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cloud-computing: Archive

Zacks Equity Research

Can Rigetti Computing's Margin Recover After Second-Quarter Pressure?

RGTI's second-quarter results show shrinking revenues and margins, even as its new Cepheus-1-36Q quantum system hit key milestones.

ARQQNegative Net Change IONQPositive Net Change RGTIPositive Net Change

Kevin Cook

Bull of the Day: IBM (IBM)

Bedrock of American innovation continues its deep R&D in the AI economy, fueling steady growth

IBMPositive Net Change INTCNegative Net Change CRMPositive Net Change NVDANegative Net Change METANegative Net Change

Zacks Equity Research

PEGA's Cloud Backlog Climbs: A Sign of Strong Revenue Visibility?

Pegasystems' cloud backlog gains 30% to $1.32B in Q2 2025, boosting revenue visibility and underscoring strong demand for its AI-powered solutions.

CRMPositive Net Change ORCLNegative Net Change PEGAPositive Net Change

Vasundhara Sawalka

Oracle vs. Alphabet: Which AI Cloud Stock Has Better Upside Potential?

GOOGL's diverse ecosystem and better valuation edge out ORCL's focused approach. Track GOOGL for entry.

ORCLNegative Net Change GOOGLPositive Net Change

Supriyo Bose

Can Arista Gain From an Integrated Cloud Networking Solution Focus?

ANET is strengthening its cloud networking edge with the VeloCloud SD-WAN buyout and expanding AI-driven offerings.

NOKNegative Net Change CSCOPositive Net Change AVGONegative Net Change ANETNegative Net Change

Supriyo Bose

Can IBM's Focus on Innovative AI Solutions Spur an Uptrend?

IBM's watsonx platform, AI-driven automation and strategic AI partnerships aim to boost productivity and fuel enterprise transformation.

AMZNNegative Net Change MSFTNegative Net Change CRMPositive Net Change IBMPositive Net Change SAPPositive Net Change

Zacks Equity Research

Alibaba Aims for Capital Efficiency: Can the Banma Spin-Off Succeed?

BABA's Banma spin-off aims to cut cash drain, boost capital efficiency and refocus investments on core growth drivers.

AMZNNegative Net Change GOOGLPositive Net Change BABANegative Net Change

Vasundhara Sawalka

Alibaba Doubles Down on AI Margins: Time to Hold or Cut Your Losses?

Alibaba's AI bet is backfiring as margins collapse and ByteDance steals market share. With competition intensifying, BABA looks like a value trap.

AMZNNegative Net Change MSFTNegative Net Change BABANegative Net Change PDDNegative Net Change

Shreya Majumder

Western Digital Soars 51.8% in the Past 3 Months: How to Play the Stock?

WDC's HDD focus, AI-driven demand and strong cloud momentum fuel stock gains and boost shareholder returns.

NTAPPositive Net Change WDCNegative Net Change STXPositive Net Change PSTGNegative Net Change

Kashvi Chandgothia

Snowflake Rises 24% Year to Date: Buy, Sell or Hold the Stock?

SNOW's 24.7% YTD rally reflects strong execution and AI growth, but valuation and cost headwinds may test investor resolve.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change SNOWPositive Net Change

Supriyo Bose

IBM vs. ANET: Which Networking Stock Has More Growth Potential?

Arista's strong revenue momentum and IBM's hybrid cloud push set up a close race, but ANET shows a sharper growth edge in 2025.

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change ANETNegative Net Change

Zacks Equity Research

Microsoft's Azure Boom Lifts Cloud Revenues: More Upside Ahead?

MSFT's cloud revenues hit $46.7B in Q4 as Azure rose 39%, with annual revenues topping $75B for the first time.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Supriyo Bose

IBM Gains 23% in a Year: Should You Bet on the Stock Now?

IBM's 23% rally rides on hybrid cloud and AI momentum, with watsonx and NVIDIA partnerships fueling growth prospects.

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change NVDANegative Net Change

Ethan Feller

Iren Limited: An AI, Crypto and Cloud Computing Stock

Iren Limited is a stock that offers value, growth, momentum and technological tailwinds

NVDANegative Net Change VRTNegative Net Change IRENNegative Net Change

Supriyo Bose

5 High ROE Stocks to Buy as Markets Hit Record High on Low Inflation

Markets hit fresh highs on low inflation???Zacks flags ANET, TEL, MSI, BBVA, and APP as high-ROE picks poised for strong returns.

TELPositive Net Change MSIPositive Net Change BBVANegative Net Change APPPositive Net Change ANETNegative Net Change

Zacks Equity Research

RGTI Stock Down Despite Q2 Earnings Top Estimates, Revenues Decline Y/Y

Rigetti posts a narrower adjusted Q2 loss and unveils its largest quantum computer, but revenue declines 41.6% year over year.

BSXPositive Net Change WSTNegative Net Change MEDPPositive Net Change RGTIPositive Net Change

Vasundhara Sawalka

Should Investors Hold or Fold Oracle Stock at a P/E Multiple of 36.7X?

ORCL's cloud growth impresses, but rich valuation warrants caution. You can hold or wait for better entry points in 2025 as competition intensifies.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change

Supriyo Bose

Should HUBS Stock Be Part of Your Portfolio Post Solid 2Q25 Results?

HubSpot witnessed AI-driven growth and rising customer count, but high costs weigh on margins.

CRMPositive Net Change ORCLNegative Net Change HUBSPositive Net Change

Aniruddha Ganguly

2 Stocks to Buy From the Challenging Semiconductor Industry

The Zacks Electronics - Semiconductors industry players like AVGO and AMAT gain from the growing proliferation of AI, ML and consumer electronic devices.

AVGONegative Net Change AMATNegative Net Change

Vasundhara Sawalka

Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?

Microsoft Azure's 39% growth crushes Alibaba's 65 expansion with Microsoft's proven AI monetization. Buy MSFT, sell BABA to avoid deteriorating fundamentals.

MSFTNegative Net Change BABANegative Net Change

Supriyo Bose

Should ANET Stock Be Part of Your Portfolio Post Solid Q2 Earnings?

Arista's Q2 2025 revenue and earnings beat forecasts, powered by robust demand, portfolio strength and innovative product launches.

CSCOPositive Net Change ANETNegative Net Change HPEPositive Net Change

Urmimala Biswas

IonQ Secures $1.6 Billion to Power Quantum Projects: Is It a Buy Now?

IonQ procures $1B funding to accelerate quantum computing and networking dominance despite near-term losses.

AZNPositive Net Change NVDANegative Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Aniruddha Ganguly

Alphabet Rises 11% in a Month: Buy, Sell or Hold the GOOGL Stock?

GOOGL's AI-powered Search and surging Google Cloud revenues fuel an 11.3% stock gain in the past month, outpacing the tech sector.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change PYPLNegative Net Change

Aniruddha Ganguly

4 Internet Stocks Poised to Beat Earnings Estimates This Season

Here, we have picked four Internet stocks, GLOB, NICE, AFRM and BILL, which are likely to pull off earnings surprises this season.

NICEPositive Net Change GLOBPositive Net Change BILLPositive Net Change AFRMNegative Net Change