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View the Zacks #1 Rank List
cloud-computing: Archive
Western Digital Q2 Earnings Beat, Top Line Jumps Y/Y on AI Demand Boom
by Zacks Equity Research
WDC beats Q2 FY26 earnings and revenue as data center demand and high-capacity HDD adoption surge, with margins expanding and upbeat Q3 guidance.
BMINegative Net Change WDCNegative Net Change STXNegative Net Change SAPPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
BABA's Margins Suffer From Stiff Competition: Time to Sell the Stock?
by Vasundhara Sawalka
Alibaba's Q2 FY26 results show modest revenue growth but steep margin erosion as competition and heavy spending weigh on profits into 2026.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing e-commerce retail
5 Stocks With High ROE to Buy as Markets Bask in Economic Strength
by Supriyo Bose
High-ROE picks like ANET, GLW, BBVA, TJX and TEL stand out as markets rally on strong earnings and steady Fed policy.
TJXPositive Net Change GLWPositive Net Change TELPositive Net Change BBVANegative Net Change ANETPositive Net Change
cloud-computing communications finance retail tech-stocks
Microsoft Q2 Earnings Beat Estimates as Cloud and AI Drive Results
by Zacks Equity Research
MSFT beats fiscal Q2 estimates as cloud and AI power 17% revenue growth, Azure surges, and bookings jump, though shares fall on capex and capacity concerns.
MSFTNegative Net Change NVDANegative Net Change SAPPositive Net Change ADBEPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
by Shreya Majumder
CoreWeave and Alphabet are racing to dominate AI infrastructure, each with unique strategies, risks and growth prospects.
NVDANegative Net Change GOOGLNegative Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing tech-stocks
SAP's Q4 Earnings & Revenues Up Y/Y, Stock Down on Weak Cloud Backlog
by Zacks Equity Research
SAP's Q4 EPS jumps 16% as cloud bookings and AI drive profits, but shares sink after cloud backlog and 2026 guidance miss expectations.
STXNegative Net Change SAPPositive Net Change SLPPositive Net Change BBPositive Net Change
cloud-computing computers earnings tech-stocks
IBM Q4 Earnings Surpass Estimates on Strong Cloud and AI Momentum
by Zacks Equity Research
International Business Machines tops Q4 estimates as software growth from hybrid cloud, watsonx AI and Red Hat lifts revenues, margins and profit despite macro uncertainty.
AMDPositive Net Change IBMPositive Net Change ANETPositive Net Change LYFTPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
These AI Cloud Stocks Are Starting to Soar Again Thanks to Nvidia: ANET, CRWV
by Shaun Pruitt
Arista Networks (ANET) and CoreWeave (CRWV) stock have been on a tremendous rally again as investors rotate back into AI infrastructure plays.
ANETPositive Net Change CRWVPositive Net Change MSFTNegative Net Change NVDANegative Net Change METANegative Net Change
artificial-intelligence cloud-computing earnings internet investing large-cap semiconductor software tech-stocks
AI Push to Boost Search Growth: More Upside Ahead for GOOGL Stock?
by Aniruddha Ganguly
Alphabet rides AI momentum in Search and Cloud, but rising competition from MSFT and AMZN may test its edge.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Bull of the Day: Lam Research (LRCX)
by Kevin Cook
Analysts have been behind the growth and valuation curves as TSM and MU signal WFE expansion into 2029
LRCXPositive Net Change INTCPositive Net Change AMDPositive Net Change MUNegative Net Change NVDANegative Net Change SNDKNegative Net Change ASMLNegative Net Change TSMNegative Net Change
artificial-intelligence automation cloud-computing robotics semiconductor