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cloud-computing: Archive

Anindya Barman

Top Wide-Moat Stocks to Invest in for Long-Term Wealth and Stability

LRCX, ASML, NVDA and MCO use strong moats to fend off rivals and deliver consistent returns amid market shifts.

GOOGNegative Net Change AMZNNegative Net Change MSFTPositive Net Change MCONegative Net Change NVDANegative Net Change ASMLPositive Net Change LRCXPositive Net Change

Vasundhara Sawalka

Will AWS' Growing Capital Spending Boost or Burden Amazon Stock?

AMZN's more than $75 billion capital spending plan for AWS infrastructure positions the cloud leader to capitalize on surging AI demand despite near-term margin pressure.

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Microsoft's AI Datacenter Expansion: A Game Changer for the Stock?

MSFT's $34.9 billion fiscal Q1 capex surge funds global AI datacenter expansion, but capacity constraints persist through fiscal 2026 amid intensifying competition.

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Oracle Rises 44.5% YTD on Cloud Strength: Buy the Stock Now or Hold?

ORCL's 44.5% YTD surge rides on booming cloud growth, but lofty valuations raise questions on whether it's time to buy or simply hold.

AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLNegative Net Change

Shaun Pruitt

Stocks to Watch for the First Trillion Dollar Holiday Shopping Season

Savvy investors are eyeing the retail sector, with this holiday shopping season expected to be the first in U.S. history to exceed $1 trillion in sales.

AMZNNegative Net Change WMTNegative Net Change CROXPositive Net Change NKEPositive Net Change NFLXPositive Net Change COSTPositive Net Change LULUPositive Net Change XLYNegative Net Change UAAPositive Net Change

Aniruddha Ganguly

Should You Buy, Sell, or Hold Cisco Stock Before Q1 Earnings?

CSCO's first-quarter fiscal 2026 results may reflect solid networking and security demand, but competition and valuation pressures loom large.

CSCOPositive Net Change DELLPositive Net Change ANETNegative Net Change HPEPositive Net Change

Vasundhara Sawalka

Microsoft Stock Rises 17.9% YTD on Cloud Strength: Buy Now or Hold?

MSFT's 17.9% YTD gain masks valuation concerns and capacity constraints. Strong fundamentals support holding, but new investors should wait for a pullback.

AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLNegative Net Change

Supriyo Bose

Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?

ANET's Q3 earnings surged past estimates on strong cloud networking demand and portfolio strength, though margin pressures and customer risks persist.

CSCOPositive Net Change ANETNegative Net Change HPEPositive Net Change

Andrew Rocco

The Cheapest AI Leader in the World? Meet Baidu

Baidu is quietly positioning itself as one of the most comprehensive AI platforms in the world, combining its dominant search businesses, LLM, AI-centric cloud infrastructure, and the largest robotaxi fleet on the planet.

NVDANegative Net Change BIDUNegative Net Change TSLANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Akamai Q3 Earnings Surpass Estimates, Revenues Increase Y/Y

AKAM posts Q3 earnings and revenue beats, powered by strong demand for its Guardicore and cloud infrastructure services.

AKAMNegative Net Change WDAYNegative Net Change KEYSPositive Net Change ASTSNegative Net Change

Kevin Cook

Bear of the Day: IREN Limited (IREN)

Analysts were slashing EPS estimates ahead of this report, but after MSFT deal a trough may be close

IRENNegative Net Change MSFTPositive Net Change DELLPositive Net Change NVDANegative Net Change

Supriyo Bose

Buy 5 Stocks With High ROE as Markets Wobble on AI Growth Concerns

As markets reel from AI valuation worries and economic jitters, cash-rich, high-ROE stocks like Corning and TE Connectivity stand out as strong picks.

GLWPositive Net Change TELNegative Net Change BBVAPositive Net Change ZTOPositive Net Change VICINegative Net Change

Kashvi Chandgothia

3 Key Reasons to Buy Snowflake Stock Beyond the 71% Surge YTD

With rising AI adoption and strong customer growth, SNOW's 71% rally is more than just market momentum.

