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cloud-computing: Archive
Oracle's $638 Billion Backlog Meets Its Balance Sheet on Thursday
by Bryan Hayes
Investors are no longer grading Oracle on demand. They are grading it on how demand gets financed.
ORCLNegative Net Change
artificial-intelligence cloud-computing datacenter earnings investing software tech-stocks
Buy 5 High ROE Stocks as Rate Hike Fears Keep Markets at Bay
by Supriyo Bose
ALL, ANET, ROST, IT and MU stand out as cash-rich, high-ROE stocks amid rate-hike fears and market uncertainty.
MUNegative Net Change ALLNegative Net Change ROSTPositive Net Change ITNegative Net Change ANETNegative Net Change
business-services cloud-computing insurance retail semiconductor tech-stocks
Rising Risks Overshadow D-Wave Quantum Booking: Sell or Hold QBTS Now?
by Urmimala Biswas
Rising losses, weak revenue conversion and lofty valuation offset D-Wave Quantum's strong bookings and production adoption, putting the company under pressure.
QBTSNegative Net Change IONQPositive Net Change RGTINegative Net Change
cloud-computing computers consensus-outlook earnings-estimates-revisions earnings-outlook earnings-surprise tech-stocks
AI Data Explosion: Can WDC Become a Bigger Storage Winner?
by Shreya Majumder
Western Digital is poised to benefit from AI-driven data growth as inference, Agentic AI and emerging workloads fuel long-term storage demand.
WDCPositive Net Change NTAPPositive Net Change STXPositive Net Change
artificial-intelligence business-services cloud-computing computers emerging-markets tech-stocks
Workday's Q2 Beat and AI Gains Raise the Stakes for Fiscal 2028 Growth
by Arijit Sarkar
Workday's Q2 beat, accelerating AI adoption and a higher-margin outlook shift attention to whether AI can drive fiscal 2028 growth.
WDAYPositive Net Change SAPNegative Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
WDAY Jumps 49.7% in 3 Months as AI Momentum Builds: Can it Continue?
by Arijit Sarkar
Workday's 49.7% three-month rally is backed by stronger Q2 results, AI contract growth and margin gains, while valuation and competition remain checks.
WDAYPositive Net Change SAPNegative Net Change ORCLNegative Net Change
artificial-intelligence automation cloud-computing tech-stocks
CRWV Stock Takes a 13% Hit in 3 Months: Time to Buy, Hold or Bail Out?
by Shreya Majumder
CoreWeave's huge AI-cloud backlog fuels growth, but soaring capital spending, debt and losses raise questions about its next move.
CRWVPositive Net Change MSFTPositive Net Change NVDANegative Net Change NBISNegative Net Change
artificial-intelligence business-services cloud-computing computers money-management software tech-stocks
DELL Stock Hits 52-Week High: Does it Have More Room to Run?
by Aniruddha Ganguly
Dell Technologies hits a 52-week high as record AI server orders, a $95B backlog and broad IT refresh demand fuel hopes for further stock upside.
DELLPositive Net Change HPQPositive Net Change SMCINegative Net Change HPEPositive Net Change
artificial-intelligence cloud-computing tech-stocks
WDC Stock's Big Rally: Buy, Sell, or Hold After a 70% 6-Month Surge?
by Shreya Majumder
Western Digital's AI-driven storage growth, rising HDD pricing and expanding margins strengthen its case, but lofty expectations make the stock a closer call.
WDCPositive Net Change STXPositive Net Change MUNegative Net Change SNDKNegative Net Change
artificial-intelligence business-services cloud-computing computers dividend-stocks dividend-yield tech-stocks
Ciena Outlines Strong 2027 Outlook: What's Fueling the Momentum?
by Shreya Majumder
CIEN's AI-driven optical demand, record backlog and supply agreements underpin strong growth through fiscal 2027.
CIENNegative Net Change GLWNegative Net Change VIAVPositive Net Change
artificial-intelligence business-services cloud-computing communications emerging-markets internet tech-stocks