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cloud-computing: Archive
MSFT's Office 365 Subscription Growth Picks Up: Sign of More Upside?
by Zacks Equity Research
Microsoft shares gain as Office 365 subscriptions accelerate, with commercial and consumer growth, higher-tier uptake, and AI tools boosting revenue per user.
AAPLNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Will Accelerating AWS Revenue Growth Drive AMZN Stock's 2026 Rally?
by Vasundhara Sawalka
Amazon's AWS posts its fastest growth since 2022 as AI demand surges, with a $200 billion backlog and heavy investment fueling 2026 optimism.
AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing e-commerce retail
NVIDIA Rubin Wreckage: Modine and Credo
by Kevin Cook
Jensen's CES keynote unveiled the latest GPU system in production, but investors in cooling and cables panicked
NVDAPositive Net Change COHRPositive Net Change MODNegative Net Change VRTPositive Net Change CRDOPositive Net Change
artificial-intelligence autonomous-vehicles cloud-computing datacenter self-driving-cars semiconductor
GOOGL Best Performing Magnificent 7 Stock in a Year: Buy or Hold Now?
by Aniruddha Ganguly
Alphabet's 64.7% stock surge tops the Magnificent 7, fueled by AI-driven gains in search and cloud despite valuation concerns.
AMZNNegative Net Change AAPLNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Should You Hold Oracle Stock Despite Debt-Fueled AI Data Center Bet?
by Vasundhara Sawalka
ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash flow test investor patience.
AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
How is Rising AEC Adoption Transforming Credo's Growth Trajectory?
by Shreya Majumder
CRDO's AEC sales surge as AI and cloud demand drive faster, more efficient and highly reliable data center connectivity.
MRVLPositive Net Change CRDOPositive Net Change ALABNegative Net Change
artificial-intelligence cloud-computing emerging-markets tech-stocks
How to Identify Stock Market Winners Early in 2026
by Bryan Hayes
These three triggers can help narrow down the investment universe to stocks with the best profit potential.
WDCPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics investing tech-stocks
Is NBIS Building a Full-Stack AI Monetization Engine With NVIDIA Rubin?
by Shreya Majumder
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 NVDAPositive Net Change NBISPositive Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing internet tech-stocks
Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?
by Supriyo Bose
Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.
CSCONegative Net Change ANETPositive Net Change HPEPositive Net Change
artificial-intelligence cloud-computing iot saas software tech-stocks
Is CoreWeave Building a Durable AI Moat With NVIDIA Rubin?
by Shreya Majumder
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 NVDAPositive Net Change NBISPositive Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing internet tech-stocks