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cloud-computing: Archive
Is it Too Late to Buy WDC Stock After 305% Explosive Rally in a Year?
by Shreya Majumder
Western Digital has surged 305% in a year as AI-fueled storage demand powers growth, bold tech bets and hefty buybacks, but risks are building.
WDCPositive Net Change STXPositive Net Change SNDKNegative Net Change PSTGPositive Net Change
artificial-intelligence business-services cloud-computing computers momentum-stocks tech-stocks
CRWV Shares Pop 138% in a Year: Should Investors Hold or Lock in Gains?
by Shreya Majumder
Coreweave has surged 137.8% in a year on booming AI demand and mega deals, but heavy debt, rising CapEx and guidance cuts raise caution.
MSFTPositive Net Change NVDAPositive Net Change NBISPositive Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing software tech-stocks
Mag 7 AI Arms Race: Heavy Capex, FCF Strain and One Clear Winner
by Rimmi Singhi
NVIDIA emerges as the clear winner as Big Tech's massive AI capex surge strains FCF, lifts debt, and reshapes Mag 7 balance sheets.
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
artificial-intelligence automation autonomous-vehicles cloud-computing electric-vehicles semiconductor tech-stocks
Bull of the Day: Lumentum (LITE)
by Kevin Cook
Stellar beat-and-raise quarter ignites shares to $600 as top & bottom growth estimates track +76% & +270%
LITEPositive Net Change NVDAPositive Net Change TSMPositive Net Change COHRPositive Net Change CRDOPositive Net Change
artificial-intelligence cloud-computing electronics robotics semiconductor
Oracle Unveils AI Agents for Fusion Apps: Will it Boost Prospects?
by Zacks Equity Research
ORCL rolls out AI agents for Fusion Apps, touting no-cost deployment as cloud revenues jump 34% and RPO surges 438% to drive SaaS growth in fierce AI race.
MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Amazon Bets Big on AI With $200B Capex: Buy, Sell or Hold the Stock?
by Vasundhara Sawalka
AMZN's $200B 2026 capex plan rattles investors despite 14% revenue growth and surging AWS demand.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing retail
Zillow's Q4 Earnings Miss Expectations, Revenues Increase Y/Y
by Zacks Equity Research
ZG posts Q4 revenue beat on surging rentals and mortgage growth, but higher costs and earnings miss highlight margin pressure.
AKAMNegative Net Change OLEDNegative Net Change KEYSPositive Net Change ZGPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
Vertiv Holdings: Powering the AI Boom with Critical Infrastructure Solutions
by Bryan Hayes
This stock has risen nearly 25% this year alone amid broadening recognition of its role in the AI ecosystem.
VRTPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics infrastructure investing semiconductor tech-stocks
Can Criminal IP Integration Boost IBM's QRadar Growth Prospects?
by Zacks Equity Research
IBM integrates QRadar SIEM and SOAR with Criminal IP, adding IP-based threat intelligence to speed detection, automate response and boost SOC efficiency.
MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
by Supriyo Bose
Cloud computing stocks like GOOGL, MSFT, IBM and ANET are indispensable for any investment portfolio.
MSFTPositive Net Change IBMPositive Net Change GOOGLPositive Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications tech-stocks thematic