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cloud-computing: Archive
Mag 7 AI Arms Race: Heavy Capex, FCF Strain and One Clear Winner
by Rimmi Singhi
NVIDIA emerges as the clear winner as Big Tech's massive AI capex surge strains FCF, lifts debt, and reshapes Mag 7 balance sheets.
AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change
artificial-intelligence automation autonomous-vehicles cloud-computing electric-vehicles semiconductor tech-stocks
Bull of the Day: Lumentum (LITE)
by Kevin Cook
Stellar beat-and-raise quarter ignites shares to $600 as top & bottom growth estimates track +76% & +270%
LITENegative Net Change NVDANegative Net Change TSMNegative Net Change COHRPositive Net Change CRDONegative Net Change
artificial-intelligence cloud-computing electronics robotics semiconductor
Oracle Unveils AI Agents for Fusion Apps: Will it Boost Prospects?
by Zacks Equity Research
ORCL rolls out AI agents for Fusion Apps, touting no-cost deployment as cloud revenues jump 34% and RPO surges 438% to drive SaaS growth in fierce AI race.
MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Amazon Bets Big on AI With $200B Capex: Buy, Sell or Hold the Stock?
by Vasundhara Sawalka
AMZN's $200B 2026 capex plan rattles investors despite 14% revenue growth and surging AWS demand.
AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing retail
Zillow's Q4 Earnings Miss Expectations, Revenues Increase Y/Y
by Zacks Equity Research
ZG posts Q4 revenue beat on surging rentals and mortgage growth, but higher costs and earnings miss highlight margin pressure.
AKAMPositive Net Change OLEDNegative Net Change KEYSPositive Net Change ZGNegative Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
Vertiv Holdings: Powering the AI Boom with Critical Infrastructure Solutions
by Bryan Hayes
This stock has risen nearly 25% this year alone amid broadening recognition of its role in the AI ecosystem.
VRTNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics infrastructure investing semiconductor tech-stocks
Can Criminal IP Integration Boost IBM's QRadar Growth Prospects?
by Zacks Equity Research
IBM integrates QRadar SIEM and SOAR with Criminal IP, adding IP-based threat intelligence to speed detection, automate response and boost SOC efficiency.
MSFTNegative Net Change IBMPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
by Supriyo Bose
Cloud computing stocks like GOOGL, MSFT, IBM and ANET are indispensable for any investment portfolio.
MSFTNegative Net Change IBMPositive Net Change GOOGLNegative Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications tech-stocks thematic
Does ARENA Roll Out Give CoreWeave a Competitive Revenue Edge?
by Shreya Majumder
CRWV unveils CoreWeave ARENA, a production-scale AI evaluation platform showing real-world performance, faster training, lower costs and deal-making upside.
MSFTNegative Net Change NBISPositive Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing tech-stocks
CRDO Up on Preliminary Q3 Revenue Beat: What it Signals for FY26 & FY27
by Shreya Majumder
Credo stuns with Q3 FY26 preliminary revenue of $404-$408M, crushing guidance and highlighting surging demand from hyperscale and AI networking.
AVGONegative Net Change CRDONegative Net Change ALABPositive Net Change
artificial-intelligence cloud-computing earnings semiconductor tech-stocks