Back to top

cloud-computing: Archive

Vasundhara Sawalka

Is Amazon Stock Still Worth Buying Despite Its High Premium P/E?

AMZNs premium P/E masks catalysts in AWS, Prime Day and diversified growth that can support the bull case despite AI spending and regulatory watchpoints.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Shreya Majumder

CRWV vs. MSFT: Which AI Cloud Stock Has More Growth Potential?

CoreWeave's AI infrastructure growth, expanding backlog and cloud platform could offer greater upside than Microsoft's diversified AI strategy.

MSFTNegative Net Change CRWVPositive Net Change NVDAPositive Net Change

Harshit Gupta

Is Rigetti Stock a Buy or Hold Following the Quantinuum IPO?

Quantinuum's IPO renews quantum computing interest as Rigetti advances its roadmap amid early commercial adoption and ongoing losses.

QUBTNegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change QNTNegative Net Change

Supriyo Bose

Bet on 4 Cloud Computing Stocks to Hedge Against Volatile Markets

GOOGL, MSFT, AMZN and CIEN offer cloud exposure as AI demand, scalability and cost efficiency fuel long-term market growth.

AMZNNegative Net Change MSFTNegative Net Change CIENNegative Net Change GOOGLNegative Net Change

Shreya Majumder

Onto Innovation vs. Camtek: Which Inspection Stock is a Smarter Buy?

ONTO offers broader AI and semiconductor exposure, while its lower valuation and rising earnings estimates make it stand out over Camtek.

CAMTPositive Net Change ONTONegative Net Change

Shreya Majumder

Can Nebius' Four-Pronged Strategy Create the Next AI Hyperscaler?

NBIS is scaling its AI-native hyperscaler with bigger infrastructure, platform expansion, record demand and fresh capital fueling long-term growth.

NBISPositive Net Change MSFTNegative Net Change CRWVPositive Net Change

Harshit Gupta

Can Rigetti's Infrastructure Edge Power the Next Quantum Revolution?

RGTI's Fab-1, modular architecture and 108-qubit C-DAC contract spotlight its bid to build scalable quantum infrastructure.

RGTINegative Net Change QUBTNegative Net Change IONQNegative Net Change

Shreya Majumder

BlackBerry vs. Palo Alto Networks: Which Cybersecurity Stock Wins?

BB's lower valuation, QNX growth and cybersecurity momentum offer a more compelling risk-reward profile than PANW today.

PANWNegative Net Change BBNegative Net Change

Vasundhara Sawalka

Top China Tech Plays Worth Adding to Your Portfolio in 2H26

NetEase and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2H26.

NTESNegative Net Change TSMNegative Net Change GDSNegative Net Change KCNegative Net Change

Supriyo Bose

Workday vs. Arista: Which Enterprise AI Stock Has More Upside Now?

WDAY's lower valuation and rising earnings estimates give it an edge over ANET despite weaker price performance and slower projected sales growth.

WDAYNegative Net Change ANETPositive Net Change ORCLNegative Net Change