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cloud-computing: Archive
Should Investors Chase the Post-Earnings Surge In Oracle Stock?
by Shaun Pruitt
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 METAPositive Net Change
artificial-intelligence cloud-computing earnings investing large-cap tech-stocks
Oracle Q1 Earnings Match Estimates, Cloud Growth Fuels Revenue Rise
by Zacks Equity Research
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 FFIVNegative Net Change ORCLNegative Net Change CRWDNegative Net Change
artificial-intelligence cloud-computing earnings tech-stocks
Microsoft's Gaming Revenue Growth: Can the Xbox Ecosystem Sustain It?
by Zacks Equity Research
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
artificial-intelligence cloud-computing tech-stocks
Bull of the Day: Credo Technology (CRDO)
by Kevin Cook
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
artificial-intelligence autonomous-vehicles cloud-computing robotics self-driving-cars
Oracle Misses in Q3, Gains +22% - Plus Jobs Revisions & More
by Mark Vickery
While Oracle missed on Q3 revenues it grew +55% in Cloud Infrastructure year over year.
AAPLNegative Net Change MSFTNegative Net Change UNHNegative Net Change ORCLNegative Net Change NBISNegative Net Change
artificial-intelligence cloud-computing earnings inflation interest-rate tech-stocks
Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?
by Zacks Equity Research
BABA's China E-commerce arm posts 10% growth with Taobao driving user gains, but margin pressure looms amid fierce competition.
JDNegative Net Change BABAPositive Net Change PDDNegative Net Change
cloud-computing retail
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?
by Zacks Equity Research
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
cloud-computing retail
Can Nebius Become the Next Big AI Player With $17.4B Microsoft Deal?
by Shreya Majumder
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
artificial-intelligence cloud-computing emerging-markets tech-stocks
Food Delivery Powers JD's Growth: Can New Businesses Turn Profitable?
by Zacks Equity Research
JD.com's food delivery arm surges 199% in revenues, but soaring losses raise doubts about its path to profitability.
JDNegative Net Change BABAPositive Net Change DASHPositive Net Change
artificial-intelligence cloud-computing retail
Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?
by Vasundhara Sawalka
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
artificial-intelligence cloud-computing e-commerce retail
IBM Declines 8.6% in 3 Months: Should You Rethink the Stock?
by Supriyo Bose
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 IBMNegative Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks
CommScope vs. Arista: Which Networking Stock Packs More Power Now?
by Supriyo Bose
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
artificial-intelligence cloud-computing communications iot tech-stocks
Oracle's NetSuite Momentum: Can It Boost Cloud Growth to New Heights?
by Zacks Equity Research
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 SAPPositive Net Change ORCLNegative Net Change
cloud-computing tech-stocks
Arista Rises 79.7% in a Year: How Should You Play the Stock?
by Aritra Chatterjee
Arista's 79.7% surge outpaces peers as AI networking demand, strategic acquisition and strong cash flow fuel growth momentum.
CSCOPositive Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing communications tech-stocks
CIEN Q3 Earnings & Sales Top, Stock Up on 91% Y/Y Bottom-Line Growth
by Zacks Equity Research
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
artificial-intelligence business-services cloud-computing communications earnings tech-stocks
Snowflake vs. Alphabet: Which Cloud Analytics Stock Has an Edge Now?
by Nilanshi Mukherjee
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
artificial-intelligence cloud-computing tech-stocks
Oracle Stock Before Q1 Earnings: Buy Now or Wait for Results?
by Vasundhara Sawalka
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
artificial-intelligence cloud-computing tech-stocks
Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?
by Zacks Equity Research
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 BABAPositive Net Change
cloud-computing retail
SAP Expands Sovereign Cloud to Power Europe's Digital & AI Innovation
by Zacks Equity Research
SAP expands its Sovereign Cloud with flexible EU-based deployment and a 20B euro investment, fueling growth with AI and cloud innovation.
SAPPositive Net Change JBLNegative Net Change IDCCNegative Net Change UINegative Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks
Will Nvidia Stock Soar if Interest Rates are Cut in September?
by Shaun Pruitt
Amid looming expectations that the Federal Reserve could cut interest rates in September, tech companies like Nvidia generally stand to benefit exponentially.
NVDANegative Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing earnings interest-rate investing large-cap magnificent-7 semiconductor tech-stocks
Broadcom (AVGO) Thrives in Custom AI Explosion
by Kevin Cook
AI revenue grew 220% year-on-year, propelled by their leading XPUs and Ethernet networking portfolio.
AVGONegative Net Change NVDANegative Net Change MRVLNegative Net Change
artificial-intelligence cloud-computing semiconductor software
Amazon Eyes Cloud Expansion: Will the NZ AWS Region Drive Growth?
by Zacks Equity Research
AMZN bets big on AWS growth with a NZ$7.5B New Zealand region launch, fueling AI, compliance and APAC expansion.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
cloud-computing retail
Top ROE Stocks to Buy as AI Rally Propels Markets to Record Highs
by Supriyo Bose
Arista, TE Connectivity, Corning, Banco Bilbao, and AppLovin stand out with strong ROE as markets hit record highs on AI momentum.
GLWNegative Net Change TELNegative Net Change BBVAPositive Net Change APPNegative Net Change ANETNegative Net Change
cloud-computing communications finance tech-stocks
GOOGL Services Benefits From New AI-Powered Features: What's Ahead?
by Aniruddha Ganguly
Alphabet's Google Services revenues surge on AI-driven Search, YouTube and Gemini innovations despite stiff competition.
AAPLNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Alibaba vs. Amazon: Which E-Commerce Titan Has More Upside Potential?
by Vasundhara Sawalka
Amazon's commanding 30% cloud market share versus Alibaba's 4%, plus massive $100B AI investments, creates competitive advantages. Choose AMZN, avoid BABA's risks.
AMZNNegative Net Change BABAPositive Net Change
artificial-intelligence cloud-computing e-commerce retail