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cloud-computing: Archive

Vasundhara Sawalka

Microsoft vs Alibaba: Which Cloud AI Stock Is Better Positioned?

MSFT and BABA are ramping up AI cloud spending as demand outpaces supply, but their growth, margins and stock performance diverge.

MSFTPositive Net Change BABANegative Net Change

Shreya Majumder

CRWV vs. IREN: Which Neocloud Stock Offers the Stronger Upside Case?

CoreWeave and IREN are scaling AI infrastructure, but capital needs, customer concentration and execution risks shape their outlook.

IRENNegative Net Change CRWVPositive Net Change

Derek Lewis

These Magnificent Seven Members Still Look Cheap

Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.

AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change

Vasundhara Sawalka

3 Reasons to Hold Microsoft Stock After a 31.2% Surge in 3 Months

MSFT's cloud and AI momentum, broad enterprise adoption and durable growth outlook give investors reasons to hold despite its 31.2% surge.

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

Shreya Majumder

Western Digital vs. Sandisk: Which Storage Stock is the Better Bet?

WDC and SNDK offer distinct paths to AI-driven storage growth, with divergent margins, risks and exposure to HDDs versus NAND flash.

WDCPositive Net Change SNDKPositive Net Change

Urmimala Biswas

IonQ's Quantum Growth Under Pressure: Is it Time to Sell the Stock?

IONQ's strong growth and quantum advances face heavy losses, commercialization risks and a tough macro backdrop as investors seek financial results.

IONQNegative Net Change RGTINo Net Change QBTSPositive Net Change

Shreya Majumder

Is CoreWeave Worth Buying as AI Growth Meets Heavy Funding Risks?

CoreWeave's $104.2B backlog and lower forward sales multiple support its growth case, but heavy funding needs and losses keep profitability in focus.

CRWVPositive Net Change MSFTPositive Net Change ORCLNegative Net Change

Shreya Majumder

CoreWeave's Rubin Deployment Broadens Its Next-Gen AI Cloud Offering

CoreWeave deployed Vera Rubin NVL72 clusters, expanding its next-gen AI platform as heavy capex and rising interest costs raise execution stakes.

CRWVPositive Net Change MSFTPositive Net Change NVDAPositive Net Change

Shreya Majumder

CoreWeave Boosts Agentic AI With Multi-Rack NVIDIA Vera Rubin Clusters

CRWV is scaling next-gen AI infrastructure with multi-rack Rubin clusters and new storage capabilities to accelerate complex workloads.

CRWVPositive Net Change MSFTPositive Net Change NVDAPositive Net Change NBISNegative Net Change

Vasundhara Sawalka

Oracle Beats Q1 Estimates as AI Optimism Grows: How to Play the Stock

ORCL tops Q1 estimates as AI cloud demand accelerates, with revenues and backlog surging despite heavy infrastructure spending.

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