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cloud-computing: Archive

Vasundhara Sawalka

Microsoft Gains From M365 Commercial Cloud Demand: What's Ahead?

MSFT's M365 Commercial cloud jumps 19% as Copilot tops 20M seats, but shifting bookings and product growth signal a more measured outlook ahead.

MSFTNegative Net Change CRMNegative Net Change GOOGLPositive Net Change

Shreya Majumder

Seagate vs. NetApp: Which Data Management Stock is the Better Bet?

STX's AI-driven storage boom, strong cash flow and HAMR innovation are boosting growth as NTAP faces slower IT spending and cloud pressures.

NTAPNegative Net Change STXNegative Net Change

Vasundhara Sawalka

Can Alibaba Stock Recover as Cloud & International Growth Accelerates?

BABA leans on surging cloud and overseas growth, but weak profits and cash flow raise doubts about a sustained stock recovery.

AMZNNegative Net Change MSFTNegative Net Change BABANegative Net Change

Shreya Majumder

WDC vs. QMCO: Which Data Infrastructure Stock to Bet On?

Western Digital's scale, AI-driven growth and stronger profitability make WDC a steadier long-term pick over turnaround-focused Quantum

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Nalak Das

MU Achieves a Milestone: Will 3 Memory & Storage Stocks Follow Suit?

MU tops a $1T valuation as booming AI demand and chip shortages lift memory and storage stocks like WDC, SNDK and STX.

WDCNegative Net Change STXNegative Net Change MUNegative Net Change SNDKPositive Net Change

Harshit Gupta

RGTI vs QBTS: Which Quantum Computing Stock Holds More Promise?

QBTS gains traction with record bookings and expanding system sales, while Rigetti Computing bets on long-term gate-model breakthroughs.

RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

Can Nokia's Latest AI Innovation Lab for Data Centers Drive Growth?

NOK opens an AI networking lab in Sunnyvale to build AI-native data center tech with partners and validate real-world multi-vendor designs.

ERICNegative Net Change NOKNegative Net Change CSCONegative Net Change

Zacks Equity Research

Everpure Gears Up to Report Q1 Earnings: What's in the Offing?

P heads into fiscal Q1 FY2027 earnings with revenue seen up about 28%, fueled by hyperscaler and AI-driven demand amid component cost pressures.

CRMNegative Net Change DGPositive Net Change DELLNegative Net Change PNegative Net Change

Derek Lewis

Alphabet and NVIDIA: The Biggest Mag 7 Winners This Earnings Season

NVIDIA and Alphabet delivered some of the biggest highlights from the Mag 7 group in the Q1 earnings cycle, with Google Cloud sales showing bullish acceleration while NVIDIA's Data Center results again broke records.

MSFTNegative Net Change NVDANegative Net Change GOOGLPositive Net Change