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cloud-computing: Archive

Urmimala Biswas

2 AI and Quantum Stocks Set for Strong Q3 Earnings Growth

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

Shaun Pruitt

Is Microsoft Stock a Buy After Expanding Its Nvidia Partnership?

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

Vasundhara Sawalka

Alibaba Plunges 16.2% in 6 Months: 3 Key Reasons to Hold the Stock

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

Vasundhara Sawalka

Can Microsoft's Big AI Capex Translate Into Sustainable Returns Ahead?

MSFT's AI capex tops $175 billion as Azure growth, a $678 billion backlog and strong Copilot demand bolster the case for sustainable returns.

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Shreya Majumder

CoreWeave Makes a 240 MW Bet on India's AI Infrastructure

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

Namrata Chandak

IREN Limited's Sweetwater Hub: Can It Fuel IREN's AI Expansion Plans?

IREN positions Sweetwater as a major AI infrastructure hub, with 2 GW of planned capacity and a liquid-cooled design built to scale.

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Supriyo Bose

IBM Brings AI to Customer-Managed Infrastructure: Should You Invest?

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

Vasundhara Sawalka

Is Amazon Stock Poised to Rally on AI Services Revenue Expansion?

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

Shreya Majumder

Seagate vs. Western Digital: Which HDD Stock Has More Room to Run?

AI-driven storage demand is fueling an HDD upcycle, but supply risks and steep gains raise the question: STX or WDC for more upside?

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Vasundhara Sawalka

MSFT Rises 41% in 6 Months on Solid AI Demand: Should You Hold Now?

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