Back to top

cloud-computing: Archive

Zacks Equity Research

Ciena's Stock Skyrockets 143% in 12 Months: Is More Upside Left?

CIEN shares surge 143% in a year, fueled by AI-driven demand, cloud adoption and record interconnect growth.

CIENNegative Net Change GLWNegative Net Change VIAVNegative Net Change ATUSNo Net Change

Andrew Rocco

Oracle (ORCL): From Dot-Com Relic to AI Powerhouse

Oracle's recent earnings report has undeniably shifted the narrative around the stock, proving that this long-overlooked company is a major player in the burgeoning AI revolution.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change ORCLNegative Net Change TSLANegative Net Change METANegative Net Change

Derek Lewis

Oracle Earnings Impress Heavily: A Closer Look

Given its big-time gains and consistently strong growth over recent years, could the stock become the 8th member of the beloved Magnificent group?

ORCLNegative Net Change

Urmimala Biswas

NVIDIA, AI & Quantum Leaders Drive Health Tech: 2 Stocks to Buy

Butterfly Network and Omnicell emerge as standout health tech stocks as AI and quantum breakthroughs reshape diagnostics and medication management.

IBMPositive Net Change NVDANegative Net Change OMCLNegative Net Change PLTRNegative Net Change BFLYNegative Net Change

Vasundhara Sawalka

Is Now the Time to Buy Oracle Stock After Its Q1 Earnings-Fueled Run?

ORCL's strong cloud momentum and AI expansion support holding existing positions, but premium valuations suggest new investors should await $260-$280 entry.

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

Zacks Equity Research

Massive RPO Surge at Oracle: A Sign of Strong Forward Visibility?

ORCL's RPO skyrockets 359% Y/Y to $455B in Q1 FY26, fueled by major AI cloud deals and signaling powerful forward visibility.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change

Shaun Pruitt

Should Investors Chase the Post-Earnings Surge In Oracle Stock?

Citing unprecedented demand for AI workloads, Oracle (ORCL) stock had surged more than 40% in Wednesday's trading session, hitting a new all-time high of $345 a share.

ORCLNegative Net Change AMZNNegative Net Change AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLANegative Net Change METANegative Net Change

Zacks Equity Research

Oracle Q1 Earnings Match Estimates, Cloud Growth Fuels Revenue Rise

ORCL reports strong fiscal first quarter with 12% revenue growth, record AI cloud demand and multi-billion-dollar deals across its infrastructure stack.

APHNegative Net Change FFIVPositive Net Change ORCLNegative Net Change CRWDNegative Net Change

Zacks Equity Research

Microsoft's Gaming Revenue Growth: Can the Xbox Ecosystem Sustain It?

MSFT's gaming arm posts 10% revenue growth, fueled by Game Pass momentum, blockbuster titles and a vast Xbox user base.

MSFTNegative Net Change NTDOYNegative Net Change SONYNegative Net Change

Kevin Cook

Bull of the Day: Credo Technology (CRDO)

Another monster quarter forecasts topline advancing 120%+ (again!) plus 185% EPS growth!

CRDONegative Net Change AMZNNegative Net Change NVDANegative Net Change MRVLNegative Net Change AVGONegative Net Change

Mark Vickery

Oracle Misses in Q3, Gains +22% - Plus Jobs Revisions & More

While Oracle missed on Q3 revenues it grew +55% in Cloud Infrastructure year over year.

AAPLNegative Net Change MSFTNegative Net Change UNHPositive Net Change ORCLNegative Net Change NBISNegative Net Change

Zacks Equity Research

Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?

BABA's China E-commerce arm posts 10% growth with Taobao driving user gains, but margin pressure looms amid fierce competition.

JDNegative Net Change BABANegative Net Change PDDNegative Net Change

Zacks Equity Research

Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?

Amazon's AWS inks Absa deal, reinforcing global reach. Will rising Azure and Google Cloud growth rates pressure its market dominance?

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Shreya Majumder

Can Nebius Become the Next Big AI Player With $17.4B Microsoft Deal?

NBIS lands a $17.4B AI infrastructure deal with Microsoft, fueling growth, financing power, and marking a stronger edge in the cloud race.

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

Zacks Equity Research

Food Delivery Powers JD's Growth: Can New Businesses Turn Profitable?

JD.com's food delivery arm surges 199% in revenues, but soaring losses raise doubts about its path to profitability.

JDNegative Net Change BABANegative Net Change DASHNegative Net Change

Vasundhara Sawalka

Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?

AMZN trades at 31.84x earnings amid AI investments and AWS competition. Amazon posts strong Q2 results, but premium valuation suggests waiting for better entry points.

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

Supriyo Bose

IBM Declines 8.6% in 3 Months: Should You Rethink the Stock?

International Business Machines lags peers with an 8.6% drop in 3 months, facing margin pressure and stiff cloud competition despite AI and hybrid cloud growth.

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change

Supriyo Bose

CommScope vs. Arista: Which Networking Stock Packs More Power Now?

COMM's sharper cost cuts, stronger estimate revisions and cheaper valuation give it an edge over ANET in networking.

APHNegative Net Change GLWNegative Net Change COMMNegative Net Change ANETNegative Net Change

Zacks Equity Research

Oracle's NetSuite Momentum: Can It Boost Cloud Growth to New Heights?

ORCL's NetSuite ERP drives double-digit SaaS growth, boosting cloud revenue momentum and positioning the company for stronger long-term demand.

MSFTNegative Net Change SAPNegative Net Change ORCLNegative Net Change

Aritra Chatterjee

Arista Rises 79.7% in a Year: How Should You Play the Stock?

Arista's 79.7% surge outpaces peers as AI networking demand, strategic acquisition and strong cash flow fuel growth momentum.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Zacks Equity Research

CIEN Q3 Earnings & Sales Top, Stock Up on 91% Y/Y Bottom-Line Growth

Ciena posts a revenue and earnings surge, lifts outlook with AI-driven demand and sees shares jump over 23% on strong fiscal Q3 2025 results.

CIENNegative Net Change GLWNegative Net Change DSGXNegative Net Change VIAVNegative Net Change

Nilanshi Mukherjee

Snowflake vs. Alphabet: Which Cloud Analytics Stock Has an Edge Now?

SNOW shines with rapid customer growth and AI-driven tools, but GOOGL's Google Cloud offers broader reach and steadier global scale.

GOOGLNegative Net Change SNOWNegative Net Change

Vasundhara Sawalka

Oracle Stock Before Q1 Earnings: Buy Now or Wait for Results?

ORCL's cloud momentum and AI innovations show promise, but investors may wait for clearer visibility on partnership revenue synergies before buying the stock.

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

Zacks Equity Research

Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?

BABA's Cloud Intelligence rises 26% with triple-digit AI revenue growth, but rivals and rising costs test its momentum.

AMZNNegative Net Change MSFTNegative Net Change BABANegative Net Change

Zacks Equity Research

SAP Expands Sovereign Cloud to Power Europe's Digital & AI Innovation

SAP expands its Sovereign Cloud with flexible EU-based deployment and a 20B euro investment, fueling growth with AI and cloud innovation.

SAPNegative Net Change JBLNegative Net Change IDCCNegative Net Change UINegative Net Change