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cloud-computing: Archive
WDC Powers AI Infrastructure Play With Storage Innovation at Computex
by Shreya Majumder
Western Digital showcased AI-focused storage platforms at Computex 2026, highlighting scalable architectures built to boost performance and deployment speed.
WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks
Buy the Dip in Oracle Stock After Record Q4 Results?
by Shaun Pruitt
Despite delivering record results for its fiscal fourth quarter, the market's attention has shifted toward Oracle's elevated CapEx.
ORCLNegative Net Change AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing datacenter earnings investing large-cap software tech-stocks
Western Digital Stock Skyrockets 185% YTD: Is More Growth on the Horizon?
by Shreya Majumder
WDC has surged 185% YTD as AI-driven storage demand, pricing gains and a streamlined HDD-focused business fuel growth prospects.
NTAPNegative Net Change WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change SMCINegative Net Change
artificial-intelligence business-services cloud-computing computers dividend momentum-stocks software tech-stocks
Can Arista's Advanced Networking Platform Meet the Growing AI Demand?
by Zacks Equity Research
ANET rolls out 7060XE7 Series Ethernet platforms, delivering 1.6 Tbps per port and up to 100 Tbps switching capacity to meet surging AI infrastructure demands.
CSCONegative Net Change NVDANegative Net Change ANETNegative Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
Oracle Q4 Earnings Beat Estimates, Cloud Growth Fuels Revenues
by Zacks Equity Research
ORCL's fiscal Q4 beat is powered by surging cloud demand, with AI-driven infrastructure growth accelerating and pushing revenues up 21% year over year.
DELLPositive Net Change ORCLNegative Net Change AMATPositive Net Change AEISNegative Net Change
artificial-intelligence cloud-computing earnings tech-stocks
MANH Pushes Deeper Into a Cloud-First Model: Buy or Hold the Stock?
by Vasundhara Sawalka
MANH leans into cloud growth and AI, but restructuring, macro risks, and rising competition cloud near-term outlook, making it a cautious hold for investors.
CRMNegative Net Change SAPNegative Net Change ORCLNegative Net Change MANHPositive Net Change
cloud-computing tech-stocks
Microsoft Deepens Agentic AI Push and Collaborations: What's Ahead?
by Vasundhara Sawalka
MSFT ramps up agentic AI with KPMG, Atos deals, new Azure Cobalt VMs and Copilot expansion as cloud surges but margins face AI-driven pressure.
AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?
by Shreya Majumder
ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?
KLACNegative Net Change CAMTNegative Net Change NVMINegative Net Change ONTOPositive Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets robotics saas semiconductor tech-stocks
Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?
by Supriyo Bose
CLS' AI-driven networking demand, fast 2026 growth forecasts and cheaper valuation edge make it look stronger than IBM despite margin pressure.
AMZNPositive Net Change MSFTNegative Net Change IBMNegative Net Change CLSPositive Net Change SANMPositive Net Change
artificial-intelligence cloud-computing communications electronics iot saas tech-stocks
STX Stock Tops Industry Returns in 3 Months: A Smart Investment Now?
by Shreya Majumder
Seagate has surged 119% in three months as AI-driven storage demand boosts growth, margins and earnings outlook, but valuation risks remain.
IBMNegative Net Change WDCNegative Net Change STXNegative Net Change PPositive Net Change
artificial-intelligence business-services cloud-computing computers dividend-stocks dividend-yield software tech-stocks