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cloud-computing: Archive

Shreya Majumder

Pure Storage Stock Before Q4 Earnings: Time to Buy, Hold or Exit?

PSTG's fiscal Q4 2026 hinges on AI-driven demand, FlashBlade momentum and rising ARR, but macro pressures and valuation concerns cloud the near-term outlook.

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Anindya Barman

Top Wide-Moat Stocks to Invest in for Long-term Growth

LRCX, NVDA, ASML and MCO use strong moats to fend off rivals and deliver consistent returns amid market shifts.

GOOGNegative Net Change AMZNNegative Net Change MSFTNegative Net Change MCOPositive Net Change NVDANegative Net Change ASMLNegative Net Change LRCXNegative Net Change

Zacks Equity Research

Akamai Q4 Earnings Beat Estimates, Revenues Increase Y/Y

AKAM tops Q4 estimates as Guardicore and API security fuel 7% revenue growth, while 2026 outlook signals steady margin and earnings expansion.

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Zacks Equity Research

Bandwidth Q4 Earnings Meet Estimates, Revenues Decline Y/Y

BAND beats Q4 revenue estimates despite messaging and political campaign revenue dips, driven by cloud growth, AI solutions and stronger margins.

ERICNegative Net Change CLSNegative Net Change BANDPositive Net Change UINegative Net Change

Brian Bolan

Bull Of The Day: Nebius Group (NBIS)

This AI centric cloud infrastructure company is poised to show 500% topline growth this year and 167% growth next year.

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Arijit Sarkar

Can Arista's High-Performance Network Software Fuel Its Future Growth?

ANET gains a competitive edge with EOS and CloudVision, delivering AI-ready, automated networking for enterprises and hyperscalers.

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Shreya Majumder

How Pure Storage's Flash Portfolio is Becoming Its Margin Multiplier

PSTG rides on AI-driven flash demand, which is boosting margins. It lifted its FY26 revenue outlook to $3.63-$3.64B on hyperscaler wins and portfolio strength.

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Vasundhara Sawalka

Microsoft vs. Oracle: Which Cloud & AI Giant Has an Edge Right Now?

MSFT's surging Azure growth, $625B backlog and 47% margins highlight its AI edge over Oracle as capex strains and weak software sales cloud ORCL's outlook.

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Supriyo Bose

ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?

ANET or ASTS? As satellite ambitions clash with AI-driven networking strength, one connectivity stock stands out in terms of growth, valuation and earnings outlook.

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