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cloud-computing: Archive

Kevin Cook

Bear of the Day: Akamai Technologies (AKAM)

Growth pessimism persists as Goldman Sachs reiterates Strong Sell rating and $87 target after Q1 report

AKAMPositive Net Change

Shreya Majumder

Rubin Validation Sparks 14% Rally in CRWV: What's Ahead for the Stock?

CoreWeave surged 14% after becoming the first AI cloud provider to validate NVIDIA Vera Rubin NVL72, reinforcing its edge in AI infrastructure.

AMZNNegative Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Kevin Cook

Bull of the Day: Bloom Energy (BE)

Wall Street analysts have totally missed the surge in BE sales and earnings and the chase is on!

BEPositive Net Change CATPositive Net Change GEVPositive Net Change

Aparajita Dutta

Top Cloud ETFs to Buy as Hyperscalers Pivot to AI-First Platforms

AI-first cloud platforms are boosting hyperscalers' growth. See how ETFs like CLOD offer diversified exposure to this shift.

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change SKYYPositive Net Change CLOUNegative Net Change CLODNegative Net Change

Vasundhara Sawalka

MSFT Jumps 13% in 3 Months on AI Demand: Buy, Sell or Hold the Stock?

Microsoft gains 13% in 3 months as AI demand drives record results, but surging capex, margin pressure and valuation concerns cloud the near-term outlook.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Supriyo Bose

IBM Expands Lightedge Tie-Up for Improved Cloud Offering: Worth a Buy?

IBM deepens Lightedge tie-up, integrating PowerVS into Lightedge???s hybrid cloud offering to simplify IBM Power management across providers.

AMZNNegative Net Change MSFTPositive Net Change IBMNegative Net Change

Vasundhara Sawalka

AMZN Deepens Its AI-Powered Shopping Push: Where Is the Stock Headed?

Amazon merges Rufus and Alexa+ into free Alexa for Shopping, touting AI-driven sales and ad gains, but rising AI costs and margin pressure loom.

AMZNNegative Net Change WMTPositive Net Change GOOGLPositive Net Change

Shreya Majumder

Will Autonomous Agent Growth Accelerate CRWV's Data Center Utilization?

CoreWeave rolls out an agentic AI platform for continuous learning, targeting rising cloud demand as enterprises adopt autonomous AI systems

MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Harshit Gupta

Rigetti Computing's 108-Qubit Push Keeps Quantum Advantage Hopes Alive

RGTI's 108-qubit Cepheus-1 launch and rising QPU demand strengthen its push toward quantum advantage and revenue growth.

ARQQNegative Net Change RGTIPositive Net Change QBTSNegative Net Change

Zacks Equity Research

Everpure Q1 Earnings Beat on Strong AI-Led Storage Demand, Sales Jump Y/Y

P beats Q1 FY27 estimates as AI infrastructure demand, enterprise wins and subscription growth fueled a 35% revenue surge.

WDCPositive Net Change STXPositive Net Change TDCPositive Net Change PPositive Net Change