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cloud-computing: Archive

Zacks Equity Research

Will Healthy Revenue Growth Boost Akamai's (AKAM) Q4 Earnings?

AKAM eyes Q4 revenue growth on strong security and compute demand, but flat Earnings ESP clouds chances of another surprise.

ADIPositive Net Change RSNegative Net Change AKAMNegative Net Change BKNGNegative Net Change

Supriyo Bose

IBM vs. Intel: Which AI-Focused Stock is the Better Buy Today?

IBM edges out Intel with stronger estimates, cheaper valuation and hybrid cloud-AI momentum despite fierce competition and margin pressure.

AMZNPositive Net Change INTCPositive Net Change MSFTNegative Net Change IBMNegative Net Change NVDANegative Net Change

Shreya Majumder

STX Stock Soars 31% in a Month: Should You Add It to Your Portfolio?

STX surges 31% in a month as AI-driven storage demand, record margins and HAMR ramp fuel revenue growth through 2026.

WDCNegative Net Change STXNegative Net Change MUNegative Net Change SIMONegative Net Change

Zacks Equity Research

APLD's Energy Strategy is Evolving: Can it Drive Further Upside?

Applied Digital ramps up on-site power and advanced cooling to ease AI bottlenecks, aiming to speed campus energisation and boost compute density.

APLDNegative Net Change NVTNegative Net Change VRTNegative Net Change

Zacks Equity Research

Arista Tops Q4 Earnings Estimates on Solid Revenues, Record Net Income

ANET posts record Q4 net income and surging revenues, topping estimates as AI-driven demand and cloud strength fuel growth into 2026.

AKAMNegative Net Change WDAYNegative Net Change ANETPositive Net Change KEYSPositive Net Change

Bryan Hayes

Networking Giant Drops on Earnings: Time to Load Up on Cisco?

The company highlighted $2.1 billion in AI infrastructure orders for the quarter, signaling robust demand from hyperscalers.

CSCOPositive Net Change

Zacks Equity Research

Will Heavy Capex Spending Weigh on Alibaba's AI Ambitions?

BABA's AI push is fueling cloud growth, but an 80% capex surge and negative free cash flow are clouding its near-term profit outlook.

AMZNPositive Net Change GOOGLPositive Net Change BABANegative Net Change

Zacks Equity Research

Can Jabil's Consumer Electronics Expertise Boost Future Profits?

JBL boosts its consumer electronics reach with advanced manufacturing and partnerships with top global tech brands.

JBLNegative Net Change FLEXNegative Net Change BHENegative Net Change

Shreya Majumder

Is it Too Late to Buy WDC Stock After 305% Explosive Rally in a Year?

Western Digital has surged 305% in a year as AI-fueled storage demand powers growth, bold tech bets and hefty buybacks, but risks are building.

WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change PSTGNegative Net Change

Shreya Majumder

CRWV Shares Pop 138% in a Year: Should Investors Hold or Lock in Gains?

Coreweave has surged 137.8% in a year on booming AI demand and mega deals, but heavy debt, rising CapEx and guidance cuts raise caution.

MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change CRWVNegative Net Change