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cloud-computing: Archive

Vasundhara Sawalka

Microsoft Azure Drives Q1 Growth: Buy, Sell or Hold the Stock Now?

MSFT's Azure growth and rising AI adoption fuel optimism, but soaring capital spending, margin pressure and a premium valuation warrant caution on MSFT.

MSFTNegative Net Change AMZNNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Shreya Majumder

ONTO Beats Q3 Estimates & Uplifts View: Buy, Hold or Sell the Stock?

Onto Innovation surges on record Q3 results, AI-driven demand and a $1.3B+ backlog, but valuation and execution risks warrant caution.

ONTOPositive Net Change KLACPositive Net Change AMATPositive Net Change CAMTPositive Net Change

Shreya Majumder

CRWV Stock Rallies 6%: Can Wayve Deal Fuel Its Physical AI Growth?

CoreWeave shares gain 6% after securing a multi-year Wayve deal, expanding its AI cloud business into autonomous driving and physical AI.

CRWVPositive Net Change MSFTNegative Net Change NVDAPositive Net Change NBISPositive Net Change

Urmimala Biswas

D-Wave and Rigetti Q3 Earnings Tomorrow: Buy the Dip or Stay Cautious?

QBTS and RGTI face Q3 earnings risks after steep stock declines, with government funding and technology offset by commercialization & profitability challenges.

RGTINegative Net Change QBTSPositive Net Change

Zacks Equity Research

Rigetti Pre-Q3 Earnings Analysis: Buy, Sell or Hold the Stock?

Rigetti faces a crucial Q3 earnings test as rising quantum computing demand meets widening losses, high costs and premium valuation. Is holding the best bet?

RGTINegative Net Change IONQNegative Net Change QBTSPositive Net Change

Vasundhara Sawalka

Amazon AWS Revenues Up 39% in Q3 as Cloud Rivals Gain Pace: Hold Stock?

AMZN's AWS revenues surge 39% in Q3, fueled by AI demand, but rising cloud competition, steep valuation and heavy capex pose challenges for investors.

AMZNNegative Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Shreya Majumder

Is Western Digital Emerging as a Big Winner in the AI Storage Boom?

WDC is capitalizing on AI-driven storage demand, with surging cloud revenue, higher-capacity HDD adoption and strong fiscal 2027 growth prospects.

WDCPositive Net Change NTAPPositive Net Change STXPositive Net Change

Shreya Majumder

STX Posts Record Q1 FY27 Profit: Can AI Storage Demand Drive Growth?

Seagate's shares have surged 56.8% over the past year, while rising earnings estimates for fiscal 2027 and 2028 add to its investment appeal.

STXPositive Net Change WDCPositive Net Change MUPositive Net Change

Urmimala Biswas

QUBT Q3 Earnings Preview: Buy, Hold or Sell Amid AI & Tech Selloffs?

QUBT heads into its Nov. 9 earnings report with a $42.5 million backlog, strategic buyouts and $1.3 billion in cash, but rising costs and losses are concerns.

QUBTPositive Net Change IONQNegative Net Change QNTNegative Net Change

Shreya Majumder

How to Approach Onto Innovation Stock Ahead of Q3 Earnings?

ONTO heads into Q3 earnings with strong AI-driven demand, a record backlog and rising advanced-packaging sales, but execution risks remain.

ONTOPositive Net Change KLACPositive Net Change CAMTPositive Net Change NVMIPositive Net Change