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cloud-computing: Archive

Vasundhara Sawalka

Heavy AI Spending Weighs on Alibaba's Profits: Hold or Fold the Stock?

Alibaba's massive AI spending is crushing profits and cash flow, raising doubts about whether BABA's long-term bet can justify near-term financial pain.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change BABAPositive Net Change

Supriyo Bose

Should You Bet on IBM Stock Amid Rising Estimate Revisions?

IBM's earnings estimates for 2026 and 2027 are climbing as hybrid cloud, AI, and quantum partnerships fuel optimism. Should investors bet on it now?

AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change IBMPositive Net Change CSCOPositive Net Change

Zacks Equity Research

Can INTC's Advancements in AI Inference Bolster Its Market Position?

Intel showcases stronger AI inference in MLPerf v6.0, with Xeon 6 CPUs and Arc Pro GPUs boosting performance, scalability and efficiency across workloads.

INTCNo Net Change QCOMPositive Net Change AMDPositive Net Change METAPositive Net Change

Vasundhara Sawalka

3 Reasons to Hold Microsoft Stock Despite 28.6% Drop in 6 Months

MSFT slides 28.6% in 6 months, but strong Azure growth, surging AI bookings and solid earnings keep the long-term investment case intact.

AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Digital Realty Stock Up 15.8%: Can Gains Continue Ahead?

DLR stock surges 15.8% on booming data center demand and global expansion, but with valuation and macro pressures, will the momentum last?

DLRPositive Net Change TRNOPositive Net Change CLDTPositive Net Change

Shreya Majumder

CoreWeave's $8.5 Billion Financing & 12% Stock Surge: A Deep Dive

CRWV secured an $8.5B GPU-backed loan with investment-grade ratings, cutting borrowing costs and supporting AI infrastructure expansion despite rising debt risks.

MSFTPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Kevin Cook

Bull of the Day: Lumentum (LITE)

Since blow out beat-and-raise quarter, NVIDIA invests $2B and price targets rise from $550 to $750

LITEPositive Net Change NVDAPositive Net Change COHRPositive Net Change

Vasundhara Sawalka

Top China Tech Plays Worth Adding to Your Portfolio Right Now

ACM Research and peers gain appeal as U.S.-China trade easing, tariff cuts and policy shifts lift confidence in Chinese tech into 2026.

ACMRPositive Net Change WBNegative Net Change GDSPositive Net Change KCPositive Net Change

Supriyo Bose

4 Cloud Computing Stocks to Buy Amid Heightened Market Volatility

GOOGL, MSFT, AMZN and IBM are indispensable to any investment portfolio focusing on cloud computing stocks.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change GOOGLPositive Net Change

Shreya Majumder

Will Next-Gen HAMR & ePMR Drives Give Western Digital a Storage Edge?

WDC bets on ePMR and HAMR to meet soaring AI and cloud storage demand, aiming for higher-capacity drives, stronger margins and data center growth.

NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change