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cloud-computing: Archive
Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?
by Supriyo Bose
ANET's Q3 earnings surged past estimates on strong cloud networking demand and portfolio strength, though margin pressures and customer risks persist.
CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change
artificial-intelligence cloud-computing communications iot tech-stocks
The Cheapest AI Leader in the World? Meet Baidu
by Andrew Rocco
Baidu is quietly positioning itself as one of the most comprehensive AI platforms in the world, combining its dominant search businesses, LLM, AI-centric cloud infrastructure, and the largest robotaxi fleet on the planet.
NVDAPositive Net Change BIDUPositive Net Change TSLANegative Net Change GOOGLNegative Net Change
advertising artificial-intelligence autonomous-vehicles cloud-computing self-driving-cars tech-stocks
Akamai Q3 Earnings Surpass Estimates, Revenues Increase Y/Y
by Zacks Equity Research
AKAM posts Q3 earnings and revenue beats, powered by strong demand for its Guardicore and cloud infrastructure services.
AKAMNegative Net Change WDAYPositive Net Change KEYSPositive Net Change ASTSNegative Net Change
cloud-computing communications earnings tech-stocks
Bear of the Day: IREN Limited (IREN)
by Kevin Cook
Analysts were slashing EPS estimates ahead of this report, but after MSFT deal a trough may be close
IRENNegative Net Change MSFTNegative Net Change DELLPositive Net Change NVDAPositive Net Change
alt-energy artificial-intelligence bitcoin cloud-computing energy
Buy 5 Stocks With High ROE as Markets Wobble on AI Growth Concerns
by Supriyo Bose
As markets reel from AI valuation worries and economic jitters, cash-rich, high-ROE stocks like Corning and TE Connectivity stand out as strong picks.
GLWNegative Net Change TELPositive Net Change BBVANegative Net Change ZTOPositive Net Change VICIPositive Net Change
artificial-intelligence biotechnology cloud-computing communications finance reit tech-stocks
3 Key Reasons to Buy Snowflake Stock Beyond the 71% Surge YTD
by Kashvi Chandgothia
With rising AI adoption and strong customer growth, SNOW's 71% rally is more than just market momentum.
AMZNPositive Net Change MSFTNegative Net Change NOWPositive Net Change SNOWPositive Net Change
artificial-intelligence cloud-computing saas tech-stocks
Amazon Lands $38B Deal With OpenAI: 3 Signs to Buy the Stock Now
by Vasundhara Sawalka
AMZN's $38B OpenAI deal signals AWS revival. With 20% cloud growth and AI momentum building, the stock offers compelling upside for investors in 2025.
AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing e-commerce retail
Arista Q3 Earnings Beat Estimates on Solid Top-Line Improvement
by Zacks Equity Research
ANET's Q3 earnings beat forecasts as robust demand, new product launches and margin gains power strong top-line growth.
AKAMNegative Net Change ANETPositive Net Change KEYSPositive Net Change ASTSNegative Net Change
artificial-intelligence cloud-computing communications earnings iot tech-stocks
Is Amazon Stock Primed to Keep Soaring or is a Pullback Ahead?
by Shaun Pruitt
Fears that stocks are becoming overvalued led to a broader market selloff on Tuesday, and investors may be eying Amazon stock as a buy-the-dip target.
AMZNPositive Net Change MSFTNegative Net Change NFLXPositive Net Change DISNegative Net Change GOOGLNegative Net Change
ad-tech advertising artificial-intelligence cloud-computing e-commerce investing large-cap magnificent-7 semiconductor tech-stocks
AMD Gets Some Respect
by Kevin Cook
The #2 in the GPU duopoly is finally getting recognized as the alternative solution for accelerated computing
AMDNegative Net Change NVDAPositive Net Change ORCLPositive Net Change METANegative Net Change AMDLNegative Net Change
artificial-intelligence cloud-computing semiconductor
BLZE Set to Report Q3 Earnings: How Should Investors Play the Stock?
by Kashvi Chandgothia
B2 Cloud growth, AI traction and enterprise tools keep BLZE in focus as it heads into Q3 earnings with steady momentum.
SNOWPositive Net Change DBXNegative Net Change DDOGPositive Net Change BLZEPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Astera Labs Pops Ahead of Earnings: Here's What to Know
by Bryan Hayes
The company has emerged as a critical player in next-generation data center connectivity.
