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cloud-computing: Archive

Vasundhara Sawalka

3 Reasons to Hold Oracle Stock Despite 43% Decline in 6 Months

ORCL is down 42% in six months, but a $523 billion backlog, rapid cloud growth and multi-cloud momentum offer reasons to hold despite execution worries.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Microsoft Plunges 14% Post Q2 Earnings: Buy, Sell or Hold the Stock?

MSFT shares sank 14% after Q2 as AI capex, margin pressure and cloud capacity limits overshadowed beats and a record $51.5 billion Cloud quarter.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Will Amazon's Q4 Earnings Benefit From Healthy AWS Momentum?

AMZN's Q4 results due Feb. 5 may get a lift from strong AWS momentum, with AI-driven cloud demand and consensus calling for 21.6% sales growth.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

CDW Q4 Earnings & Revenues Beat, Stock Rallies on AI-Led Demand Trends

CDW beat Q4 2025 EPS and sales estimates as small business demand surged, margins expanded and management returned $982M to shareholders.

DLBNegative Net Change BMINegative Net Change SAPPositive Net Change CDWPositive Net Change

Supriyo Bose

Should IBM Stock Be Part of Your Portfolio Post Solid Q4 Earnings?

IBM posted strong Q4 2025 beats as software, hybrid cloud and watsonx AI drove growth, but competition and costs keep the outlook balanced.

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change

Shaun Pruitt

Alphabet Vs Amazon Stock: Which is the Better Big Tech Investment as Q4 Results Approach?

Alphabet and Amazon's cloud services will be closely monitored and hopefully echo further AI-driven growth amid reemerging CapEx concerns among the Mag 7.

AMZNNegative Net Change GOOGLNegative Net Change NVDANegative Net Change METANegative Net Change

Vasundhara Sawalka

Should Investors Buy Amazon Stock Ahead of Q4 Earnings Release?

AMZN heads into Q4 earnings with $206-$213B sales guidance, double-digit growth, and momentum from AWS, advertising, and AI-driven retail.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Can Strong Search and Cloud Growth Aid Alphabet's Q4 Earnings?

GOOGL's fourth-quarter 2025 results are expected to benefit from solid momentum in Search and Cloud businesses.

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

Zacks Equity Research

Can IBM's Lucrative Federal Contracts Boost Its Future Growth?

International Business Machines lands UK defence deal to unify 17 legacy systems into an AI-driven platform, boosting efficiency and long-term savings.

MSFTNegative Net Change IBMPositive Net Change ORCLPositive Net Change

Zacks Equity Research

CDW to Release Q4 Earnings: Here's What Investors Should Know

CDW is set to report Q4 2025 results with management guiding a slight EPS decline as government and education demand stay weak amid uncertainty.

TRMBPositive Net Change CDWPositive Net Change HUBBPositive Net Change UAAPositive Net Change