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cloud-computing: Archive
Dell Technologies vs. Apple: Which AI Stock is a Better Buy?
by Aniruddha Ganguly
DELL's surging AI server demand, expanding backlog and lower valuation versus AAPL make it the stronger growth pick.
AAPLPositive Net Change DELLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Amazon Before Q2 Earnings: Buy the Stock Now or Wait for Results?
by Vasundhara Sawalka
AMZN heads into Q2 2026 earnings with AWS growth, Prime Day timing and ad momentum in focus as investors weigh AI spending against margins.
AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing e-commerce earnings-preview retail
Oracle vs. Alibaba: Which Cloud & AI Giant Should You Buy Right Now?
by Vasundhara Sawalka
ORCL's record cloud growth, massive AI backlog and expanding partnerships strengthen its investment case over BABA despite recent share price weakness.
ORCLPositive Net Change BABAPositive Net Change
artificial-intelligence cloud-computing retail tech-stocks
How SAP's AI and Cloud Strategy Is Reshaping Its Growth Outlook Now
by Shreya Majumder
SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.
SAPPositive Net Change CRMPositive Net Change ORCLPositive Net Change
artificial-intelligence business-services cheap-stocks cloud-computing guidance software tech-stocks
Is SAP Stock a Buy After the 2026 Selloff and Profit Outlook Cut?
by Shreya Majumder
SAP's valuation has reset after a steep selloff, but lower 2026 profit guidance and modest upside cloud the recovery case.
SAPPositive Net Change MSFTPositive Net Change ORCLPositive Net Change
artificial-intelligence business-services cloud-computing earnings-estimates-revisions software tech-stocks
How SAP Is Riding the Enterprise Shift Toward Agentic AI & Cloud ERP
by Shreya Majumder
SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.
SAPPositive Net Change CRMPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing internet software tech-stocks
CRWV Powers Anam's AI Avatars With Low-Latency Cloud Infrastructure
by Shreya Majumder
CoreWeave lands Anam as a cloud customer, powering photorealistic AI avatars with low-latency GPU infrastructure across the US and Europe.
CRWVNegative Net Change MSFTPositive Net Change NBISNegative Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks
Microsoft and Amazon Earnings: Cloud Results in Focus
by Derek Lewis
Cloud results will again be a major impacting force behind sentiment on AMZN and MSFT's earnings.
AMZNNegative Net Change MSFTPositive Net Change
cloud-computing tech-stocks
Will Rigetti's Upcoming Q2 Results Reinforce Its Quantum Growth Story?
by Harshit Gupta
RGTI's Q2 results are likely to spotlight Novera revenues, Cepheus-1 adoption and progress toward higher fidelity as investors weigh its quantum roadmap.
RGTINegative Net Change IONQNegative Net Change QBTSNegative Net Change
cloud-computing tech-stocks
Should You Buy, Sell or Hold FormFactor Stock Before Q2 Earnings?
by Aniruddha Ganguly
FORM heads into Q2 earnings with AI, HBM and advanced packaging momentum, but valuation and trade risks temper the upside.
FORMNegative Net Change KLACNegative Net Change COHUNegative Net Change TERNegative Net Change
artificial-intelligence cloud-computing tech-stocks