Back to top

cloud-computing: Archive

Shreya Majumder

Western Digital's Q1 Beat and Q2 Outlook Signal More Margin Upside

Western Digital's strong pricing, higher-capacity drives and AI storage demand fuel margin growth, but valuation and technology execution risks remain in focus.

WDCNegative Net Change NTAPNegative Net Change STXNegative Net Change

Shreya Majumder

Is WDC a Buy as Earnings Surge but Valuation and Execution Risks Rise?

Western Digital's surging earnings, expanding margins and strong cash flow bolster its growth case, but premium valuation and HAMR execution risks warrant caution.

WDCNegative Net Change NTAPNegative Net Change STXNegative Net Change

Shreya Majumder

Western Digital Falls 15.5% in One Month. Is the Dip a Buying Chance?

Western Digital's stock pullback contrasts with surging earnings and cloud demand, but premium valuation and execution risks raise questions about buying the dip.

WDCNegative Net Change NTAPNegative Net Change STXNegative Net Change

Supriyo Bose

IBM Plummets 18.5% in the Past Year: Time to Reassess the Stock?

IBM's 18.5% stock decline reflects AI disruption fears, margin pressures and stiff competition, even as hybrid cloud demand and rising earnings estimates offer hope.

IBMPositive Net Change AMZNPositive Net Change MSFTPositive Net Change

Zacks Equity Research

CDW Q3 Earnings Beat, Revenues Jump 18% Y/Y Despite Margin Compression

CDW's Q3 earnings and sales beat on strong enterprise AI adoption and broad-based demand, while margin pressure and rising expenses remain key watchpoints.

CDWPositive Net Change SNPSNegative Net Change CDNSNegative Net Change PRGSPositive Net Change

Urmimala Biswas

Quantinuum Q3 Preview: Should You Buy the Dip Ahead of Earnings?

Quantinuum's Oracle partnership, $100 million government award and Helios advances offer growth potential, but can they offset rising quantum stock pressures?

QNTNegative Net Change ORCLPositive Net Change IONQNegative Net Change QBTSNegative Net Change

Shaun Pruitt

Why Free Cash Flow Matters More Than Ever: 5 Tech Stocks to Watch

Free cash flow (FCF) is becoming one of the most important metrics for evaluating technology stocks heading into 2027.

AAPLPositive Net Change MSFTPositive Net Change NVDANegative Net Change ADBEPositive Net Change AVGONegative Net Change AMZNPositive Net Change GOOGLPositive Net Change

Urmimala Biswas

Quantum Stocks Plunge in October: Can Q3 Earnings Halt the Slide?

Quantum stocks IonQ, D-Wave, Rigetti and QCi plunged in October. Can upcoming Q3 earnings, revenue growth and commercial progress reverse the selloff?

QUBTNegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Shreya Majumder

STX Falls 24.1% in the Past Month as Risks Test AI Storage Momentum

Seagate shares have plunged 24.1% despite surging revenues and margins. Can HAMR expansion fuel a rebound, or will premium valuation and execution risks weigh?

STXNegative Net Change WDCNegative Net Change MUNegative Net Change

Shreya Majumder

Is Seagate Worth Buying as Growth Surges but Valuation Stays Rich?

Seagate's surging earnings, record cash flow and HAMR expansion strengthen its growth outlook, but premium valuation and execution risks complicate the buy case.

STXNegative Net Change WDCNegative Net Change MUNegative Net Change