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cloud-computing: Archive

Zacks Equity Research

Will MSFT Stock Climb as Azure AI Services Gain Traction?

Microsoft Azure enables AI adoption without costly system replacements. Multi-model infrastructure and frontier model access fuel revenue momentum.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Subhasish Mukherjee

Will Oracle's RPO Expansion Strengthen Long-Term Revenue Outlook?

ORCL's RPO surges to $523B, quadrupling YoY, giving multi-year revenue visibility as cloud and AI contracts drive growth beyond 2026.

MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change

Kevin Cook

Taiwan Semi (TSM): 3 Equations to Launch the Stock

Sales, margins, and profits surge as insatiable demand for advanced node chips creates shortages until 2028

TSMNegative Net Change AAPLPositive Net Change NVDAPositive Net Change AVGONegative Net Change METAPositive Net Change

Aniruddha Ganguly

Cisco Stock Rises 8% in 3 Months: Will the Rally Continue in 2026?

CSCO outpaces sector peers with a 7.7% gain on AI momentum, rising security demand, and bullish fiscal 2026 guidance.

CSCONegative Net Change NVDAPositive Net Change ANETNegative Net Change HPEPositive Net Change

Zacks Equity Research

Can Sanmina's AI Investment Strategy Drive Future Growth?

SANM ramps up AI market presence with advanced servers, networking, and edge AI solutions to power next-gen workloads.

JBLPositive Net Change CLSNegative Net Change SANMPositive Net Change

Vasundhara Sawalka

Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?

MSFT's Azure-led AI growth, strong margins and a $400 billion backlog outshine BABA's cloud gains, weighed down by surging costs and profit pressure.

MSFTNegative Net Change BABANegative Net Change

Supriyo Bose

IBM vs. MSFT: Which Cloud & AI Tech Giant is a Better Buy?

Microsoft's AI edge and stronger growth outlook give it an edge over IBM, despite the latter's stronger valuation and stock gains.

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change

Shreya Majumder

CRWV Stock Beats Industry Returns in a Year: Buy, Hold or Fold in 2026?

CoreWeave surges 119% in a year on booming AI cloud demand, but heavy CapEx, rising debt and valuation concerns raise questions about upside in 2026.

MSFTNegative Net Change NVDAPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

Amazon's AWS Margin Expansion Accelerates: More Upside for the Stock?

AMZN's AWS posts a 34.6% Q3 operating margin, 20% revenue growth and a $200 billion backlog, pointing to accelerating profitability and sustained cloud momentum.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Will Arista's Advanced Switch Portfolio Accelerate Its Future Growth?

ANET's expanding switch portfolio, from 400G???800G data center platforms to rugged new launches, deepens its push into AI and cloud networking.

CSCONegative Net Change ANETNegative Net Change HPEPositive Net Change