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cloud-computing: Archive
Cisco is Overvalued at 7.01X P/S: Should You Still Buy the Stock?
by Aniruddha Ganguly
CSCO's AI infrastructure orders, network refresh cycle and security momentum support its premium valuation and long-term growth prospects.
CSCONegative Net Change AVGONegative Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing communications tech-stocks
How CRWV's New MLPerf Records Boost Customer Adoption & Market Share
by Shreya Majumder
CoreWeave's MLPerf Training v6.0 results spotlight AI cloud performance, with DeepSeek-V3 trained in 2.02 minutes on 8,192 NVIDIA GB300 GPUs.
AMZNPositive Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets internet saas tech-stocks
Can Cyberhawk Buyout Broaden Ondas' Critical Infrastructure Footprint?
by Shreya Majumder
ONDS plans a $125M Cyberhawk acquisition, adding AI-powered infrastructure intelligence, recurring revenue streams and a $95M backlog.
ONDSNegative Net Change DPRONegative Net Change UMACPositive Net Change
artificial-intelligence autonomous-vehicles cloud-computing communications computers emerging-markets tech-stocks
Top AI Stocks to Add to Your Portfolio for Impressive Returns
by Aniruddha Ganguly
Here, we have picked three AI stocks, MU, DELL and HPE, which are well-poised to benefit from AI's growing use and ability to solve complex problems.
DELLNegative Net Change MUNegative Net Change GOOGLPositive Net Change HPENegative Net Change
artificial-intelligence cloud-computing cybersecurity electronics healthcare robotics saas semiconductor tech-stocks
AI's Data Explosion Creates a Multi-Year Growth Runway for Seagate
by Shreya Majumder
STX is leveraging AI-driven data growth with its HAMR-based Mozaic platform to position itself for rising storage demand across cloud, edge and data centers.
WDCNegative Net Change STXNegative Net Change MUNegative Net Change
artificial-intelligence business-services cloud-computing computers emerging-markets internet tech-stocks
Bear of the Day: Akamai Technologies (AKAM)
by Kevin Cook
Growth pessimism persists as Goldman Sachs reiterates Strong Sell rating and $87 target after Q1 report
AKAMNegative Net Change
artificial-intelligence cloud-computing cybersecurity internet-content
Rigetti Stock Tumbles 9% as Quantinuum's IPO Grabs Investor Focus
by Harshit Gupta
RGTI stock plunges as Quantinuum's Nasdaq debut resets quantum valuations, sharpening focus on rivals' growth, tech and commercialization.
IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change QNTNegative Net Change
cloud-computing computers tech-stocks
New Qwen Models Fuel BABA's Robotics Ambitions: Hold the Stock Now?
by Vasundhara Sawalka
Alibaba's new Qwen-Robot push deepens its AI-cloud strategy, but rising costs, valuation premium and volatility raise questions about near-term upside.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change BABAPositive Net Change
artificial-intelligence cloud-computing retail
Can BB's Enhanced UEM Unlock New Enterprise & Public-Sector Revenue?
by Shreya Majumder
Blackberry upgraded its UEM platform with stronger security, policy controls and device management as demand rises for secure endpoint oversight.
PANWPositive Net Change BBPositive Net Change CRWDPositive Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets internet saas tech-stocks
Bull of the Day: Bloom Energy (BE)
by Kevin Cook
Bloom's story is a microcosm of how the AI-bearish economists & analysts have missed the fundamental demand drivers
BENegative Net Change AEPNegative Net Change ORCLNegative Net Change BAMPositive Net Change GNRCNegative Net Change
alt-energy artificial-intelligence biofuels cloud-computing datacenter energy