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cloud-computing: Archive

Zacks Equity Research

Can INTC's Advancements in AI Inference Bolster Its Market Position?

Intel showcases stronger AI inference in MLPerf v6.0, with Xeon 6 CPUs and Arc Pro GPUs boosting performance, scalability and efficiency across workloads.

INTCPositive Net Change QCOMNegative Net Change AMDPositive Net Change METANegative Net Change

Vasundhara Sawalka

3 Reasons to Hold Microsoft Stock Despite 28.6% Drop in 6 Months

MSFT slides 28.6% in 6 months, but strong Azure growth, surging AI bookings and solid earnings keep the long-term investment case intact.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Digital Realty Stock Up 15.8%: Can Gains Continue Ahead?

DLR stock surges 15.8% on booming data center demand and global expansion, but with valuation and macro pressures, will the momentum last?

DLRPositive Net Change TRNOPositive Net Change CLDTPositive Net Change

Shreya Majumder

CoreWeave's $8.5 Billion Financing & 12% Stock Surge: A Deep Dive

CRWV secured an $8.5B GPU-backed loan with investment-grade ratings, cutting borrowing costs and supporting AI infrastructure expansion despite rising debt risks.

MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Kevin Cook

Bull of the Day: Lumentum (LITE)

Since blow out beat-and-raise quarter, NVIDIA invests $2B and price targets rise from $550 to $750

LITEPositive Net Change NVDAPositive Net Change COHRPositive Net Change

Vasundhara Sawalka

Top China Tech Plays Worth Adding to Your Portfolio Right Now

ACM Research and peers gain appeal as U.S.-China trade easing, tariff cuts and policy shifts lift confidence in Chinese tech into 2026.

ACMRPositive Net Change WBNegative Net Change GDSNegative Net Change KCNegative Net Change

Supriyo Bose

4 Cloud Computing Stocks to Buy Amid Heightened Market Volatility

GOOGL, MSFT, AMZN and IBM are indispensable to any investment portfolio focusing on cloud computing stocks.

AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change GOOGLNegative Net Change

Shreya Majumder

Will Next-Gen HAMR & ePMR Drives Give Western Digital a Storage Edge?

WDC bets on ePMR and HAMR to meet soaring AI and cloud storage demand, aiming for higher-capacity drives, stronger margins and data center growth.

NTAPPositive Net Change WDCNegative Net Change STXPositive Net Change

Zacks Equity Research

SAP to Make Enterprise Data AI-Ready With Reltio Buyout

SAP plans to acquire Reltio to unify enterprise data and strengthen its AI-first strategy, boosting Business Data Cloud and AI agents across its software suite.

SAPPositive Net Change CVLTPositive Net Change SSNCPositive Net Change PEGAPositive Net Change

Zacks Equity Research

Digital Realty's $3.25B Fund Close: What Does It Mean for Growth?

DLR closes a $3.25B fund to scale hyperscale data centers, boosting growth capacity while tapping private capital and expanding global reach.

DLRPositive Net Change TRNOPositive Net Change CLDTPositive Net Change