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cloud-computing: Archive

Zacks Equity Research

Akamai Q4 Earnings Beat Estimates, Revenues Increase Y/Y

AKAM tops Q4 estimates as Guardicore and API security fuel 7% revenue growth, while 2026 outlook signals steady margin and earnings expansion.

ERICPositive Net Change AKAMNegative Net Change CLSPositive Net Change UIPositive Net Change

Zacks Equity Research

Bandwidth Q4 Earnings Meet Estimates, Revenues Decline Y/Y

BAND beats Q4 revenue estimates despite messaging and political campaign revenue dips, driven by cloud growth, AI solutions and stronger margins.

ERICPositive Net Change CLSPositive Net Change BANDPositive Net Change UIPositive Net Change

Brian Bolan

Bull Of The Day: Nebius Group (NBIS)

This AI centric cloud infrastructure company is poised to show 500% topline growth this year and 167% growth next year.

NBISNegative Net Change

Arijit Sarkar

Can Arista's High-Performance Network Software Fuel Its Future Growth?

ANET gains a competitive edge with EOS and CloudVision, delivering AI-ready, automated networking for enterprises and hyperscalers.

CSCOPositive Net Change ANETNegative Net Change HPENegative Net Change

Shreya Majumder

How Pure Storage's Flash Portfolio is Becoming Its Margin Multiplier

PSTG rides on AI-driven flash demand, which is boosting margins. It lifted its FY26 revenue outlook to $3.63-$3.64B on hyperscaler wins and portfolio strength.

NTAPPositive Net Change SNDKPositive Net Change PSTGPositive Net Change

Vasundhara Sawalka

Microsoft vs. Oracle: Which Cloud & AI Giant Has an Edge Right Now?

MSFT's surging Azure growth, $625B backlog and 47% margins highlight its AI edge over Oracle as capex strains and weak software sales cloud ORCL's outlook.

MSFTNegative Net Change ORCLNegative Net Change

Supriyo Bose

ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?

ANET or ASTS? As satellite ambitions clash with AI-driven networking strength, one connectivity stock stands out in terms of growth, valuation and earnings outlook.

TPositive Net Change VZPositive Net Change ANETNegative Net Change ASTSNegative Net Change

Shreya Majumder

Can Higher-Capacity HAMR Momentum Power Seagate's Long-Term Upside?

STX ramps HAMR drives as AI-fueled data demand surges, shipping 1.5M+ units and locking in cloud deals through 2027.

WDCPositive Net Change STXPositive Net Change MUPositive Net Change

Vasundhara Sawalka

Alibaba Stock Rises 28% in 6 Months: Hold Tight or Time to Let Go?

BABA stock is up 28% in six months, but plunging earnings, soaring AI costs and mounting competition raise red flags for 2026 investors.

AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change BABAPositive Net Change