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cloud-computing: Archive

Zacks Equity Research

Amazon Q3 Earnings Beat Estimates, AWS Growth Pushes Stock Higher

AMZN's Q3 sales hit $180B (+13% YoY), AWS reaccelerates to 20% growth, net income surges to $21B, boosted by $9.5B Anthropic gains despite FTC settlement charges.

AMZNPositive Net Change MSFTNegative Net Change NFLXPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Western Digital Q1 Earnings & Revenues Top, Improve Y/Y, Shares Rise

WDC posts strong fiscal Q1 2026 results with 27% revenue growth, higher margins and a dividend hike as AI-driven storage demand surges.

IBMNegative Net Change WDCPositive Net Change STXNegative Net Change CDNSPositive Net Change

Shaun Pruitt

Buy the Spike in Alphabet Stock After Its First $100 Billion Quarter?

Spiking as much as +6% in Thursday's trading session, Alphabet (GOOGL) stock has started to challenge Nvidia (NVDA) for the most year-to-date gains from the Mag 7.

GOOGLNegative Net Change AMZNPositive Net Change GSNegative Net Change WFCPositive Net Change JPMPositive Net Change MSFTNegative Net Change BCSPositive Net Change NVDANegative Net Change METANegative Net Change

Zacks Equity Research

Microsoft Q1 Earnings & Revenues Beat on Cloud, AI Strength

MSFT's first-quarter fiscal 2026 results reflect strength in the AI business and Copilot adoption. The company's Azure cloud business recorded growth of 40%.

MSFTNegative Net Change ADBEPositive Net Change NOWNegative Net Change SNOWPositive Net Change

Vasundhara Sawalka

Top China Tech Stocks to Consider as U.S. Trade Tensions Ease

China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.

NTESPositive Net Change TSMNegative Net Change JDNegative Net Change KCNegative Net Change

Shreya Majumder

WDC vs. NTAP: Which Data Storage Stock Offers Better Growth Potential?

WDC's sharper focus post-SanDisk spinoff, AI-driven HDD demand and margin gains position it ahead of NTAP in the booming data storage race.

NTAPPositive Net Change WDCPositive Net Change

Ethan Feller

Amazon Earnings Preview: On the Verge of a Breakout?

Though Amazon stock has lagged the Magnificent 7, it may be on the verge of a major bull run

AMZNPositive Net Change TSLAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Will Strong AWS Performance Improve Amazon's Q3 Results?

AMZN's third-quarter results are expected to reflect steady gains from AWS momentum, driven by growing AI capabilities through Amazon Bedrock.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?

ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.

CSCOPositive Net Change ANETNegative Net Change HPEPositive Net Change

Shaun Pruitt

Buy the Mag 7 Laggards as Earnings Approach?: AMZN, AAPL

Set to release their quarterly reports after-market hours on Thursday, October 30, Amazon and Apple stock have been the laggards of the Mag 7 this year.

AMZNPositive Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change

Vasundhara Sawalka

Amazon Set to Report Q3 Earnings: Should Investors Buy the Stock?

AMZN's AWS growth, AI innovations, and e-commerce momentum position steady Q3 2025. Diversified revenue streams support buying ahead of earnings.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Aniruddha Ganguly

AVGO vs. CSCO: Which AI Infrastructure Stock is a Buy Right Now?

Broadcom and Cisco are racing ahead in the AI infrastructure boom, fueled by soaring demand, bold innovation and strong earnings momentum. However, which one is leading?

CSCOPositive Net Change AVGONegative Net Change

Zacks Equity Research

Azure Drives MSFT's AI Strategy: Buy the Stock Before Q1 Earnings?

Microsoft's Azure projected 37% growth and $30B+ infrastructure spend signal strong Q1 results ahead. Is it the right time to buy the stock before earnings results?

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Bryan Hayes

Microsoft Headlines Magnificent Seven Earnings Blitz, Eyes Cup-With-Handle Breakout

Results from the majority of the Mag 7 will likely set the tone for the remainder of the fourth quarter.

MSFTNegative Net Change

Shreya Majumder

Should You Bet on Western Digital Stock Before Q1 Earnings?

WDC's AI-fueled demand, margin gains and revenue expansion set the stage for another strong quarterly performance.

NTAPPositive Net Change WDCPositive Net Change STXNegative Net Change SNDKPositive Net Change

Vasundhara Sawalka

Microsoft Before Q1 Earnings: Should Investors Buy the Stock?

MSFT's Q1 FY2026 results are expected to reflect strong Azure growth and AI momentum. Robust cloud demand, Copilot adoption support buy rating despite premium valuation.

MSFTNegative Net Change DELLPositive Net Change LNVGYNegative Net Change HPEPositive Net Change

Shreya Majumder

How Should You Play Seagate Stock Ahead of Q1 Earnings Release?

STX's soaring demand for mass-capacity storage, HAMR innovation and strong margins set the stage for another potential earnings beat.

NTAPPositive Net Change WDCPositive Net Change STXNegative Net Change PSTGPositive Net Change

Aniruddha Ganguly

Buy, Sell or Hold GOOGL Stock Before Q3 Earnings? Here's What to Know

Alphabet's AI-driven Search gains, cloud expansion, and easing regulatory pressure set the stage for its Q3 2025 earnings release.

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

IBM Surpasses Q3 Earnings Estimates on Solid Revenue Growth

IBM tops Q3 forecasts as hybrid cloud and AI demand drive 7% revenue growth and stronger profit margins.

IBMNegative Net Change AKAMPositive Net Change ANETNegative Net Change PINSPositive Net Change

Vasundhara Sawalka

MSFT vs. AAPL: Which Mega-Cap Tech Stock is the Better Buy Now?

Microsoft outpaces Apple with 39% Azure growth, $13B AI business, and clear enterprise AI monetization, while Apple faces tariff headwinds and uncertain AI revenues.

AAPLNegative Net Change MSFTNegative Net Change

Shreya Majumder

Will Nebius' AI Cloud 3.0 Rollout Strengthen its Competitive Moat?

NBIS' launch of Aether, its AI Cloud 3.0 platform, signals a leap in secure, scalable infrastructure built to power enterprise AI innovation.

MSFTNegative Net Change NBISPositive Net Change CRWVPositive Net Change

Bryan Hayes

From Punch Cards to Cloud: IBM's 114-Year Evolution

Top themes such as quantum computing, hybrid cloud, and storage solutions have driven outperformance.

IBMNegative Net Change

Shreya Majumder

CRWV Stock Soars 229.9% in 6 Months: Buy, Sell or Stay Invested?

CoreWeave's 229.9% surge is driven by the AI wave, fueled by major OpenAI deals and NVIDIA-powered cloud expansion. However, heavy debt looms.

MSFTNegative Net Change NVDANegative Net Change NBISPositive Net Change CRWVPositive Net Change

Vasundhara Sawalka

Microsoft Expands Security Offering: Is it the Next Revenue Pillar?

MSFT's security serves 1.5M customers, analyzing 100T signals daily with AI agents. Can automated threat detection become its next major revenue pillar?

MSFTNegative Net Change PANWPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Can ERNIE 4.5 and Qianfan Cement Baidu's AI Cloud Advantage?

BIDU builds AI Cloud momentum with ERNIE 4.5 and Qianfan, yet execution risk clouds lasting advantage.

BIDUNegative Net Change TCEHYNegative Net Change BABANegative Net Change