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cloud-computing: Archive

Arijit Sarkar

Akamai Q2 Earnings Highlight AI Growth, Cloud Gains and Margin Risk

Akamai beat Q2 revenue and adjusted EPS estimates as AI infrastructure and cybersecurity demand grew, but rising investment costs weighed on profitability.

AKAMPositive Net Change NVDAPositive Net Change NETPositive Net Change

Arijit Sarkar

Akamai Stock Falls 22% in 3 Months as AI Growth Meets Execution Risks

Akamai's AI infrastructure push is gaining cloud momentum, but Delivery weakness and rising investment costs test the growth story.

AKAMPositive Net Change NVDAPositive Net Change NETPositive Net Change

Arijit Sarkar

Is Akamai Stock a Buy as AI Growth Outpaces Delivery and Margin Risks

Akamai's AI infrastructure and Security growth is accelerating, but Delivery weakness and rising spending test its growth outlook.

AKAMPositive Net Change TTDNegative Net Change DBXNegative Net Change

Vasundhara Sawalka

Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?

AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Anirudha Bhagat

4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet

Hyperscalers' $720B-$745B AI Capex plans are likely to fuel demand for Micron, FormFactor, Texas Instruments and NVIDIA across the chip supply chain.

TXNNegative Net Change MUPositive Net Change NVDAPositive Net Change FORMPositive Net Change

Shreya Majumder

Strong Q2, Bigger Outlook: How Should Investors Play CRWV Stock Now?

CoreWeave's Q2 results show surging AI demand, higher guidance and a $104.2B backlog, but heavy CapEx and debt add risk.

CRWVPositive Net Change MSFTNegative Net Change NBISPositive Net Change

Vasundhara Sawalka

Oracle's AI Infrastructure Surge: Smart Growth Bet or a Costlier Trap?

ORCL's AI infrastructure bet is driving rapid cloud growth and huge contracts, but soaring spending and debt raise balance-sheet risks.

ORCLPositive Net Change AMZNNegative Net Change MSFTNegative Net Change

Vasundhara Sawalka

Microsoft's AI Data Center Push: Growth Engine or Capex Trap?

MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.

MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Mark Vickery

Small Biz Index, Existing Home Sales & More Earnings

We don't expect much movement either direction until inflation reports begin to hit the tape Wednesday morning.

CAHNegative Net Change SMCIPositive Net Change TMENegative Net Change CAVAPositive Net Change CRWVPositive Net Change