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cloud-computing: Archive

Shaun Pruitt

Alphabet & Microsoft Earnings Preview: AI Cloud Growth Takes Center Stage

Alphabet and Microsoft report earnings on Wednesday, Oct. 28, as Wall Street weighs accelerating AI cloud growth, massive capital spending, and valuations.

MSFTPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

3 Reasons to Buy Oracle Stock Now Despite a 24% Drop in 6 Months

ORCL's 24% 6-month slump masks accelerating cloud growth, a record $664 billion backlog and raised fiscal 2027 guidance, despite heavy AI spending.

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

Vasundhara Sawalka

Amazon Before Q3 Earnings: Buy the Stock Now or Wait for Results?

AMZN heads into Q3 earnings with strong AWS growth and advertising prospects, but rising costs, heavy capex and a premium valuation raise questions about buying now.

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

Zacks Equity Research

Does Azure AI Growth Make Microsoft Stock a Hold Ahead of Q1 Earnings?

MSFT heads into Q1 earnings with Azure growth expected to accelerate to 45%, but rising AI infrastructure costs and capacity constraints raise questions about margin durability.

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

Shreya Majumder

WDC's Fiscal Q2 Forecast Improves: What's Fueling the Momentum?

Western Digital heads into fiscal Q2 2027 with surging HDD demand, rising prices and expanding AI workloads, boosting revenue, margins and earnings expectations.

WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change

Shreya Majumder

Seagate's HAMR + SMR Breakthrough: Can Azure Boost AI Storage Growth?

STX's Mozaic drives achieve a key Broadcom interoperability milestone, while Azure qualification and rising AI storage demand support adoption.

WDCNegative Net Change STXNegative Net Change MUNegative Net Change AVGONegative Net Change

Derek Lewis

Find Strong Cloud Stocks With This Zacks Tool

Zacks Thematic Screens lets you dive into over 30 dynamic investment themes shaping the future, including cutting-edge technology, renewable energy, healthcare innovations, and more.

MSFTPositive Net Change

Vasundhara Sawalka

Microsoft Stock Before Q1 Earnings: Buy Now or Wait for Results?

MSFT's cloud growth and Azure acceleration face mounting capacity constraints, while PC market weakness and capex above $50 billion weigh on the outlook.

MSFTPositive Net Change HPQPositive Net Change DELLNegative Net Change LNVGYPositive Net Change

Shreya Majumder

Seagate Eyes a Q1 Earnings Beat: Is the Stock Worth Buying Now?

STX's Q1 FY27 earnings outlook reflects surging AI-driven storage demand, higher pricing and Mozaic technology growth.

STXNegative Net Change WDCNegative Net Change MUNegative Net Change AGYSPositive Net Change