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cloud-computing: Archive
Buy the Dip in Nvidia Stock After Q4 Earnings, or is it Too Soon?
by Shaun Pruitt
Despite posting blowout quarterly results as usual, Nvidia stock is now down over 6% since its Q4 report on Wednesday amid AI sustainability concerns.
NVDANegative Net Change AMZNPositive Net Change AMDNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change BABANegative Net Change METANegative Net Change
artificial-intelligence cloud-computing datacenter earnings investing large-cap magnificent-7 semiconductor tech-stocks
Will Heavy Capex Spending Weigh on Amazon's AI Ambitions?
by Zacks Equity Research
AMZN plans a $200 billion capex surge for 2026 after record Q4 results, but shrinking free cash flow raises stakes for its AI growth ambitions.
AMZNPositive Net Change GOOGLPositive Net Change BABANegative Net Change
artificial-intelligence cloud-computing retail
NetApp Q3 Earnings Beat Estimates on Healthy Top-Line Growth
by Zacks Equity Research
NTAP tops Q3 estimates as AI-ready infrastructure and all-flash demand lift revenues, with strong EPS and a fresh dividend signaling momentum.
ADIPositive Net Change NTAPNegative Net Change CLSNegative Net Change UIPositive Net Change
artificial-intelligence cloud-computing communications computers internet internet-content iot tech-stocks
Bull of the Day: Blackbaud (BLKB)
by Shaun Pruitt
Investors seeking mission-aligned opportunities may be drawn to Blackbaud's stock, which looks poised for a sharp rebound and has an ESG-focused approach.
BLKBNegative Net Change
cloud-computing computers earnings esg investing software tech-stocks
Apple vs. Adobe: Which AI-Driven Tech Stock Has an Edge Now?
by Aniruddha Ganguly
AAPL's AI push, fueled by its Google collaboration and Apple Intelligence rollout, could give it the edge over ADBE despite a richer valuation.
AAPLNegative Net Change ADBEPositive Net Change
artificial-intelligence cloud-computing computers tech-stocks
Can IBM's New Defense Contract Win Boost Top-Line Growth?
by Zacks Equity Research
IBM wins up to $112 million Defense Commissary Agency deal to modernize pricing at 235 military commissaries, boosting digital ops and expanding its defense AI push.
MSFTNegative Net Change IBMNegative Net Change ORCLNegative Net Change
cloud-computing communications computers saas tech-stocks
PSTG Beats on Q4 Earnings & Sales, Enters FY27 With Hyperscale Momentum
by Zacks Equity Research
Pure Storage tops fiscal Q4 2026 estimates with first $1B quarter, 20% revenue jump and upbeat fiscal 2027 outlook as it rebrands as Everpure.
WDCNegative Net Change SNDKNegative Net Change TDCPositive Net Change PSTGNegative Net Change
artificial-intelligence cloud-computing earnings saas tech-stocks
Arista 2.0 Strategy Picks Up Steam: Can ANET Ride This Wave?
by Supriyo Bose
ANET's Arista 2.0 gains traction as 150M port milestone, AI push and SaaS focus power its next phase of cloud networking growth.
CSCOPositive Net Change CIENPositive Net Change ANETPositive Net Change
artificial-intelligence cloud-computing iot saas tech-stocks
AI Efforts & Rich Partner Base: Adobe Stock Set for Recovery?
by Aniruddha Ganguly
ADBE expands AI partnerships and embeds Firefly and Acrobat AI to revive growth as shares slide 27% YTD amid fierce Microsoft and Alphabet rivalry.
MSFTNegative Net Change ADBEPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Workday Q4 Earnings Beat Estimates on Solid Revenue Growth
by Zacks Equity Research
WDAY posts Q4 fiscal 2026 earnings and revenue beats, fueled by strong subscription demand, AI adoption and rising backlog, with an upbeat fiscal 2027 outlook.
ADIPositive Net Change CLSNegative Net Change WDAYNegative Net Change UIPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks