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cloud-computing: Archive
Oracle Shares Tank Despite Q4 Earnings Beat: Hold the Stock Now?
by Vasundhara Sawalka
ORCL shares plunge despite record Q4 as heavy AI spending, negative cash flow and dilution fears overshadow strong cloud growth and bold guidance.
AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
How is BB Leveraging Its Profitable Portfolio to Reward Shareholders?
by Shreya Majumder
BlackBerry is monetizing patents, growing profitable software units and buying back shares while investing in QNX and targeting positive cash flow.
PANWPositive Net Change BBNegative Net Change CRWDNegative Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets finance tech-stocks
WDC Powers AI Infrastructure Play With Storage Innovation at Computex
by Shreya Majumder
Western Digital showcased AI-focused storage platforms at Computex 2026, highlighting scalable architectures built to boost performance and deployment speed.
WDCPositive Net Change STXPositive Net Change SNDKPositive Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks
Buy the Dip in Oracle Stock After Record Q4 Results?
by Shaun Pruitt
Despite delivering record results for its fiscal fourth quarter, the market's attention has shifted toward Oracle's elevated CapEx.
ORCLPositive Net Change AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing datacenter earnings investing large-cap software tech-stocks
Western Digital Stock Skyrockets 185% YTD: Is More Growth on the Horizon?
by Shreya Majumder
WDC has surged 185% YTD as AI-driven storage demand, pricing gains and a streamlined HDD-focused business fuel growth prospects.
NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change SNDKPositive Net Change SMCINegative Net Change
artificial-intelligence business-services cloud-computing computers dividend momentum-stocks software tech-stocks
Can Arista's Advanced Networking Platform Meet the Growing AI Demand?
by Zacks Equity Research
ANET rolls out 7060XE7 Series Ethernet platforms, delivering 1.6 Tbps per port and up to 100 Tbps switching capacity to meet surging AI infrastructure demands.
CSCONegative Net Change NVDAPositive Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
Oracle Q4 Earnings Beat Estimates, Cloud Growth Fuels Revenues
by Zacks Equity Research
ORCL's fiscal Q4 beat is powered by surging cloud demand, with AI-driven infrastructure growth accelerating and pushing revenues up 21% year over year.
DELLPositive Net Change ORCLPositive Net Change AMATPositive Net Change AEISPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
MANH Pushes Deeper Into a Cloud-First Model: Buy or Hold the Stock?
by Vasundhara Sawalka
MANH leans into cloud growth and AI, but restructuring, macro risks, and rising competition cloud near-term outlook, making it a cautious hold for investors.
CRMNegative Net Change SAPPositive Net Change ORCLPositive Net Change MANHPositive Net Change
cloud-computing tech-stocks
Microsoft Deepens Agentic AI Push and Collaborations: What's Ahead?
by Vasundhara Sawalka
MSFT ramps up agentic AI with KPMG, Atos deals, new Azure Cobalt VMs and Copilot expansion as cloud surges but margins face AI-driven pressure.
AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?
by Shreya Majumder
ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?
KLACNegative Net Change CAMTPositive Net Change NVMIPositive Net Change ONTOPositive Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets robotics saas semiconductor tech-stocks