifting OCI, but rising debt, negative cash flow and legal risks cloud the outlook.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Ciena's Q1 Earnings & Revenues Beat, Surge Y/Y, Stock Falls

CIEN tops fiscal Q1 2026 estimates as AI-driven network demand lifts revenue 33%. Cloud growth and a record $7B backlog signal sustained optical infrastructure spending.

CIENPositive Net Change NTGRPositive Net Change VIAVNegative Net Change LITEPositive Net Change