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cloud-computing: Archive
Alphabet & Microsoft Earnings Preview: AI Cloud Growth Takes Center Stage
by Shaun Pruitt
Alphabet and Microsoft report earnings on Wednesday, Oct. 28, as Wall Street weighs accelerating AI cloud growth, massive capital spending, and valuations.
MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing datacenter earnings investing large-cap magnificent-7 tech-stocks
3 Reasons to Buy Oracle Stock Now Despite a 24% Drop in 6 Months
by Vasundhara Sawalka
ORCL's 24% 6-month slump masks accelerating cloud growth, a record $664 billion backlog and raised fiscal 2027 guidance, despite heavy AI spending.
ORCLNegative Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Amazon Before Q3 Earnings: Buy the Stock Now or Wait for Results?
by Vasundhara Sawalka
AMZN heads into Q3 earnings with strong AWS growth and advertising prospects, but rising costs, heavy capex and a premium valuation raise questions about buying now.
AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing e-commerce earnings-preview retail
Does Azure AI Growth Make Microsoft Stock a Hold Ahead of Q1 Earnings?
by Zacks Equity Research
MSFT heads into Q1 earnings with Azure growth expected to accelerate to 45%, but rising AI infrastructure costs and capacity constraints raise questions about margin durability.
MSFTPositive Net Change AMZNPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Here's What to Expect From the Busiest Week of Q4
by Bryan Hayes
This is the most consequential week of the quarter.
MSFTPositive Net Change TSLANegative Net Change GOOGLPositive Net Change METAPositive Net Change
ad-tech advertising artificial-intelligence cloud-computing computers datacenter earnings inflation investing semiconductor tech-stocks
WDC's Fiscal Q2 Forecast Improves: What's Fueling the Momentum?
by Shreya Majumder
Western Digital heads into fiscal Q2 2027 with surging HDD demand, rising prices and expanding AI workloads, boosting revenue, margins and earnings expectations.
WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change
artificial-intelligence cloud-computing computers robotics tech-stocks
Seagate's HAMR + SMR Breakthrough: Can Azure Boost AI Storage Growth?
by Shreya Majumder
STX's Mozaic drives achieve a key Broadcom interoperability milestone, while Azure qualification and rising AI storage demand support adoption.
WDCNegative Net Change STXNegative Net Change MUNegative Net Change AVGONegative Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks
Find Strong Cloud Stocks With This Zacks Tool
by Derek Lewis
Zacks Thematic Screens lets you dive into over 30 dynamic investment themes shaping the future, including cutting-edge technology, renewable energy, healthcare innovations, and more.
MSFTPositive Net Change
cloud-computing
Microsoft Stock Before Q1 Earnings: Buy Now or Wait for Results?
by Vasundhara Sawalka
MSFT's cloud growth and Azure acceleration face mounting capacity constraints, while PC market weakness and capex above $50 billion weigh on the outlook.
MSFTPositive Net Change HPQPositive Net Change DELLNegative Net Change LNVGYPositive Net Change
artificial-intelligence cloud-computing earnings-preview tech-stocks
Seagate Eyes a Q1 Earnings Beat: Is the Stock Worth Buying Now?
by Shreya Majumder
STX's Q1 FY27 earnings outlook reflects surging AI-driven storage demand, higher pricing and Mozaic technology growth.
STXNegative Net Change WDCNegative Net Change MUNegative Net Change AGYSPositive Net Change
artificial-intelligence business-services cloud-computing computers consensus-outlook earnings-preview momentum-stocks tech-stocks