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cloud-computing: Archive
Can IBM's Agentic AI Collaboration With e& Boost Its Global Lead?
by Zacks Equity Research
International Business Machines teams up with e& to launch enterprise-grade agentic AI for compliance, policy, and risk, powered by watsonx Orchestrate.
MSFTNegative Net Change IBMNegative Net Change NVDANegative Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing computers saas tech-stocks
Can IBM's Focus on the Infrastructure Segment Aid the Stock?
by Supriyo Bose
IBM's Infrastructure segment profit jumped 53% as AI, hybrid cloud and z17 demand fuel stronger enterprise adoption.
AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks
3 Beaten Down AI Stocks Gaining Momentum (IREN, NBIS, CRWV)
by Ethan Feller
IREN Limited, Nebius Group N.V. and CoreWeave shares are all picking up momentum after a challenging end to last year
IRENNegative Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing
Amazon vs. Oracle: Which Cloud Computing Stock is the Better Buy Now?
by Vasundhara Sawalka
AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in cloud scale.
AMZNNegative Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing retail tech-stocks
Can IBM's Sovereign Core Software Launch Boost Its Shares?
by Zacks Equity Research
International Business Machines unveils Sovereign Core, an AI-ready platform helping organizations run secure, compliant, self-controlled AI and IT environments.
MSFTNegative Net Change IBMNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing computers semiconductor tech-stocks
CIEN Acquires Nubis: How it Turns Buyouts Into Competitive Advantage
by Zacks Equity Research
Ciena buys Nubis for $270 million to boost AI-ready data center interconnects, aiming for faster, efficient and scalable connectivity.
CSCONegative Net Change CIENNegative Net Change ANETNegative Net Change
artificial-intelligence cloud-computing communications tech-stocks
Will MSFT Stock Climb as Azure AI Services Gain Traction?
by Zacks Equity Research
Microsoft Azure enables AI adoption without costly system replacements. Multi-model infrastructure and frontier model access fuel revenue momentum.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Will Oracle's RPO Expansion Strengthen Long-Term Revenue Outlook?
by Subhasish Mukherjee
ORCL's RPO surges to $523B, quadrupling YoY, giving multi-year revenue visibility as cloud and AI contracts drive growth beyond 2026.
MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Taiwan Semi (TSM): 3 Equations to Launch the Stock
by Kevin Cook
Sales, margins, and profits surge as insatiable demand for advanced node chips creates shortages until 2028
TSMNegative Net Change AAPLNegative Net Change NVDANegative Net Change AVGONegative Net Change METANegative Net Change
artificial-intelligence automation autonomous-vehicles cloud-computing datacenter robotics self-driving-cars semiconductor
Cisco Stock Rises 8% in 3 Months: Will the Rally Continue in 2026?
by Aniruddha Ganguly
CSCO outpaces sector peers with a 7.7% gain on AI momentum, rising security demand, and bullish fiscal 2026 guidance.
CSCONegative Net Change NVDANegative Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing tech-stocks
Can Sanmina's AI Investment Strategy Drive Future Growth?
by Zacks Equity Research
SANM ramps up AI market presence with advanced servers, networking, and edge AI solutions to power next-gen workloads.
JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?
by Vasundhara Sawalka
MSFT's Azure-led AI growth, strong margins and a $400 billion backlog outshine BABA's cloud gains, weighed down by surging costs and profit pressure.
MSFTNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing retail tech-stocks
IBM vs. MSFT: Which Cloud & AI Tech Giant is a Better Buy?
by Supriyo Bose
Microsoft's AI edge and stronger growth outlook give it an edge over IBM, despite the latter's stronger valuation and stock gains.
AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks
CRWV Stock Beats Industry Returns in a Year: Buy, Hold or Fold in 2026?
by Shreya Majumder
CoreWeave surges 119% in a year on booming AI cloud demand, but heavy CapEx, rising debt and valuation concerns raise questions about upside in 2026.
MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change CRWVNegative Net Change
agriculture cloud-computing internet software tech-stocks
Forget LLMs: Buy these 3 AI "Pick and Shovel" Plays Instead
by Andrew Rocco
During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks.
AMZNNegative Net Change MSNegative Net Change INTCPositive Net Change AMDPositive Net Change MSFTNegative Net Change IBMNegative Net Change NVDANegative Net Change GOOGLNegative Net Change ALABPositive Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing datacenter
Amazon's AWS Margin Expansion Accelerates: More Upside for the Stock?
by Zacks Equity Research
AMZN's AWS posts a 34.6% Q3 operating margin, 20% revenue growth and a $200 billion backlog, pointing to accelerating profitability and sustained cloud momentum.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing retail
Will Arista's Advanced Switch Portfolio Accelerate Its Future Growth?
by Zacks Equity Research
ANET's expanding switch portfolio, from 400G???800G data center platforms to rugged new launches, deepens its push into AI and cloud networking.
CSCONegative Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing iot tech-stocks
ANET vs. COMM: Which Infrastructure Stock is the Smarter Buy Now?
by Supriyo Bose
Arista and CommScope are both gaining ground, but the former's software-driven edge may give it the upper hand in infrastructure.
APHNegative Net Change GLWNegative Net Change ANETNegative Net Change
artificial-intelligence cloud-computing communications iot software tech-stocks
WDC Skyrockets 87% in 3 Months: Is the Stock Still a Buy in 2026?
by Shreya Majumder
Western Digital jumps 86.5% in three months as AI-driven storage demand boosts margins and cash returns, leaving investors to weigh how much upside remains.
WDCPositive Net Change STXNegative Net Change TDCNegative Net Change SMCINegative Net Change
artificial-intelligence business-services cloud-computing tech-stocks
Bull of the Day: Sandisk (SNDK)
by Kevin Cook
Shares are up 680% since August because the NAND memory shortage nightmare is an SSD dream come true
SNDKPositive Net Change MUPositive Net Change NVDANegative Net Change
artificial-intelligence cloud-computing computers mobile semiconductor
IBM's Edge AI Expansion With Datavault AI: Will it Boost Profits?
by Zacks Equity Research
International Business Machines extended its collaboration with Datavault AI to deliver secure, ultra-low-latency enterprise AI at the edge with watsonx-powered zero-trust micro data centers.
AMZNNegative Net Change IBMNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing computers tech-stocks
Should you Buy, Sell or Hold Applied Digital Stock Post Q2 earnings?
by Kashvi Chandgothia
APLD shares spike after Q2 revenues soar 250%, underscoring strong execution while leaving questions around valuation and losses.
EQIXNegative Net Change RIOTNegative Net Change APLDNegative Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing fin-tech finance tech-stocks
Buy 5 Stocks With High ROE as U.S. Economy Appears on Firm Footing
by Supriyo Bose
ANET, GLW, BBVA, AIZ, and HST stand out with strong ROE and cash flow metrics amid a bullish year-end market rally.
HSTNegative Net Change AIZNegative Net Change GLWNegative Net Change BBVANegative Net Change ANETNegative Net Change
cloud-computing communications finance insurance reit
MSFT's Office 365 Subscription Growth Picks Up: Sign of More Upside?
by Zacks Equity Research
Microsoft shares gain as Office 365 subscriptions accelerate, with commercial and consumer growth, higher-tier uptake, and AI tools boosting revenue per user.
AAPLNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Will Accelerating AWS Revenue Growth Drive AMZN Stock's 2026 Rally?
by Vasundhara Sawalka
Amazon's AWS posts its fastest growth since 2022 as AI demand surges, with a $200 billion backlog and heavy investment fueling 2026 optimism.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing e-commerce retail