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cloud-computing: Archive

Vasundhara Sawalka

Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?

AMZN trades at 31.84x earnings amid AI investments and AWS competition. Amazon posts strong Q2 results, but premium valuation suggests waiting for better entry points.

AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLNegative Net Change

Supriyo Bose

IBM Declines 8.6% in 3 Months: Should You Rethink the Stock?

International Business Machines lags peers with an 8.6% drop in 3 months, facing margin pressure and stiff cloud competition despite AI and hybrid cloud growth.

AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change

Supriyo Bose

CommScope vs. Arista: Which Networking Stock Packs More Power Now?

COMM's sharper cost cuts, stronger estimate revisions and cheaper valuation give it an edge over ANET in networking.

APHPositive Net Change GLWNegative Net Change COMMNo Net Change ANETNegative Net Change

Zacks Equity Research

Oracle's NetSuite Momentum: Can It Boost Cloud Growth to New Heights?

ORCL's NetSuite ERP drives double-digit SaaS growth, boosting cloud revenue momentum and positioning the company for stronger long-term demand.

MSFTPositive Net Change SAPNegative Net Change ORCLNegative Net Change

Aritra Chatterjee

Arista Rises 79.7% in a Year: How Should You Play the Stock?

Arista's 79.7% surge outpaces peers as AI networking demand, strategic acquisition and strong cash flow fuel growth momentum.

CSCOPositive Net Change ANETNegative Net Change HPEPositive Net Change

Zacks Equity Research

CIEN Q3 Earnings & Sales Top, Stock Up on 91% Y/Y Bottom-Line Growth

Ciena posts a revenue and earnings surge, lifts outlook with AI-driven demand and sees shares jump over 23% on strong fiscal Q3 2025 results.

CIENPositive Net Change GLWNegative Net Change DSGXPositive Net Change VIAVPositive Net Change

Nilanshi Mukherjee

Snowflake vs. Alphabet: Which Cloud Analytics Stock Has an Edge Now?

SNOW shines with rapid customer growth and AI-driven tools, but GOOGL's Google Cloud offers broader reach and steadier global scale.

GOOGLNegative Net Change SNOWPositive Net Change

Vasundhara Sawalka

Oracle Stock Before Q1 Earnings: Buy Now or Wait for Results?

ORCL's cloud momentum and AI innovations show promise, but investors may wait for clearer visibility on partnership revenue synergies before buying the stock.

AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?

BABA's Cloud Intelligence rises 26% with triple-digit AI revenue growth, but rivals and rising costs test its momentum.

AMZNPositive Net Change MSFTPositive Net Change BABANegative Net Change

Zacks Equity Research

SAP Expands Sovereign Cloud to Power Europe's Digital & AI Innovation

SAP expands its Sovereign Cloud with flexible EU-based deployment and a 20B euro investment, fueling growth with AI and cloud innovation.

SAPNegative Net Change JBLPositive Net Change IDCCNegative Net Change UIPositive Net Change

Shaun Pruitt

Will Nvidia Stock Soar if Interest Rates are Cut in September?

Amid looming expectations that the Federal Reserve could cut interest rates in September, tech companies like Nvidia generally stand to benefit exponentially.

NVDAPositive Net Change CRWVNegative Net Change

Kevin Cook

Broadcom (AVGO) Thrives in Custom AI Explosion

AI revenue grew 220% year-on-year, propelled by their leading XPUs and Ethernet networking portfolio.

AVGOPositive Net Change NVDAPositive Net Change MRVLNegative Net Change

Zacks Equity Research

Amazon Eyes Cloud Expansion: Will the NZ AWS Region Drive Growth?

AMZN bets big on AWS growth with a NZ$7.5B New Zealand region launch, fueling AI, compliance and APAC expansion.

AMZNPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Top ROE Stocks to Buy as AI Rally Propels Markets to Record Highs

Arista, TE Connectivity, Corning, Banco Bilbao, and AppLovin stand out with strong ROE as markets hit record highs on AI momentum.

GLWNegative Net Change TELNegative Net Change BBVAPositive Net Change APPNegative Net Change ANETNegative Net Change

Aniruddha Ganguly

GOOGL Services Benefits From New AI-Powered Features: What's Ahead?

Alphabet's Google Services revenues surge on AI-driven Search, YouTube and Gemini innovations despite stiff competition.

AAPLPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Alibaba vs. Amazon: Which E-Commerce Titan Has More Upside Potential?

Amazon's commanding 30% cloud market share versus Alibaba's 4%, plus massive $100B AI investments, creates competitive advantages. Choose AMZN, avoid BABA's risks.

AMZNPositive Net Change BABANegative Net Change

Zacks Equity Research

MSFT Challenges GPT-5 With New AI Models: What's Next for Investors?

Microsoft debuts proprietary AI models MAI-Voice-1 & MAI-1-preview, challenging GPT-5. The company cuts external AI dependence for higher margins.

MSFTPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Zacks Equity Research

Ciena Gears Up to Release Q3 Earnings: Here's What to Expect

CIEN's fiscal Q3 results are likely to reflect surging cloud provider revenues, WaveLogic traction and growing Blue Planet adoption despite margin pressures.

MPositive Net Change DLTRPositive Net Change CIENPositive Net Change AVGOPositive Net Change

Harshit Gupta

Rigetti vs IonQ: Which Quantum Computing Stock Is the Smarter Buy?

RGTI's superconducting roadmap and IONQ's trapped-ion expansion highlight two sharply different bets in quantum computing's race to scale.

IONQNegative Net Change RGTINegative Net Change

Zacks Equity Research

Oracle Cloud Expansion in Focus: A Key to Future Momentum?

ORCL's cloud revenues surge, fueled by AI demand and multi-cloud expansion, with management eyeing 40% growth in fiscal 2026.

AMZNPositive Net Change ORCLNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Can Rigetti Computing's Margin Recover After Second-Quarter Pressure?

RGTI's second-quarter results show shrinking revenues and margins, even as its new Cepheus-1-36Q quantum system hit key milestones.

ARQQNegative Net Change IONQNegative Net Change RGTINegative Net Change

Kevin Cook

Bull of the Day: IBM (IBM)

Bedrock of American innovation continues its deep R&D in the AI economy, fueling steady growth

IBMNegative Net Change INTCPositive Net Change CRMNegative Net Change NVDAPositive Net Change METAPositive Net Change

Zacks Equity Research

PEGA's Cloud Backlog Climbs: A Sign of Strong Revenue Visibility?

Pegasystems' cloud backlog gains 30% to $1.32B in Q2 2025, boosting revenue visibility and underscoring strong demand for its AI-powered solutions.

CRMNegative Net Change ORCLNegative Net Change PEGANegative Net Change

Vasundhara Sawalka

Oracle vs. Alphabet: Which AI Cloud Stock Has Better Upside Potential?

GOOGL's diverse ecosystem and better valuation edge out ORCL's focused approach. Track GOOGL for entry.

ORCLNegative Net Change GOOGLNegative Net Change