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cloud-computing: Archive
IonQ vs. Microsoft: Which Stock Has More Quantum Upside in October?
by Urmimala Biswas
IonQ's quantum advances and rising revenue outlook face profitability and valuation hurdles, while Microsoft offers quantum exposure backed by strong cash generation.
MSFTNegative Net Change IONQNegative Net Change NVDANegative Net Change
artificial-intelligence cloud-computing computers tech-stocks television
Enterprise AI Advances Power Microsoft: Is There More Upside Ahead?
by Vasundhara Sawalka
MSFT's enterprise AI rollout is gaining traction, but rising infrastructure costs and shifting Copilot pricing could shape its upside.
MSFTNegative Net Change CRMNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Will Accelerating Cloud & International Growth Lift Alibaba Stock Now?
by Vasundhara Sawalka
BABA's cloud and AI growth is accelerating, but rising spending, weak international sales and cash outflows cloud the outlook.
BABANegative Net Change AMZNPositive Net Change MSFTNegative Net Change
artificial-intelligence cloud-computing retail
Oracle's AI Cloud Contracts Surge: Is Revenue Visibility Rising?
by Subhasish Mukherjee
ORCL's record $664B RPO, fueled by over $30B in new AI cloud contracts, is boosting multi-year revenue visibility despite heavy capital spending.
ORCLPositive Net Change AMZNPositive Net Change MSFTNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Seagate vs. NetApp: Which AI Data Storage Stock is the Smarter Bet?
by Shreya Majumder
AI-driven storage demand is reshaping the industry, putting STX's high-capacity drives and NTAP's AI infrastructure in focus.
NTAPPositive Net Change STXNegative Net Change
artificial-intelligence business-services cloud-computing computers dividend-yield internet tech-stocks
Micron (MU) Highlights Tech Earnings to Watch This Week
by Shaun Pruitt
Micron will provide the headline technology report to watch this week, with explosive AI-driven memory demand setting a particularly high bar for its fiscal fourth-quarter results.
ACNPositive Net Change MUPositive Net Change JBLNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics investing large-cap tech-stocks
Can IBM's Swift Integration Shape the Future of Digital Banking?
by Zacks Equity Research
International Business Machines Corporation expands digital banking infrastructure with an on-premises beta linking Digital Asset Haven clients to Swift's blockchain-based shared ledger.
IBMNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
automation cloud-computing computers tech-stocks
ORCL vs. DELL: Which AI Infrastructure Stock Has Better Upside Now?
by Vasundhara Sawalka
Dell's record AI backlog, raised fiscal 2027 guidance and capital-light model contrast with Oracle's costly AI data center buildout.
DELLNegative Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Can PEAK:AIO Buyout Give NetApp a Competitive Edge in AI-Scale Storage?
by Zacks Equity Research
NTAP's planned PEAK:AIO acquisition could boost its AI-storage portfolio by scaling metadata for massive GPU clusters and datasets.
NTAPPositive Net Change IBMNegative Net Change HPENegative Net Change
artificial-intelligence business-services cloud-computing computers saas tech-stocks
Ciena's Optical Tech Gets a Boost From CtrlS Deployment
by Zacks Equity Research
CIEN is helping CtrlS build five metro networks across India, linking nine data centers with up to 100 Tb/s of capacity for AI-scale connectivity.
CIENPositive Net Change NOKPositive Net Change GLWPositive Net Change
artificial-intelligence business-services cloud-computing communications internet tech-stocks