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cloud-computing: Archive
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.
WDCNegative Net Change MUNegative Net Change SNDKNegative 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.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change METANegative 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.
BIDUNegative 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.
MSFTNegative Net Change CRMNegative Net Change ORCLNegative 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.
WDCNegative Net Change STXNegative 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.
FIVNPositive 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.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative 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.
MSFTNegative Net Change ORCLNegative 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.
FTNTNegative Net Change PANWNegative Net Change QLYSNegative Net Change CYBRNegative Net Change CRWDNegative 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
CRDONegative Net Change NVDANegative Net Change ORCLNegative Net Change ARMNegative Net Change COHRNegative 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.
BIDUNegative Net Change TCEHYNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing tech-stocks
Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead?
by Aniruddha Ganguly
CSCO's AI push lifts Q1 FY26 networking revenue 15% to $7.77B, with hyperscaler AI orders surging and a $3B FY26 target in sight.
CSCONegative Net Change NVDANegative Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing communications tech-stocks
AI & Security Push Aids Google Cloud: What's Ahead for GOOGL Stock?
by Aniruddha Ganguly
Alphabet is leaning on fast-growing Google Cloud, with a $155 billion backlog, as AI, security and capex fuel momentum.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing fang tech-stocks
Alibaba Stock Plunges 14.4% in 3 Months: Time to Buy, Sell or Hold?
by Vasundhara Sawalka
BABA shares slides 14.4% in three months as profits crater despite revenue growth, with heavy AI and cloud spending testing investor patience.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing e-commerce internet retail
Is Amazon Stock Poised to Rally With AI Expansion in Cloud & Retail?
by Vasundhara Sawalka
AMZN stock is gaining momentum as AI investments boost AWS growth and enhance retail performance, driving revenue gains across both core businesses.
AMZNNegative Net Change GOOGLNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing retail
Weekly Option Windfall: AI Communications Giant Flexes 30% Profit Potential
by Bryan Hayes
Regardless of whether CIEN increases in price, remains flat, or even loses 10%, our option spread trade will produce a 30% return.
CIENNegative Net Change
artificial-intelligence cloud-computing communications datacenter earnings options tech-stocks
CRWV Stock Crashes 49% in 3 Months: Buy the Dip or Hold Back for Now?
by Shreya Majumder
CoreWeave has plunged nearly 50% from its highs as supply-chain delays, heavy CapEx and leverage hit shares despite a massive $55.6B backlog.
MSFTNegative Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing internet software tech-stocks
4 Key Cloud Computing Stocks to Include in Your Portfolio for 2026
by Supriyo Bose
MSFT, GOOGL, AMZN and IBM are indispensable cloud computing stocks for any investment portfolio.
AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks thematic
3 Cloud Computing Stocks That Investors Can Opt to Buy Before 2026
by Supriyo Bose
Cloud computing stocks AMZN, TEAM and NET show strong fundamentals and growth potential heading into 2026.
AMZNNegative Net Change TEAMNegative Net Change NETNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Can NBIS AI Cloud 3.1's Blackwell Ultra Launch Trigger Growth Momentum?
by Shreya Majumder
Nebius rolls out AI Cloud 3.1 with NVIDIA Blackwell Ultra, global GPU visibility and stronger security for enterprises scaling AI.
AMZNNegative Net Change NVDANegative Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing emerging-markets internet tech-stocks
Bull of the Day: Ciena Corp. (CIEN)
by Bryan Hayes
Few companies have captured the AI momentum quite like this networking specialist.
CIENNegative Net Change
artificial-intelligence cloud-computing communications datacenter earnings investing software tech-stocks
Western Digital Surges 195% in 6 Months: What Should Investors Do Now?
by Shreya Majumder
WDC shares surge nearly 200% in six months, driven by AI-led data-center demand for high-capacity HDDs, stronger margins, and rising capital returns.
WDCNegative Net Change STXNegative Net Change TDCNegative Net Change SMCINegative Net Change
artificial-intelligence cloud-computing computers tech-stocks
Micron Slips Ahead of Earnings: Is the AI Memory Demand Priced In?
by Bryan Hayes
Micron has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date.
MUNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing semiconductor tech-stocks
Buy the Drop in Broadcom or Oracle Stock After Earnings?
by Shaun Pruitt
Despite exceeding earnings expectations, Broadcom (AVGO) and Oracle (ORCL) stock have now fallen more than 15% since their much-anticipated quarterly results last week.
ORCLNegative Net Change AVGONegative Net Change NVDANegative Net Change
artificial-intelligence cloud-computing earnings electronics investing large-cap semiconductor tech-stocks