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cloud-computing: Archive
4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet
by Anirudha Bhagat
Hyperscalers' $720B-$745B AI Capex plans are likely to fuel demand for Micron, FormFactor, Texas Instruments and NVIDIA across the chip supply chain.
TXNNegative Net Change MUNegative Net Change NVDANegative Net Change FORMNegative Net Change
artificial-intelligence cloud-computing computers semiconductor tech-stocks
Strong Q2, Bigger Outlook: How Should Investors Play CRWV Stock Now?
by Shreya Majumder
CoreWeave's Q2 results show surging AI demand, higher guidance and a $104.2B backlog, but heavy CapEx and debt add risk.
CRWVNegative Net Change MSFTPositive Net Change NBISNegative Net Change
artificial-intelligence business-services cloud-computing computers internet software tech-stocks
CoreWeave Has $99 Billion in Contracts. Tuesday Is About Whether It Can Afford to Deliver Them.
by Bryan Hayes
Investors have made clear they now want to see spending convert to cash.
CRWVNegative Net Change
artificial-intelligence cloud-computing datacenter earnings infrastructure investing tech-stocks
Oracle's AI Infrastructure Surge: Smart Growth Bet or a Costlier Trap?
by Vasundhara Sawalka
ORCL's AI infrastructure bet is driving rapid cloud growth and huge contracts, but soaring spending and debt raise balance-sheet risks.
ORCLPositive Net Change AMZNPositive Net Change MSFTPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
by Vasundhara Sawalka
MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.
MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing computers tech-stocks
Small Biz Index, Existing Home Sales & More Earnings
by Mark Vickery
We don't expect much movement either direction until inflation reports begin to hit the tape Wednesday morning.
CAHNegative Net Change SMCINegative Net Change TMEPositive Net Change CAVAPositive Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing earnings
WDC Beats Q4 Expectations: More AI-Driven Upside Ahead for the Stock?
by Shreya Majumder
Western Digital's 44% revenue growth, expanding margins and strong AI-driven storage demand signal continued earnings momentum.
WDCNegative Net Change NTAPNegative Net Change STXNegative Net Change SNDKNegative Net Change PNegative Net Change
artificial-intelligence business-services cloud-computing computers dividend-yield momentum-stocks tech-stocks
CRWV's Solidigm Deal: Can Priority SSD Access Give an Edge in AI Cloud?
by Shreya Majumder
CoreWeave's Solidigm deal secures priority SSD access, helping align storage capacity with its expanding AI infrastructure needs.
CRWVNegative Net Change MSFTPositive Net Change NBISNegative Net Change
artificial-intelligence business-services cloud-computing computers internet tech-stocks
4 Best PEG-Driven Value Stocks to Buy Now for Strong Returns
by Urmimala Biswas
Four value stocks stand out for low PEG ratios, strong earnings growth prospects and favorable value scores, offering potential beyond traditional P/E screens.
SANMNegative Net Change TALPositive Net Change NVSTNegative Net Change AVNTPositive Net Change
cloud-computing computers consumer-discretionary medical smart-health tech-stocks
Amazon: A Post-Earnings Drift Candidate
by Andrew Rocco
Amazon's recent earnings breakout is likely just beginning as AWS experiences renewed growth and AI demand soars.
AMZNPositive Net Change
artificial-intelligence cloud-computing