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cloud-computing: Archive

Urmimala Biswas

AI, Semiconductors & Quantum Computing: What Lies in Store for 2027?

AI spending, semiconductor demand and quantum computing are set to shape 2027, but investors will focus on revenue growth, earnings and returns on investment.

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Zacks Equity Research

Freshworks' Torii Acquisition: Can AI Spend Governance Drive Growth?

FRSH plans to acquire Torii to expand Freshservice into SaaS management and AI spend governance, targeting enterprise demand and deeper customer growth.

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Zacks Equity Research

Can WDAY's New AI Offerings Across Business Functions Drive Growth?

Workday introduces Decision Intelligence, an AI-powered platform that unifies workforce and financial data to help teams make faster, more informed decisions.

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Zacks Equity Research

Can Akamai's Expanding Cloud Business Boost Its Competitive Edge?

AKAM is expanding its cloud computing business as AI demand grows, with specialized GPU infrastructure and cloud-native services attracting enterprise customers across industries.

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Zacks Equity Research

Can Slightly Higher Consulting Revenues Aid IBM's Q3 Earnings?

IBM's Q3 Consulting revenues are poised for modest growth, fueled by rising demand for technology consulting, strategic AI partnerships and a cybersecurity buyout.

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Shreya Majumder

Western Digital Pre-Q1 Earnings: Buy the Stock Now or Wait for Results?

WDC expects Q1 fiscal 2027 revenue to jump 45% as AI and cloud storage demand accelerates, but will its earnings beat estimates?

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Zacks Equity Research

Can Healthy Increase in Software Revenues Benefit IBM's Q3 Earnings?

IBM's Q3 earnings could benefit from software revenue growth, fueled by AI innovation, strategic partnerships and expanding enterprise cloud capabilities.

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Vasundhara Sawalka

Is Amazon Stock Poised to Gain as AI Boosts Cash Flow Prospects?

AMZN's AI products, surging AWS sales and multibillion-dollar chip commitments can boost future cash flow, but rising capex and capacity constraints pose challenges.

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Rimmi Singhi

AI Stocks Bleed as Inflation Bites: Any Buying Opportunities?

AI stocks tumble as inflation fears rattle markets, but Dell and Nebius emerge as potential dip-buying opportunities amid surging AI demand and strong growth.

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Namrata Chandak

IREN Expands Liquid Cooling Across AI Data Centers: Can Returns Rise?

IREN expands liquid-cooled data centers to boost AI computing capacity and revenue per MW, but $25-$30 billion in fiscal 2027 capex raises execution and financing risks.

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