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cloud-computing: Archive
Is CALX Stock a Buy or a Value Trap After Strong Earnings Growth?
by Arijit Sarkar
CALX beat Q2 expectations with record software revenue and stronger recurring growth, but valuation, margin pressure and execution risks keep investors cautious.
CALXNegative Net Change ADTNNegative Net Change CIENNegative Net Change
cloud-computing communications internet tech-stocks
Calix Stock Outlook as AI Broadband Growth Meets Margin Pressure
by Arijit Sarkar
CALX is growing beyond broadband hardware with AI-native software and recurring services, but investors are weighing stronger revenue against margin pressure.
CALXNegative Net Change ADTNNegative Net Change CIENNegative Net Change
cloud-computing communications internet tech-stocks
Oracle's Credit Risk Nears an 18-Year High: Can AI Backlog Save Stock?
by Vasundhara Sawalka
ORCL's credit risk hits its highest level in nearly 18 years as AI spending strains cash flow, but a $638B backlog may hold the key to easing investor concerns.
ORCLNegative Net Change AMZNNegative Net Change MSFTNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Amazon vs. Microsoft: Which AI Cloud Titan Is the Better Investment?
by Vasundhara Sawalka
AMZN's AI cloud push, lower valuation and stronger share performance give it a modest edge over MSFT as both ramp up AI investments.
AMZNNegative Net Change MSFTNegative Net Change
artificial-intelligence cloud-computing retail tech-stocks
Can Nebius' $775M Debt Facility Accelerate Its Global AI Expansion?
by Shreya Majumder
NBIS secures a $775M debt facility backed by AI infrastructure and contracted cash flows, boosting capacity expansion while reducing equity reliance.
NBISNegative Net Change MSFTNegative Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing finance internet tech-stocks
Bull of the Day: Taiwan Semi (TSM)
by Kevin Cook
Investors and analysts who are cautious about the capex boost are missing the toll booth for the speed bumps
TSMNegative Net Change
artificial-intelligence autonomous-vehicles cloud-computing datacenter semiconductor
Will Alphabet's Q2 Earnings Reignite the Tech Rally?
by Shaun Pruitt
Expectations are running high for Alphabet's Q2 results on Wednesday, July 22, but so is the company's earnings momentum.
GOOGLPositive Net Change AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLANegative Net Change METANegative Net Change
ad-tech advertising artificial-intelligence cloud-computing earnings internet investing large-cap magnificent-7 tech-stocks
5 Founder-Led Companies Built to Innovate and Outperform
by Tanuka De
NVIDIA, Amazon, Berkshire, Palantir and Dell stand out as founder-run companies with strong vision, innovation and long-term growth drivers.
AMZNNegative Net Change DELLNegative Net Change NVDANegative Net Change BRK.BNegative Net Change PLTRNegative Net Change
cloud-computing communications e-commerce finance
Can Strong Search and Cloud Growth Drive GOOGL's Q2 Earnings?
by Zacks Equity Research
Alphabet's Q2 2026 results may reflect Search ad momentum, AI-driven Cloud demand and rising subscriptions, with July 22 earnings in focus.
GOOGLPositive Net Change AMZNNegative Net Change MSFTNegative Net Change SHOPNegative Net Change
artificial-intelligence cloud-computing social-media tech-stocks
4 Top-Ranked Tech Stocks Set to Beat Expectations This Earnings Season
by Aniruddha Ganguly
Here, we have picked four technology stocks, GOOGL, TXN, APH and LRCX, which are likely to pull off earnings surprises this earnings season.
TXNNegative Net Change APHPositive Net Change LRCXNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks