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cloud-computing: Archive

Supriyo Bose

IBM vs. MSFT: Which Cloud & AI Tech Giant is a Better Buy?

Microsoft's AI edge and stronger growth outlook give it an edge over IBM, despite the latter's stronger valuation and stock gains.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change

Shreya Majumder

CRWV Stock Beats Industry Returns in a Year: Buy, Hold or Fold in 2026?

CoreWeave surges 119% in a year on booming AI cloud demand, but heavy CapEx, rising debt and valuation concerns raise questions about upside in 2026.

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

Zacks Equity Research

Amazon's AWS Margin Expansion Accelerates: More Upside for the Stock?

AMZN's AWS posts a 34.6% Q3 operating margin, 20% revenue growth and a $200 billion backlog, pointing to accelerating profitability and sustained cloud momentum.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Will Arista's Advanced Switch Portfolio Accelerate Its Future Growth?

ANET's expanding switch portfolio, from 400G???800G data center platforms to rugged new launches, deepens its push into AI and cloud networking.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Supriyo Bose

ANET vs. COMM: Which Infrastructure Stock is the Smarter Buy Now?

Arista and CommScope are both gaining ground, but the former's software-driven edge may give it the upper hand in infrastructure.

APHNegative Net Change GLWPositive Net Change ANETNegative Net Change

Shreya Majumder

WDC Skyrockets 87% in 3 Months: Is the Stock Still a Buy in 2026?

Western Digital jumps 86.5% in three months as AI-driven storage demand boosts margins and cash returns, leaving investors to weigh how much upside remains.

WDCNegative Net Change STXNegative Net Change TDCNegative Net Change SMCINegative Net Change

Kevin Cook

Bull of the Day: Sandisk (SNDK)

Shares are up 680% since August because the NAND memory shortage nightmare is an SSD dream come true

SNDKPositive Net Change MUNegative Net Change NVDANegative Net Change

Andrew Rocco

Forget LLMs: Buy these 3 AI "Pick and Shovel" Plays Instead

During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks.

AMZNNegative Net Change MSPositive Net Change INTCNegative Net Change AMDNegative Net Change MSFTNegative Net Change IBMNegative Net Change NVDANegative Net Change GOOGLNegative Net Change ALABNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

IBM's Edge AI Expansion With Datavault AI: Will it Boost Profits?

International Business Machines extended its collaboration with Datavault AI to deliver secure, ultra-low-latency enterprise AI at the edge with watsonx-powered zero-trust micro data centers.

AMZNNegative Net Change IBMNegative Net Change GOOGLNegative Net Change

Kashvi Chandgothia

Should you Buy, Sell or Hold Applied Digital Stock Post Q2 earnings?

APLD shares spike after Q2 revenues soar 250%, underscoring strong execution while leaving questions around valuation and losses.

EQIXNegative Net Change RIOTNegative Net Change APLDNegative Net Change CRWVNegative Net Change