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cloud-computing: Archive

Zacks Equity Research

Akamai Q1 Earnings Meet Estimates, Revenues Up Y/Y on Solid Demand

AKAM posts 6% revenue growth in Q1 as demand for API security and AI cloud services rose, though higher infrastructure investments weighed on profits.

ADIPositive Net Change AKAMPositive Net Change WDAYNegative Net Change KEYSPositive Net Change

Harshit Gupta

Can Rigetti's Q1 Earnings Strengthen Its Quantum Growth Narrative?

RGTI's Q1 results are likely to highlight revenue growth, cloud adoption and quantum roadmap progress as investors assess its commercial momentum.

QUBTNegative Net Change RGTIPositive Net Change QBTSPositive Net Change

Supriyo Bose

IBM Plummets 27% in 6 Months: Should You Reassess the Stock?

IBM is down 27% in six months as Anthropic's Claude Code targets COBOL mainframes. Can hybrid cloud, HashiCorp and watsonx lift it?

AMZNPositive Net Change MSFTNegative Net Change IBMNegative Net Change

Vasundhara Sawalka

Amazon Rides on 28% AWS Growth in Q1: Buy, Sell or Hold the Stock?

AMZN rides on 28% AWS surge and AI momentum, but soaring capex and weak cash flow cloud outlook-leaving investors weighing whether to hold at premium levels.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Microsoft Q3 Revenues Jump 18% on AI & Cloud: Buy or Hold the Stock?

MSFT posts 18% revenue growth as AI and cloud surge, but rising capex, margin pressure and competition suggest investors may want to hold off on new buys.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Arista Q1 Earnings Top Estimates on Healthy Y/Y Revenue Growth

ANET posts Q1 surge as AI-driven demand lifts revenues 35% and beats estimates, with strong growth across cloud, enterprise and services.

MSINegative Net Change WDAYNegative Net Change ANETPositive Net Change HUBSNegative Net Change

Derek Lewis

These 3 Companies Crushed Key Metrics This Earnings Season

Several companies, inlcuding Alphabet, Roku, and Interactive Brokers, have crushed it concerning key metrics, with each also seeing share momentum in the days that have followed post-earnings.

IBKRPositive Net Change GOOGLPositive Net Change ROKUPositive Net Change

Supriyo Bose

5 Stocks With High ROE to Buy as Markets Battle Intense Volatility

ROST, TEL, AVGO, GLW and ANET emerge as potential winners as markets battle intense volatility.

GLWPositive Net Change ROSTPositive Net Change TELNegative Net Change AVGOPositive Net Change ANETPositive Net Change

Shreya Majumder

What Should Investors Do With CoreWeave Stock Ahead of Q1 Earnings?

CRWV gears up for Q1 2026 results with surging AI demand, massive backlog and heavy investments, but profitability pressures and debt loom large.

MSFTNegative Net Change NVDAPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

Will Eigen AI Buyout Fuel NBIS' AI Infrastructure & Revenue Potential?

Nebius buys Eigen AI for $643M to boost its AI cloud, aiming to build a fully integrated inference ecosystem and challenge hyperscalers.

AMZNPositive Net Change NBISNegative Net Change CRWVNegative Net Change