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cloud-computing: Archive
MSFT vs. NOW: Which Cloud Software Provider Offers More Upside?
by Vasundhara Sawalka
ServiceNow's AI control tower and workflow automation offer superior upside compared with Microsoft's diversified model. NOW's YTD decline offers superior upside potential.
MSFTPositive Net Change NOWNegative Net Change
artificial-intelligence cloud-computing tech-stocks
ASTS vs. IBM: Which Connectivity Innovator is the Better Buy Today?
by Supriyo Bose
IBM's steady growth, improving estimates and lower valuation help it stand out as the stronger pick in this two-stock connectivity showdown.
TNegative Net Change MSFTPositive Net Change IBMPositive Net Change VZNegative Net Change ASTSPositive Net Change
artificial-intelligence cloud-computing communications iot mobile software tech-stocks telecom
Bull of the Day: NVIDIA (NVDA)
by Kevin Cook
Sentiment is way too skeptical and this is your last chance to buy the Jensen Juggernaut on sale
NVDANegative Net Change
artificial-intelligence automation autonomous-vehicles cloud-computing robotics self-driving-cars semiconductor
Can Nebius Overcome Its Capacity Bottleneck to Drive Higher Revenues?
by Shreya Majumder
NBIS races to expand capacity as surging AI demand sells out every build, driving huge CapEx plans and reshaping revenue targets.
MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing emerging-markets internet tech-stocks
A Tale of Two Tech Giants: NVDA and PANW
by Mark Vickery
Non-GAAP gross margins for NVIDIA reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts expected.
NVDANegative Net Change PANWNegative Net Change
artificial-intelligence cloud-computing cybersecurity earnings semiconductor tech-stocks
GLW vs. ANET: Which AI Infrastructure Stock Offers More Upside?
by Supriyo Bose
Corning's demand rebound, AI-driven fiber growth and cheaper valuation position it ahead of Arista in the battle for AI infrastructure upside.
GLWNegative Net Change ANETNegative Net Change
artificial-intelligence cloud-computing communications iot saas tech-stocks telecom
SNOW's Multi-Cloud Strategy: Can Partners Power Sustained Expansion?
by Zacks Equity Research
Strong partner momentum supports Snowflake's strategy, yet sustained expansion depends on enterprise ramp-up.
AMZNPositive Net Change GOOGLPositive Net Change SNOWNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Can CRWV Maintain its Enterprise Upswing as Supply Constraints Tighten?
by Shreya Majumder
Coreweave trims its 2025 outlook amid supply constraints but continues to score major enterprise wins and expand into federal markets.
MSFTPositive Net Change CRWDPositive Net Change NBISPositive Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing internet tech-stocks
These AI Stocks are Spiking and OpenAI could be the first Trillion Dollar IPO
by Shaun Pruitt
Nvidia and its AI partners saw their stocks surge on Monday after the chip giant announced plans to invest $100 billion in OpenAI.
NVDANegative Net Change DELLPositive Net Change ORCLPositive Net Change AVGOPositive Net Change HPEPositive Net Change APLDPositive Net Change CRWVPositive Net Change
artificial-intelligence cloud-computing investing large-cap tech-stocks
Seagate's Shares Climb 204.7% YTD: Should You Buy STX Now?
by Shreya Majumder
STX surges as booming AI data needs and cloud demand fuel record margins, strong guidance and soaring adoption of its high-capacity HAMR drives.
WDCPositive Net Change STXPositive Net Change MUPositive Net Change PSTGPositive Net Change
artificial-intelligence cloud-computing computers tech-stocks
Can Snowflake's AI Data Cloud Architecture Deepen Its Market Edge?
by Zacks Equity Research
SNOW sees rising AI-driven usage as its Data Cloud architecture supports advanced workloads and navigates mounting competitive pressure.
MSFTPositive Net Change GOOGLPositive Net Change SNOWNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Can the Launch of an Advanced Quantum Processor Propel IBM Stock?
by Supriyo Bose
IBM unveils its most advanced quantum processor yet, boosting software synergy and fueling optimism for future growth despite margin pressures.
AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks
Top Wide-Moat Stocks to Invest in for Long-Term Wealth and Stability
by Anindya Barman
LRCX, ASML, NVDA and MCO use strong moats to fend off rivals and deliver consistent returns amid market shifts.
