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cloud-computing: Archive

Zacks Equity Research

Will Healthy Consulting Revenue Growth Benefit IBM's Q4 Earnings?

IBM's Q4 may get a lift from healthy Consulting revenue growth fueled by AI-driven tools and a key Microsoft partnership.

AMDNegative Net Change MSFTPositive Net Change IBMNegative Net Change CRUSPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Will Relatively Higher Software Revenues Aid IBM's Earnings in Q4?

IBM's Q4 Software revenues are likely to have risen on watsonx.ai momentum, AI partnerships and the Confluent acquisition.

AMDNegative Net Change IBMNegative Net Change CRUSPositive Net Change GOOGLNegative Net Change SPGINegative Net Change

Subhasish Mukherjee

Is Oracle's Multicloud AI Strategy Powering Sustainable Growth?

ORCL's multicloud AI push is driving durable growth, with 817% YoY multicloud database consumption and new programs deepening enterprise adoption.

AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change

Aniruddha Ganguly

ServiceNow vs. Adobe: Which Cloud Software Stock Has an Edge Now?

NOW's AI-driven workflow gains, bold acquisitions and strong partnerships give it an edge over ADBE's creative SaaS push.

ADBEPositive Net Change NOWPositive Net Change

Supriyo Bose

IBM Q4 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?

IBM gears up for Q4 earnings with AI and cloud momentum, but premium valuation and stiff competition weigh on the outlook.

MSFTPositive Net Change IBMNegative Net Change CSCONegative Net Change ORCLNegative Net Change SPGINegative Net Change

Bryan Hayes

Bull of the Day: Baidu (BIDU)

Founded in 2000 as a search engine company, Baidu has evolved into a comprehensive AI powerhouse.

BIDUNegative Net Change

Zacks Equity Research

Can IBM's Agentic AI Collaboration With e& Boost Its Global Lead?

International Business Machines teams up with e& to launch enterprise-grade agentic AI for compliance, policy, and risk, powered by watsonx Orchestrate.

MSFTPositive Net Change IBMNegative Net Change NVDANegative Net Change ORCLNegative Net Change

Supriyo Bose

Can IBM's Focus on the Infrastructure Segment Aid the Stock?

IBM's Infrastructure segment profit jumped 53% as AI, hybrid cloud and z17 demand fuel stronger enterprise adoption.

AMZNNegative Net Change MSFTPositive Net Change IBMNegative Net Change

Ethan Feller

3 Beaten Down AI Stocks Gaining Momentum (IREN, NBIS, CRWV)

IREN Limited, Nebius Group N.V. and CoreWeave shares are all picking up momentum after a challenging end to last year

IRENNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Vasundhara Sawalka

Amazon vs. Oracle: Which Cloud Computing Stock is the Better Buy Now?

AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in cloud scale.

AMZNNegative Net Change ORCLNegative Net Change