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cloud-computing: Archive

Derek Lewis

Seeking Cloud Computing Exposure? Use This Tool

Cloud computing continues to be a dominant investment theme, with this tool a nice way to find exposure.

MSFTNegative Net Change

Vasundhara Sawalka

Top China Tech Plays in the US That Could Boost Returns in 2026

Chinese tech stocks like Tencent gain momentum in 2026 as a U.S.-China trade detente stabilizes tariffs and opens a window for AI, EV and chip advances.

TCEHYPositive Net Change APIPositive Net Change KCNegative Net Change XPEVPositive Net Change

Zacks Equity Research

Ubiquiti Q2 Earnings Surpass Estimates on Solid Revenue Growth

UI beats Q2 FY26 revenue and earnings estimates, fueled by strong Enterprise and Service Provider demand and higher margins.

AKAMPositive Net Change ANETPositive Net Change LYFTPositive Net Change UIPositive Net Change

Sheraz Mian

Breaking Down Mag 7 Earnings: Good or Bad?

We've heard from nearly all Mag 7 members following this week's releases, with only Nvidia yet to report. How have results been?

AMZNNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Shaun Pruitt

Buy the Dip in Amazon Stock After Mixed Q4 Results & CapEx Concerns?

In the aftermath of its Q4 post-earnings selloff, Amazon stock is trading near its cheapest P/E valuation in a decade.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change METANegative Net Change

Ethan Feller

Amazon and Alphabet: Top AI Stocks Powering the Next Wave

Amazon and Alphabet appear to be positioning for the long-term trends in AI, but should investors buy the stocks?

AMZNNegative Net Change GOOGLNegative Net Change

Derek Lewis

Alphabet and Microsoft: Billion Dollar AI Bettors

Both companies are laying out huge capital to build out during the broader AI frenzy, with the trend seemingly not slowing anytime soon following recent quarterly results.

MSFTNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Amazon Q4 Earnings Miss Estimates, Shares Slide on $200B Capex Plan

AMZN tops Q4 revenue estimates as AWS growth reaccelerates to 24%, but shares slide after guidance and a $200 billion 2026 capex plan spook investors.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Shaun Pruitt

Buy Alphabet Stock After Strong Q4 Results or is it Too Soon?

Posting strong Q4 results yesterday evening, Alphabet (GOOGL) stock still dipped half a percentage point in Thursday's trading session as investors pondered its massive spending plans.

GOOGLNegative Net Change AMZNNegative Net Change MSFTNegative Net Change METANegative Net Change

Zacks Equity Research

PTC Q1 Earnings & Revenues Top, Rise Y/Y on Large Deal Momentum

PTC's Q1 FY26 EPS surges 75% Y/Y to $1.92 and revenues jump 21%, beating guidance and consensus while IPL strategy and large deals gain traction.

DLBNegative Net Change BMINegative Net Change SONONegative Net Change PTCPositive Net Change