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cloud-computing: Archive
How to Identify Stock Market Winners Early in 2026
by Bryan Hayes
These three triggers can help narrow down the investment universe to stocks with the best profit potential.
WDCNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics investing tech-stocks
Is NBIS Building a Full-Stack AI Monetization Engine With NVIDIA Rubin?
by Shreya Majumder
Nebius will deploy NVIDIA's Rubin platform in 2H26, becoming one of the first AI cloud providers to offer Vera Rubin NVL72 in the U.S. and Europe.
AMZNPositive Net Change NVDAPositive Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing internet tech-stocks
Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?
by Supriyo Bose
Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.
CSCONegative Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing iot saas software tech-stocks
Is CoreWeave Building a Durable AI Moat With NVIDIA Rubin?
by Shreya Majumder
CRWV plans to deploy NVIDIA Rubin in 2026, expanding its AI cloud for agentic AI, reasoning models and large-scale inference workloads.
MSFTPositive Net Change NVDAPositive Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing internet tech-stocks
Bull of the Day: Western Digital (WDC)
by Bryan Hayes
AI-powered storage markets are exploding, and this leading company is taking full advantage of the trend.
WDCNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics investing tech-stocks
CSCO's Security Revenues Decline: Can Strong Portfolio Revive Growth?
by Aniruddha Ganguly
Cisco's Security sales dip 2% as cloud shifts and legacy product declines weigh, but next-gen offerings show promise.
CSCONegative Net Change FTNTPositive Net Change OKTAPositive Net Change
artificial-intelligence cloud-computing tech-stocks
IBM Gains 33% in a Year: Is it Worth Investing in the Stock Now?
by Supriyo Bose
IBM jumps 33% in a year, fueled by hybrid cloud, AI, and quantum tech???does its growth justify a buy now?
AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change CSCONegative Net Change
artificial-intelligence cloud-computing communications computers software tech-stocks
Here Are the Top-Performing S&P 500 Stocks From 2025
by Bryan Hayes
The 3 top performers this year make up just 0.7% of the S&P 500 index weight combined.
WDCNegative Net Change MUNegative Net Change SNDKPositive Net Change
artificial-intelligence cloud-computing communications datacenter earnings investing tech-stocks
Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
by Shaun Pruitt
Although they are among the world's most profitable companies, the immense spending on various AI investments from the hyperscalers in the Mag 7 has been scrutinized.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METANegative Net Change
artificial-intelligence cloud-computing datacenter e-commerce earnings investing large-cap magnificent-7 software tech-stocks
Baidu vs. Alibaba: Which Chinese Tech Stock Has More Upside?
by Kashvi Chandgothia
BIDU and BABA are ramping up AI and cloud strategies, highlighting differences in focus, execution and competitive positioning.
BIDUPositive Net Change BABANegative Net Change
artificial-intelligence china cloud-computing tech-stocks
Can Microsoft Stock Rally on Dynamics 365 Business Applications?
by Zacks Equity Research
MSFT's Dynamics 365 revenues jump 21% in Q1 FY26, fueled by AI Copilot adoption and enterprise demand, making business apps a key stock catalyst.
MSFTPositive Net Change CRMPositive Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Seagate vs. Western Digital: Which Storage Stock is the Better Buy Now?
by Shreya Majumder
WDC looks more balanced than STX as AI and cloud fuel storage demand, with lower valuation, rising margins and multi-year HDD contracts despite risks.
WDCNegative Net Change STXNegative Net Change
artificial-intelligence business-services cloud-computing tech-stocks
Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?
by Anirudha Bhagat
NOW's AI-led workflow platform, large-deal momentum and faster growth give it an edge over CRM despite a richer valuation.
CRMPositive Net Change NOWPositive Net Change
artificial-intelligence cloud-computing computers software tech-stocks
DDOG vs. FIVN: Which Cloud Software Stock is the Better Buy Now?
by Kashvi Chandgothia
Datadog and Five9 both play critical roles in enterprise cloud software, but differences in growth drivers, AI focus and valuation shape the debate.
FIVNPositive Net Change DDOGPositive Net Change
artificial-intelligence cloud-computing cybersecurity saas tech-stocks
Is ORCL Stock Poised for Growth Amid Rising AI Infrastructure Demand?
by Zacks Equity Research
Oracle's AI infrastructure push is driving explosive cloud growth, but $50 billion capex and negative free cash flow raise questions about profitability.
AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
MSFT vs. ORCL: Which Enterprise Cloud & AI Stock Has Better Upside?
by Vasundhara Sawalka
Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which stock offers better upside.
MSFTPositive Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026
by Shreya Majumder
Cybersecurity demand is set to grow through 2026, and QLYS, FTNT, CRWD & PANW are the four stocks with strong demand signals and competitive moats.
FTNTPositive Net Change PANWPositive Net Change QLYSPositive Net Change CYBRPositive Net Change CRWDPositive Net Change
artificial-intelligence cloud-computing iot tech-stocks
Bull of the Day: Credo Technology (CRDO)
by Kevin Cook
Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical
CRDOPositive Net Change NVDAPositive Net Change ORCLNegative Net Change ARMPositive Net Change COHRNegative Net Change
artificial-intelligence automation cloud-computing datacenter semiconductor
Can ERNIE 5.0 and Qianfan Strengthen Baidu's AI Cloud Advantage?
by Zacks Equity Research
BIDU sharpens its AI Cloud strategy with ERNIE 5.0 and an agent-centric Qianfan, aiming to scale enterprise adoption.
BIDUPositive Net Change TCEHYNegative Net Change BABANegative Net Change
artificial-intelligence cloud-computing tech-stocks
Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead?
by Aniruddha Ganguly
CSCO's AI push lifts Q1 FY26 networking revenue 15% to $7.77B, with hyperscaler AI orders surging and a $3B FY26 target in sight.
CSCONegative Net Change NVDAPositive Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing communications tech-stocks
AI & Security Push Aids Google Cloud: What's Ahead for GOOGL Stock?
by Aniruddha Ganguly
Alphabet is leaning on fast-growing Google Cloud, with a $155 billion backlog, as AI, security and capex fuel momentum.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing fang tech-stocks
Alibaba Stock Plunges 14.4% in 3 Months: Time to Buy, Sell or Hold?
by Vasundhara Sawalka
BABA shares slides 14.4% in three months as profits crater despite revenue growth, with heavy AI and cloud spending testing investor patience.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change BABANegative Net Change
artificial-intelligence cloud-computing e-commerce internet retail
Is Amazon Stock Poised to Rally With AI Expansion in Cloud & Retail?
by Vasundhara Sawalka
AMZN stock is gaining momentum as AI investments boost AWS growth and enhance retail performance, driving revenue gains across both core businesses.
AMZNPositive Net Change GOOGLPositive Net Change BABANegative Net Change
artificial-intelligence cloud-computing retail
Weekly Option Windfall: AI Communications Giant Flexes 30% Profit Potential
by Bryan Hayes
Regardless of whether CIEN increases in price, remains flat, or even loses 10%, our option spread trade will produce a 30% return.
CIENPositive Net Change
artificial-intelligence cloud-computing communications datacenter earnings options tech-stocks
CRWV Stock Crashes 49% in 3 Months: Buy the Dip or Hold Back for Now?
by Shreya Majumder
CoreWeave has plunged nearly 50% from its highs as supply-chain delays, heavy CapEx and leverage hit shares despite a massive $55.6B backlog.
MSFTPositive Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing internet software tech-stocks