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cloud-computing: Archive

Vasundhara Sawalka

AMZN's $5.3B Saudi Arabia Bet Sparks Market Buzz: Is the Stock a Buy?

Amazon's $5.3B Saudi bet expands AWS' AI infrastructure footprint, while accelerating growth and strong guidance fuel fresh investor interest.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Shreya Majumder

Seagate's YTD Gains are Double the Industry: Is the Stock Still a Buy?

STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.

STXNegative Net Change AMDNegative Net Change IBMNegative Net Change WDCNegative Net Change

Supriyo Bose

IBM Slumps 21% YTD: Time to Reassess the Stock in Your Portfolio?

IBM's 21% YTD slide reflects AI-led threats to legacy services, pricing pressure and falling estimates, even as hybrid cloud and watsonx offer support.

IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Shreya Majumder

Will Quantum's Cost Discipline Keep Margins on an Upward Trajectory?

QMCO's strong Q1 growth, expanding margins and debt-free balance sheet signal a sharp financial turnaround as AI drives storage demand.

QMCONegative Net Change WDCNegative Net Change STXNegative Net Change

Urmimala Biswas

QUBT vs. QBTS: Which Quantum Stock Should You Buy or Sell Now?

QUBT and QBTS both face post-earnings weakness, but stronger revenue growth, liquidity and lower valuation give QUBT an edge.

QUBTNegative Net Change QBTSNegative Net Change

Zacks Equity Research

Can IBM's HRL Acquisition Boost Its Quantum Computing Capabilities?

International Business Machines' acquisition of HRL Laboratories adds silicon-spin qubit, materials and manufacturing expertise to advance scalable quantum systems.

IBMNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Shreya Majumder

Is Rescale's Cloud Expansion Another Catalyst for CRWV's AI Growth?

CoreWeave's Rescale expansion opens access to AI-optimized infrastructure for demanding HPC and engineering workloads.

CRWVNegative Net Change MSFTNegative Net Change NBISNegative Net Change

Zacks Equity Research

WDAY Q2 Earnings Beat Estimates on Subscription Growth, Margin Gains

Workday beats fiscal Q2 estimates as subscription growth, expanding margins and surging AI adoption drive results and a higher full-year margin outlook.

WDAYPositive Net Change AMZNNegative Net Change TXNNegative Net Change SIMONegative Net Change

Zacks Equity Research

SK Telecom's SK Horizon Spinoff: A New AI Growth Engine for SKM?

SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.

SKMNegative Net Change MSFTNegative Net Change CRWVNegative Net Change

Supriyo Bose

4 Cloud Computing Stocks to Profit Amid Intense Market Volatility

GOOGL, MSFT, AMZN and ANET stand out as cloud computing plays as AI, scalability and cost efficiency fuel enterprise adoption.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change ANETNegative Net Change