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cloud-computing: Archive

Zacks Equity Research

Can Intel's Expanded AI Infrastructure Portfolio Drive Future Growth?

INTC rolls out Xeon 6 Plus chips, Ethernet E835 controllers and Crescent Island AI GPU, aiming to boost data-center, cloud and edge AI efficiency.

INTCNegative Net Change QCOMPositive Net Change AMDPositive Net Change

Shreya Majumder

Flex Upgrades AI Portfolio: Can it Capitalize on the Data Center Boom?

Flex unveiled AI data center power solutions at COMPUTEX 2026, including a 110 kW shelf for NVIDIA Vera Rubin systems and new power-management tech.

NVDAPositive Net Change JBLPositive Net Change FLEXPositive Net Change SANMPositive Net Change

Kevin Cook

Bear of the Day: Akamai Technologies (AKAM)

Growth pessimism persists as Goldman Sachs reiterates Strong Sell rating and $87 target after Q1 report

AKAMPositive Net Change

Shreya Majumder

Rubin Validation Sparks 14% Rally in CRWV: What's Ahead for the Stock?

CoreWeave surged 14% after becoming the first AI cloud provider to validate NVIDIA Vera Rubin NVL72, reinforcing its edge in AI infrastructure.

AMZNNegative Net Change NVDAPositive Net Change NBISPositive Net Change CRWVNegative Net Change

Kevin Cook

Bull of the Day: Bloom Energy (BE)

Wall Street analysts have totally missed the surge in BE sales and earnings and the chase is on!

BEPositive Net Change CATPositive Net Change GEVPositive Net Change

Aparajita Dutta

Top Cloud ETFs to Buy as Hyperscalers Pivot to AI-First Platforms

AI-first cloud platforms are boosting hyperscalers' growth. See how ETFs like CLOD offer diversified exposure to this shift.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change SKYYNegative Net Change CLOUNegative Net Change CLODNegative Net Change

Vasundhara Sawalka

MSFT Jumps 13% in 3 Months on AI Demand: Buy, Sell or Hold the Stock?

Microsoft gains 13% in 3 months as AI demand drives record results, but surging capex, margin pressure and valuation concerns cloud the near-term outlook.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Supriyo Bose

IBM Expands Lightedge Tie-Up for Improved Cloud Offering: Worth a Buy?

IBM deepens Lightedge tie-up, integrating PowerVS into Lightedge???s hybrid cloud offering to simplify IBM Power management across providers.

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change

Vasundhara Sawalka

AMZN Deepens Its AI-Powered Shopping Push: Where Is the Stock Headed?

Amazon merges Rufus and Alexa+ into free Alexa for Shopping, touting AI-driven sales and ad gains, but rising AI costs and margin pressure loom.

AMZNNegative Net Change WMTNegative Net Change GOOGLNegative Net Change

Shreya Majumder

Will Autonomous Agent Growth Accelerate CRWV's Data Center Utilization?

CoreWeave rolls out an agentic AI platform for continuous learning, targeting rising cloud demand as enterprises adopt autonomous AI systems

MSFTNegative Net Change NBISPositive Net Change CRWVNegative Net Change