ALABNegative Net Change
artificial-intelligence cloud-computing computers earnings investing semiconductor tech-stocks
CDW's Q3 Earnings & Revenues Top Estimates, Up Y/Y on Cloud Tailwinds
by Zacks Equity Research
CDW posts higher Q3 2025 earnings and revenues, fueled by strong notebook, software and networking demand despite macro headwinds.
STNegative Net Change FLEXNegative Net Change CDWPositive Net Change FTVPositive Net Change
business-services cloud-computing earnings internet tech-stocks
3 Communication Stocks Likely to Sail With Industry Tailwinds
by Supriyo Bose
Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. GLW, CIEN and OOMA are well-positioned to make the most of the demand for seamless connectivity solutions.
GLWNegative Net Change CIENPositive Net Change OOMAPositive Net Change
cloud-computing communications iot tech-stocks
4 Cloud Computing Stocks to Bet on Amid Widespread Adoption
by Supriyo Bose
MSFT, GOOGL, AMZN and IBM are indispensable cloud computing stocks for any investment portfolio.
AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks thematic
AKAM Set to Report Q3 Results: Will Top-Line Growth Boost Earnings?
by Zacks Equity Research
Akamai's Q3 results may benefit from robust demand in its security and compute segments, fueled by new strategic partnerships and product expansion.
QCOMPositive Net Change AMDNegative Net Change AKAMNegative Net Change WDAYPositive Net Change
cloud-computing communications earnings tech-stocks
Amazon Q3 Earnings Beat Estimates, AWS Growth Pushes Stock Higher
by Zacks Equity Research
AMZN's Q3 sales hit $180B (+13% YoY), AWS reaccelerates to 20% growth, net income surges to $21B, boosted by $9.5B Anthropic gains despite FTC settlement charges.
AMZNPositive Net Change MSFTNegative Net Change NFLXPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing retail
Western Digital Q1 Earnings & Revenues Top, Improve Y/Y, Shares Rise
by Zacks Equity Research
WDC posts strong fiscal Q1 2026 results with 27% revenue growth, higher margins and a dividend hike as AI-driven storage demand surges.
IBMPositive Net Change WDCPositive Net Change STXPositive Net Change CDNSPositive Net Change
artificial-intelligence business-services cloud-computing earnings tech-stocks
Buy the Spike in Alphabet Stock After Its First $100 Billion Quarter?
by Shaun Pruitt
Spiking as much as +6% in Thursday's trading session, Alphabet (GOOGL) stock has started to challenge Nvidia (NVDA) for the most year-to-date gains from the Mag 7.
GOOGLNegative Net Change AMZNPositive Net Change GSNegative Net Change WFCNegative Net Change JPMNegative Net Change MSFTNegative Net Change BCSPositive Net Change NVDAPositive Net Change METANegative Net Change
ad-tech advertising artificial-intelligence cloud-computing earnings investing large-cap magnificent-7 tech-stocks
Microsoft Q1 Earnings & Revenues Beat on Cloud, AI Strength
by Zacks Equity Research
MSFT's first-quarter fiscal 2026 results reflect strength in the AI business and Copilot adoption. The company's Azure cloud business recorded growth of 40%.
MSFTNegative Net Change ADBEPositive Net Change NOWPositive Net Change SNOWPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
Top China Tech Stocks to Consider as U.S. Trade Tensions Ease
by Vasundhara Sawalka
China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.
NTESPositive Net Change TSMPositive Net Change JDPositive Net Change KCPositive Net Change
artificial-intelligence china cloud-computing electric-vehicles robotics semiconductor
WDC vs. NTAP: Which Data Storage Stock Offers Better Growth Potential?
by Shreya Majumder
WDC's sharper focus post-SanDisk spinoff, AI-driven HDD demand and margin gains position it ahead of NTAP in the booming data storage race.
NTAPPositive Net Change WDCPositive Net Change
artificial-intelligence cloud-computing momentum-stocks tech-stocks
Amazon Earnings Preview: On the Verge of a Breakout?
by Ethan Feller
Though Amazon stock has lagged the Magnificent 7, it may be on the verge of a major bull run
AMZNPositive Net Change TSLANegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing e-commerce
Will Strong AWS Performance Improve Amazon's Q3 Results?
by Zacks Equity Research
AMZN's third-quarter results are expected to reflect steady gains from AWS momentum, driven by growing AI capabilities through Amazon Bedrock.
AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing retail
Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?
by Supriyo Bose
ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.
CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change
artificial-intelligence cloud-computing communications earnings-preview iot mobile tech-stocks telecom