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cloud-computing: Archive
Microsoft Azure Fiscal 2026 Sales Exceed $100B: Hold the Stock Now?
by Vasundhara Sawalka
MSFT's Azure tops $100B in annual revenues as AI and cloud growth accelerate, but can strong fundamentals outweigh valuation and spending concerns?
MSFTNegative Net Change AMZNNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
CDW Q2 Earnings & Sales Beat, Soar Y/Y on AI & Infrastructure Spending
by Zacks Equity Research
CDW's second-quarter sales rose 10% as broad technology demand and international strength lifted adjusted EPS 12% despite margin pressure.
CDWPositive Net Change TUNegative Net Change CDNSNegative Net Change WIXPositive Net Change
artificial-intelligence business-services cloud-computing computers earnings internet saas tech-stocks
Arista Q2 Earnings Surpass Estimates on Solid Revenue Growth
by Zacks Equity Research
ANET tops Q2 estimates as AI, cloud and enterprise networking demand fuel 37.7% revenue growth, with Q3 revenues projected at about $3.3 billion.
ANETPositive Net Change ADINegative Net Change AMATPositive Net Change KEYSPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
Bull of the Day: Amkor (AMKR)
by Kevin Cook
Semi packaging and testing is the newest AI bottleneck and titans TSMC & NVIDIA know who to call in Arizona
AMKRPositive Net Change NVDAPositive Net Change TSMPositive Net Change LITEPositive Net Change SKHYPositive Net Change
artificial-intelligence cloud-computing datacenter semiconductor
IonQ Q2 2026 Earnings Tomorrow: Time to Buy Stock, Wait or Sell?
by Urmimala Biswas
IonQ reports Q2 results tomorrow after a 91.7% Q2 stock rally, with investors watching if strong revenue growth can justify its premium valuation.
IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change
cloud-computing computers consensus-outlook earnings-estimates-revisions earnings-outlook earnings-preview earnings-report earnings-streak earnings-surprise tech-stocks
3 Huge Winners of the Q2 Earnings Season: BE, MSFT, EME
by Derek Lewis
There have been several standouts in the cycle so far, including Microsoft, Bloom Energy, and EMCOR Group, all of which have seen nice momentum in the days following their robust earnings releases.
MSFTNegative Net Change EMEPositive Net Change BEPositive Net Change
cloud-computing earnings energy
ADTRAN Q2 Earnings Beat Estimates on Healthy Revenue Growth
by Zacks Equity Research
ADTN beats earnings and revenue estimates in Q2 2026 with optical networking sales growth and a growing innovation pipeline supporting its outlook.
ADTNPositive Net Change ADINegative Net Change AMATPositive Net Change KEYSPositive Net Change
artificial-intelligence automation cloud-computing computers tech-stocks
ONTO Pre-Q2 Earnings: Buy the Stock Amid AI-Led Demand & HBM Momentum?
by Shreya Majumder
Onto Innovation heads into Q2 earnings with AI demand, advanced packaging growth and margin expansion in focus as investors watch for guidance.
ONTOPositive Net Change KLACPositive Net Change AMATPositive Net Change CAMTPositive Net Change
artificial-intelligence business-services cloud-computing computers consensus-outlook earnings-preview momentum-stocks tech-stocks
Can IBM's Sovereign AI Solutions for India Propel the Stock Higher?
by Supriyo Bose
IBM's sovereign AI partnership with Sarvam targets India's public sector, while hybrid cloud demand and rising estimates support growth prospects.
IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks telecom
Can Healthy Revenue Growth Boost Akamai's Q2 Earnings?
by Zacks Equity Research
AKAM heads into Q2 2026 earnings with cybersecurity and cloud strength expected to lift revenues despite margin pressure from higher investments.
AKAMPositive Net Change ADINegative Net Change SNDKPositive Net Change MSIPositive Net Change
artificial-intelligence cloud-computing computers tech-stocks