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cloud-computing: Archive
Can Arista's High-Performance Network Software Fuel Its Future Growth?
by Arijit Sarkar
ANET gains a competitive edge with EOS and CloudVision, delivering AI-ready, automated networking for enterprises and hyperscalers.
CSCOPositive Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence automation cloud-computing computers tech-stocks
How Pure Storage's Flash Portfolio is Becoming Its Margin Multiplier
by Shreya Majumder
PSTG rides on AI-driven flash demand, which is boosting margins. It lifted its FY26 revenue outlook to $3.63-$3.64B on hyperscaler wins and portfolio strength.
NTAPPositive Net Change SNDKPositive Net Change PSTGPositive Net Change
artificial-intelligence cloud-computing computers saas tech-stocks
Tax Refunds Could Spark Tech Rebound: Stocks to Watch
by Bryan Hayes
Post-tax season liquidity often sparks rallies.
NVDANegative Net Change PLTRNegative Net Change
artificial-intelligence cloud-computing computers datacenter defense earnings investing robotics semiconductor software tech-stocks
Microsoft vs. Oracle: Which Cloud & AI Giant Has an Edge Right Now?
by Vasundhara Sawalka
MSFT's surging Azure growth, $625B backlog and 47% margins highlight its AI edge over Oracle as capex strains and weak software sales cloud ORCL's outlook.
MSFTNegative Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?
by Supriyo Bose
ANET or ASTS? As satellite ambitions clash with AI-driven networking strength, one connectivity stock stands out in terms of growth, valuation and earnings outlook.
TNo Net Change VZPositive Net Change ANETNegative Net Change ASTSPositive Net Change
artificial-intelligence cloud-computing communications iot mobile tech-stocks telecom
Can Higher-Capacity HAMR Momentum Power Seagate's Long-Term Upside?
by Shreya Majumder
STX ramps HAMR drives as AI-fueled data demand surges, shipping 1.5M+ units and locking in cloud deals through 2027.
WDCNegative Net Change STXNegative Net Change MUNegative Net Change
artificial-intelligence cloud-computing emerging-markets social-media tech-stocks
Alibaba Stock Rises 28% in 6 Months: Hold Tight or Time to Let Go?
by Vasundhara Sawalka
BABA stock is up 28% in six months, but plunging earnings, soaring AI costs and mounting competition raise red flags for 2026 investors.
AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing retail
Amazon vs. Alibaba: Which E-Commerce Titan Has an Edge Right Now?
by Vasundhara Sawalka
AMZN's AWS surge, $244 billion backlog and $200 billion AI spend highlight its edge over Alibaba amid BABA's profit slump and rising competition.
AMZNPositive Net Change BABANegative Net Change
artificial-intelligence cloud-computing retail tech-stocks
Should ANET Stock Be Added to Your Portfolio Post Record Q4 Earnings?
by Supriyo Bose
Arista posts record Q4 earnings as revenues jump to $2.49B, but margin pressure and flat estimates raise questions about its growth prospects.
CSCOPositive Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing iot software tech-stocks telecom
Salesforce vs. Oracle: Which Cloud Software Stock Is the Better Bet?
by Anirudha Bhagat
CRM stands out as AI-driven growth, rising margins and steady beats strengthen its cloud investment case as AI demand accelerates in fiscal 2026.
CRMNegative Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing computers software tech-stocks