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cloud-computing: Archive

Zacks Equity Research

Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings?

MSFT heads into Q2 earnings with Azure projecting 37% cc growth as AI partnerships, Ignite launches and new infrastructure fuel cloud momentum in Intelligent Cloud.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Shreya Majumder

Western Digital's Q2 Earnings on Deck: Is the Stock Worth Buying Now?

WDC sees fiscal Q2 2026 non-GAAP revenue of $2.9B, up 20% year over year, as data center demand and high-capacity drives support growth momentum.

NTAPNegative Net Change WDCPositive Net Change STXPositive Net Change SNDKPositive Net Change

Derek Lewis

Hyperscaler Earnings Preview: MSFT & META

A massive week of earnings is here, with both Microsoft and Meta Platforms helping to headline the docket. What can investors expect from the hyperscalers?

MSFTPositive Net Change METANegative Net Change

Zacks Equity Research

Can Akamai's Cybersecurity Deal With Deutsche Telekom Fuel Its Shares?

AKAM partners with Deutsche Telekom Security to offer certified managed cybersecurity services, tackling rising API attacks in key sectors.

AKAMPositive Net Change SHOPNegative Net Change DBXNegative Net Change LYFTNegative Net Change

Vasundhara Sawalka

Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results?

MSFT heads into fiscal Q2 with accelerating Azure and Copilot adoption, Ignite 2025 AI launches, and a premium valuation, testing whether results can impress.

MSFTPositive Net Change DELLPositive Net Change LNVGYPositive Net Change HPEPositive Net Change

Zacks Equity Research

Nokia to Report Q4 Earnings: Will Revenues Boost Its Future Growth?

NOK reports Q4 2025 on Jan. 29, facing revenue growth amid cost pressures, slower 5G rollouts, and a challenging macro environment.

NOKPositive Net Change APHPositive Net Change NVDAPositive Net Change FFIVNegative Net Change GLWPositive Net Change

Bryan Hayes

AMD's Resurgence: Outpacing Nvidia in 2026

The perennial challenger's outperformance signals a structural shift.

AMDPositive Net Change NVDAPositive Net Change

Derek Lewis

Seeking Cloud Exposure? Use This Tool

Cloud computing refers to the on-demand seamless access of computing resources such as servers, storage, databases, networking, software, analytics, and intelligence over the Internet (the cloud).

ANETPositive Net Change

Zacks Equity Research

Will Healthy Consulting Revenue Growth Benefit IBM's Q4 Earnings?

IBM's Q4 may get a lift from healthy Consulting revenue growth fueled by AI-driven tools and a key Microsoft partnership.

AMDPositive Net Change MSFTPositive Net Change IBMNegative Net Change CRUSPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Will Relatively Higher Software Revenues Aid IBM's Earnings in Q4?

IBM's Q4 Software revenues are likely to have risen on watsonx.ai momentum, AI partnerships and the Confluent acquisition.

AMDPositive Net Change IBMNegative Net Change CRUSPositive Net Change GOOGLPositive Net Change SPGINegative Net Change