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cloud-computing: Archive

Shreya Majumder

WDC Surges 129% in 6 Months: How Should Investors Play the Stock?

Western Digital's shares have soared 128.8% in six months as AI demand, high-capacity drives and debt reduction fuel momentum near 52-week highs.

NTAPNegative Net Change WDCNegative Net Change STXNegative Net Change SNDKPositive Net Change

Nalak Das

Buy 5 Big Data Behemoths to Benefit From Enormous Market Opportunity

NVDA, PLTR, MSFT, IBM and FFIV stand out as big data leaders poised to capitalize on surging AI and analytics demand.

MSFTNegative Net Change IBMPositive Net Change NVDANegative Net Change FFIVNegative Net Change PLTRNegative Net Change

Sheraz Mian

Q3 Earnings Season Gets Underway: A Closer Look

The Q3 reporting cycle will really pick up steam when the big banks release their results near mid-October, though Oracle has already helped kick the period off positively.

ORCLPositive Net Change ADBEPositive Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Is Alibaba's AI Revolution Worth the Risk for Growth Investors Now?

BABA's AI reaches global parity with superior cost efficiency, positioning it well for Asia's adoption curve. However, geopolitical risks persist. Hold rating for now.

MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change BABAPositive Net Change

Zacks Equity Research

SAP Boosts AI-Driven Recruiting Innovation With SmartRecruiters Buyout

SAP completes SmartRecruiters deal, boosting AI-driven hiring, while pushing cloud expansion and European digital sovereignty.

SAPNegative Net Change IDCCNegative Net Change VSATNegative Net Change UINegative Net Change

Supriyo Bose

4 Cloud Computing Stocks to Watch as Markets Hit Record High on a Trot

MSFT, GOOGL, IBM and ANET are indispensable cloud stocks for any investment portfolio.

MSFTNegative Net Change IBMPositive Net Change GOOGLNegative Net Change ANETNegative Net Change

Zacks Equity Research

Ciena's Stock Skyrockets 143% in 12 Months: Is More Upside Left?

CIEN shares surge 143% in a year, fueled by AI-driven demand, cloud adoption and record interconnect growth.

CIENNegative Net Change GLWNegative Net Change VIAVNegative Net Change ATUSNegative Net Change

Andrew Rocco

Oracle (ORCL): From Dot-Com Relic to AI Powerhouse

Oracle's recent earnings report has undeniably shifted the narrative around the stock, proving that this long-overlooked company is a major player in the burgeoning AI revolution.

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change ORCLPositive Net Change TSLAPositive Net Change METAPositive Net Change

Derek Lewis

Oracle Earnings Impress Heavily: A Closer Look

Given its big-time gains and consistently strong growth over recent years, could the stock become the 8th member of the beloved Magnificent group?

ORCLPositive Net Change

Urmimala Biswas

NVIDIA, AI & Quantum Leaders Drive Health Tech: 2 Stocks to Buy

Butterfly Network and Omnicell emerge as standout health tech stocks as AI and quantum breakthroughs reshape diagnostics and medication management.

IBMPositive Net Change NVDANegative Net Change OMCLNegative Net Change PLTRNegative Net Change BFLYNegative Net Change

Vasundhara Sawalka

Is Now the Time to Buy Oracle Stock After Its Q1 Earnings-Fueled Run?

ORCL's strong cloud momentum and AI expansion support holding existing positions, but premium valuations suggest new investors should await $260-$280 entry.

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

Zacks Equity Research

Massive RPO Surge at Oracle: A Sign of Strong Forward Visibility?

ORCL's RPO skyrockets 359% Y/Y to $455B in Q1 FY26, fueled by major AI cloud deals and signaling powerful forward visibility.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change

Shaun Pruitt

Should Investors Chase the Post-Earnings Surge In Oracle Stock?

Citing unprecedented demand for AI workloads, Oracle (ORCL) stock had surged more than 40% in Wednesday's trading session, hitting a new all-time high of $345 a share.

ORCLPositive Net Change AMZNPositive Net Change AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change METAPositive Net Change

Zacks Equity Research

Oracle Q1 Earnings Match Estimates, Cloud Growth Fuels Revenue Rise

ORCL reports strong fiscal first quarter with 12% revenue growth, record AI cloud demand and multi-billion-dollar deals across its infrastructure stack.

APHNegative Net Change FFIVNegative Net Change ORCLPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Microsoft's Gaming Revenue Growth: Can the Xbox Ecosystem Sustain It?

MSFT's gaming arm posts 10% revenue growth, fueled by Game Pass momentum, blockbuster titles and a vast Xbox user base.

MSFTNegative Net Change NTDOYNegative Net Change SONYNegative Net Change

Kevin Cook

Bull of the Day: Credo Technology (CRDO)

Another monster quarter forecasts topline advancing 120%+ (again!) plus 185% EPS growth!

CRDONegative Net Change AMZNPositive Net Change NVDANegative Net Change MRVLPositive Net Change AVGONegative Net Change

Mark Vickery

Oracle Misses in Q3, Gains +22% - Plus Jobs Revisions & More

While Oracle missed on Q3 revenues it grew +55% in Cloud Infrastructure year over year.

AAPLPositive Net Change MSFTNegative Net Change UNHNegative Net Change ORCLPositive Net Change NBISNegative Net Change

Zacks Equity Research

Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?

BABA's China E-commerce arm posts 10% growth with Taobao driving user gains, but margin pressure looms amid fierce competition.

JDPositive Net Change BABAPositive Net Change PDDPositive Net Change

Zacks Equity Research

Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?

Amazon's AWS inks Absa deal, reinforcing global reach. Will rising Azure and Google Cloud growth rates pressure its market dominance?

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Shreya Majumder

Can Nebius Become the Next Big AI Player With $17.4B Microsoft Deal?

NBIS lands a $17.4B AI infrastructure deal with Microsoft, fueling growth, financing power, and marking a stronger edge in the cloud race.

MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

Food Delivery Powers JD's Growth: Can New Businesses Turn Profitable?

JD.com's food delivery arm surges 199% in revenues, but soaring losses raise doubts about its path to profitability.

JDPositive Net Change BABAPositive Net Change DASHPositive Net Change

Vasundhara Sawalka

Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?

AMZN trades at 31.84x earnings amid AI investments and AWS competition. Amazon posts strong Q2 results, but premium valuation suggests waiting for better entry points.

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

Supriyo Bose

IBM Declines 8.6% in 3 Months: Should You Rethink the Stock?

International Business Machines lags peers with an 8.6% drop in 3 months, facing margin pressure and stiff cloud competition despite AI and hybrid cloud growth.

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change

Supriyo Bose

CommScope vs. Arista: Which Networking Stock Packs More Power Now?

COMM's sharper cost cuts, stronger estimate revisions and cheaper valuation give it an edge over ANET in networking.

APHNegative Net Change GLWNegative Net Change COMMNegative Net Change ANETNegative Net Change

Zacks Equity Research

Oracle's NetSuite Momentum: Can It Boost Cloud Growth to New Heights?

ORCL's NetSuite ERP drives double-digit SaaS growth, boosting cloud revenue momentum and positioning the company for stronger long-term demand.

MSFTNegative Net Change SAPNegative Net Change ORCLPositive Net Change