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cloud-computing: Archive
MSFT's Office 365 Subscription Growth Picks Up: Sign of More Upside?
by Zacks Equity Research
Microsoft shares gain as Office 365 subscriptions accelerate, with commercial and consumer growth, higher-tier uptake, and AI tools boosting revenue per user.
AAPLPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Will Accelerating AWS Revenue Growth Drive AMZN Stock's 2026 Rally?
by Vasundhara Sawalka
Amazon's AWS posts its fastest growth since 2022 as AI demand surges, with a $200 billion backlog and heavy investment fueling 2026 optimism.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing e-commerce retail
NVIDIA Rubin Wreckage: Modine and Credo
by Kevin Cook
Jensen's CES keynote unveiled the latest GPU system in production, but investors in cooling and cables panicked
NVDANegative Net Change COHRPositive Net Change MODPositive Net Change VRTPositive Net Change CRDOPositive Net Change
artificial-intelligence autonomous-vehicles cloud-computing datacenter self-driving-cars semiconductor
GOOGL Best Performing Magnificent 7 Stock in a Year: Buy or Hold Now?
by Aniruddha Ganguly
Alphabet's 64.7% stock surge tops the Magnificent 7, fueled by AI-driven gains in search and cloud despite valuation concerns.
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Should You Hold Oracle Stock Despite Debt-Fueled AI Data Center Bet?
by Vasundhara Sawalka
ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash flow test investor patience.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
How is Rising AEC Adoption Transforming Credo's Growth Trajectory?
by Shreya Majumder
CRDO's AEC sales surge as AI and cloud demand drive faster, more efficient and highly reliable data center connectivity.
MRVLNegative Net Change CRDOPositive Net Change ALABPositive Net Change
artificial-intelligence cloud-computing emerging-markets tech-stocks
How to Identify Stock Market Winners Early in 2026
by Bryan Hayes
These three triggers can help narrow down the investment universe to stocks with the best profit potential.
WDCPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics investing tech-stocks
Is NBIS Building a Full-Stack AI Monetization Engine With NVIDIA Rubin?
by Shreya Majumder
Nebius will deploy NVIDIA's Rubin platform in 2H26, becoming one of the first AI cloud providers to offer Vera Rubin NVL72 in the U.S. and Europe.
AMZNPositive Net Change NVDANegative Net Change NBISPositive Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing internet tech-stocks
Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?
by Supriyo Bose
Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.
CSCONegative Net Change ANETNegative Net Change HPEPositive Net Change
artificial-intelligence cloud-computing iot saas software tech-stocks
Is CoreWeave Building a Durable AI Moat With NVIDIA Rubin?
by Shreya Majumder
CRWV plans to deploy NVIDIA Rubin in 2026, expanding its AI cloud for agentic AI, reasoning models and large-scale inference workloads.
MSFTPositive Net Change NVDANegative Net Change NBISPositive Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing internet tech-stocks
Bull of the Day: Western Digital (WDC)
by Bryan Hayes
AI-powered storage markets are exploding, and this leading company is taking full advantage of the trend.
WDCPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics investing tech-stocks
CSCO's Security Revenues Decline: Can Strong Portfolio Revive Growth?
by Aniruddha Ganguly
Cisco's Security sales dip 2% as cloud shifts and legacy product declines weigh, but next-gen offerings show promise.
CSCONegative Net Change FTNTPositive Net Change OKTANegative Net Change
artificial-intelligence cloud-computing tech-stocks
IBM Gains 33% in a Year: Is it Worth Investing in the Stock Now?
by Supriyo Bose
IBM jumps 33% in a year, fueled by hybrid cloud, AI, and quantum tech???does its growth justify a buy now?
AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change CSCONegative Net Change
artificial-intelligence cloud-computing communications computers software tech-stocks
Here Are the Top-Performing S&P 500 Stocks From 2025
by Bryan Hayes
The 3 top performers this year make up just 0.7% of the S&P 500 index weight combined.
WDCPositive Net Change MUPositive Net Change SNDKPositive Net Change
artificial-intelligence cloud-computing communications datacenter earnings investing tech-stocks
Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
by Shaun Pruitt
Although they are among the world's most profitable companies, the immense spending on various AI investments from the hyperscalers in the Mag 7 has been scrutinized.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change
artificial-intelligence cloud-computing datacenter e-commerce earnings investing large-cap magnificent-7 software tech-stocks
Baidu vs. Alibaba: Which Chinese Tech Stock Has More Upside?
by Kashvi Chandgothia
BIDU and BABA are ramping up AI and cloud strategies, highlighting differences in focus, execution and competitive positioning.
BIDUPositive Net Change BABANegative Net Change
artificial-intelligence china cloud-computing tech-stocks
Can Microsoft Stock Rally on Dynamics 365 Business Applications?
by Zacks Equity Research
MSFT's Dynamics 365 revenues jump 21% in Q1 FY26, fueled by AI Copilot adoption and enterprise demand, making business apps a key stock catalyst.
MSFTPositive Net Change CRMNegative Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Seagate vs. Western Digital: Which Storage Stock is the Better Buy Now?
by Shreya Majumder
WDC looks more balanced than STX as AI and cloud fuel storage demand, with lower valuation, rising margins and multi-year HDD contracts despite risks.
WDCPositive Net Change STXPositive Net Change
artificial-intelligence business-services cloud-computing tech-stocks
Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?
by Anirudha Bhagat
NOW's AI-led workflow platform, large-deal momentum and faster growth give it an edge over CRM despite a richer valuation.
CRMNegative Net Change NOWNegative Net Change
artificial-intelligence cloud-computing computers software tech-stocks
DDOG vs. FIVN: Which Cloud Software Stock is the Better Buy Now?
by Kashvi Chandgothia
Datadog and Five9 both play critical roles in enterprise cloud software, but differences in growth drivers, AI focus and valuation shape the debate.
FIVNNegative Net Change DDOGNegative Net Change
artificial-intelligence cloud-computing cybersecurity saas tech-stocks
Is ORCL Stock Poised for Growth Amid Rising AI Infrastructure Demand?
by Zacks Equity Research
Oracle's AI infrastructure push is driving explosive cloud growth, but $50 billion capex and negative free cash flow raise questions about profitability.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
MSFT vs. ORCL: Which Enterprise Cloud & AI Stock Has Better Upside?
by Vasundhara Sawalka
Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which stock offers better upside.
MSFTPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026
by Shreya Majumder
Cybersecurity demand is set to grow through 2026, and QLYS, FTNT, CRWD & PANW are the four stocks with strong demand signals and competitive moats.
FTNTPositive Net Change PANWNegative Net Change QLYSNegative Net Change CYBRNegative Net Change CRWDPositive Net Change
artificial-intelligence cloud-computing iot tech-stocks
Bull of the Day: Credo Technology (CRDO)
by Kevin Cook
Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical
CRDOPositive Net Change NVDANegative Net Change ORCLPositive Net Change ARMNegative Net Change COHRPositive Net Change
artificial-intelligence automation cloud-computing datacenter semiconductor
Can ERNIE 5.0 and Qianfan Strengthen Baidu's AI Cloud Advantage?
by Zacks Equity Research
BIDU sharpens its AI Cloud strategy with ERNIE 5.0 and an agent-centric Qianfan, aiming to scale enterprise adoption.
BIDUPositive Net Change TCEHYNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing tech-stocks