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cloud-computing: Archive
Can Microsoft Stock Sustain Its AI Infrastructure Investment Pace?
by Zacks Equity Research
MSFT's soaring AI infrastructure spend, up 74% to $34.9B, raises fresh questions over how long the company can maintain its aggressive expansion pace.
AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
3 Communication Stocks Set to Benefit From Industry Strength
by Supriyo Bose
The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive. COMM, IHS and BAND are likely to benefit from the continued transition to cloud networks.
IHSPositive Net Change BANDPositive Net Change
cloud-computing communications iot tech-stocks
Can Flex's Cash Flow & Market Strength Offset Ongoing Macro Pressures?
by Shreya Majumder
Flex enters the second half of fiscal 2026 with rising AI demand, strong cash flow and expanding data center momentum despite competitive and macro pressures.
JBLPositive Net Change FLEXPositive Net Change SANMNegative Net Change
artificial-intelligence automation autonomous-vehicles business-services cloud-computing medical tech-stocks
Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying
by Bryan Hayes
Oracle remains uniquely positioned within the enterprise AI infrastructure space.
ORCLNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings infrastructure investing large-cap software tech-stocks
Should You Buy, Sell or Hold Oracle Stock Before Q2 Earnings?
by Vasundhara Sawalka
ORCL faces execution risks and elevated debt despite AI momentum. Investors should await better entry points ahead of Q2 fiscal 2026 results amid premium valuations.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Ciena's Q4 Earnings Coming Up: What's in the Cards for CIEN Stock?
by Zacks Equity Research
CIEN's fiscal Q4 2025 outlook is driven by surging cloud and service provider demand plus major AI network wins boosting optical and interconnect momentum.
CIENNegative Net Change MUPositive Net Change CPBNegative Net Change SNPSNegative Net Change
artificial-intelligence business-services cloud-computing communications tech-stocks
Will IBM's Purported Confluent Buyout Spur the Growth Engine?
by Arijit Sarkar
IBM's reported $11 billion move for Confluent aims to strengthen its real-time data capabilities and expand its cloud-native services footprint.
AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change CFLTPositive Net Change
cloud-computing computers iot tech-stocks
Liquid Cooling and 12-14-Month Build: Durable Bets for APLD Stock?
by Aniruddha Ganguly
Applied Digital leans into liquid cooling, compressed build cycles and a fully leased Ellendale campus as hyperscaler AI demand tightens power and timing.
EQIXPositive Net Change RIOTPositive Net Change APLDNegative Net Change CRWVNegative Net Change
cloud-computing cryptocurrency finance
Western Digital, Sandisk Dominate AI-Driven Storage Gains
by Bryan Hayes
For investors seeking exposure to the ongoing AI infrastructure buildout, these stocks stand out as high-conviction ideas.
WDCPositive Net Change SNDKPositive Net Change
artificial-intelligence cloud-computing datacenter earnings investing tech-stocks
Are Rising Earnings Estimates a Solid Reason to Bet on ANET Stock?
by Supriyo Bose
Earnings estimates for Arista are climbing on solid cloud demand and software strength, but margin pressure clouds the outlook.
CSCOPositive Net Change ANETNegative Net Change HPEPositive Net Change
cloud-computing iot software tech-stocks
Top Big Data Stocks Set to Accelerate the AI-Powered Future
by Nilanjan Banerjee
Palantir, NVIDIA and Teradata lead as Big Data demand surges, with AI tools and infrastructure reshaping how industries handle information.
NVDAPositive Net Change TDCPositive Net Change PLTRNegative Net Change
artificial-intelligence cloud-computing
Is Snowflake (SNOW) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
Snowflake shares have handily outperformed the market year-to-date with a nearly 70% return.
SNOWPositive Net Change
artificial-intelligence cloud-computing computers earnings investing stock-performance tech-stocks
Can Oracle's Expanding Cloud Deal With AWS Fuel Long-Term Growth?
by Zacks Equity Research
ORCL's AWS partnership deepens with new KMS integration for Exadata, streamlining encryption management and positioning for multi-cloud growth momentum.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Is it Time to Buy the Dip in CoreWeave Stock?
by Shaun Pruitt
As an AI cloud provider that has been backed by investments from Nvidia, CoreWeave stock is still up an impressive +90% since launching its IPO earlier in the year.
