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cloud-computing: Archive

Shreya Majumder

Is STX Stock Still Attractive After Its Massive 2026 Price Rally?

Seagate's earnings surge and fiscal 2027 outlook support the bull case, but its premium valuation leaves little room for execution missteps.

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Shreya Majumder

How Seagate's HAMR Shift Is Driving the Next AI Storage Growth Wave

STX enters fiscal 2027 with rare demand visibility as AI data growth, allocated nearline supply and HAMR adoption strengthen earnings and cash flow.

STXNegative Net Change WDCNegative Net Change MUPositive Net Change

Zacks Equity Research

Can Healthy Revenue Growth Boost HubSpot's Q2 Earnings?

HUBS heads into Q2 2026 results with AI adoption, enterprise demand and pricing initiatives expected to drive revenue growth and strengthen recurring subscriptions.

HUBSPositive Net Change SNDKNegative Net Change MSINegative Net Change ANETPositive Net Change

Zacks Equity Research

Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results

MSFT beats Q4 estimates as cloud and AI demand lift revenues, earnings and Azure growth, while expanding AI infrastructure and raising investment plans.

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Bryan Hayes

Microsoft Answers the Capex Question - And the Stock Finally Responds

For the first time in three quarters, the market appears willing to grant that the AI spending is buying something real.

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Zacks Equity Research

PTC Q3 Earnings & Sales Lag, ARR View Raised on AI Momentum & Buybacks

PTC lifted its fiscal 2026 revenue, EPS and ARR outlook, despite quarterly revenue and earnings missing expectations.

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Harshit Gupta

RGTI vs. QBTS: Which Quantum Stock Is Better Ahead of Q2 Earnings?

D-Wave's record bookings, expanding backlog and stronger commercial traction give it the edge over Rigetti ahead of second-quarter earnings.

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Zacks Equity Research

Apple's Q3 Earnings: Strong iPhone 17 Shipment to Aid Top-Line Growth

AAPL's fiscal Q3 sales may gain from strong iPhone 17 demand, while Mac growth offsets tougher iPad comparisons and supply limits.

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Supriyo Bose

Arista Stock Before Q2 Earnings: Is it a Smart Buy or Risky Move?

ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.

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Bryan Hayes

Alphabet's Warning Shot Still Echoes Ahead of Microsoft Earnings

Azure's growth rate remains the headline, but the number that likely determines Thursday's open is fiscal 2027 capex guidance.

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