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cloud-computing: Archive
Nebius Unveils an Asset-Light AI Cloud Model: Key to Faster Growth?
by Zacks Equity Research
NBIS' new asset-light AI cloud model lets partners fund data centers, helping it scale global capacity faster while preserving cash.
NBISNegative Net Change MSFTPositive Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing computers internet tech-stocks
Can Onto Innovation Extend Its Winning Streak in Advanced Nodes Business?
by Shreya Majumder
ONTO is riding AI, HPC and advanced-node chip demand, with advanced-node revenues surging and 2026 growth set to outpace industry forecasts.
ONTONegative Net Change KLACNegative Net Change AMATNegative Net Change
artificial-intelligence business-services cloud-computing semiconductor tech-stocks
Alibaba Plunges 19.7% YTD: Hold the Stock or Book Profits Now?
by Vasundhara Sawalka
BABA is down 19.7% YTD as profit pressure, rising AI spending and legal overhangs cloud the outlook despite a recent July rebound.
BABANegative Net Change AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing retail
Can Oracle's Database Business Sustain Long-Term Margins?
by Vasundhara Sawalka
ORCL's database business is surging as AI and multicloud adoption accelerate, but can rising infrastructure costs and spending sustain long-term margins?
ORCLNegative Net Change AMZNNegative Net Change MSFTPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Quantum Stocks Witness Correction: Why QUBT is the Best Buy Now
by Urmimala Biswas
Quantum Computing's pullback may offer an entry point as improving revenues, acquisitions and commercial momentum support its rebound outlook.
QUBTNegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change
cloud-computing computers earnings tech-stocks
Is Amazon Stock Still Worth Buying Despite Its High Premium P/E?
by Vasundhara Sawalka
AMZNs premium P/E masks catalysts in AWS, Prime Day and diversified growth that can support the bull case despite AI spending and regulatory watchpoints.
AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing internet retail
CRWV vs. MSFT: Which AI Cloud Stock Has More Growth Potential?
by Shreya Majumder
CoreWeave's AI infrastructure growth, expanding backlog and cloud platform could offer greater upside than Microsoft's diversified AI strategy.
MSFTPositive Net Change CRWVNegative Net Change NVDANegative Net Change
artificial-intelligence business-services cloud-computing communications computers internet momentum-stocks software tech-stocks
Is Rigetti Stock a Buy or Hold Following the Quantinuum IPO?
by Harshit Gupta
Quantinuum's IPO renews quantum computing interest as Rigetti advances its roadmap amid early commercial adoption and ongoing losses.
QUBTNegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change QNTNegative Net Change
cloud-computing computers tech-stocks
Bet on 4 Cloud Computing Stocks to Hedge Against Volatile Markets
by Supriyo Bose
GOOGL, MSFT, AMZN and CIEN offer cloud exposure as AI demand, scalability and cost efficiency fuel long-term market growth.
AMZNNegative Net Change MSFTPositive Net Change CIENNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing communications tech-stocks telecom thematic
Onto Innovation vs. Camtek: Which Inspection Stock is a Smarter Buy?
by Shreya Majumder
ONTO offers broader AI and semiconductor exposure, while its lower valuation and rising earnings estimates make it stand out over Camtek.
CAMTPositive Net Change ONTONegative Net Change
artificial-intelligence business-services cloud-computing momentum-stocks semiconductor tech-stocks