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cloud-computing: Archive
Buy Cisco Stock Ahead of Q3 Earnings? Here's What to Know
by Aniruddha Ganguly
CSCO heads into May 13 results with strong AI networking demand, but rivals ANET, DELL and HPE keep competitive pressure on.
CSCOPositive Net Change DELLNegative Net Change ANETPositive Net Change HPENegative Net Change
artificial-intelligence cloud-computing tech-stocks
Can Arista Tide Over Supply-Chain Shortcomings to Revive Its Mojo?
by Supriyo Bose
ANET beat Q1 expectations, but supply shortages could squeeze margins for 1-2 years as it locks in multi-year vendor commitments.
CSCOPositive Net Change ANETPositive Net Change HPENegative Net Change
artificial-intelligence cloud-computing communications iot software tech-stocks
Should You Hold or Fold Alibaba Stock Ahead of Q4 Earnings?
by Vasundhara Sawalka
BABA heads into Q4 earnings with rising revenue estimates but steep profit declines, heavy subsidies and AI-driven spending clouding the near-term outlook.
AMZNNegative Net Change JDPositive Net Change BABANegative Net Change PDDNegative Net Change
china cloud-computing e-commerce retail
Will $475M Alkira Buyout Boost LUMN's Cloud & Security Revenues?
by Shreya Majumder
Lumen's $475M Alkira deal aims to build a programmable AI-era network, expanding its enterprise reach and boosting digital growth.
TPositive Net Change VZPositive Net Change LUMNPositive Net Change
artificial-intelligence business-services cloud-computing communications construction saas tech-stocks utilities
Akamai Q1 Earnings Meet Estimates, Revenues Up Y/Y on Solid Demand
by Zacks Equity Research
AKAM posts 6% revenue growth in Q1 as demand for API security and AI cloud services rose, though higher infrastructure investments weighed on profits.
ADINegative Net Change AKAMNegative Net Change WDAYNegative Net Change KEYSNegative Net Change
artificial-intelligence cloud-computing computers tech-stocks
Can Rigetti's Q1 Earnings Strengthen Its Quantum Growth Narrative?
by Harshit Gupta
RGTI's Q1 results are likely to highlight revenue growth, cloud adoption and quantum roadmap progress as investors assess its commercial momentum.
QUBTPositive Net Change RGTINegative Net Change QBTSNegative Net Change
cloud-computing computers tech-stocks
IBM Plummets 27% in 6 Months: Should You Reassess the Stock?
by Supriyo Bose
IBM is down 27% in six months as Anthropic's Claude Code targets COBOL mainframes. Can hybrid cloud, HashiCorp and watsonx lift it?
AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change
artificial-intelligence cloud-computing computers cybersecurity iot tech-stocks
Amazon Rides on 28% AWS Growth in Q1: Buy, Sell or Hold the Stock?
by Vasundhara Sawalka
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.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing retail
Microsoft Q3 Revenues Jump 18% on AI & Cloud: Buy or Hold the Stock?
by Vasundhara Sawalka
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.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Arista Q1 Earnings Top Estimates on Healthy Y/Y Revenue Growth
by Zacks Equity Research
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
artificial-intelligence cloud-computing communications computers tech-stocks