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cloud-computing: Archive

Vasundhara Sawalka

3 Reasons to Hold Amazon Stock Despite 10.4% Decline in 3 Months

AMZN's 10.4% dip marks strong AWS growth, AI expansion and Prime momentum, but heavy spending and margin pressure suggest patience for new investors.

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

Brian Bolan

Bear Of The Day: MongoDB (MDB)

This stock has estimates that are actually moving higher but analyst agreement has helped push the stock to the lowest Zacks Rank

MDBNegative Net Change

Zacks Equity Research

Fastly Benefits From Strong Enterprise Growth: A Sign for More Upside?

FSLY rides on strong enterprise growth to record revenues, but rising competition and rich valuation raise questions about how much upside remains.

AKAMNegative Net Change FSLYNegative Net Change NETNegative Net Change

Zacks Equity Research

Can Celestica's Robust AI Data Center Offerings Propel Its Shares?

CLS is powering AI data centers with high-speed networking, storage and computing solutions for faster, scalable and reliable performance.

AMDPositive Net Change NVDANegative Net Change CLSNegative Net Change ANETNegative Net Change

Vasundhara Sawalka

Oracle's NetSuite Division in Focus: Will it Boost Revenue Growth?

ORCL's NetSuite posts steady Q3 growth, but slower expansion vs rivals raises questions about whether AI upgrades can boost its role in driving revenues.

MSFTNegative Net Change SAPNegative Net Change ORCLNegative Net Change

Supriyo Bose

Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?

Arista's 2026-27 EPS estimates jump as Arista 2.0 and cloud demand lift momentum, but depleting margins and costs keep risk in focus.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Subhasish Mukherjee

Rubrik's Subscription Model Expands: Is Long-Term Growth Secured?

RBRK's surging ARR, rising subscription revenues and strong retention signal durable growth as its expanding platform drives higher customer spending.

CVLTNegative Net Change SNOWNegative Net Change RBRKNegative Net Change

Vasundhara Sawalka

MSFT Deepens AI Strategy With New Foundational Models: What's Ahead?

Microsoft deepens its AI push with three in-house models, boosting speed, voice realism and image generation as it ramps enterprise monetization.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Harshit Gupta

Can Rigetti Computing's USask Deal Boost Its Quantum Growth Story?

RGTI expands its quantum footprint with a USask QPU deal, boosting academic adoption and showcasing its push into on-premise systems and scalable platforms.

QUBTNegative Net Change IONQNegative Net Change RGTINegative Net Change

Zacks Equity Research

Rigetti Delivers Novera QPU to USask for Quantum System Build

RGTI delivers a 9-qubit Novera QPU to USask, expanding its academic footprint and advancing modular quantum system adoption.

GMEDNegative Net Change NVSTNegative Net Change RGTINegative Net Change BTSGPositive Net Change