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cloud-computing: Archive

Mark Vickery

Huge AI Deals Keep Markets at Record Highs

NVIDIA is investing $100 billion into ChatGPT-parent OpenAI's data centers.

AAPLPositive Net Change NVDAPositive Net Change NBISNegative Net Change CRWVPositive Net Change

Zacks Equity Research

Alibaba Cloud's AI Boom: Can This Momentum Drive Even Higher Growth?

Alibaba Cloud surges 265 on AI demand, but can it sustain momentum against Microsoft Azure's 39% growth and Amazon's $24B AI investments? Analysis inside.

AMZNPositive Net Change MSFTPositive Net Change BABANegative Net Change

Bryan Hayes

Stocks Hit All-Time Highs as Small-Caps Stage Breakout

A sustained breakout for small-caps could usher in a new regime.

IWMPositive Net Change IONQPositive Net Change CRDOPositive Net Change

Vasundhara Sawalka

Oracle vs. Microsoft: Which Cloud & AI Giant is the Better Buy Now?

ORCL's $455B backlog impresses, but MSFT's diversified AI revenue streams and proven execution make it the better cloud play for risk-adjusted returns.

MSFTPositive Net Change ORCLPositive Net Change

Zacks Equity Research

Microsoft's Datacenter Boom: The Next Big Growth Driver for the Stock?

MSFT's $7B Wisconsin datacenter expansion joins 300+ global facilities, driving Azure's 29% growth, positioning the stock for AI-driven gains ahead.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Anindya Barman

Top Wide-Moat Stocks Worth a Look for Sustainable Growth

MSFT, JNJ, NKE and SPGI use strong moats to fend off rivals and deliver consistent returns amid market shifts.

AMZNPositive Net Change MSFTPositive Net Change NKENegative Net Change JNJNegative Net Change URBNNegative Net Change SPGINegative Net Change KVUENegative Net Change

Zacks Equity Research

Will Oracle's Expanding Cloud Partnerships Fuel Long-Term Upside?

ORCL's massive AI cloud deals, soaring RPO and $35B data center buildout point to strong revenue growth and long-term upside.

AMZNPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Can IBM's Focus on Quantum Computing be a Key Differentiator?

IBM advances quantum computing with AMD partnership, Qiskit upgrades and AI-powered tools to push quantum performance further.

QCOMPositive Net Change AMDNegative Net Change IBMNegative Net Change NVDAPositive Net Change

Supriyo Bose

5 Stocks With High ROE to Buy as Markets Hover Around Record Highs

Arista, TE Connectivity, Corning, Banco Bilbao and AppLovin stand out with high ROE as markets push to record highs.

GLWPositive Net Change TELPositive Net Change BBVAPositive Net Change APPPositive Net Change ANETNegative Net Change

Zacks Equity Research

Will FTNT's Heavy Infrastructure Build-Out Drive Next Phase of Growth?

Fortinet ramps up infrastructure spending to fuel cloud-first growth, boost billings and strengthen its competitive edge.

CSCOPositive Net Change FTNTPositive Net Change ZSNegative Net Change

Shreya Majumder

WDC Surges 129% in 6 Months: How Should Investors Play the Stock?

Western Digital's shares have soared 128.8% in six months as AI demand, high-capacity drives and debt reduction fuel momentum near 52-week highs.

NTAPPositive Net Change WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change

Nalak Das

Buy 5 Big Data Behemoths to Benefit From Enormous Market Opportunity

NVDA, PLTR, MSFT, IBM and FFIV stand out as big data leaders poised to capitalize on surging AI and analytics demand.

MSFTPositive Net Change IBMNegative Net Change NVDAPositive Net Change FFIVPositive Net Change PLTRPositive Net Change

Sheraz Mian

Q3 Earnings Season Gets Underway: A Closer Look

The Q3 reporting cycle will really pick up steam when the big banks release their results near mid-October, though Oracle has already helped kick the period off positively.

ORCLPositive Net Change ADBEPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Is Alibaba's AI Revolution Worth the Risk for Growth Investors Now?

BABA's AI reaches global parity with superior cost efficiency, positioning it well for Asia's adoption curve. However, geopolitical risks persist. Hold rating for now.

MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change BABANegative Net Change

Zacks Equity Research

SAP Boosts AI-Driven Recruiting Innovation With SmartRecruiters Buyout

SAP completes SmartRecruiters deal, boosting AI-driven hiring, while pushing cloud expansion and European digital sovereignty.

SAPPositive Net Change IDCCNegative Net Change VSATPositive Net Change UINegative Net Change

Supriyo Bose

4 Cloud Computing Stocks to Watch as Markets Hit Record High on a Trot

MSFT, GOOGL, IBM and ANET are indispensable cloud stocks for any investment portfolio.

MSFTPositive Net Change IBMNegative Net Change GOOGLPositive Net Change ANETNegative Net Change

Zacks Equity Research

Ciena's Stock Skyrockets 143% in 12 Months: Is More Upside Left?

CIEN shares surge 143% in a year, fueled by AI-driven demand, cloud adoption and record interconnect growth.

CIENPositive Net Change GLWPositive Net Change VIAVNegative Net Change

Andrew Rocco

Oracle (ORCL): From Dot-Com Relic to AI Powerhouse

Oracle's recent earnings report has undeniably shifted the narrative around the stock, proving that this long-overlooked company is a major player in the burgeoning AI revolution.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change ORCLPositive Net Change TSLANegative Net Change METAPositive Net Change

Derek Lewis

Oracle Earnings Impress Heavily: A Closer Look

Given its big-time gains and consistently strong growth over recent years, could the stock become the 8th member of the beloved Magnificent group?

ORCLPositive Net Change

Urmimala Biswas

NVIDIA, AI & Quantum Leaders Drive Health Tech: 2 Stocks to Buy

Butterfly Network and Omnicell emerge as standout health tech stocks as AI and quantum breakthroughs reshape diagnostics and medication management.

IBMNegative Net Change NVDAPositive Net Change OMCLPositive Net Change PLTRPositive Net Change BFLYNegative Net Change

Vasundhara Sawalka

Is Now the Time to Buy Oracle Stock After Its Q1 Earnings-Fueled Run?

ORCL's strong cloud momentum and AI expansion support holding existing positions, but premium valuations suggest new investors should await $260-$280 entry.

AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Massive RPO Surge at Oracle: A Sign of Strong Forward Visibility?

ORCL's RPO skyrockets 359% Y/Y to $455B in Q1 FY26, fueled by major AI cloud deals and signaling powerful forward visibility.

AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change

Shaun Pruitt

Should Investors Chase the Post-Earnings Surge In Oracle Stock?

Citing unprecedented demand for AI workloads, Oracle (ORCL) stock had surged more than 40% in Wednesday's trading session, hitting a new all-time high of $345 a share.

ORCLPositive Net Change AMZNPositive Net Change AMDNegative Net Change MSFTPositive Net Change NVDAPositive Net Change TSLANegative Net Change METAPositive Net Change

Zacks Equity Research

Oracle Q1 Earnings Match Estimates, Cloud Growth Fuels Revenue Rise

ORCL reports strong fiscal first quarter with 12% revenue growth, record AI cloud demand and multi-billion-dollar deals across its infrastructure stack.

APHPositive Net Change FFIVPositive Net Change ORCLPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Microsoft's Gaming Revenue Growth: Can the Xbox Ecosystem Sustain It?

MSFT's gaming arm posts 10% revenue growth, fueled by Game Pass momentum, blockbuster titles and a vast Xbox user base.

MSFTPositive Net Change NTDOYNegative Net Change SONYNegative Net Change