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cloud-computing: Archive

Zacks Equity Research

Can ERNIE 4.5 and Qianfan Cement Baidu's AI Cloud Advantage?

BIDU builds AI Cloud momentum with ERNIE 4.5 and Qianfan, yet execution risk clouds lasting advantage.

BIDUNegative Net Change TCEHYPositive Net Change BABAPositive Net Change

Aritra Chatterjee

IBM Stock Before Q3 Earnings Release: A Smart Buy or Risky Investment?

IBM readies for its Q3 earnings with AI, hybrid cloud, and quantum partnerships driving optimism despite rising competition.

MSFTPositive Net Change IBMPositive Net Change ORCLNegative Net Change

Harshit Gupta

Can Rigetti's 264% Year-to-Date Rally Hold as Quantum Race Heats Up?

RGTI's 264% surge reflects fresh momentum from new contracts, global collaborations, and scalable chiplet tech, but can the rally last?

ARQQPositive Net Change IONQNegative Net Change RGTINegative Net Change

Vasundhara Sawalka

Should Investors Hold or Fold BABA Stock at a P/S Multiple of 2.58X?

Alibaba's 2.58X P/S premium and declining earnings make a poor case for holding. With subdued revenue growth and AI lagging peers, investors should sell in 2025.

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change BABAPositive Net Change

Vasundhara Sawalka

ORCL vs. ADBE: Which Software Powerhouse Has Better AI & Cloud Edge?

Oracle's AI infrastructure dominance and $455B contract backlog position it for superior returns vs Adobe. Buy ORCL, hold ADBE amid competitive pressures.

ORCLNegative Net Change ADBEPositive Net Change

Supriyo Bose

IBM vs. Intel: Which Legacy Tech Giant is the Better Buy Today?

IBM's cloud-driven transformation and steady growth may give it an edge over Intel's AI ambitions and valuation appeal.

AMZNNegative Net Change INTCPositive Net Change MSFTPositive Net Change IBMPositive Net Change NVDAPositive Net Change

Brian Bolan

Bull Of The Day: Innodata (INOD)

There is so much talk of an AI bubble that I am compelled to tell you that is what people say when they want to buy shares of this company at a discount.

INODNegative Net Change

Zacks Equity Research

Can LinkedIn Revenue Growth Accelerate Microsoft Stock's Upward Trend?

LinkedIn's revenue surge, expanding AI tools and rising engagement signal new momentum for MSFT's broader growth strategy.

MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Kashvi Chandgothia

3 Reasons to Hold BLZE Stock Now Despite a 56.8% Year-to-Date Rally

BLZE stock soars on B2 Cloud momentum and AI-linked growth, yet valuation pressures suggest a cautious hold.

AMZNNegative Net Change DBXPositive Net Change DDOGPositive Net Change BLZENegative Net Change

Supriyo Bose

JBL vs. ANET: Which Tech Stock Offers More Upside in AI Networking?

ANET's strong data-center focus and AI-driven growth outlook give it a slight edge over JBL despite the latter's valuation appeal.

JBLNegative Net Change SANMNegative Net Change ANETNegative Net Change

Shaun Pruitt

3 Hot Tech Stocks to Buy on the Dip: CRWD, MU, WDC

Holding spots on the coveted Zacks Rank #1 (Strong Buy) list, investors may have been looking for a pullback in these three hot tech stocks.

WDCPositive Net Change MUNegative Net Change CRWDPositive Net Change

Zacks Equity Research

Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?

ORCL's $35B CapEx push aims to boost its cloud and AI footprint, but mounting debt and cash flow strain may test the strategy's payoff.

AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change

Vasundhara Sawalka

Microsoft Healthcare AI Advances: Buy the Stock Now or Wait?

MSFT's healthcare AI push and Harvard partnership position the stock for gains. With 37% market CAGR through 2030, buy now before full pricing.

AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Supriyo Bose

Arista Surges 53.6% in the Past Year: Is it Worth Investing in Now?

Arista's 53.6% surge reflects strong cloud networking demand and momentum, though margin pressures linger.

CSCOPositive Net Change ANETNegative Net Change HPEPositive Net Change

Zacks Equity Research

Oracle's Multi-Cloud Push Intensifies: A Key Driver of Cloud Demand?

ORCL's multi-cloud integration with AWS, Azure and Google Cloud fuels surging demand, with cloud revenues projected to climb up to 37% in Q2.

MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Supriyo Bose

Can IBM Profit From S&P Global Tie-Up For Supply Chain Management?

IBM's tie-up with S&P Global integrates watsonx AI into supply chain tools, promising smarter, faster decision-making for enterprises.

AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change SPGIPositive Net Change

Vasundhara Sawalka

Oracle Unveils AI Agents in Cloud Apps: Buy the Stock Now or Wait?

ORCL's stock surge reflects AI agent momentum, yet premium valuation suggests prospective investors await better entry points while holders maintain positions.

AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Shreya Majumder

Will Monolith AI Buyout Boost CoreWeave's Industrial Cloud Strategy?

CRWV's acquisition of Monolith AI boosts its industrial AI reach, merging simulation tech with its AI cloud to accelerate innovation and efficiency.

MSFTPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

5 Reasons That Make Equinix Stock a Solid Portfolio Pick Now

EQIX's expanding global footprint, strong recurring revenues and rising AI-driven demand make it a compelling REIT for investors.

EQIXPositive Net Change WPCPositive Net Change VICIPositive Net Change

Supriyo Bose

Bet on 5 Stocks With High ROE as Markets Defy Shutdown Qualms

As markets shrug off shutdown fears, five high-ROE "cash cow" stocks like Arista and AppLovin stand out for efficient growth potential.

GLWNegative Net Change TELNegative Net Change BBVAPositive Net Change APPNegative Net Change ANETNegative Net Change

Derek Lewis

Seeking Exposure to Cloud Stocks? Use This Tool

Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future.

AMZNNegative Net Change ANETNegative Net Change

Zacks Equity Research

IDCC Stock Appears to Be a Solid Investment Option Now: Here's Why

InterDigital's stock has soared 143.6% in a year, fueled by strong demand, solid cash flow and rising earnings estimates.

GLWNegative Net Change IDCCNegative Net Change ANETNegative Net Change UINegative Net Change

Zacks Equity Research

Oracle Bets Big on Cloud Expansion: A Sign of Strong Upside Ahead?

ORCL's cloud revenues surge as a bold $35B data center expansion and major AI contracts fuel long-term growth ambitions.

MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Aniruddha Ganguly

AVGO's Infrastructure Software Sales Rise: A Sign of More Upside?

Broadcom's Infrastructure Software revenues surged on VMware strength, while AI and semiconductors are set to fuel further growth.

MSFTPositive Net Change CSCOPositive Net Change AVGONegative Net Change

Aniruddha Ganguly

3 IT Services Stocks to Buy Right Now From a Prospering Industry

The Zacks Computers - IT Services Industry participants like VRT, ROP and CSGP are benefiting from ongoing digitization, strong demand for hybrid working solutions and improving IT spending.

VRTNegative Net Change ROPPositive Net Change CSGPNegative Net Change