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cloud-computing: Archive

Derek Lewis

AMZN, GOOGL, MSFT Earnings: Cloud Results to Drive Sentiment

A few of the big cloud players, namely Alphabet, Microsoft, and Amazon, are all reporting this week. Their cloud results will be a key driver behind sentiment post-earnings, with the market regularly looking for growth accelerations over recent years.

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Should You Buy, Sell or Hold Amazon Stock Before Q1 Earnings?

AMZN heads into Q1 results with strong AWS and ad growth, but rising capex, tariffs and margin pressures can shape near-term performance.

AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Viavi to Report Q3 Earnings: Can Healthy Revenues Drive Growth?

VIAV rolls out new hollow core fiber testing, XEdge upgrades and 1.6T TestCenter D2, targeting AI data centers and 5G networks.

FFIVNegative Net Change GLWNegative Net Change VIAVNegative Net Change LUMNPositive Net Change

Vasundhara Sawalka

Should You Buy, Sell or Hold Microsoft Stock Before Q3 Earnings?

MSFT heads into fiscal Q3 earnings with strong AI momentum and cloud growth, but stretched valuation and margin pressure may keep new investors cautious.

MSFTPositive Net Change HPQNegative Net Change DELLNegative Net Change LNVGYPositive Net Change

Shreya Majumder

STX Likely to Beat Q3 Earnings Estimates: How to Approach the Stock Now?

Seagate heads into fiscal Q3 earnings with solid AI-driven data center demand, nearline drives fully booked and rising margin. High valuation tempers outlook.

AMDNegative Net Change WDCNegative Net Change STXPositive Net Change MUPositive Net Change

Sheraz Mian

Mag 7 Earnings Take the Spotlight: What to Expect

The earnings focus this week is on the Magnificent 7 group of mega-cap Tech companies, with Amazon, Alphabet, Microsoft, and Meta reporting results on Wednesday, April 29th, and Apple doing the same the day after.

AMZNNegative Net Change AAPLNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Supriyo Bose

3 Telecom Stocks Likely to Surpass Q1 Earnings Estimates

ANET, GLW and TMUS may top Q1 earnings estimates as 5G rollout, fiber densification and AI-driven demand lift telecom.

GLWNegative Net Change TMUSNegative Net Change ANETNegative Net Change

Zacks Equity Research

SAP's Q1 Earnings & Revenues Up Y/Y on Cloud Momentum & AI Tailwinds

SAP posts 20% EPS growth in Q1 2026 as cloud and AI momentum drive revenue gains, boosting shares despite macro uncertainty and signaling continued enterprise demand strength.

BMIPositive Net Change SAPNegative Net Change SLPPositive Net Change BBPositive Net Change

Vasundhara Sawalka

ORCL Expands AI Database Offerings Through Google Cloud: What's Ahead?

Oracle expands its AI push with a new Google Cloud agent enabling natural language database queries as multicloud revenues surge.

AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change