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cloud-computing: Archive

Shreya Majumder

CRWV Stock Falls 15% in a Month: Should You Stay Invested or Exit Now?

CoreWeave stock plunges as surging debt, massive AI spending and weak earnings quality raise concerns despite strong growth and a booming backlog.

MSFTPositive Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

David Bartosiak

Bear of the Day: Grid Dynamics (GDYN)

Estimates are slipping off the grid as the stock comes under pressure.

GDYNPositive Net Change CLVTPositive Net Change TBLANegative Net Change

Supriyo Bose

Calix One and Private Cloud: The Next Margin Inflection

CALX eyes margin inflection as Calix One and private cloud push boost software mix, despite near-term noise and long Tier 1 adoption timelines.

ADTNPositive Net Change CIENPositive Net Change CALXNegative Net Change GOOGLNegative Net Change

Supriyo Bose

Is CALX Stock Fairly Valued? A Neutral View and $56 Target

CALX trades at a discount with a $56 target, balancing a strong growth outlook against timing risks in BEAD, margins, and large-deal cycles.

ADTNPositive Net Change CIENPositive Net Change CALXNegative Net Change

Zacks Equity Research

Can Intel's Partnership With NVIDIA on Xeon 6 Propel Its Shares?

INTC's new Xeon 6 processors are set to power NVIDIA's DGX Rubin NVL8 systems, boosting real-time AI performance across cloud and edge devices.

INTCPositive Net Change QCOMNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Zacks Equity Research

How Everpure is Leveraging Its Platform to Capture the AI Infra Boom

PSTG advances AI push with Evergreen//One and FlashBlade//EXA upgrades, targeting simpler deployment, faster performance and scalable enterprise AI growth.

NTAPPositive Net Change NVDAPositive Net Change HPEPositive Net Change PSTGPositive Net Change

Kevin Cook

Bull of the Day: Silicon Motion (SIMO)

SIMO is your stealth NAND flash play projected to grow sales 43% and EPS 63% this year

SIMONegative Net Change STXPositive Net Change MUNegative Net Change SNDKPositive Net Change

Andrew Rocco

Why NVDA, META, & MSFT are Betting Billions on NBIS

With a slew of multi-billion deals and revenue projections reaching triple-digit growth, Nebius has solidified itself as the leading AI infrastructure company.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change METANegative Net Change NBISPositive Net Change

Bryan Hayes

Spring Seasonality and AI Productivity Gains Set to Boost Stocks

As AI moves from experimental pilots to scaled deployment, it should drive higher corporate earnings and expanded margins.

SPYNegative Net Change

Zacks Equity Research

Workday to Power Fairview Health AI Modernization: Stock to Gain?

WDAY expands in healthcare tech with Fairview deal, using AI-powered platform to streamline HR, finance and supply chain for 34K employees.

ADPPositive Net Change ORCLPositive Net Change WDAYPositive Net Change