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cloud-computing: Archive

Zacks Equity Research

Oracle Bets Big on Cloud Expansion: A Sign of Strong Upside Ahead?

ORCL's cloud revenues surge as a bold $35B data center expansion and major AI contracts fuel long-term growth ambitions.

MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Aniruddha Ganguly

AVGO's Infrastructure Software Sales Rise: A Sign of More Upside?

Broadcom's Infrastructure Software revenues surged on VMware strength, while AI and semiconductors are set to fuel further growth.

MSFTNegative Net Change CSCONegative Net Change AVGONegative Net Change

Aniruddha Ganguly

3 IT Services Stocks to Buy Right Now From a Prospering Industry

The Zacks Computers - IT Services Industry participants like VRT, ROP and CSGP are benefiting from ongoing digitization, strong demand for hybrid working solutions and improving IT spending.

VRTNegative Net Change ROPPositive Net Change CSGPNegative Net Change

Supriyo Bose

Can the Software Segment Remain a Key Growth Driver for IBM?

IBM's Software segment, bolstered by hybrid cloud demand and strategic buyouts, is fueling growth with innovation and expanded AI capabilities.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change

Zacks Equity Research

ANET Rides on Strength in Cloud Networking Market: Will it Sustain?

Arista posts $2.2 billion in revenues on strong cloud networking demand, lifting guidance amid AI-driven traffic surge.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Kevin Cook

Bear of the Day: Synopsys (SNPS)

Leading provider of electronic design automation for semis reports big EPS miss and spooks investors

SNPSNegative Net Change INTCNegative Net Change NVDANegative Net Change CDNSNegative Net Change

Mark Vickery

Huge AI Deals Keep Markets at Record Highs

NVIDIA is investing $100 billion into ChatGPT-parent OpenAI's data centers.

AAPLNegative Net Change NVDANegative Net Change NBISPositive Net Change CRWVNegative Net Change

Zacks Equity Research

Alibaba Cloud's AI Boom: Can This Momentum Drive Even Higher Growth?

Alibaba Cloud surges 265 on AI demand, but can it sustain momentum against Microsoft Azure's 39% growth and Amazon's $24B AI investments? Analysis inside.

AMZNNegative Net Change MSFTNegative Net Change BABAPositive Net Change

Bryan Hayes

Stocks Hit All-Time Highs as Small-Caps Stage Breakout

A sustained breakout for small-caps could usher in a new regime.

IWMPositive Net Change IONQPositive Net Change CRDONegative Net Change

Vasundhara Sawalka

Oracle vs. Microsoft: Which Cloud & AI Giant is the Better Buy Now?

ORCL's $455B backlog impresses, but MSFT's diversified AI revenue streams and proven execution make it the better cloud play for risk-adjusted returns.

MSFTNegative Net Change ORCLPositive Net Change

Zacks Equity Research

Microsoft's Datacenter Boom: The Next Big Growth Driver for the Stock?

MSFT's $7B Wisconsin datacenter expansion joins 300+ global facilities, driving Azure's 29% growth, positioning the stock for AI-driven gains ahead.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Anindya Barman

Top Wide-Moat Stocks Worth a Look for Sustainable Growth

MSFT, JNJ, NKE and SPGI use strong moats to fend off rivals and deliver consistent returns amid market shifts.

AMZNNegative Net Change MSFTNegative Net Change NKENegative Net Change JNJPositive Net Change URBNPositive Net Change SPGIPositive Net Change KVUENegative Net Change

Zacks Equity Research

Will Oracle's Expanding Cloud Partnerships Fuel Long-Term Upside?

ORCL's massive AI cloud deals, soaring RPO and $35B data center buildout point to strong revenue growth and long-term upside.

AMZNNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Can IBM's Focus on Quantum Computing be a Key Differentiator?

IBM advances quantum computing with AMD partnership, Qiskit upgrades and AI-powered tools to push quantum performance further.

QCOMNegative Net Change AMDNegative Net Change IBMNegative Net Change NVDANegative Net Change

Supriyo Bose

5 Stocks With High ROE to Buy as Markets Hover Around Record Highs

Arista, TE Connectivity, Corning, Banco Bilbao and AppLovin stand out with high ROE as markets push to record highs.

GLWNegative Net Change TELNegative Net Change BBVANegative Net Change APPNegative Net Change ANETNegative Net Change

Zacks Equity Research

Will FTNT's Heavy Infrastructure Build-Out Drive Next Phase of Growth?

Fortinet ramps up infrastructure spending to fuel cloud-first growth, boost billings and strengthen its competitive edge.

CSCONegative Net Change FTNTNegative Net Change ZSNegative Net Change

Shreya Majumder

WDC Surges 129% in 6 Months: How Should Investors Play the Stock?

Western Digital's shares have soared 128.8% in six months as AI demand, high-capacity drives and debt reduction fuel momentum near 52-week highs.

NTAPNegative Net Change WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change

Nalak Das

Buy 5 Big Data Behemoths to Benefit From Enormous Market Opportunity

NVDA, PLTR, MSFT, IBM and FFIV stand out as big data leaders poised to capitalize on surging AI and analytics demand.

MSFTNegative Net Change IBMNegative Net Change NVDANegative Net Change FFIVNegative Net Change PLTRNegative Net Change

Sheraz Mian

Q3 Earnings Season Gets Underway: A Closer Look

The Q3 reporting cycle will really pick up steam when the big banks release their results near mid-October, though Oracle has already helped kick the period off positively.

ORCLPositive Net Change ADBENegative Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Is Alibaba's AI Revolution Worth the Risk for Growth Investors Now?

BABA's AI reaches global parity with superior cost efficiency, positioning it well for Asia's adoption curve. However, geopolitical risks persist. Hold rating for now.

MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change BABAPositive Net Change

Zacks Equity Research

SAP Boosts AI-Driven Recruiting Innovation With SmartRecruiters Buyout

SAP completes SmartRecruiters deal, boosting AI-driven hiring, while pushing cloud expansion and European digital sovereignty.

SAPNegative Net Change IDCCNegative Net Change VSATPositive Net Change UINegative Net Change

Supriyo Bose

4 Cloud Computing Stocks to Watch as Markets Hit Record High on a Trot

MSFT, GOOGL, IBM and ANET are indispensable cloud stocks for any investment portfolio.

MSFTNegative Net Change IBMNegative Net Change GOOGLNegative Net Change ANETNegative Net Change

Zacks Equity Research

Ciena's Stock Skyrockets 143% in 12 Months: Is More Upside Left?

CIEN shares surge 143% in a year, fueled by AI-driven demand, cloud adoption and record interconnect growth.

CIENNegative Net Change GLWNegative Net Change VIAVNegative Net Change ATUSPositive Net Change

Andrew Rocco

Oracle (ORCL): From Dot-Com Relic to AI Powerhouse

Oracle's recent earnings report has undeniably shifted the narrative around the stock, proving that this long-overlooked company is a major player in the burgeoning AI revolution.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change ORCLPositive Net Change TSLANegative Net Change METANegative Net Change

Derek Lewis

Oracle Earnings Impress Heavily: A Closer Look

Given its big-time gains and consistently strong growth over recent years, could the stock become the 8th member of the beloved Magnificent group?

ORCLPositive Net Change