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cloud-computing: Archive
Can AMZN's Expanding Global Investments Push the Stock Higher in 2026?
by Vasundhara Sawalka
Amazon's sweeping global investments and accelerating AWS momentum spotlight the company's push for stronger growth heading into 2026.
AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing retail
Will Strong Data Center Growth Push Up AMD's Stock Higher in 2026?
by Aniruddha Ganguly
AMD surges 70% on booming demand for EPYC chips and Instinct GPUs, but faces stiff AI competition and valuation concerns.
INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change AVGOPositive Net Change
artificial-intelligence cloud-computing semiconductor tech-stocks
ANET vs. IBM: Which Hybrid Cloud Stock is the Better Buy for 2026?
by Supriyo Bose
IBM edges out Arista as the better hybrid cloud pick for 2026, thanks to valuation appeal and multi-cloud momentum.
AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change ANETPositive Net Change
artificial-intelligence cloud-computing computers iot software tech-stocks
Bull of the Day: Coherent (COHR)
by Kevin Cook
Since the NVIDIA collaboration in March on silicon photonics, shares have surged 180%
COHRPositive Net Change AAPLPositive Net Change NVDANegative Net Change
artificial-intelligence cloud-computing semiconductor
Is Broadcom the Best Chip Stock to Buy as Q4 Earnings Approach?
by Shaun Pruitt
As one of the few companies positioned to rival Nvidia in custom AI chips, the market is heavily anticipating Broadcom's fiscal fourth quarter results on Thursday, December 11.
AVGOPositive Net Change NVDANegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing earnings electronics investing semiconductor
Earnings Watch: Will Oracle Stock Regain Its Bullish Momentum?
by Shaun Pruitt
Investors are hoping Oracle stock regains its bullish momentum with the company set to report results for its fiscal second quarter after-market hours on Wednesday, November 10.
ORCLPositive Net Change AMZNPositive Net Change WFCPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change METANegative Net Change
artificial-intelligence cloud-computing computers earnings investing software
Can Microsoft Stock Sustain Its AI Infrastructure Investment Pace?
by Zacks Equity Research
MSFT's soaring AI infrastructure spend, up 74% to $34.9B, raises fresh questions over how long the company can maintain its aggressive expansion pace.
AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
3 Communication Stocks Set to Benefit From Industry Strength
by Supriyo Bose
The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive. COMM, IHS and BAND are likely to benefit from the continued transition to cloud networks.
COMMPositive Net Change IHSPositive Net Change BANDNegative Net Change
cloud-computing communications iot tech-stocks
Can Flex's Cash Flow & Market Strength Offset Ongoing Macro Pressures?
by Shreya Majumder
Flex enters the second half of fiscal 2026 with rising AI demand, strong cash flow and expanding data center momentum despite competitive and macro pressures.
JBLPositive Net Change FLEXPositive Net Change SANMPositive Net Change
artificial-intelligence automation autonomous-vehicles business-services cloud-computing medical tech-stocks
Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying
by Bryan Hayes
Oracle remains uniquely positioned within the enterprise AI infrastructure space.
ORCLPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings infrastructure investing large-cap software tech-stocks
Should You Buy, Sell or Hold Oracle Stock Before Q2 Earnings?
by Vasundhara Sawalka
ORCL faces execution risks and elevated debt despite AI momentum. Investors should await better entry points ahead of Q2 fiscal 2026 results amid premium valuations.
AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Ciena's Q4 Earnings Coming Up: What's in the Cards for CIEN Stock?
by Zacks Equity Research
CIEN's fiscal Q4 2025 outlook is driven by surging cloud and service provider demand plus major AI network wins boosting optical and interconnect momentum.
CIENPositive Net Change MUPositive Net Change CPBNegative Net Change SNPSPositive Net Change
artificial-intelligence business-services cloud-computing communications tech-stocks
Will IBM's Purported Confluent Buyout Spur the Growth Engine?
by Arijit Sarkar
IBM's reported $11 billion move for Confluent aims to strengthen its real-time data capabilities and expand its cloud-native services footprint.
AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change CFLTPositive Net Change
cloud-computing computers iot tech-stocks
Liquid Cooling and 12-14-Month Build: Durable Bets for APLD Stock?
by Aniruddha Ganguly
Applied Digital leans into liquid cooling, compressed build cycles and a fully leased Ellendale campus as hyperscaler AI demand tightens power and timing.
EQIXNegative Net Change RIOTPositive Net Change APLDNegative Net Change CRWVNegative Net Change
cloud-computing cryptocurrency finance
Western Digital, Sandisk Dominate AI-Driven Storage Gains
by Bryan Hayes
For investors seeking exposure to the ongoing AI infrastructure buildout, these stocks stand out as high-conviction ideas.
WDCPositive Net Change SNDKPositive Net Change
artificial-intelligence cloud-computing datacenter earnings investing tech-stocks
Are Rising Earnings Estimates a Solid Reason to Bet on ANET Stock?
by Supriyo Bose
Earnings estimates for Arista are climbing on solid cloud demand and software strength, but margin pressure clouds the outlook.
CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change
cloud-computing iot software tech-stocks
Top Big Data Stocks Set to Accelerate the AI-Powered Future
by Nilanjan Banerjee
Palantir, NVIDIA and Teradata lead as Big Data demand surges, with AI tools and infrastructure reshaping how industries handle information.
NVDANegative Net Change TDCPositive Net Change PLTRPositive Net Change
artificial-intelligence cloud-computing
Is Snowflake (SNOW) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
Snowflake shares have handily outperformed the market year-to-date with a nearly 70% return.
SNOWNegative Net Change
artificial-intelligence cloud-computing computers earnings investing stock-performance tech-stocks
Can Oracle's Expanding Cloud Deal With AWS Fuel Long-Term Growth?
by Zacks Equity Research
ORCL's AWS partnership deepens with new KMS integration for Exadata, streamlining encryption management and positioning for multi-cloud growth momentum.
AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Is it Time to Buy the Dip in CoreWeave Stock?
by Shaun Pruitt
As an AI cloud provider that has been backed by investments from Nvidia, CoreWeave stock is still up an impressive +90% since launching its IPO earlier in the year.
CRWVNegative Net Change NVDANegative Net Change METANegative Net Change
artificial-intelligence cloud-computing internet investing software tech-stocks
Microsoft Up 16.7% YTD: Will OpenAI Partnership Drive Stock Further?
by Vasundhara Sawalka
MSFT's 16.7% YTD gain reflects OpenAI optimism, but premium valuation and rising competition from Amazon, Oracle and Google suggest waiting for a better entry.
AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Can IBM's Tie-Up With Cisco for Quantum Network Aid Its Shares?
by Supriyo Bose
IBM teams with Cisco to build a quantum network by 2030, aiming to drive breakthroughs in quantum computing and connectivity.
AMZNPositive Net Change AMDNegative Net Change MSFTNegative Net Change IBMPositive Net Change CSCOPositive Net Change
cloud-computing computers iot software tech-stocks
Holiday Shopping Gets Off to a Good Start
by Mark Vickery
Today is Cyber Monday, anticipated to be the second-highest shopping day of the inaugural weekend of the holiday season.
MAPositive Net Change CRMPositive Net Change ADPPositive Net Change MPositive Net Change DGPositive Net Change DLTRPositive Net Change AEOPositive Net Change ADBENegative Net Change CRWDPositive Net Change
cloud-computing consumer-discretionary retail
Pure Storage's Q3 Earnings on Deck: What Investors Should Focus on?
by Zacks Equity Research
PSTG readies fiscal Q3 2026 results as enterprise demand, subscription momentum and new tech partnerships shape its growth outlook.
AEOPositive Net Change MUPositive Net Change ULTANegative Net Change PSTGPositive Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks
Accelerated AI and Cloud Adoption to Aid Salesforce's Q3 Results
by Zacks Equity Research
CRM's Q3 results are expected to reflect the benefits of accelerated AI and cloud adoptions. However, macro headwinds and slower deal cycles may limit the upside.
CRMPositive Net Change ADBENegative Net Change OTEXPositive Net Change BLKBPositive Net Change
artificial-intelligence cloud-computing computers earnings tech-stocks