AMZNNegative Net Change MSFTPositive Net Change NOWNegative Net Change SNOWNegative Net Change

Vasundhara Sawalka

Amazon Lands $38B Deal With OpenAI: 3 Signs to Buy the Stock Now

AMZN's $38B OpenAI deal signals AWS revival. With 20% cloud growth and AI momentum building, the stock offers compelling upside for investors in 2025.

AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Arista Q3 Earnings Beat Estimates on Solid Top-Line Improvement

ANET's Q3 earnings beat forecasts as robust demand, new product launches and margin gains power strong top-line growth.

AKAMNegative Net Change ANETNegative Net Change KEYSPositive Net Change ASTSNegative Net Change

Shaun Pruitt

Is Amazon Stock Primed to Keep Soaring or is a Pullback Ahead?

Fears that stocks are becoming overvalued led to a broader market selloff on Tuesday, and investors may be eying Amazon stock as a buy-the-dip target.

AMZNNegative Net Change MSFTPositive Net Change NFLXPositive Net Change DISPositive Net Change GOOGLNegative Net Change

Kevin Cook

AMD Gets Some Respect

The #2 in the GPU duopoly is finally getting recognized as the alternative solution for accelerated computing

AMDPositive Net Change NVDANegative Net Change ORCLNegative Net Change METANegative Net Change AMDLPositive Net Change

Kashvi Chandgothia

BLZE Set to Report Q3 Earnings: How Should Investors Play the Stock?

B2 Cloud growth, AI traction and enterprise tools keep BLZE in focus as it heads into Q3 earnings with steady momentum.

SNOWNegative Net Change DBXNegative Net Change DDOGNegative Net Change BLZENegative Net Change

Bryan Hayes

Astera Labs Pops Ahead of Earnings: Here's What to Know

The company has emerged as a critical player in next-generation data center connectivity.

ALABNegative Net Change

Zacks Equity Research

CDW's Q3 Earnings & Revenues Top Estimates, Up Y/Y on Cloud Tailwinds

CDW posts higher Q3 2025 earnings and revenues, fueled by strong notebook, software and networking demand despite macro headwinds.

STPositive Net Change FLEXPositive Net Change CDWPositive Net Change FTVPositive Net Change

Supriyo Bose

3 Communication Stocks Likely to Sail With Industry Tailwinds

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. GLW, CIEN and OOMA are well-positioned to make the most of the demand for seamless connectivity solutions.

GLWPositive Net Change CIENPositive Net Change OOMANegative Net Change

Supriyo Bose

4 Cloud Computing Stocks to Bet on Amid Widespread Adoption

MSFT, GOOGL, AMZN and IBM are indispensable cloud computing stocks for any investment portfolio.

AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

AKAM Set to Report Q3 Results: Will Top-Line Growth Boost Earnings?

Akamai's Q3 results may benefit from robust demand in its security and compute segments, fueled by new strategic partnerships and product expansion.

QCOMPositive Net Change AMDPositive Net Change AKAMNegative Net Change WDAYNegative Net Change

Zacks Equity Research

Amazon Q3 Earnings Beat Estimates, AWS Growth Pushes Stock Higher

AMZN's Q3 sales hit $180B (+13% YoY), AWS reaccelerates to 20% growth, net income surges to $21B, boosted by $9.5B Anthropic gains despite FTC settlement charges.

AMZNNegative Net Change MSFTPositive Net Change NFLXPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Western Digital Q1 Earnings & Revenues Top, Improve Y/Y, Shares Rise

WDC posts strong fiscal Q1 2026 results with 27% revenue growth, higher margins and a dividend hike as AI-driven storage demand surges.

IBMPositive Net Change WDCNegative Net Change STXNegative Net Change CDNSNegative Net Change