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cloud-computing: Archive
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.
JBLPositive Net Change CLSPositive Net Change SANMPositive 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.
AMZNPositive Net Change MSFTNegative Net Change IBMPositive 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 NBISPositive 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.
AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive 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 HPEPositive 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.
APHPositive 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 SMCIPositive Net Change
artificial-intelligence business-services cloud-computing tech-stocks
Bull of the Day: Sandisk (SNDK)
by Kevin Cook
Shares are up 680% since August because the NAND memory shortage nightmare is an SSD dream come true
SNDKPositive Net Change MUPositive Net Change NVDANegative Net Change
artificial-intelligence cloud-computing computers mobile semiconductor
Forget LLMs: Buy these 3 AI "Pick and Shovel" Plays Instead
by Andrew Rocco
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.
AMZNPositive Net Change MSPositive Net Change INTCPositive Net Change AMDPositive Net Change MSFTNegative Net Change IBMPositive Net Change NVDANegative Net Change GOOGLPositive Net Change ALABPositive Net Change NBISPositive Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing datacenter