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cloud-computing: Archive
STX Stock Beats Industry Returns in 3 Months: Right Time to Invest?
by Shreya Majumder
Seagate rides the AI data boom as HAMR-based Mozaic drives gain cloud traction and nearline capacity is booked through 2026. High debt remains a risk.
AMDNegative Net Change IBMNegative Net Change WDCPositive Net Change STXPositive Net Change
artificial-intelligence business-services cloud-computing computers dividend tech-stocks
IBM Teams Up With E.SUN Bank on AI Governance: Will it Fuel Revenue?
by Arijit Sarkar
IBM and E.SUN Bank unveil Taiwan's first enterprise AI governance framework to scale responsible and compliant AI in banking.
MSFTNegative Net Change IBMNegative Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
Oracle Stock Jumps on Q3 Earnings Beat: Buy Now or Wait?
by Vasundhara Sawalka
ORCL shares jump after its Q3 beat, fueled by surging cloud and AI demand, but valuation concerns and legal risks may leave new investors waiting.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Spring Rally Looms as Tech Retakes Baton: Stocks to Watch
by Bryan Hayes
The fundamental and seasonal ingredients for a spring rally appear to be aligning.
NVDANegative Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing consumer-staples datacenter earnings infrastructure interest-rate investing semiconductor tech-stocks utilities
Corning Expands AI Data Center Portfolio: Will it Drive Growth?
by Arijit Sarkar
GLW licenses PRIZM TMT ferrule tech from US Conec, boosting high-density optical connectivity to support growing AI data center networks.
CIENPositive Net Change APHPositive Net Change GLWPositive Net Change
artificial-intelligence cloud-computing communications computers iot tech-stocks
Western Digital Surges 540% in a Year: Is the Stock Worth Buying?
by Shreya Majumder
WDC shares have surged on booming AI-driven storage demand and a massive HDD roadmap-but after a huge rally, investors are questioning how much upside remains.
WDCPositive Net Change STXPositive Net Change TDCNegative Net Change SMCINegative Net Change
artificial-intelligence business-services cloud-computing dividend dividend-yield momentum-stocks tech-stocks
Is Nebius Set to Gain AI Cloud Momentum After NVIDIA's $2B Commitment?
by Shreya Majumder
NVDA's $2B investment in Nebius to build next-gen hyperscale AI cloud infrastructure sends the partner's shares up 16% and expands collaboration across the AI stack.
MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing emerging-markets internet tech-stocks
HubSpot vs. Intel: Which AI-Linked Tech Stock is the Better Bet Now?
by Supriyo Bose
HUBS deepens its AI push with Clearbit data and Frame AI integration while rising estimates and a cheaper valuation give it an edge over INTC.
INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change HUBSNegative Net Change
artificial-intelligence cloud-computing iot tech-stocks
Can Workday's Wellness Tie-Up With Lyra Health Aid the Stock?
by Zacks Equity Research
WDAY teams up with Lyra Health to bring AI-driven mental health support to its employee wellness platform.
ADPNegative Net Change ORCLNegative Net Change WDAYNegative Net Change
artificial-intelligence cloud-computing communications computers saas tech-stocks
Microsoft Trades at a Premium P/S: Buy, Sell or Hold the Stock?
by Vasundhara Sawalka
MSFT trades at a premium P/S despite strong cloud growth and Copilot expansion, as rising AI capex and slowing Azure growth push investors toward a Hold stance.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks