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cloud-computing: Archive

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.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative 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.

CSCONegative Net Change ANETPositive 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.

MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative 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.

AMZNPositive Net Change MSFTNegative Net Change IBMNegative 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.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative 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.

MSFTNegative Net Change NBISPositive Net Change CRWVPositive 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.

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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.

GLWPositive Net Change TELNegative Net Change BBVANegative Net Change APPNegative Net Change ANETPositive 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.

AMZNPositive Net Change ANETPositive 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.

GLWPositive Net Change IDCCNegative Net Change ANETPositive Net Change UIPositive 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.

MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative 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.

MSFTNegative Net Change CSCONegative 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.

VRTPositive Net Change ROPNegative Net Change CSGPNegative Net Change

Supriyo Bose

Can the Software Segment Remain a Key Growth Driver for IBM?

IBM's Software segment, bolstered by hybrid cloud demand and strategic buyouts, is fueling growth with innovation and expanded AI capabilities.

AMZNPositive Net Change MSFTNegative Net Change IBMNegative Net Change

Zacks Equity Research

ANET Rides on Strength in Cloud Networking Market: Will it Sustain?

Arista posts $2.2 billion in revenues on strong cloud networking demand, lifting guidance amid AI-driven traffic surge.

CSCONegative Net Change ANETPositive Net Change HPEPositive Net Change

Kevin Cook

Bear of the Day: Synopsys (SNPS)

Leading provider of electronic design automation for semis reports big EPS miss and spooks investors

SNPSNegative Net Change INTCPositive Net Change NVDAPositive Net Change CDNSNegative Net Change

Shaun Pruitt

These AI Stocks are Spiking and OpenAI could be the first Trillion Dollar IPO

Nvidia and its AI partners saw their stocks surge on Monday after the chip giant announced plans to invest $100 billion in OpenAI.

NVDAPositive Net Change DELLNegative Net Change ORCLPositive Net Change AVGONegative Net Change HPEPositive Net Change APLDPositive Net Change CRWVPositive Net Change

Mark Vickery

Huge AI Deals Keep Markets at Record Highs

NVIDIA is investing $100 billion into ChatGPT-parent OpenAI's data centers.

AAPLNegative Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Alibaba Cloud's AI Boom: Can This Momentum Drive Even Higher Growth?

Alibaba Cloud surges 265 on AI demand, but can it sustain momentum against Microsoft Azure's 39% growth and Amazon's $24B AI investments? Analysis inside.

AMZNPositive Net Change MSFTNegative Net Change BABANegative Net Change

Bryan Hayes

Stocks Hit All-Time Highs as Small-Caps Stage Breakout

A sustained breakout for small-caps could usher in a new regime.

IWMNegative Net Change IONQPositive Net Change CRDOPositive Net Change

Vasundhara Sawalka

Oracle vs. Microsoft: Which Cloud & AI Giant is the Better Buy Now?

ORCL's $455B backlog impresses, but MSFT's diversified AI revenue streams and proven execution make it the better cloud play for risk-adjusted returns.

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Zacks Equity Research

Microsoft's Datacenter Boom: The Next Big Growth Driver for the Stock?

MSFT's $7B Wisconsin datacenter expansion joins 300+ global facilities, driving Azure's 29% growth, positioning the stock for AI-driven gains ahead.

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Anindya Barman

Top Wide-Moat Stocks Worth a Look for Sustainable Growth

MSFT, JNJ, NKE and SPGI use strong moats to fend off rivals and deliver consistent returns amid market shifts.

AMZNPositive Net Change MSFTNegative Net Change NKENegative Net Change JNJPositive Net Change URBNNegative Net Change SPGIPositive Net Change KVUEPositive Net Change

Zacks Equity Research

Will Oracle's Expanding Cloud Partnerships Fuel Long-Term Upside?

ORCL's massive AI cloud deals, soaring RPO and $35B data center buildout point to strong revenue growth and long-term upside.

AMZNPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Can IBM's Focus on Quantum Computing be a Key Differentiator?

IBM advances quantum computing with AMD partnership, Qiskit upgrades and AI-powered tools to push quantum performance further.

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