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cloud-computing: Archive

Zacks Equity Research

CDW, Asato Boost Business Observability With AI-Driven IT Intelligence

CDW teams up with Asato to deliver AI-native IT observability, helping clients cut costs and tame complex, scattered tech infrastructures.

CTSHNegative Net Change NTGRNegative Net Change CDWNegative Net Change TASKNegative Net Change

Zacks Equity Research

Can Alibaba's Data Center Expansion Capture the Growing AI Market?

BABA ramps up global cloud investments with new data centers and aims to power AI growth across Southeast Asia and beyond.

AMZNPositive Net Change MSFTPositive Net Change BABAPositive Net Change

Aniruddha Ganguly

Cisco Shares Trade Near 52-Week High: What's Next for CSCO Investors?

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

CSCONegative Net Change NVDAPositive Net Change EXTRNegative Net Change NOWNegative Net Change

Urmimala Biswas

D-Wave Slips as IBM and Google Threaten Its Quantum Edge: What Now?

QBTS slips as IBM and Google ramp up gate-based quantum tech, raising doubts about D-Wave's long-term scalability.

IBMNegative Net Change GOOGLPositive Net Change QBTSNegative Net Change

Shreya Majumder

Will CRWV's Core Scientific Buyout Unleash Financial & AI Synergies?

CoreWeave's $9 billion acquisition of CORZ slashes lease costs, adds 1.3 GW of power and sharpens its AI HPC edge for future growth.

MSFTPositive Net Change CORZNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Vasundhara Sawalka

Oracle's Cloud Expansion via AWS: 3 Key Reasons to Hold the Stock Now

ORCL's Database@AWS launch validates cloud transformation with $138 billion RPO backlog. Hold current positions or wait for dips.

AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Urmimala Biswas

QUBT Stock Outpaces the Market but is the Rally Sustainable?

QUBT surges ahead with its new chip foundry and early revenue wins. Will the momentum continue in a crowded quantum race?

QUBTNegative Net Change ARQQNegative Net Change RGTINegative Net Change

Indrajit Bandyopadhyay

Can New AI-Focused Leases Offset APLD's Cloud Segment Decline?

Applied Digital's AI data center leases show promise, but cloud losses and execution risk cloud its path to sustainable margin growth.

MARAPositive Net Change APLDNegative Net Change CORZNegative Net Change CRWVNegative Net Change

Kevin Cook

Bear of the Day: Cloudflare (NET)

Earnings growth is weak this year for a stock that has vaulted to a 200X forward P/E

NETNegative Net Change AKAMNegative Net Change

Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

Backbone of the AI economy and mobile is helping NVIDIA transform the world

TSMPositive Net Change NVDAPositive Net Change MRVLNegative Net Change TSLAPositive Net Change METANegative Net Change

Urmimala Biswas

QUBT Stock Surges 3427% in a Year: Correction in Store or More Upside?

QUBT stock skyrockets 3427% in a year as it pivots to commercial quantum tech, but is the rally losing steam?

QUBTNegative Net Change IONQNegative Net Change QBTSNegative Net Change

Vasundhara Sawalka

3 Reasons to Buy Microsoft Stock Despite 11.7x P/S Premium Valuation

Microsoft's explosive $13B AI revenues surge 175% YoY, justifies 11.76x P/S premium. Azure cloud market share gain makes MSFT a must-buy for 2025.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?

ANET eyes growth with CloudEOS Edge, aiming to stand out through predictive cloud tools and a unified software stack.

NOKNegative Net Change CSCONegative Net Change ANETPositive Net Change

Zacks Equity Research

Pega Cloud Drives Subscription Revenues: Will It Aid PEGA's Growth?

Pegasystems' cloud growth accelerates with a 23% increase in ACV, driving subscriptions higher as AI and automation gain traction.

CRMNegative Net Change ORCLNegative Net Change PEGANegative Net Change

Nilanshi Mukherjee

Shopify vs. Adobe: Which E-Commerce Stock Is the Better Buy Now?

ADBE edges ahead of SHOP as the stronger e-commerce bet, thanks to cloud-native upgrades and rising earnings momentum.

ADBENegative Net Change SHOPNegative Net Change

Vasundhara Sawalka

3 Reasons to Hold AMZN Stock as AWS & AI Drive 31% Growth in 3 Months

Amazon surges 31% due to AWS & AI growth. Current shareholders can hold the stock, but new investors should wait for better entry points due to premium valuations.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change BABAPositive Net Change

Zacks Equity Research

LUMN Stock Up 334% in 12 Months: Can AI Wins Sustain the Trajectory?

Lumen's shares soared 334% in a year as it bets on AI, multi-cloud and NaaS to offset legacy woes and heavy debt.

TNegative Net Change VZNegative Net Change TMUSNegative Net Change LUMNNegative Net Change

Supriyo Bose

IBM's Neudesic Boosts Cloud Security Capabilities: An Ace Up Sleeve?

Neudesic renews Microsoft Cloud Security Specialization, reinforcing IBM's push into hybrid, multi-cloud security solutions.

MSFTPositive Net Change IBMNegative Net Change CDWNegative Net Change RBRKNegative Net Change

Shaun Pruitt

Payroll Stocks to Watch as June's Jobs Report Comes in Strong

Payroll stocks stood out Thursday as June's Jobs Report came in stronger than expected, marking the 11th consecutive month that the U.S. has exceeded expectations for positive job creation.

PAYXNegative Net Change MMSNegative Net Change PCTYNegative Net Change DAYNegative Net Change

Kashvi Chandgothia

FSLY Stock Plunges 26.4% YTD: Is This the Right Time to Buy the Dip?

Fastly tumbles in 2025, but surging product adoption and top-tier cloud partnerships hint at upside.

MSFTPositive Net Change PANWNegative Net Change GOOGLPositive Net Change FSLYNegative Net Change

Zacks Equity Research

Okta Eyes 15% Revenue CAGR by FY26: What's the Upside Potential?

OKTA targets 15% revenue CAGR by FY26, driven by strong Q1 growth, product momentum and large enterprise demand.

MSFTPositive Net Change CYBRNegative Net Change OKTANegative Net Change

Zacks Equity Research

Adobe's Record Q2 Cash Flow Sets the Path: A Key to Future Momentum?

ADBE posts record fiscal Q2 cash flow of $2.19B, fueled by AI features and subscriptions, reinforcing its growth trajectory.

MSFTPositive Net Change CRMNegative Net Change ADBENegative Net Change

Bryan Hayes

Weekly Option Windfall: Snowflake Call Spread Boasts 31% Profit Potential

Option spreads can be profitable even if the underlying stock decreases or remains flat.

SNOWNegative Net Change

Supriyo Bose

IBM Concert Gains Traction: Can This AI-Driven Solution Aid the Stock?

IBM Concert lands Deutsche Telekom as a client, showcasing how AI automation could reshape hybrid cloud security.

AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change DTEGYNo Net Change

Nilanshi Mukherjee

DELL vs. Nutanix: Which Cloud Infrastructure Leader Is the Better Buy?

DELL's AI momentum, earnings growth, and lower valuation may offer stronger upside than NTNX's premium-priced gains.

DELLNegative Net Change NTNXNegative Net Change