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cloud-computing: Archive
3 Beaten Down AI Stocks Gaining Momentum (IREN, NBIS, CRWV)
by Ethan Feller
IREN Limited, Nebius Group N.V. and CoreWeave shares are all picking up momentum after a challenging end to last year
IRENNegative Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing
Amazon vs. Oracle: Which Cloud Computing Stock is the Better Buy Now?
by Vasundhara Sawalka
AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in cloud scale.
AMZNNegative Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing retail tech-stocks
Can IBM's Sovereign Core Software Launch Boost Its Shares?
by Zacks Equity Research
International Business Machines unveils Sovereign Core, an AI-ready platform helping organizations run secure, compliant, self-controlled AI and IT environments.
MSFTNegative Net Change IBMNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing computers semiconductor tech-stocks
CIEN Acquires Nubis: How it Turns Buyouts Into Competitive Advantage
by Zacks Equity Research
Ciena buys Nubis for $270 million to boost AI-ready data center interconnects, aiming for faster, efficient and scalable connectivity.
CSCONegative Net Change CIENNegative Net Change ANETNegative Net Change
artificial-intelligence cloud-computing communications tech-stocks
Will MSFT Stock Climb as Azure AI Services Gain Traction?
by Zacks Equity Research
Microsoft Azure enables AI adoption without costly system replacements. Multi-model infrastructure and frontier model access fuel revenue momentum.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Will Oracle's RPO Expansion Strengthen Long-Term Revenue Outlook?
by Subhasish Mukherjee
ORCL's RPO surges to $523B, quadrupling YoY, giving multi-year revenue visibility as cloud and AI contracts drive growth beyond 2026.
MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Taiwan Semi (TSM): 3 Equations to Launch the Stock
by Kevin Cook
Sales, margins, and profits surge as insatiable demand for advanced node chips creates shortages until 2028
TSMNegative Net Change AAPLPositive Net Change NVDANegative Net Change AVGOPositive Net Change METANegative Net Change
artificial-intelligence automation autonomous-vehicles cloud-computing datacenter robotics self-driving-cars semiconductor
Cisco Stock Rises 8% in 3 Months: Will the Rally Continue in 2026?
by Aniruddha Ganguly
CSCO outpaces sector peers with a 7.7% gain on AI momentum, rising security demand, and bullish fiscal 2026 guidance.
CSCONegative Net Change NVDANegative Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing tech-stocks
Can Sanmina's AI Investment Strategy Drive Future Growth?
by Zacks Equity Research
SANM ramps up AI market presence with advanced servers, networking, and edge AI solutions to power next-gen workloads.
JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?
by Vasundhara Sawalka
MSFT's Azure-led AI growth, strong margins and a $400 billion backlog outshine BABA's cloud gains, weighed down by surging costs and profit pressure.
MSFTNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing retail tech-stocks