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cloud-computing: Archive

Kevin Cook

Bull of the Day: Sandisk (SNDK)

Shares are up 680% since August because the NAND memory shortage nightmare is an SSD dream come true

SNDKNegative Net Change MUNegative Net Change NVDANegative Net Change

Andrew Rocco

Forget LLMs: Buy these 3 AI "Pick and Shovel" Plays Instead

During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks.

AMZNNegative Net Change MSPositive Net Change INTCNegative Net Change AMDNegative Net Change MSFTPositive Net Change IBMPositive Net Change NVDANegative Net Change GOOGLPositive Net Change ALABNegative Net Change NBISNegative Net Change CRWVPositive Net Change

Zacks Equity Research

IBM's Edge AI Expansion With Datavault AI: Will it Boost Profits?

International Business Machines extended its collaboration with Datavault AI to deliver secure, ultra-low-latency enterprise AI at the edge with watsonx-powered zero-trust micro data centers.

AMZNNegative Net Change IBMPositive Net Change GOOGLPositive Net Change

Kashvi Chandgothia

Should you Buy, Sell or Hold Applied Digital Stock Post Q2 earnings?

APLD shares spike after Q2 revenues soar 250%, underscoring strong execution while leaving questions around valuation and losses.

EQIXPositive Net Change RIOTNegative Net Change APLDNegative Net Change CRWVPositive Net Change

Supriyo Bose

Buy 5 Stocks With High ROE as U.S. Economy Appears on Firm Footing

ANET, GLW, BBVA, AIZ, and HST stand out with strong ROE and cash flow metrics amid a bullish year-end market rally.

HSTPositive Net Change AIZPositive Net Change GLWPositive Net Change BBVAPositive Net Change ANETPositive Net Change

Zacks Equity Research

MSFT's Office 365 Subscription Growth Picks Up: Sign of More Upside?

Microsoft shares gain as Office 365 subscriptions accelerate, with commercial and consumer growth, higher-tier uptake, and AI tools boosting revenue per user.

AAPLPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Will Accelerating AWS Revenue Growth Drive AMZN Stock's 2026 Rally?

Amazon's AWS posts its fastest growth since 2022 as AI demand surges, with a $200 billion backlog and heavy investment fueling 2026 optimism.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Kevin Cook

NVIDIA Rubin Wreckage: Modine and Credo

Jensen's CES keynote unveiled the latest GPU system in production, but investors in cooling and cables panicked

NVDANegative Net Change COHRPositive Net Change MODPositive Net Change VRTNegative Net Change CRDONegative Net Change

Aniruddha Ganguly

GOOGL Best Performing Magnificent 7 Stock in a Year: Buy or Hold Now?

Alphabet's 64.7% stock surge tops the Magnificent 7, fueled by AI-driven gains in search and cloud despite valuation concerns.

AMZNNegative Net Change AAPLPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Should You Hold Oracle Stock Despite Debt-Fueled AI Data Center Bet?

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash flow test investor patience.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change