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cloud-computing: Archive

Derek Lewis

3 Buy-Rated Stocks Eclipsing All-Time Highs

Several Zacks Rank #1 (Strong Buy) stocks - HPE, NTAP, and PBF - all trade at or near all-time highs, with their latest quarterly results revealing strong growth and several company-specific catalysts.

NTAPNegative Net Change PBFNegative Net Change HPENegative Net Change

Zacks Equity Research

CRWV's Vera Rubin Push: Can AI Infrastructure Fuel Its Growth Engine?

CoreWeave expands beyond GPUs with NVIDIA Vera and Vera Rubin, targeting agentic AI and inference workloads while deepening its infrastructure strategy.

CRWVNegative Net Change MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change

Vasundhara Sawalka

Can Oracle's Database Business Sustain Margins over the Long Term?

ORCL's shift to a consumption-based cloud database can drive growth, but rising infrastructure costs may pressure its historically strong margins.

ORCLNegative Net Change SNOWNegative Net Change MDBNegative Net Change

Vasundhara Sawalka

Amazon Inks $1B SNPS Deal to Power AWS Custom Chips: Should You Hold?

AMZN's $1B+ Synopsys deal boosts custom chips and AWS growth, but heavy capex, competition and valuation temper the near-term outlook.

AMZNNegative Net Change MSFTNegative Net Change SNPSNegative Net Change GOOGLNegative Net Change

Nilanjan Banerjee

Top Big Data Stocks to Tap the Growing AI Analytics Opportunity

NVIDIA, Palantir and Dell are expanding AI infrastructure and data tools as Big Data demand grows across industries.

DELLNegative Net Change NVDANegative Net Change PLTRNegative Net Change

Shreya Majumder

Ondas' Dronebuster REACH Launch: Can Long-Range C-UAS Drive Growth?

ONDS expands its counter-drone portfolio with Dronebuster REACH, a long-range system designed to defeat threats before they reach handheld systems.

ONDSNegative Net Change DPRONegative Net Change UMACNegative Net Change

Subhasish Mukherjee

Alibaba's AI Spending Ramps Up: Is the Investment Paying Off?

BABA's AI spending is pressuring cash flow and earnings, but surging cloud revenues and EBITA offer early signs the investment may be gaining traction.

BABAPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

NetApp's Keystone Sovereign Targets Europe's Regulated Data Market

NTAP's Keystone Sovereign expands regional, operational and data-handling controls as European customers seek greater infrastructure sovereignty.

NTAPNegative Net Change ORCLNegative Net Change SMCINegative Net Change HPENegative Net Change

Urmimala Biswas

IonQ vs. Microsoft: Which Stock Has More Quantum Upside in October?

IonQ's quantum advances and rising revenue outlook face profitability and valuation hurdles, while Microsoft offers quantum exposure backed by strong cash generation.

MSFTNegative Net Change IONQNegative Net Change NVDANegative Net Change

Vasundhara Sawalka

Enterprise AI Advances Power Microsoft: Is There More Upside Ahead?

MSFT's enterprise AI rollout is gaining traction, but rising infrastructure costs and shifting Copilot pricing could shape its upside.

MSFTNegative Net Change CRMNegative Net Change GOOGLNegative Net Change