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cloud-computing: Archive
Western Digital's Q1 Beat and Q2 Outlook Signal More Margin Upside
by Shreya Majumder
Western Digital's strong pricing, higher-capacity drives and AI storage demand fuel margin growth, but valuation and technology execution risks remain in focus.
WDCNegative Net Change NTAPNegative Net Change STXNegative Net Change
artificial-intelligence business-services cloud-computing computers earnings-report revenue tech-stocks
Is WDC a Buy as Earnings Surge but Valuation and Execution Risks Rise?
by Shreya Majumder
Western Digital's surging earnings, expanding margins and strong cash flow bolster its growth case, but premium valuation and HAMR execution risks warrant caution.
WDCNegative Net Change NTAPNegative Net Change STXNegative Net Change
artificial-intelligence cloud-computing dividend-investing dividend-yield earnings-report tech-stocks trending-stocks
Western Digital Falls 15.5% in One Month. Is the Dip a Buying Chance?
by Shreya Majumder
Western Digital's stock pullback contrasts with surging earnings and cloud demand, but premium valuation and execution risks raise questions about buying the dip.
WDCNegative Net Change NTAPNegative Net Change STXNegative Net Change
artificial-intelligence business-services cloud-computing computers dividend-yield earnings-report growth-investors stock-price-change tech-stocks top-ranked
IBM Plummets 18.5% in the Past Year: Time to Reassess the Stock?
by Supriyo Bose
IBM's 18.5% stock decline reflects AI disruption fears, margin pressures and stiff competition, even as hybrid cloud demand and rising earnings estimates offer hope.
IBMPositive Net Change AMZNPositive Net Change MSFTPositive Net Change
artificial-intelligence cloud-computing computers electronics iot saas tech-stocks
CDW Q3 Earnings Beat, Revenues Jump 18% Y/Y Despite Margin Compression
by Zacks Equity Research
CDW's Q3 earnings and sales beat on strong enterprise AI adoption and broad-based demand, while margin pressure and rising expenses remain key watchpoints.
CDWPositive Net Change SNPSNegative Net Change CDNSNegative Net Change PRGSPositive Net Change
artificial-intelligence business-services cloud-computing computers earnings saas tech-stocks
Quantinuum Q3 Preview: Should You Buy the Dip Ahead of Earnings?
by Urmimala Biswas
Quantinuum's Oracle partnership, $100 million government award and Helios advances offer growth potential, but can they offset rising quantum stock pressures?
QNTNegative Net Change ORCLPositive Net Change IONQNegative Net Change QBTSNegative Net Change
cloud-computing computers consensus-outlook earnings-estimates-revisions earnings-outlook earnings-preview tech-stocks
Why Free Cash Flow Matters More Than Ever: 5 Tech Stocks to Watch
by Shaun Pruitt
Free cash flow (FCF) is becoming one of the most important metrics for evaluating technology stocks heading into 2027.
AAPLPositive Net Change MSFTPositive Net Change NVDANegative Net Change ADBEPositive Net Change AVGONegative Net Change AMZNPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing datacenter dividends infrastructure internet investing large-cap semiconductor software tech-stocks
Quantum Stocks Plunge in October: Can Q3 Earnings Halt the Slide?
by Urmimala Biswas
Quantum stocks IonQ, D-Wave, Rigetti and QCi plunged in October. Can upcoming Q3 earnings, revenue growth and commercial progress reverse the selloff?
QUBTNegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change
cloud-computing computers earnings tech-stocks
STX Falls 24.1% in the Past Month as Risks Test AI Storage Momentum
by Shreya Majumder
Seagate shares have plunged 24.1% despite surging revenues and margins. Can HAMR expansion fuel a rebound, or will premium valuation and execution risks weigh?
STXNegative Net Change WDCNegative Net Change MUNegative Net Change
artificial-intelligence cloud-computing computers earnings-report earnings-trend investment stock-price-change stock-price-movement tech-stocks
Is Seagate Worth Buying as Growth Surges but Valuation Stays Rich?
by Shreya Majumder
Seagate's surging earnings, record cash flow and HAMR expansion strengthen its growth outlook, but premium valuation and execution risks complicate the buy case.
STXNegative Net Change WDCNegative Net Change MUNegative Net Change
artificial-intelligence cloud-computing dividend-yield earnings-trend growth-investing stock-price-movement tech-stocks