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cloud-computing: Archive

Shaun Pruitt

Buy the Mag 7 Laggards as Earnings Approach?: AMZN, AAPL

Set to release their quarterly reports after-market hours on Thursday, October 30, Amazon and Apple stock have been the laggards of the Mag 7 this year.

AMZNPositive Net Change AAPLNegative Net Change MSFTNegative Net Change NVDAPositive Net Change TSLANegative Net Change GOOGLNegative Net Change METANegative Net Change

Vasundhara Sawalka

Amazon Set to Report Q3 Earnings: Should Investors Buy the Stock?

AMZN's AWS growth, AI innovations, and e-commerce momentum position steady Q3 2025. Diversified revenue streams support buying ahead of earnings.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Aniruddha Ganguly

AVGO vs. CSCO: Which AI Infrastructure Stock is a Buy Right Now?

Broadcom and Cisco are racing ahead in the AI infrastructure boom, fueled by soaring demand, bold innovation and strong earnings momentum. However, which one is leading?

CSCOPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Azure Drives MSFT's AI Strategy: Buy the Stock Before Q1 Earnings?

Microsoft's Azure projected 37% growth and $30B+ infrastructure spend signal strong Q1 results ahead. Is it the right time to buy the stock before earnings results?

AMZNPositive Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change

Bryan Hayes

Microsoft Headlines Magnificent Seven Earnings Blitz, Eyes Cup-With-Handle Breakout

Results from the majority of the Mag 7 will likely set the tone for the remainder of the fourth quarter.

MSFTNegative Net Change

Shreya Majumder

Should You Bet on Western Digital Stock Before Q1 Earnings?

WDC's AI-fueled demand, margin gains and revenue expansion set the stage for another strong quarterly performance.

NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change SNDKNegative Net Change

Vasundhara Sawalka

Microsoft Before Q1 Earnings: Should Investors Buy the Stock?

MSFT's Q1 FY2026 results are expected to reflect strong Azure growth and AI momentum. Robust cloud demand, Copilot adoption support buy rating despite premium valuation.

MSFTNegative Net Change DELLPositive Net Change LNVGYPositive Net Change HPEPositive Net Change

Shreya Majumder

How Should You Play Seagate Stock Ahead of Q1 Earnings Release?

STX's soaring demand for mass-capacity storage, HAMR innovation and strong margins set the stage for another potential earnings beat.

NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change PSTGPositive Net Change

Aniruddha Ganguly

Buy, Sell or Hold GOOGL Stock Before Q3 Earnings? Here's What to Know

Alphabet's AI-driven Search gains, cloud expansion, and easing regulatory pressure set the stage for its Q3 2025 earnings release.

AMZNPositive Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

IBM Surpasses Q3 Earnings Estimates on Solid Revenue Growth

IBM tops Q3 forecasts as hybrid cloud and AI demand drive 7% revenue growth and stronger profit margins.

IBMPositive Net Change AKAMNegative Net Change ANETPositive Net Change PINSPositive Net Change

Vasundhara Sawalka

MSFT vs. AAPL: Which Mega-Cap Tech Stock is the Better Buy Now?

Microsoft outpaces Apple with 39% Azure growth, $13B AI business, and clear enterprise AI monetization, while Apple faces tariff headwinds and uncertain AI revenues.

AAPLNegative Net Change MSFTNegative Net Change

Shreya Majumder

Will Nebius' AI Cloud 3.0 Rollout Strengthen its Competitive Moat?

NBIS' launch of Aether, its AI Cloud 3.0 platform, signals a leap in secure, scalable infrastructure built to power enterprise AI innovation.

MSFTNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Bryan Hayes

From Punch Cards to Cloud: IBM's 114-Year Evolution

Top themes such as quantum computing, hybrid cloud, and storage solutions have driven outperformance.

IBMPositive Net Change

Shreya Majumder

CRWV Stock Soars 229.9% in 6 Months: Buy, Sell or Stay Invested?

CoreWeave's 229.9% surge is driven by the AI wave, fueled by major OpenAI deals and NVIDIA-powered cloud expansion. However, heavy debt looms.

MSFTNegative Net Change NVDAPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Vasundhara Sawalka

Microsoft Expands Security Offering: Is it the Next Revenue Pillar?

MSFT's security serves 1.5M customers, analyzing 100T signals daily with AI agents. Can automated threat detection become its next major revenue pillar?

MSFTNegative Net Change PANWPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Can ERNIE 4.5 and Qianfan Cement Baidu's AI Cloud Advantage?

BIDU builds AI Cloud momentum with ERNIE 4.5 and Qianfan, yet execution risk clouds lasting advantage.

BIDUPositive Net Change TCEHYPositive Net Change BABAPositive Net Change

Aritra Chatterjee

IBM Stock Before Q3 Earnings Release: A Smart Buy or Risky Investment?

IBM readies for its Q3 earnings with AI, hybrid cloud, and quantum partnerships driving optimism despite rising competition.

MSFTNegative Net Change IBMPositive Net Change ORCLPositive Net Change

Harshit Gupta

Can Rigetti's 264% Year-to-Date Rally Hold as Quantum Race Heats Up?

RGTI's 264% surge reflects fresh momentum from new contracts, global collaborations, and scalable chiplet tech, but can the rally last?

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Vasundhara Sawalka

Should Investors Hold or Fold BABA Stock at a P/S Multiple of 2.58X?

Alibaba's 2.58X P/S premium and declining earnings make a poor case for holding. With subdued revenue growth and AI lagging peers, investors should sell in 2025.

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change BABAPositive Net Change

Vasundhara Sawalka

ORCL vs. ADBE: Which Software Powerhouse Has Better AI & Cloud Edge?

Oracle's AI infrastructure dominance and $455B contract backlog position it for superior returns vs Adobe. Buy ORCL, hold ADBE amid competitive pressures.

ORCLPositive Net Change ADBEPositive Net Change

Supriyo Bose

IBM vs. Intel: Which Legacy Tech Giant is the Better Buy Today?

IBM's cloud-driven transformation and steady growth may give it an edge over Intel's AI ambitions and valuation appeal.

AMZNPositive Net Change INTCPositive Net Change MSFTNegative Net Change IBMPositive Net Change NVDAPositive Net Change

Brian Bolan

Bull Of The Day: Innodata (INOD)

There is so much talk of an AI bubble that I am compelled to tell you that is what people say when they want to buy shares of this company at a discount.

INODNegative Net Change

Zacks Equity Research

Can LinkedIn Revenue Growth Accelerate Microsoft Stock's Upward Trend?

LinkedIn's revenue surge, expanding AI tools and rising engagement signal new momentum for MSFT's broader growth strategy.

MSFTNegative Net Change GOOGLNegative Net Change METANegative Net Change

Kashvi Chandgothia

3 Reasons to Hold BLZE Stock Now Despite a 56.8% Year-to-Date Rally

BLZE stock soars on B2 Cloud momentum and AI-linked growth, yet valuation pressures suggest a cautious hold.

AMZNPositive Net Change DBXNegative Net Change DDOGPositive Net Change BLZEPositive Net Change

Supriyo Bose

JBL vs. ANET: Which Tech Stock Offers More Upside in AI Networking?

ANET's strong data-center focus and AI-driven growth outlook give it a slight edge over JBL despite the latter's valuation appeal.

JBLPositive Net Change SANMPositive Net Change ANETPositive Net Change