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cloud-computing: Archive
Akamai Q2 Earnings Highlight AI Growth, Cloud Gains and Margin Risk
by Arijit Sarkar
Akamai beat Q2 revenue and adjusted EPS estimates as AI infrastructure and cybersecurity demand grew, but rising investment costs weighed on profitability.
AKAMPositive Net Change NVDAPositive Net Change NETPositive Net Change
artificial-intelligence cloud-computing computers tech-stocks
Akamai Stock Falls 22% in 3 Months as AI Growth Meets Execution Risks
by Arijit Sarkar
Akamai's AI infrastructure push is gaining cloud momentum, but Delivery weakness and rising investment costs test the growth story.
AKAMPositive Net Change NVDAPositive Net Change NETPositive Net Change
artificial-intelligence cloud-computing computers tech-stocks
Is Akamai Stock a Buy as AI Growth Outpaces Delivery and Margin Risks
by Arijit Sarkar
Akamai's AI infrastructure and Security growth is accelerating, but Delivery weakness and rising spending test its growth outlook.
AKAMPositive Net Change TTDNegative Net Change DBXNegative Net Change
artificial-intelligence cloud-computing internet tech-stocks
Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?
by Vasundhara Sawalka
AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing retail
4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet
by Anirudha Bhagat
Hyperscalers' $720B-$745B AI Capex plans are likely to fuel demand for Micron, FormFactor, Texas Instruments and NVIDIA across the chip supply chain.
TXNNegative Net Change MUPositive Net Change NVDAPositive Net Change FORMPositive Net Change
artificial-intelligence cloud-computing computers semiconductor tech-stocks
Strong Q2, Bigger Outlook: How Should Investors Play CRWV Stock Now?
by Shreya Majumder
CoreWeave's Q2 results show surging AI demand, higher guidance and a $104.2B backlog, but heavy CapEx and debt add risk.
CRWVPositive Net Change MSFTNegative Net Change NBISPositive Net Change
artificial-intelligence business-services cloud-computing computers internet software tech-stocks
CoreWeave Has $99 Billion in Contracts. Tuesday Is About Whether It Can Afford to Deliver Them.
by Bryan Hayes
Investors have made clear they now want to see spending convert to cash.
CRWVPositive Net Change
artificial-intelligence cloud-computing datacenter earnings infrastructure investing tech-stocks
Oracle's AI Infrastructure Surge: Smart Growth Bet or a Costlier Trap?
by Vasundhara Sawalka
ORCL's AI infrastructure bet is driving rapid cloud growth and huge contracts, but soaring spending and debt raise balance-sheet risks.
ORCLPositive Net Change AMZNNegative Net Change MSFTNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
by Vasundhara Sawalka
MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.
MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing computers tech-stocks
Small Biz Index, Existing Home Sales & More Earnings
by Mark Vickery
We don't expect much movement either direction until inflation reports begin to hit the tape Wednesday morning.
CAHNegative Net Change SMCIPositive Net Change TMENegative Net Change CAVAPositive Net Change CRWVPositive Net Change
artificial-intelligence cloud-computing earnings