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cloud-computing: Archive

Zacks Equity Research

CDW Q4 Earnings & Revenues Beat, Stock Rallies on AI-Led Demand Trends

CDW beat Q4 2025 EPS and sales estimates as small business demand surged, margins expanded and management returned $982M to shareholders.

DLBNegative Net Change BMINegative Net Change SAPPositive Net Change CDWPositive Net Change

Supriyo Bose

Should IBM Stock Be Part of Your Portfolio Post Solid Q4 Earnings?

IBM posted strong Q4 2025 beats as software, hybrid cloud and watsonx AI drove growth, but competition and costs keep the outlook balanced.

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change

Shaun Pruitt

Alphabet Vs Amazon Stock: Which is the Better Big Tech Investment as Q4 Results Approach?

Alphabet and Amazon's cloud services will be closely monitored and hopefully echo further AI-driven growth amid reemerging CapEx concerns among the Mag 7.

AMZNNegative Net Change GOOGLNegative Net Change NVDANegative Net Change METANegative Net Change

Vasundhara Sawalka

Should Investors Buy Amazon Stock Ahead of Q4 Earnings Release?

AMZN heads into Q4 earnings with $206-$213B sales guidance, double-digit growth, and momentum from AWS, advertising, and AI-driven retail.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Can Strong Search and Cloud Growth Aid Alphabet's Q4 Earnings?

GOOGL's fourth-quarter 2025 results are expected to benefit from solid momentum in Search and Cloud businesses.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Can IBM's Lucrative Federal Contracts Boost Its Future Growth?

International Business Machines lands UK defence deal to unify 17 legacy systems into an AI-driven platform, boosting efficiency and long-term savings.

MSFTNegative Net Change IBMPositive Net Change ORCLPositive Net Change

Zacks Equity Research

CDW to Release Q4 Earnings: Here's What Investors Should Know

CDW is set to report Q4 2025 results with management guiding a slight EPS decline as government and education demand stay weak amid uncertainty.

TRMBPositive Net Change CDWPositive Net Change HUBBPositive Net Change UAAPositive Net Change

Zacks Equity Research

Can Corning's Multi-Year AI-Focused Deal With Meta Boost Its Shares?

GLW inks up to $6 billion deal with Meta to supply AI data centers, expand U.S. production, and boost high-skilled jobs.

CIENPositive Net Change APHPositive Net Change GLWPositive Net Change METANegative Net Change

Derek Lewis

Meta Pops and Microsoft Drops: A Closer Look

META and MSFT had contrasting post-earnings reactions, with both continuing to invest heavily. But were Microsoft's results that bad?

AMZNNegative Net Change MSFTNegative Net Change METANegative Net Change

Shreya Majumder

STX's HDDs vs. PSTG's Flash Bet: Which Storage Play is Better?

Seagate's HDD strength and Pure Storage's flash innovation highlight starkly different bets in the booming $984B data storage market.

STXNegative Net Change PSTGPositive Net Change