GOOGPositive Net Change AMZNPositive Net Change MSFTPositive Net Change MCOPositive Net Change NVDANegative Net Change ASMLPositive Net Change LRCXPositive Net Change
cloud-computing finance semiconductor tech-stocks
Will AWS' Growing Capital Spending Boost or Burden Amazon Stock?
by Vasundhara Sawalka
AMZN's more than $75 billion capital spending plan for AWS infrastructure positions the cloud leader to capitalize on surging AI demand despite near-term margin pressure.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing retail
Microsoft's AI Datacenter Expansion: A Game Changer for the Stock?
by Vasundhara Sawalka
MSFT's $34.9 billion fiscal Q1 capex surge funds global AI datacenter expansion, but capacity constraints persist through fiscal 2026 amid intensifying competition.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Oracle Rises 44.5% YTD on Cloud Strength: Buy the Stock Now or Hold?
by Vasundhara Sawalka
ORCL's 44.5% YTD surge rides on booming cloud growth, but lofty valuations raise questions on whether it's time to buy or simply hold.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Stocks to Watch for the First Trillion Dollar Holiday Shopping Season
by Shaun Pruitt
Savvy investors are eyeing the retail sector, with this holiday shopping season expected to be the first in U.S. history to exceed $1 trillion in sales.
AMZNPositive Net Change WMTPositive Net Change CROXNegative Net Change NKEPositive Net Change NFLXNegative Net Change COSTPositive Net Change LULUNegative Net Change XLYPositive Net Change UAANegative Net Change
apparel artificial-intelligence cloud-computing consumer-discretionary e-commerce earnings inflation investing large-cap retail robotics
Should You Buy, Sell, or Hold Cisco Stock Before Q1 Earnings?
by Aniruddha Ganguly
CSCO's first-quarter fiscal 2026 results may reflect solid networking and security demand, but competition and valuation pressures loom large.
CSCONegative Net Change DELLPositive Net Change ANETNegative Net Change HPEPositive Net Change
artificial-intelligence cloud-computing communications tech-stocks
Microsoft Stock Rises 17.9% YTD on Cloud Strength: Buy Now or Hold?
by Vasundhara Sawalka
MSFT's 17.9% YTD gain masks valuation concerns and capacity constraints. Strong fundamentals support holding, but new investors should wait for a pullback.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?
by Supriyo Bose
ANET's Q3 earnings surged past estimates on strong cloud networking demand and portfolio strength, though margin pressures and customer risks persist.
CSCONegative Net Change ANETNegative Net Change HPEPositive Net Change
artificial-intelligence cloud-computing communications iot tech-stocks
The Cheapest AI Leader in the World? Meet Baidu
by Andrew Rocco
Baidu is quietly positioning itself as one of the most comprehensive AI platforms in the world, combining its dominant search businesses, LLM, AI-centric cloud infrastructure, and the largest robotaxi fleet on the planet.
NVDANegative Net Change BIDUPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change
advertising artificial-intelligence autonomous-vehicles cloud-computing self-driving-cars tech-stocks
Akamai Q3 Earnings Surpass Estimates, Revenues Increase Y/Y
by Zacks Equity Research
AKAM posts Q3 earnings and revenue beats, powered by strong demand for its Guardicore and cloud infrastructure services.
AKAMPositive Net Change WDAYNegative Net Change KEYSPositive Net Change ASTSPositive Net Change
cloud-computing communications earnings tech-stocks
Bear of the Day: IREN Limited (IREN)
by Kevin Cook
Analysts were slashing EPS estimates ahead of this report, but after MSFT deal a trough may be close
IRENPositive Net Change MSFTPositive Net Change DELLPositive Net Change NVDANegative Net Change
alt-energy artificial-intelligence bitcoin cloud-computing energy
Buy 5 Stocks With High ROE as Markets Wobble on AI Growth Concerns
by Supriyo Bose
As markets reel from AI valuation worries and economic jitters, cash-rich, high-ROE stocks like Corning and TE Connectivity stand out as strong picks.
GLWNegative Net Change TELPositive Net Change BBVAPositive Net Change ZTONegative Net Change VICINegative Net Change
artificial-intelligence biotechnology cloud-computing communications finance reit tech-stocks
3 Key Reasons to Buy Snowflake Stock Beyond the 71% Surge YTD
by Kashvi Chandgothia
With rising AI adoption and strong customer growth, SNOW's 71% rally is more than just market momentum.
AMZNPositive Net Change MSFTPositive Net Change NOWNegative Net Change SNOWNegative Net Change
artificial-intelligence cloud-computing saas tech-stocks