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cloud-computing: Archive
IBM vs. Arista Networks: Which AI Infrastructure Stock to Buy Now?
by Supriyo Bose
ANET or IBM? One leads in high-speed switching, the other in hybrid cloud???see which has the edge for AI infrastructure now.
AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change ANETPositive Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks
Can Intel's Long-Term AI Cloud Deal With Google Drive Future Profit?
by Zacks Equity Research
INTC deepens AI infrastructure push with Alphabet partnership, powering Google Cloud with Xeon CPUs and co-developing custom IPUs to boost efficiency.
INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing computers semiconductor tech-stocks
Can Silicon Motion's Advanced Electronic Storage Systems Stoke Growth?
by Zacks Equity Research
SIMO powers faster, more efficient storage in everyday devices, from smartphones to SSDs, driving performance, reliability and innovation in consumer electronics.
WDCPositive Net Change MUPositive Net Change SIMOPositive Net Change
cloud-computing computers iot mobile tech-stocks
BlackBerry's Shares Rally 8% on Q4 Earnings Beat, Revenues Surge Y/Y
by Zacks Equity Research
BB tops fiscal Q4 2026 estimates as QNX and Secure Comms drive revenue beat. Strong fiscal 2027 outlook signals growth across key segments.
ADSKPositive Net Change GWREPositive Net Change BOXPositive Net Change BBNegative Net Change
artificial-intelligence automation autonomous-vehicles cloud-computing communications earnings iot saas tech-stocks
3 Reasons to Hold Amazon Stock Despite 10.4% Decline in 3 Months
by Vasundhara Sawalka
AMZN's 10.4% dip marks strong AWS growth, AI expansion and Prime momentum, but heavy spending and margin pressure suggest patience for new investors.
AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing e-commerce retail
Bear Of The Day: MongoDB (MDB)
by Brian Bolan
This stock has estimates that are actually moving higher but analyst agreement has helped push the stock to the lowest Zacks Rank
MDBNegative Net Change
cloud-computing
Fastly Benefits From Strong Enterprise Growth: A Sign for More Upside?
by Zacks Equity Research
FSLY rides on strong enterprise growth to record revenues, but rising competition and rich valuation raise questions about how much upside remains.
AKAMNegative Net Change FSLYNegative Net Change NETPositive Net Change
cloud-computing tech-stocks
Can Celestica's Robust AI Data Center Offerings Propel Its Shares?
by Zacks Equity Research
CLS is powering AI data centers with high-speed networking, storage and computing solutions for faster, scalable and reliable performance.
AMDPositive Net Change NVDAPositive Net Change CLSPositive Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
Oracle's NetSuite Division in Focus: Will it Boost Revenue Growth?
by Vasundhara Sawalka
ORCL's NetSuite posts steady Q3 growth, but slower expansion vs rivals raises questions about whether AI upgrades can boost its role in driving revenues.
MSFTPositive Net Change SAPPositive Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
by Supriyo Bose
Arista's 2026-27 EPS estimates jump as Arista 2.0 and cloud demand lift momentum, but depleting margins and costs keep risk in focus.
CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change
artificial-intelligence cloud-computing communications iot saas tech-stocks telecom