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cloud-computing: Archive
Taiwan Semi (TSM): 3 Equations to Launch the Stock
by Kevin Cook
Sales, margins, and profits surge as insatiable demand for advanced node chips creates shortages until 2028
TSMNegative Net Change AAPLPositive Net Change NVDANegative Net Change AVGONegative Net Change METANegative Net Change
artificial-intelligence automation autonomous-vehicles cloud-computing datacenter robotics self-driving-cars semiconductor
Cisco Stock Rises 8% in 3 Months: Will the Rally Continue in 2026?
by Aniruddha Ganguly
CSCO outpaces sector peers with a 7.7% gain on AI momentum, rising security demand, and bullish fiscal 2026 guidance.
CSCOPositive Net Change NVDANegative Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing tech-stocks
Can Sanmina's AI Investment Strategy Drive Future Growth?
by Zacks Equity Research
SANM ramps up AI market presence with advanced servers, networking, and edge AI solutions to power next-gen workloads.
JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?
by Vasundhara Sawalka
MSFT's Azure-led AI growth, strong margins and a $400 billion backlog outshine BABA's cloud gains, weighed down by surging costs and profit pressure.
MSFTNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing retail tech-stocks
IBM vs. MSFT: Which Cloud & AI Tech Giant is a Better Buy?
by Supriyo Bose
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
artificial-intelligence cloud-computing computers iot saas tech-stocks
CRWV Stock Beats Industry Returns in a Year: Buy, Hold or Fold in 2026?
by Shreya Majumder
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
agriculture cloud-computing internet software tech-stocks
Amazon's AWS Margin Expansion Accelerates: More Upside for the Stock?
by Zacks Equity Research
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
artificial-intelligence cloud-computing retail
Will Arista's Advanced Switch Portfolio Accelerate Its Future Growth?
by Zacks Equity Research
ANET's expanding switch portfolio, from 400G???800G data center platforms to rugged new launches, deepens its push into AI and cloud networking.
CSCOPositive Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing iot tech-stocks
ANET vs. COMM: Which Infrastructure Stock is the Smarter Buy Now?
by Supriyo Bose
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
artificial-intelligence cloud-computing communications iot software tech-stocks
WDC Skyrockets 87% in 3 Months: Is the Stock Still a Buy in 2026?
by Shreya Majumder
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.
WDCPositive Net Change STXPositive Net Change TDCNegative Net Change SMCINegative Net Change
artificial-intelligence business-services cloud-computing tech-stocks