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cloud-computing: Archive
Can Corning's Multi-Year AI-Focused Deal With Meta Boost Its Shares?
by Zacks Equity Research
GLW inks up to $6 billion deal with Meta to supply AI data centers, expand U.S. production, and boost high-skilled jobs.
CIENNegative Net Change APHNegative Net Change GLWPositive Net Change METANegative Net Change
artificial-intelligence cloud-computing communications iot tech-stocks
Meta Pops and Microsoft Drops: A Closer Look
by Derek Lewis
META and MSFT had contrasting post-earnings reactions, with both continuing to invest heavily. But were Microsoft's results that bad?
AMZNNegative Net Change MSFTNegative Net Change METANegative Net Change
artificial-intelligence cloud-computing earnings tech-stocks
STX's HDDs vs. PSTG's Flash Bet: Which Storage Play is Better?
by Shreya Majumder
Seagate's HDD strength and Pure Storage's flash innovation highlight starkly different bets in the booming $984B data storage market.
STXNegative Net Change PSTGNegative Net Change
artificial-intelligence business-services cloud-computing tech-stocks
Western Digital Q2 Earnings Beat, Top Line Jumps Y/Y on AI Demand Boom
by Zacks Equity Research
WDC beats Q2 FY26 earnings and revenue as data center demand and high-capacity HDD adoption surge, with margins expanding and upbeat Q3 guidance.
BMIPositive Net Change WDCNegative Net Change STXNegative Net Change SAPPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
BABA's Margins Suffer From Stiff Competition: Time to Sell the Stock?
by Vasundhara Sawalka
Alibaba's Q2 FY26 results show modest revenue growth but steep margin erosion as competition and heavy spending weigh on profits into 2026.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing e-commerce retail
5 Stocks With High ROE to Buy as Markets Bask in Economic Strength
by Supriyo Bose
High-ROE picks like ANET, GLW, BBVA, TJX and TEL stand out as markets rally on strong earnings and steady Fed policy.
TJXPositive Net Change GLWPositive Net Change TELNegative Net Change BBVANegative Net Change ANETNegative Net Change
cloud-computing communications finance retail tech-stocks
Microsoft Q2 Earnings Beat Estimates as Cloud and AI Drive Results
by Zacks Equity Research
MSFT beats fiscal Q2 estimates as cloud and AI power 17% revenue growth, Azure surges, and bookings jump, though shares fall on capex and capacity concerns.
MSFTNegative Net Change NVDANegative Net Change SAPPositive Net Change ADBEPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
by Shreya Majumder
CoreWeave and Alphabet are racing to dominate AI infrastructure, each with unique strategies, risks and growth prospects.
NVDANegative Net Change GOOGLNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing tech-stocks
SAP's Q4 Earnings & Revenues Up Y/Y, Stock Down on Weak Cloud Backlog
by Zacks Equity Research
SAP's Q4 EPS jumps 16% as cloud bookings and AI drive profits, but shares sink after cloud backlog and 2026 guidance miss expectations.
STXNegative Net Change SAPPositive Net Change SLPNegative Net Change BBNegative Net Change
cloud-computing computers earnings tech-stocks
IBM Q4 Earnings Surpass Estimates on Strong Cloud and AI Momentum
by Zacks Equity Research
International Business Machines tops Q4 estimates as software growth from hybrid cloud, watsonx AI and Red Hat lifts revenues, margins and profit despite macro uncertainty.
AMDNegative Net Change IBMNegative Net Change ANETNegative Net Change LYFTNegative Net Change
artificial-intelligence cloud-computing communications computers tech-stocks