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cloud-computing: Archive

Vasundhara Sawalka

Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results?

MSFT heads into fiscal Q2 with accelerating Azure and Copilot adoption, Ignite 2025 AI launches, and a premium valuation, testing whether results can impress.

MSFTPositive Net Change DELLNegative Net Change LNVGYPositive Net Change HPENegative Net Change

Zacks Equity Research

Nokia to Report Q4 Earnings: Will Revenues Boost Its Future Growth?

NOK reports Q4 2025 on Jan. 29, facing revenue growth amid cost pressures, slower 5G rollouts, and a challenging macro environment.

NOKPositive Net Change APHNegative Net Change NVDAPositive Net Change FFIVNegative Net Change GLWNegative Net Change

Bryan Hayes

AMD's Resurgence: Outpacing Nvidia in 2026

The perennial challenger's outperformance signals a structural shift.

AMDPositive Net Change NVDAPositive Net Change

Derek Lewis

Seeking Cloud Exposure? Use This Tool

Cloud computing refers to the on-demand seamless access of computing resources such as servers, storage, databases, networking, software, analytics, and intelligence over the Internet (the cloud).

ANETNegative Net Change

Zacks Equity Research

Will Healthy Consulting Revenue Growth Benefit IBM's Q4 Earnings?

IBM's Q4 may get a lift from healthy Consulting revenue growth fueled by AI-driven tools and a key Microsoft partnership.

AMDPositive Net Change MSFTPositive Net Change IBMNegative Net Change CRUSNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Will Relatively Higher Software Revenues Aid IBM's Earnings in Q4?

IBM's Q4 Software revenues are likely to have risen on watsonx.ai momentum, AI partnerships and the Confluent acquisition.

AMDPositive Net Change IBMNegative Net Change CRUSNegative Net Change GOOGLNegative Net Change SPGINegative Net Change

Subhasish Mukherjee

Is Oracle's Multicloud AI Strategy Powering Sustainable Growth?

ORCL's multicloud AI push is driving durable growth, with 817% YoY multicloud database consumption and new programs deepening enterprise adoption.

AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change

Aniruddha Ganguly

ServiceNow vs. Adobe: Which Cloud Software Stock Has an Edge Now?

NOW's AI-driven workflow gains, bold acquisitions and strong partnerships give it an edge over ADBE's creative SaaS push.

ADBEPositive Net Change NOWPositive Net Change

Supriyo Bose

IBM Q4 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?

IBM gears up for Q4 earnings with AI and cloud momentum, but premium valuation and stiff competition weigh on the outlook.

MSFTPositive Net Change IBMNegative Net Change CSCOPositive Net Change ORCLNegative Net Change SPGINegative Net Change

Bryan Hayes

Bull of the Day: Baidu (BIDU)

Founded in 2000 as a search engine company, Baidu has evolved into a comprehensive AI powerhouse.

BIDUNegative Net Change