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cloud-computing: Archive

Vasundhara Sawalka

Top China Tech Stocks to Consider as U.S. Trade Tensions Ease

China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.

NTESPositive Net Change TSMNegative Net Change JDNegative Net Change KCPositive Net Change

Shreya Majumder

WDC vs. NTAP: Which Data Storage Stock Offers Better Growth Potential?

WDC's sharper focus post-SanDisk spinoff, AI-driven HDD demand and margin gains position it ahead of NTAP in the booming data storage race.

NTAPNegative Net Change WDCNegative Net Change

Ethan Feller

Amazon Earnings Preview: On the Verge of a Breakout?

Though Amazon stock has lagged the Magnificent 7, it may be on the verge of a major bull run

AMZNNegative Net Change TSLAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Will Strong AWS Performance Improve Amazon's Q3 Results?

AMZN's third-quarter results are expected to reflect steady gains from AWS momentum, driven by growing AI capabilities through Amazon Bedrock.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Supriyo Bose

Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?

ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Shaun Pruitt

Buy the Mag 7 Laggards as Earnings Approach?: AMZN, AAPL

Set to release their quarterly reports after-market hours on Thursday, October 30, Amazon and Apple stock have been the laggards of the Mag 7 this year.

AMZNNegative Net Change AAPLPositive Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change

Vasundhara Sawalka

Amazon Set to Report Q3 Earnings: Should Investors Buy the Stock?

AMZN's AWS growth, AI innovations, and e-commerce momentum position steady Q3 2025. Diversified revenue streams support buying ahead of earnings.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Aniruddha Ganguly

AVGO vs. CSCO: Which AI Infrastructure Stock is a Buy Right Now?

Broadcom and Cisco are racing ahead in the AI infrastructure boom, fueled by soaring demand, bold innovation and strong earnings momentum. However, which one is leading?

CSCONegative Net Change AVGONegative Net Change

Zacks Equity Research

Azure Drives MSFT's AI Strategy: Buy the Stock Before Q1 Earnings?

Microsoft's Azure projected 37% growth and $30B+ infrastructure spend signal strong Q1 results ahead. Is it the right time to buy the stock before earnings results?

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Bryan Hayes

Microsoft Headlines Magnificent Seven Earnings Blitz, Eyes Cup-With-Handle Breakout

Results from the majority of the Mag 7 will likely set the tone for the remainder of the fourth quarter.

MSFTNegative Net Change

Shreya Majumder

Should You Bet on Western Digital Stock Before Q1 Earnings?

WDC's AI-fueled demand, margin gains and revenue expansion set the stage for another strong quarterly performance.

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

Vasundhara Sawalka

Microsoft Before Q1 Earnings: Should Investors Buy the Stock?

MSFT's Q1 FY2026 results are expected to reflect strong Azure growth and AI momentum. Robust cloud demand, Copilot adoption support buy rating despite premium valuation.

MSFTNegative Net Change DELLNegative Net Change LNVGYNo Net Change HPENegative Net Change

Shreya Majumder

How Should You Play Seagate Stock Ahead of Q1 Earnings Release?

STX's soaring demand for mass-capacity storage, HAMR innovation and strong margins set the stage for another potential earnings beat.

NTAPNegative Net Change WDCNegative Net Change STXNegative Net Change PSTGNegative Net Change

Aniruddha Ganguly

Buy, Sell or Hold GOOGL Stock Before Q3 Earnings? Here's What to Know

Alphabet's AI-driven Search gains, cloud expansion, and easing regulatory pressure set the stage for its Q3 2025 earnings release.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

IBM Surpasses Q3 Earnings Estimates on Solid Revenue Growth

IBM tops Q3 forecasts as hybrid cloud and AI demand drive 7% revenue growth and stronger profit margins.

IBMNegative Net Change AKAMPositive Net Change ANETNegative Net Change PINSNegative Net Change

Vasundhara Sawalka

MSFT vs. AAPL: Which Mega-Cap Tech Stock is the Better Buy Now?

Microsoft outpaces Apple with 39% Azure growth, $13B AI business, and clear enterprise AI monetization, while Apple faces tariff headwinds and uncertain AI revenues.

AAPLPositive Net Change MSFTNegative Net Change

Shreya Majumder

Will Nebius' AI Cloud 3.0 Rollout Strengthen its Competitive Moat?

NBIS' launch of Aether, its AI Cloud 3.0 platform, signals a leap in secure, scalable infrastructure built to power enterprise AI innovation.

MSFTNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Bryan Hayes

From Punch Cards to Cloud: IBM's 114-Year Evolution

Top themes such as quantum computing, hybrid cloud, and storage solutions have driven outperformance.

IBMNegative Net Change

Shreya Majumder

CRWV Stock Soars 229.9% in 6 Months: Buy, Sell or Stay Invested?

CoreWeave's 229.9% surge is driven by the AI wave, fueled by major OpenAI deals and NVIDIA-powered cloud expansion. However, heavy debt looms.

MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change CRWVNegative Net Change

Vasundhara Sawalka

Microsoft Expands Security Offering: Is it the Next Revenue Pillar?

MSFT's security serves 1.5M customers, analyzing 100T signals daily with AI agents. Can automated threat detection become its next major revenue pillar?

MSFTNegative Net Change PANWPositive Net Change CRWDNegative Net Change

Zacks Equity Research

Can ERNIE 4.5 and Qianfan Cement Baidu's AI Cloud Advantage?

BIDU builds AI Cloud momentum with ERNIE 4.5 and Qianfan, yet execution risk clouds lasting advantage.

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Aritra Chatterjee

IBM Stock Before Q3 Earnings Release: A Smart Buy or Risky Investment?

IBM readies for its Q3 earnings with AI, hybrid cloud, and quantum partnerships driving optimism despite rising competition.

MSFTNegative Net Change IBMNegative Net Change ORCLNegative Net Change

Harshit Gupta

Can Rigetti's 264% Year-to-Date Rally Hold as Quantum Race Heats Up?

RGTI's 264% surge reflects fresh momentum from new contracts, global collaborations, and scalable chiplet tech, but can the rally last?

ARQQNegative Net Change IONQNegative Net Change RGTINegative Net Change

Vasundhara Sawalka

Should Investors Hold or Fold BABA Stock at a P/S Multiple of 2.58X?

Alibaba's 2.58X P/S premium and declining earnings make a poor case for holding. With subdued revenue growth and AI lagging peers, investors should sell in 2025.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change BABANegative Net Change

Vasundhara Sawalka

ORCL vs. ADBE: Which Software Powerhouse Has Better AI & Cloud Edge?

Oracle's AI infrastructure dominance and $455B contract backlog position it for superior returns vs Adobe. Buy ORCL, hold ADBE amid competitive pressures.

ORCLNegative Net Change ADBEPositive Net Change