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cloud-computing: Archive
Can ERNIE 5.0 and Qianfan Strengthen Baidu's AI Cloud Advantage?
by Zacks Equity Research
BIDU sharpens its AI Cloud strategy with ERNIE 5.0 and an agent-centric Qianfan, aiming to scale enterprise adoption.
BIDUNegative Net Change TCEHYNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing tech-stocks
Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead?
by Aniruddha Ganguly
CSCO's AI push lifts Q1 FY26 networking revenue 15% to $7.77B, with hyperscaler AI orders surging and a $3B FY26 target in sight.
CSCONo Net Change NVDANegative Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing communications tech-stocks
AI & Security Push Aids Google Cloud: What's Ahead for GOOGL Stock?
by Aniruddha Ganguly
Alphabet is leaning on fast-growing Google Cloud, with a $155 billion backlog, as AI, security and capex fuel momentum.
AMZNPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing fang tech-stocks
Alibaba Stock Plunges 14.4% in 3 Months: Time to Buy, Sell or Hold?
by Vasundhara Sawalka
BABA shares slides 14.4% in three months as profits crater despite revenue growth, with heavy AI and cloud spending testing investor patience.
AMZNPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing e-commerce internet retail
Is Amazon Stock Poised to Rally With AI Expansion in Cloud & Retail?
by Vasundhara Sawalka
AMZN stock is gaining momentum as AI investments boost AWS growth and enhance retail performance, driving revenue gains across both core businesses.
AMZNPositive Net Change GOOGLNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing retail
Weekly Option Windfall: AI Communications Giant Flexes 30% Profit Potential
by Bryan Hayes
Regardless of whether CIEN increases in price, remains flat, or even loses 10%, our option spread trade will produce a 30% return.
CIENNo Net Change
artificial-intelligence cloud-computing communications datacenter earnings options tech-stocks
CRWV Stock Crashes 49% in 3 Months: Buy the Dip or Hold Back for Now?
by Shreya Majumder
CoreWeave has plunged nearly 50% from its highs as supply-chain delays, heavy CapEx and leverage hit shares despite a massive $55.6B backlog.
MSFTPositive Net Change NBISPositive Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing internet software tech-stocks
4 Key Cloud Computing Stocks to Include in Your Portfolio for 2026
by Supriyo Bose
MSFT, GOOGL, AMZN and IBM are indispensable cloud computing stocks for any investment portfolio.
AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks thematic
3 Cloud Computing Stocks That Investors Can Opt to Buy Before 2026
by Supriyo Bose
Cloud computing stocks AMZN, TEAM and NET show strong fundamentals and growth potential heading into 2026.
AMZNPositive Net Change TEAMNegative Net Change NETPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Can NBIS AI Cloud 3.1's Blackwell Ultra Launch Trigger Growth Momentum?
by Shreya Majumder
Nebius rolls out AI Cloud 3.1 with NVIDIA Blackwell Ultra, global GPU visibility and stronger security for enterprises scaling AI.
AMZNPositive Net Change NVDANegative Net Change NBISPositive Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing emerging-markets internet tech-stocks
Bull of the Day: Ciena Corp. (CIEN)
by Bryan Hayes
Few companies have captured the AI momentum quite like this networking specialist.
CIENNo Net Change
artificial-intelligence cloud-computing communications datacenter earnings investing software tech-stocks
Western Digital Surges 195% in 6 Months: What Should Investors Do Now?
by Shreya Majumder
WDC shares surge nearly 200% in six months, driven by AI-led data-center demand for high-capacity HDDs, stronger margins, and rising capital returns.
WDCPositive Net Change STXPositive Net Change TDCNo Net Change SMCINegative Net Change
artificial-intelligence cloud-computing computers tech-stocks
Micron Slips Ahead of Earnings: Is the AI Memory Demand Priced In?
by Bryan Hayes
Micron has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date.
MUPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing semiconductor tech-stocks
Buy the Drop in Broadcom or Oracle Stock After Earnings?
by Shaun Pruitt
Despite exceeding earnings expectations, Broadcom (AVGO) and Oracle (ORCL) stock have now fallen more than 15% since their much-anticipated quarterly results last week.
ORCLPositive Net Change AVGOPositive Net Change NVDANegative Net Change
artificial-intelligence cloud-computing earnings electronics investing large-cap semiconductor tech-stocks
Will Rising Capex Pressure Hurt Alibaba's Margin and AI Strategy?
by Zacks Equity Research
BABA's RMB 380B AI and cloud capex plan clouds margin outlook as management guides to prolonged compression and unclear payoff timing.
BIDUNegative Net Change TCEHYNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing retail
Amazon's Datacenter Boom: The Next Big Growth Driver for the Stock?
by Zacks Equity Research
AMZN's datacenter surge, fueled by record AWS capex and massive global expansion, is emerging as the company's most powerful long-term growth driver.
AMZNPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing retail
CIEN Q4 Earnings Crush Estimates on Record Sales, AI Trends Lift Stock
by Zacks Equity Research
Ciena posts strong fiscal Q4 2025 results with surging optical demand, a $5B backlog and raised 2026 outlook, sending shares sharply higher.
ADTNNegative Net Change CIENNo Net Change GLWPositive Net Change NTGRNegative Net Change
artificial-intelligence cloud-computing communications earnings tech-stocks
Oracle Shares Plunge 11% After Q2 Revenues Miss: Should You Hold?
by Vasundhara Sawalka
ORCL slides 11% as Q2 revenues miss forecasts, cloud momentum clashes with soaring CapEx and weak software demand, leaving investors weighing next steps.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Realty Income vs. Digital Realty: Which REIT Has Better Upside Now?
by Moumita C. Chattopadhyay
DLR's AI-fueled demand, record bookings and global pipeline position the data-center REIT for stronger upside than its traditional net-lease peer O.
DLRPositive Net Change OPositive Net Change
artificial-intelligence cloud-computing finance reit retail
How ITRI's AMI Essentials is Driving Tucson's Water Conservation
by Zacks Equity Research
Itron's AMI Essentials helps Tucson Water modernize its system with real-time data, leak detection and enhanced operational visibility.
ITRIPositive Net Change TEAMNegative Net Change MDBNegative Net Change PLTRPositive Net Change
cloud-computing energy tech-stocks utilities
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 MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative 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.
INTCNegative Net Change AMDPositive 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 MSFTPositive Net Change IBMPositive Net Change ANETNegative 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%
COHRNegative 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 GOOGLNegative Net Change
artificial-intelligence cloud-computing earnings electronics investing semiconductor