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cloud-computing: Archive
Seagate's YTD Gains are Double the Industry: Is the Stock Still a Buy?
by Shreya Majumder
STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.
STXPositive Net Change AMDPositive Net Change IBMNegative Net Change WDCPositive Net Change
artificial-intelligence business-services cloud-computing computers consensus-outlook dividend-yield momentum-stocks tech-stocks
IBM Slumps 21% YTD: Time to Reassess the Stock in Your Portfolio?
by Supriyo Bose
IBM's 21% YTD slide reflects AI-led threats to legacy services, pricing pressure and falling estimates, even as hybrid cloud and watsonx offer support.
IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks
Will Quantum's Cost Discipline Keep Margins on an Upward Trajectory?
by Shreya Majumder
QMCO's strong Q1 growth, expanding margins and debt-free balance sheet signal a sharp financial turnaround as AI drives storage demand.
QMCOPositive Net Change WDCPositive Net Change STXPositive Net Change
artificial-intelligence business-services cloud-computing computers emerging-markets tech-stocks
QUBT vs. QBTS: Which Quantum Stock Should You Buy or Sell Now?
by Urmimala Biswas
QUBT and QBTS both face post-earnings weakness, but stronger revenue growth, liquidity and lower valuation give QUBT an edge.
QUBTPositive Net Change QBTSNegative Net Change
cloud-computing computers earnings-outlook earnings-report tech-stocks
Can IBM's HRL Acquisition Boost Its Quantum Computing Capabilities?
by Zacks Equity Research
International Business Machines' acquisition of HRL Laboratories adds silicon-spin qubit, materials and manufacturing expertise to advance scalable quantum systems.
IBMNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
automation cloud-computing computers tech-stocks
Is Rescale's Cloud Expansion Another Catalyst for CRWV's AI Growth?
by Shreya Majumder
CoreWeave's Rescale expansion opens access to AI-optimized infrastructure for demanding HPC and engineering workloads.
CRWVPositive Net Change MSFTNegative Net Change NBISPositive Net Change
artificial-intelligence business-services cloud-computing computers internet tech-stocks
WDAY Q2 Earnings Beat Estimates on Subscription Growth, Margin Gains
by Zacks Equity Research
Workday beats fiscal Q2 estimates as subscription growth, expanding margins and surging AI adoption drive results and a higher full-year margin outlook.
WDAYNegative Net Change AMZNNegative Net Change TXNNegative Net Change SIMOPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
SK Telecom's SK Horizon Spinoff: A New AI Growth Engine for SKM?
by Zacks Equity Research
SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.
SKMNegative Net Change MSFTNegative Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing communications computers mobile tech-stocks
4 Cloud Computing Stocks to Profit Amid Intense Market Volatility
by Supriyo Bose
GOOGL, MSFT, AMZN and ANET stand out as cloud computing plays as AI, scalability and cost efficiency fuel enterprise adoption.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications tech-stocks thematic
CRWV vs. APLD: Which AI Data Center Stock Has More Upside Potential?
by Shreya Majumder
AI data center demand is driving CRWV and APLD, but their differing models, capital needs and risks could shape which offers more upside.
APLDPositive Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing communications computers internet tech-stocks