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cloud-computing: Archive
Arista vs. IBM: Which Cloud AI Stock Should Investors Buy Now?
by Supriyo Bose
ANET's stronger price performance, rising 2026 estimates and AI-cloud growth opportunities give it an edge over IBM despite a richer valuation.
IBMNegative Net Change ANETPositive Net Change AMZNNegative Net Change MSFTNegative Net Change
artificial-intelligence cloud-computing communications computers iot saas software tech-stocks
Sovereign AI Boost: Palantir Deal Sparks 8% Rise in Nebius Shares
by Shreya Majumder
NBIS jumped 7.73% after Palantir selected its AI-native cloud, potentially expanding enterprise reach and strengthening its neocloud position.
NBISPositive Net Change MSFTNegative Net Change PLTRNegative Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing emerging-markets tech-stocks
Seagate's HAMR Bet is Paying Off: Can Mozaic Sustain the Momentum?
by Shreya Majumder
STX's HAMR and Mozaic roadmap is boosting storage capacity, exabyte growth and efficiency as demand for higher-capacity drives rises.
STXPositive Net Change WDCPositive Net Change MUPositive Net Change
artificial-intelligence business-services cloud-computing computers internet tech-stocks
Flex's $4.4B EPC Power Buyout: A Bigger Bet on AI Data Center Growth?
by Zacks Equity Research
FLEX's $4.4 billion EPC Power deal strengthens its AI infrastructure portfolio, targeting 800V power architectures and potential growth in revenue and margins.
FLEXNegative Net Change SANMNegative Net Change VRTNegative Net Change
artificial-intelligence business-services cloud-computing communications electric-vehicles energy tech-stocks
Oracle's $638 Billion Backlog Meets Its Balance Sheet on Thursday
by Bryan Hayes
Investors are no longer grading Oracle on demand. They are grading it on how demand gets financed.
ORCLNegative Net Change
artificial-intelligence cloud-computing datacenter earnings investing software tech-stocks
Buy 5 High ROE Stocks as Rate Hike Fears Keep Markets at Bay
by Supriyo Bose
ALL, ANET, ROST, IT and MU stand out as cash-rich, high-ROE stocks amid rate-hike fears and market uncertainty.
MUPositive Net Change ALLNegative Net Change ROSTNegative Net Change ITNegative Net Change ANETPositive Net Change
business-services cloud-computing insurance retail semiconductor tech-stocks
Rising Risks Overshadow D-Wave Quantum Booking: Sell or Hold QBTS Now?
by Urmimala Biswas
Rising losses, weak revenue conversion and lofty valuation offset D-Wave Quantum's strong bookings and production adoption, putting the company under pressure.
QBTSNegative Net Change IONQNegative Net Change RGTIPositive Net Change
cloud-computing computers consensus-outlook earnings-estimates-revisions earnings-outlook earnings-surprise tech-stocks
AI Data Explosion: Can WDC Become a Bigger Storage Winner?
by Shreya Majumder
Western Digital is poised to benefit from AI-driven data growth as inference, Agentic AI and emerging workloads fuel long-term storage demand.
WDCPositive Net Change NTAPNegative Net Change STXPositive Net Change
artificial-intelligence business-services cloud-computing computers emerging-markets tech-stocks
Workday's Q2 Beat and AI Gains Raise the Stakes for Fiscal 2028 Growth
by Arijit Sarkar
Workday's Q2 beat, accelerating AI adoption and a higher-margin outlook shift attention to whether AI can drive fiscal 2028 growth.
WDAYNegative Net Change SAPPositive Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
WDAY Jumps 49.7% in 3 Months as AI Momentum Builds: Can it Continue?
by Arijit Sarkar
Workday's 49.7% three-month rally is backed by stronger Q2 results, AI contract growth and margin gains, while valuation and competition remain checks.
WDAYNegative Net Change SAPPositive Net Change ORCLNegative Net Change
artificial-intelligence automation cloud-computing tech-stocks