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cloud-computing: Archive

Zacks Equity Research

Amazon Q4 Earnings Miss Estimates, Shares Slide on $200B Capex Plan

AMZN tops Q4 revenue estimates as AWS growth reaccelerates to 24%, but shares slide after guidance and a $200 billion 2026 capex plan spook investors.

AMZNPositive Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Shaun Pruitt

Buy Alphabet Stock After Strong Q4 Results or is it Too Soon?

Posting strong Q4 results yesterday evening, Alphabet (GOOGL) stock still dipped half a percentage point in Thursday's trading session as investors pondered its massive spending plans.

GOOGLPositive Net Change AMZNPositive Net Change MSFTNegative Net Change METAPositive Net Change

Zacks Equity Research

PTC Q1 Earnings & Revenues Top, Rise Y/Y on Large Deal Momentum

PTC's Q1 FY26 EPS surges 75% Y/Y to $1.92 and revenues jump 21%, beating guidance and consensus while IPL strategy and large deals gain traction.

DLBNegative Net Change BMINegative Net Change SONONegative Net Change PTCPositive Net Change

Vasundhara Sawalka

3 Reasons to Hold Oracle Stock Despite 43% Decline in 6 Months

ORCL is down 42% in six months, but a $523 billion backlog, rapid cloud growth and multi-cloud momentum offer reasons to hold despite execution worries.

AMZNPositive Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Microsoft Plunges 14% Post Q2 Earnings: Buy, Sell or Hold the Stock?

MSFT shares sank 14% after Q2 as AI capex, margin pressure and cloud capacity limits overshadowed beats and a record $51.5 billion Cloud quarter.

AMZNPositive Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Will Amazon's Q4 Earnings Benefit From Healthy AWS Momentum?

AMZN's Q4 results due Feb. 5 may get a lift from strong AWS momentum, with AI-driven cloud demand and consensus calling for 21.6% sales growth.

AMZNPositive Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

CDW Q4 Earnings & Revenues Beat, Stock Rallies on AI-Led Demand Trends

CDW beat Q4 2025 EPS and sales estimates as small business demand surged, margins expanded and management returned $982M to shareholders.

DLBNegative Net Change BMINegative Net Change SAPPositive Net Change CDWPositive Net Change

Supriyo Bose

Should IBM Stock Be Part of Your Portfolio Post Solid Q4 Earnings?

IBM posted strong Q4 2025 beats as software, hybrid cloud and watsonx AI drove growth, but competition and costs keep the outlook balanced.

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change

Shaun Pruitt

Alphabet Vs Amazon Stock: Which is the Better Big Tech Investment as Q4 Results Approach?

Alphabet and Amazon's cloud services will be closely monitored and hopefully echo further AI-driven growth amid reemerging CapEx concerns among the Mag 7.

AMZNPositive Net Change GOOGLPositive Net Change NVDAPositive Net Change METAPositive Net Change

Vasundhara Sawalka

Should Investors Buy Amazon Stock Ahead of Q4 Earnings Release?

AMZN heads into Q4 earnings with $206-$213B sales guidance, double-digit growth, and momentum from AWS, advertising, and AI-driven retail.

AMZNPositive Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change