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cloud-computing: Archive

Urmimala Biswas

Wall Street Loves Quantinuum Stock: Is it a Buy on the Post-IPO Rally?

QNT has soared 45% since its IPO as Wall Street backs its growth story, but investors face key risks before deciding whether to buy.

QNTNegative Net Change HONPositive Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Aniruddha Ganguly

Apple's AI Expansion Aims to Boost Services Momentum: What's Ahead?

AAPL is weaving AI deeper into Creator Studio, services and hardware, but competition from Alphabet and Microsoft and a premium valuation loom.

AAPLPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Shreya Majumder

BlackBerry Rallies After Q1 Beat: Is the Stock Still Attractive?

BlackBerry's Q1 beat, higher guidance and QNX-driven growth fueled a 22% stock jump. Can its AI and software strategy sustain the rally?

BBNegative Net Change NVDAPositive Net Change PANWPositive Net Change CRWDNegative Net Change

Vasundhara Sawalka

Microsoft Trades at a Premium P/E: Buy, Sell or Hold the Stock Now?

MSFT's premium valuation faces a key test as cloud growth stays strong but AI spending pressures margins. Does guidance justify the higher P/E?

MSFTPositive Net Change AMZNPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Harshit Gupta

Rigetti's Robust Liquidity Strengthens Its Quantum Computing Outlook

RGTI's debt-free $569M cash position gives it runway to invest in Fab-1, higher-qubit systems and its long-term quantum roadmap.

RGTINegative Net Change QUBTNegative Net Change IONQNegative Net Change

Shreya Majumder

Seagate vs. Micron: Which AI Storage Stock Has More Upside?

MU may offer greater AI storage upside as HBM demand, strong earnings growth and attractive valuation outpace STX's AI-driven storage opportunity.

STXNegative Net Change MUNegative Net Change

Vasundhara Sawalka

Microsoft Expands Security Footprint: Is it the Next Revenue Pillar?

MSFT expands its security ecosystem with new partnerships and AI tools as cloud growth and bundled offerings boost security's role in future revenues.

MSFTPositive Net Change PANWPositive Net Change CRWDNegative Net Change

Shreya Majumder

Should Investors Bet on BlackBerry's Increasing QNX Momentum?

BB's QNX is driving stronger growth across software-defined vehicles and embedded markets as rising guidance signals improve execution.

BBNegative Net Change QCOMNegative Net Change NVDAPositive Net Change

Shreya Majumder

Is BB Stock Still Worth Buying After Its Massive Fiscal 2026 Rally?

BlackBerry's turnaround is gaining traction with stronger profits, higher guidance and QNX growth, but its richer valuation raises the bar for execution.

BBNegative Net Change PANWPositive Net Change CRWDNegative Net Change

Shreya Majumder

BlackBerry's QNX Positions it for Physical AI & Smart Vehicle Growth

BB is expanding QNX beyond automotive into robotics, healthcare and industrial markets as Physical AI drives demand for secure embedded software.

BBNegative Net Change QCOMNegative Net Change NVDAPositive Net Change