CRWVNegative Net Change NVDAPositive Net Change METANegative Net Change
artificial-intelligence cloud-computing internet investing software tech-stocks
Microsoft Up 16.7% YTD: Will OpenAI Partnership Drive Stock Further?
by Vasundhara Sawalka
MSFT's 16.7% YTD gain reflects OpenAI optimism, but premium valuation and rising competition from Amazon, Oracle and Google suggest waiting for a better entry.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Can IBM's Tie-Up With Cisco for Quantum Network Aid Its Shares?
by Supriyo Bose
IBM teams with Cisco to build a quantum network by 2030, aiming to drive breakthroughs in quantum computing and connectivity.
AMZNNegative Net Change AMDPositive Net Change MSFTNegative Net Change IBMPositive Net Change CSCOPositive Net Change
cloud-computing computers iot software tech-stocks
Holiday Shopping Gets Off to a Good Start
by Mark Vickery
Today is Cyber Monday, anticipated to be the second-highest shopping day of the inaugural weekend of the holiday season.
MAPositive Net Change CRMPositive Net Change ADPPositive Net Change MPositive Net Change DGPositive Net Change DLTRNegative Net Change AEOPositive Net Change ADBEPositive Net Change CRWDPositive Net Change
cloud-computing consumer-discretionary retail
Pure Storage's Q3 Earnings on Deck: What Investors Should Focus on?
by Zacks Equity Research
PSTG readies fiscal Q3 2026 results as enterprise demand, subscription momentum and new tech partnerships shape its growth outlook.
AEOPositive Net Change MUPositive Net Change ULTAPositive Net Change PSTGNo Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks
Accelerated AI and Cloud Adoption to Aid Salesforce's Q3 Results
by Zacks Equity Research
CRM's Q3 results are expected to reflect the benefits of accelerated AI and cloud adoptions. However, macro headwinds and slower deal cycles may limit the upside.
CRMPositive Net Change ADBEPositive Net Change OTEXPositive Net Change BLKBPositive Net Change
artificial-intelligence cloud-computing computers earnings tech-stocks
Can IBM Sustain a Healthy Profit Margin in the Software Segment?
by Supriyo Bose
IBM's software arm gains momentum from hybrid cloud demand and strategic buyouts, but can margins hold up?
AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks
3 Reasons Why Alibaba Stock May Be a Smart Sell After Q2 Earnings Miss
by Vasundhara Sawalka
Alibaba misses Q2 earnings estimates with a 71% profit plunge and negative FCF despite a revenue beat. Its premium valuation versus the industry average signals a sell.
AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change BABAPositive Net Change
artificial-intelligence cloud-computing e-commerce retail
STX vs. MU: Which Storage-Memory Stock Will Win the AI Data Surge?
by Shreya Majumder
Soaring AI-driven storage demand lifts both Seagate and Micron. However, MU's valuation keeps it in the spotlight.
STXNegative Net Change MUPositive Net Change
artificial-intelligence cloud-computing computers tech-stocks
GOOGL vs. NVDA: Is There a New Leader in AI?
by Ethan Feller
Alphabet stock gains as it gains on both the LLM and AI infrastructure front. Can it overtake Nvidia?
CRMPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change
artificial-intelligence cloud-computing
Will Oracle's NetSuite Division Accelerate Revenue Growth?
by Vasundhara Sawalka
ORCL's NetSuite posts 16% growth to $1B in Q1 FY26, but a slower pace versus the infrastructure segment raises questions about accelerating revenue contribution.
MSFTNegative Net Change SAPNegative Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
CRWV vs. AMZN: Which Cloud AI Infrastructure Stock is the Better Buy?
by Shreya Majumder
Amazon's expanding AI-driven AWS footprint contrasts with CoreWeave's rapid GPU-cloud surge, setting up a compelling matchup for growth-focused investors.
AMZNNegative Net Change NVDAPositive Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing e-commerce software tech-stocks