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cloud-computing: Archive

Shreya Majumder

WDC Stock Outshines Industry Returns in a Year: Should You Jump In?

WDC rides AI-driven storage demand, pricing gains and a streamlined business, but can its restructuring and growth drivers keep the rally going?

WDCPositive Net Change NTAPPositive Net Change STXPositive Net Change SNDKPositive Net Change TDCNegative Net Change

Arijit Sarkar

Jabil vs. Celestica: Which EMS Stock is a Better Buy Right Now?

JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.

JBLNegative Net Change CLSPositive Net Change FLEXNegative Net Change SANMPositive Net Change

Harshit Gupta

Rigetti Expands Quantum Reach Beyond the Race for More Qubits

RGTI is widening quantum access through Cepheus-1 cloud availability, Novera QPU sales and government contracts while broadening its customer base.

RGTIPositive Net Change QUBTPositive Net Change IONQPositive Net Change

Shreya Majumder

CRDO's Retimer Business Hits Its Stride: Further Gains Ahead?

Credo's retimer business hits an inflection point as demand for 100G and 200G per lane solutions grows, fueled by AI networking needs and design wins.

CRDOPositive Net Change AVGOPositive Net Change ALABPositive Net Change

Shreya Majumder

CRWV Shares Slip 24% in a Month: Buy the Dip or Stay on the Sidelines?

CoreWeave's 24% pullback has eased valuation concerns, but can explosive AI growth and a huge backlog outweigh rising competition and heavy spending?

CRWVPositive Net Change MSFTNegative Net Change NVDAPositive Net Change METANegative Net Change NBISPositive Net Change

Kevin Cook

Bull of the Day: Bloom Energy (BE)

America is about immigrants, innovation, and overcoming incredible odds. Bloom's success story has it all!

BENegative Net Change AEPNegative Net Change NVDAPositive Net Change BNNegative Net Change GEVPositive Net Change

Supriyo Bose

IBM Stock Lags Industry in the Past 3 Months: An Opportunity to Buy?

IBM lags its industry amid Anthropic's COBOL modernization threat, but hybrid cloud, AI demand and rising estimates may support growth.

IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Shreya Majumder

ONTO Stock Climbs 26% in a Month: What's the Next Move for Investors?

Onto Innovation's 25.5% rally reflects AI-led demand, advanced packaging gains and new product momentum, but rich valuation raises questions about the next move.

ONTOPositive Net Change KLACPositive Net Change CAMTPositive Net Change NVMINegative Net Change

Shreya Majumder

How Does AtHoc's Expansion Boost BlackBerry Amid Global Uncertainty?

BB upgrades BlackBerry AtHoc with deeper Microsoft integrations, helping organizations speed up emergency response and strengthen secure communications.

BBPositive Net Change MSFTNegative Net Change FTNTNegative Net Change CRWDNegative Net Change

Shaun Pruitt

Stocks Surged in Q2 2026, but Is the Market Getting Too Expensive?

While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.

MUPositive Net Change SNDKPositive Net Change JPMNegative Net Change AMDPositive Net Change MSFTNegative Net Change NVDAPositive Net Change AVGOPositive Net Change TSMPositive Net Change ANETPositive Net Change METANegative Net Change