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cloud-computing: Archive
3 Telecom Stocks Likely to Surpass Q1 Earnings Estimates
by Supriyo Bose
ANET, GLW and TMUS may top Q1 earnings estimates as 5G rollout, fiber densification and AI-driven demand lift telecom.
GLWPositive Net Change TMUSNegative Net Change ANETNegative Net Change
artificial-intelligence cloud-computing communications iot mobile tech-stocks
SAP's Q1 Earnings & Revenues Up Y/Y on Cloud Momentum & AI Tailwinds
by Zacks Equity Research
SAP posts 20% EPS growth in Q1 2026 as cloud and AI momentum drive revenue gains, boosting shares despite macro uncertainty and signaling continued enterprise demand strength.
BMIPositive Net Change SAPPositive Net Change SLPPositive Net Change BBPositive Net Change
artificial-intelligence business-services cloud-computing computers earnings robotics saas tech-stocks
ORCL Expands AI Database Offerings Through Google Cloud: What's Ahead?
by Vasundhara Sawalka
Oracle expands its AI push with a new Google Cloud agent enabling natural language database queries as multicloud revenues surge.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
DOCN Stock Jumps 104% YTD: Is There More Room to Grow?
by Aniruddha Ganguly
DigitalOcean is betting big on AI inference capacity in 2026-27, but margin pressure, leverage and timing risks could keep DOCN's upside execution-dependent.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change DOCNPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Amazon Deepens AI Push With Expanded Anthropic Deal: What's Ahead?
by Vasundhara Sawalka
AMZN expands Anthropic deal, locking in $100B+ AWS spend and 5GW compute, but $200B capex raises pressure on near-term cash flow.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing retail
IBM Beats Q1 Earnings Estimates on Solid Revenue & Margin Expansion
by Zacks Equity Research
IBM topped Q1 2026 estimates as hybrid cloud and AI demand lifted revenue to $15.92B and expanded gross margin to 56.2%.
IBMNegative Net Change AKAMPositive Net Change ANETNegative Net Change PINSNegative Net Change
artificial-intelligence cloud-computing computers earnings iot saas tech-stocks
Is Western Digital Stock a Buy, Sell, or Hold After Hitting a 52-Week High?
by Shreya Majumder
WDC hits a 52-week high after a 918% surge, fueled by booming AI-driven storage demand, but stretched valuation and risks raise questions for investors.
WDCPositive Net Change STXPositive Net Change SNDKNegative Net Change PNegative Net Change
artificial-intelligence business-services cloud-computing tech-stocks
AI Memory Giant Hits All-Time High Amid Soaring Demand
by Bryan Hayes
This company is positioned to capture a disproportionate share of the coming storage spending wave.
SNDKNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings infrastructure investing tech-stocks
Microsoft vs. Alibaba: Which Cloud Titan Is the Smarter Buy Right Now?
by Vasundhara Sawalka
MSFT's cloud-AI surge, strong margins and $625B backlog highlight its edge over BABA, whose profits and cash flow face mounting pressure.
MSFTPositive Net Change BABAPositive Net Change
artificial-intelligence cloud-computing retail tech-stocks
Seagate's Massive 616% Run in a Year: Time to Buy, Sell, or Stay Put?
by Shreya Majumder
STX has surged 616% on booming AI-driven storage demand, but with valuation stretched and debt risks lingering, investors now face a key hold-or-chase dilemma.
AMDPositive Net Change IBMNegative Net Change WDCPositive Net Change STXPositive Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks