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cloud-computing: Archive
Western Digital, Sandisk Dominate AI-Driven Storage Gains
by Bryan Hayes
For investors seeking exposure to the ongoing AI infrastructure buildout, these stocks stand out as high-conviction ideas.
WDCPositive Net Change SNDKPositive Net Change
artificial-intelligence cloud-computing datacenter earnings investing tech-stocks
Are Rising Earnings Estimates a Solid Reason to Bet on ANET Stock?
by Supriyo Bose
Earnings estimates for Arista are climbing on solid cloud demand and software strength, but margin pressure clouds the outlook.
CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change
cloud-computing iot software tech-stocks
Top Big Data Stocks Set to Accelerate the AI-Powered Future
by Nilanjan Banerjee
Palantir, NVIDIA and Teradata lead as Big Data demand surges, with AI tools and infrastructure reshaping how industries handle information.
NVDANegative Net Change TDCPositive Net Change PLTRPositive Net Change
artificial-intelligence cloud-computing
Is Snowflake (SNOW) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
Snowflake shares have handily outperformed the market year-to-date with a nearly 70% return.
SNOWNegative Net Change
artificial-intelligence cloud-computing computers earnings investing stock-performance tech-stocks
Can Oracle's Expanding Cloud Deal With AWS Fuel Long-Term Growth?
by Zacks Equity Research
ORCL's AWS partnership deepens with new KMS integration for Exadata, streamlining encryption management and positioning for multi-cloud growth momentum.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Is it Time to Buy the Dip in CoreWeave Stock?
by Shaun Pruitt
As an AI cloud provider that has been backed by investments from Nvidia, CoreWeave stock is still up an impressive +90% since launching its IPO earlier in the year.
CRWVPositive Net Change NVDANegative Net Change METAPositive Net Change
artificial-intelligence cloud-computing internet investing software tech-stocks
Microsoft Up 16.7% YTD: Will OpenAI Partnership Drive Stock Further?
by Vasundhara Sawalka
MSFT's 16.7% YTD gain reflects OpenAI optimism, but premium valuation and rising competition from Amazon, Oracle and Google suggest waiting for a better entry.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Can IBM's Tie-Up With Cisco for Quantum Network Aid Its Shares?
by Supriyo Bose
IBM teams with Cisco to build a quantum network by 2030, aiming to drive breakthroughs in quantum computing and connectivity.
AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change IBMNegative Net Change CSCOPositive Net Change
cloud-computing computers iot software tech-stocks
Holiday Shopping Gets Off to a Good Start
by Mark Vickery
Today is Cyber Monday, anticipated to be the second-highest shopping day of the inaugural weekend of the holiday season.
MAPositive Net Change CRMPositive Net Change ADPPositive Net Change MPositive Net Change DGPositive Net Change DLTRPositive Net Change AEONegative Net Change ADBEPositive Net Change CRWDNegative Net Change
cloud-computing consumer-discretionary retail
Pure Storage's Q3 Earnings on Deck: What Investors Should Focus on?
by Zacks Equity Research
PSTG readies fiscal Q3 2026 results as enterprise demand, subscription momentum and new tech partnerships shape its growth outlook.
AEONegative Net Change MUPositive Net Change ULTAPositive Net Change PSTGNegative Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks
Accelerated AI and Cloud Adoption to Aid Salesforce's Q3 Results
by Zacks Equity Research
CRM's Q3 results are expected to reflect the benefits of accelerated AI and cloud adoptions. However, macro headwinds and slower deal cycles may limit the upside.
CRMPositive Net Change ADBEPositive Net Change OTEXNegative Net Change BLKBPositive Net Change
artificial-intelligence cloud-computing computers earnings tech-stocks
Can IBM Sustain a Healthy Profit Margin in the Software Segment?
by Supriyo Bose
IBM's software arm gains momentum from hybrid cloud demand and strategic buyouts, but can margins hold up?
AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks
3 Reasons Why Alibaba Stock May Be a Smart Sell After Q2 Earnings Miss
by Vasundhara Sawalka
Alibaba misses Q2 earnings estimates with a 71% profit plunge and negative FCF despite a revenue beat. Its premium valuation versus the industry average signals a sell.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change BABAPositive Net Change
artificial-intelligence cloud-computing e-commerce retail
STX vs. MU: Which Storage-Memory Stock Will Win the AI Data Surge?
by Shreya Majumder
Soaring AI-driven storage demand lifts both Seagate and Micron. However, MU's valuation keeps it in the spotlight.
STXPositive Net Change MUPositive Net Change
artificial-intelligence cloud-computing computers tech-stocks
GOOGL vs. NVDA: Is There a New Leader in AI?
by Ethan Feller
Alphabet stock gains as it gains on both the LLM and AI infrastructure front. Can it overtake Nvidia?
CRMPositive Net Change NVDANegative Net Change GOOGLPositive Net Change METAPositive Net Change
artificial-intelligence cloud-computing
Will Oracle's NetSuite Division Accelerate Revenue Growth?
by Vasundhara Sawalka
ORCL's NetSuite posts 16% growth to $1B in Q1 FY26, but a slower pace versus the infrastructure segment raises questions about accelerating revenue contribution.
MSFTPositive Net Change SAPPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
CRWV vs. AMZN: Which Cloud AI Infrastructure Stock is the Better Buy?
by Shreya Majumder
Amazon's expanding AI-driven AWS footprint contrasts with CoreWeave's rapid GPU-cloud surge, setting up a compelling matchup for growth-focused investors.
AMZNPositive Net Change NVDANegative Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing e-commerce software tech-stocks
MSFT vs. NOW: Which Cloud Software Provider Offers More Upside?
by Vasundhara Sawalka
ServiceNow's AI control tower and workflow automation offer superior upside compared with Microsoft's diversified model. NOW's YTD decline offers superior upside potential.
MSFTPositive Net Change NOWPositive Net Change
artificial-intelligence cloud-computing tech-stocks
ASTS vs. IBM: Which Connectivity Innovator is the Better Buy Today?
by Supriyo Bose
IBM's steady growth, improving estimates and lower valuation help it stand out as the stronger pick in this two-stock connectivity showdown.
TNegative Net Change MSFTPositive Net Change IBMNegative Net Change VZPositive Net Change ASTSPositive Net Change
artificial-intelligence cloud-computing communications iot mobile software tech-stocks telecom
Bull of the Day: NVIDIA (NVDA)
by Kevin Cook
Sentiment is way too skeptical and this is your last chance to buy the Jensen Juggernaut on sale
NVDANegative Net Change
artificial-intelligence automation autonomous-vehicles cloud-computing robotics self-driving-cars semiconductor
Can Nebius Overcome Its Capacity Bottleneck to Drive Higher Revenues?
by Shreya Majumder
NBIS races to expand capacity as surging AI demand sells out every build, driving huge CapEx plans and reshaping revenue targets.
MSFTPositive Net Change NBISNegative Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing emerging-markets internet tech-stocks
A Tale of Two Tech Giants: NVDA and PANW
by Mark Vickery
Non-GAAP gross margins for NVIDIA reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts expected.
NVDANegative Net Change PANWPositive Net Change
artificial-intelligence cloud-computing cybersecurity earnings semiconductor tech-stocks
GLW vs. ANET: Which AI Infrastructure Stock Offers More Upside?
by Supriyo Bose
Corning's demand rebound, AI-driven fiber growth and cheaper valuation position it ahead of Arista in the battle for AI infrastructure upside.
GLWPositive Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications iot saas tech-stocks telecom
SNOW's Multi-Cloud Strategy: Can Partners Power Sustained Expansion?
by Zacks Equity Research
Strong partner momentum supports Snowflake's strategy, yet sustained expansion depends on enterprise ramp-up.
AMZNPositive Net Change GOOGLPositive Net Change SNOWNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Can CRWV Maintain its Enterprise Upswing as Supply Constraints Tighten?
by Shreya Majumder
Coreweave trims its 2025 outlook amid supply constraints but continues to score major enterprise wins and expand into federal markets.
MSFTPositive Net Change CRWDNegative Net Change NBISNegative Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing internet tech-stocks