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cloud-computing: Archive
Microsoft vs. Adobe: Which High ROIC Software Stock is the Best Buy-the-Dip Target?
by Shaun Pruitt
Investors who prioritize stability and AI-driven growth may prefer buying Microsoft stock on the dip, while those seeking a potentially undervalued software leader could find Adobe particularly attractive at current levels.
MSFTNegative Net Change ADBEPositive Net Change
artificial-intelligence cloud-computing computers internet investing large-cap software tech-stocks
3 Momentum Anomaly Stocks to Profit as Iran Peace Deal Spurs Market
by Supriyo Bose
Sterling, Dell and Ciena pair yearlong price surges with one-week pullbacks as market momentum turns upbeat after the U.S.-Iran peace deal.
CIENNegative Net Change DELLNegative Net Change STRLNegative Net Change
cloud-computing communications computers multi-sector-conglomerates tech-stocks
Can the Comtech Acquisition Enhance GILT's Competitive Edge in Satcom?
by Shreya Majumder
Gilat's $157.5M deal for CMTL's Satellite & Space Communications unit could expand its defense reach, tech capabilities and market access.
CMTLPositive Net Change IRDMNegative Net Change GILTNegative Net Change SATLNegative Net Change
artificial-intelligence business-services cloud-computing communications emerging-markets energy tech-stocks
Bull of the Day: Hewlett Packard (HPE)
by Shaun Pruitt
Hewlett Packard (HPE) remains a relatively overlooked beneficiary of enterprise AI infrastructure spending.
HPENegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing large-cap tech-stocks
OKTA Rides on Strong Subscription Revenue Growth: More Upside Ahead?
by Zacks Equity Research
OKTA posts 11% revenues and subscription growth, driven by enterprise demand, expanding product mix and rising backlog visibility.
SNegative Net Change PANWNegative Net Change OKTANegative Net Change
artificial-intelligence cloud-computing tech-stocks
Can IBM's Extended ServiceNow Deal Accelerate Enterprise AI Adoption?
by Zacks Equity Research
International Business Machines deepens its ServiceNow partnership to help enterprises tackle fragmented data and legacy technology barriers to large-scale AI adoption.
AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change NOWNegative Net Change
artificial-intelligence cloud-computing computers tech-stocks
Amazon Accelerates India Infrastructure Push: How to Play the Stock
by Vasundhara Sawalka
AMZN's $35B India push and surging AWS growth highlight long-term upside, but high capex and valuation keep near-term entry timing in focus.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing retail
Can the Colt Tie-Up Fuel Ciena's Quantum-Secure Expansion?
by Shreya Majumder
CIEN helped deliver a quantum-safe 800GbE data trial across 6,900 km between New York and London, marking a transatlantic security and speed milestone.
CSCONegative Net Change CIENNegative Net Change ANETNegative Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets saas tech-stocks
Oracle Shares Tank Despite Q4 Earnings Beat: Hold the Stock Now?
by Vasundhara Sawalka
ORCL shares plunge despite record Q4 as heavy AI spending, negative cash flow and dilution fears overshadow strong cloud growth and bold guidance.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
How is BB Leveraging Its Profitable Portfolio to Reward Shareholders?
by Shreya Majumder
BlackBerry is monetizing patents, growing profitable software units and buying back shares while investing in QNX and targeting positive cash flow.
PANWNegative Net Change BBNegative Net Change CRWDNegative Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets finance tech-stocks