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cloud-computing: Archive

Zacks Equity Research

Shopify's Subscription Growth Accelerates: More Upside Ahead?

SHOP subscription revenues rise 16.7% y/y to $777M, with Plus at approximately 34% of MRR. Yet, tariffs and rivals pressure margins.

EBAYPositive Net Change SHOPNegative Net Change CMRCNegative Net Change

Harshit Gupta

RGTI Sees Solid Government Deals, Weak Commercial Demand: How to Play

Rigetti sees rising government orders and tech progress, but weak commercial demand and ongoing losses keep its path to scalable growth uncertain.

IBMNegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Shreya Majumder

Seagate vs. Western Digital: Which HDD Leader Should Investors Pick?

Western Digital edges past Seagate in the AI-driven storage boom, with stronger gains, lower valuation and robust capital returns despite ongoing risks.

WDCNegative Net Change STXPositive Net Change

Shaun Pruitt

Still Time to Chase the Rebound in Amazon Stock?

Amazon (AMZN) stock has led the rebound in the broader market, spiking nearly 15% so far this month.

AMZNNegative Net Change

Supriyo Bose

IBM vs. Arista Networks: Which AI Infrastructure Stock to Buy Now?

ANET or IBM? One leads in high-speed switching, the other in hybrid cloud???see which has the edge for AI infrastructure now.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change ANETNegative Net Change

Zacks Equity Research

Can Intel's Long-Term AI Cloud Deal With Google Drive Future Profit?

INTC deepens AI infrastructure push with Alphabet partnership, powering Google Cloud with Xeon CPUs and co-developing custom IPUs to boost efficiency.

INTCPositive Net Change QCOMPositive Net Change AMDNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Can Silicon Motion's Advanced Electronic Storage Systems Stoke Growth?

SIMO powers faster, more efficient storage in everyday devices, from smartphones to SSDs, driving performance, reliability and innovation in consumer electronics.

WDCNegative Net Change MUPositive Net Change SIMONegative Net Change

Zacks Equity Research

BlackBerry's Shares Rally 8% on Q4 Earnings Beat, Revenues Surge Y/Y

BB tops fiscal Q4 2026 estimates as QNX and Secure Comms drive revenue beat. Strong fiscal 2027 outlook signals growth across key segments.

ADSKPositive Net Change GWRENegative Net Change BOXPositive Net Change BBPositive Net Change

Vasundhara Sawalka

3 Reasons to Hold Amazon Stock Despite 10.4% Decline in 3 Months

AMZN's 10.4% dip marks strong AWS growth, AI expansion and Prime momentum, but heavy spending and margin pressure suggest patience for new investors.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change

Brian Bolan

Bear Of The Day: MongoDB (MDB)

This stock has estimates that are actually moving higher but analyst agreement has helped push the stock to the lowest Zacks Rank

MDBPositive Net Change