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cloud-computing: Archive
2 AI and Quantum Stocks Set for Strong Q3 Earnings Growth
by Urmimala Biswas
Semtech and D-Wave Quantum display strong catalysts, from surging AI infrastructure demand to rising quantum bookings and government funding.
SMTCPositive Net Change QBTSPositive Net Change
artificial-intelligence cloud-computing computers earnings semiconductor tech-stocks
Is Microsoft Stock a Buy After Expanding Its Nvidia Partnership?
by Shaun Pruitt
Microsoft's expanded Nvidia collaboration strengthens its AI growth prospects, but is a premium valuation keeping investors on the sidelines?
MSFTPositive Net Change HPQPositive Net Change DELLPositive Net Change NVDAPositive Net Change LNVGYPositive Net Change
artificial-intelligence cloud-computing earnings investing large-cap magnificent-7 software tech-stocks
Alibaba Plunges 16.2% in 6 Months: 3 Key Reasons to Hold the Stock
by Vasundhara Sawalka
BABA's AI cloud growth, full-stack AI strategy and resilient commerce business support holding the stock despite heavy capex and margin pressure.
BABANegative Net Change AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing retail
Can Microsoft's Big AI Capex Translate Into Sustainable Returns Ahead?
by Vasundhara Sawalka
MSFT's AI capex tops $175 billion as Azure growth, a $678 billion backlog and strong Copilot demand bolster the case for sustainable returns.
MSFTPositive Net Change AMZNNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
CoreWeave Makes a 240 MW Bet on India's AI Infrastructure
by Shreya Majumder
CRWV expands in India with a 240 MW AI data center deal, betting on advanced NVIDIA infrastructure and rising AI demand to fuel growth.
CRWVNegative Net Change MSFTPositive Net Change NBISPositive Net Change
artificial-intelligence business-services cloud-computing computers internet tech-stocks
IREN Limited's Sweetwater Hub: Can It Fuel IREN's AI Expansion Plans?
by Namrata Chandak
IREN positions Sweetwater as a major AI infrastructure hub, with 2 GW of planned capacity and a liquid-cooled design built to scale.
IRENPositive Net Change NBISPositive Net Change CRWVNegative Net Change
cloud-computing
IBM Brings AI to Customer-Managed Infrastructure: Should You Invest?
by Supriyo Bose
IBM expands Bob with self-hosted AI deployment, supporting secure enterprise modernization while hybrid cloud growth faces stiff competition and pricing pressure.
IBMPositive Net Change AMZNNegative Net Change MSFTPositive Net Change
artificial-intelligence cloud-computing communications computers iot software tech-stocks telecom
Is Amazon Stock Poised to Rally on AI Services Revenue Expansion?
by Vasundhara Sawalka
AMZN's expanding AI services, triple-digit AWS AI growth and widening margins can support further upside, despite heavy AI spending risks.
AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing retail
Seagate vs. Western Digital: Which HDD Stock Has More Room to Run?
by Shreya Majumder
AI-driven storage demand is fueling an HDD upcycle, but supply risks and steep gains raise the question: STX or WDC for more upside?
WDCPositive Net Change STXPositive Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks
MSFT Rises 41% in 6 Months on Solid AI Demand: Should You Hold Now?
by Vasundhara Sawalka
Microsoft's 41% six-month gain reflects strong Azure and AI demand, but heavy capex and valuation pressure raise questions for new investors.
MSFTPositive Net Change AMZNNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks