Back to top

cloud-computing: Archive

Shreya Majumder

How is Rising AEC Adoption Transforming Credo's Growth Trajectory?

CRDO's AEC sales surge as AI and cloud demand drive faster, more efficient and highly reliable data center connectivity.

MRVLPositive Net Change CRDONegative Net Change ALABNegative Net Change

Bryan Hayes

How to Identify Stock Market Winners Early in 2026

These three triggers can help narrow down the investment universe to stocks with the best profit potential.

WDCPositive Net Change

Shreya Majumder

Is NBIS Building a Full-Stack AI Monetization Engine With NVIDIA Rubin?

Nebius will deploy NVIDIA's Rubin platform in 2H26, becoming one of the first AI cloud providers to offer Vera Rubin NVL72 in the U.S. and Europe.

AMZNNegative Net Change NVDANegative Net Change NBISNegative Net Change CRWVPositive Net Change

Supriyo Bose

Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?

Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.

CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change

Shreya Majumder

Is CoreWeave Building a Durable AI Moat With NVIDIA Rubin?

CRWV plans to deploy NVIDIA Rubin in 2026, expanding its AI cloud for agentic AI, reasoning models and large-scale inference workloads.

MSFTPositive Net Change NVDANegative Net Change NBISNegative Net Change CRWVPositive Net Change

Bryan Hayes

Bull of the Day: Western Digital (WDC)

AI-powered storage markets are exploding, and this leading company is taking full advantage of the trend.

WDCPositive Net Change

Aniruddha Ganguly

CSCO's Security Revenues Decline: Can Strong Portfolio Revive Growth?

Cisco's Security sales dip 2% as cloud shifts and legacy product declines weigh, but next-gen offerings show promise.

CSCOPositive Net Change FTNTPositive Net Change OKTAPositive Net Change

Supriyo Bose

IBM Gains 33% in a Year: Is it Worth Investing in the Stock Now?

IBM jumps 33% in a year, fueled by hybrid cloud, AI, and quantum tech???does its growth justify a buy now?

AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change CSCOPositive Net Change

Bryan Hayes

Here Are the Top-Performing S&P 500 Stocks From 2025

The 3 top performers this year make up just 0.7% of the S&P 500 index weight combined.

WDCPositive Net Change MUNegative Net Change SNDKNegative Net Change

Shaun Pruitt

Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?

Although they are among the world's most profitable companies, the immense spending on various AI investments from the hyperscalers in the Mag 7 has been scrutinized.

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change