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cloud-computing: Archive

Shreya Majumder

CRWV vs. APLD: Which AI Data Center Stock Has More Upside Potential?

AI data center demand is driving CRWV and APLD, but their differing models, capital needs and risks could shape which offers more upside.

APLDNegative Net Change CRWVNegative Net Change

Derek Lewis

Use This Zacks Tool to Find Strong Cloud Stocks

Zacks Thematic Screens lets you dive into over 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you.

MSFTPositive Net Change

Subhasish Mukherjee

Datadog's Multi-Product Adoption Grows: Can It Drive More Revenues?

DDOG's rising multi-product adoption is deepening customer relationships, with larger deployments and newer offerings opening more revenue opportunities.

DDOGPositive Net Change CSCOPositive Net Change DTPositive Net Change

Zacks Equity Research

Can IBM's Advanced Processor Shape the Future of Enterprise Computing?

International Business Machines' dual-architecture processor will bring ARM-native apps to future Z and LinuxONE systems, expanding software choices for critical workloads.

IBMNegative Net Change MSFTPositive Net Change ARMPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Can Intel's Latest AI Infrastructure Portfolio Expansion Aid Shares?

INTC expands its AI infrastructure portfolio with Diamond Rapids, Crescent Island and Wildcat Lake for data centers, enterprises and edge devices.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change

Vasundhara Sawalka

Alibaba's Wan 3.0 AI Debut Follows $10.2B Share Sale: What's Ahead?

Wan3.0 expands BABA's AI ambitions with video generation as a $10.2B share sale funds chips, infrastructure and model development.

BABAPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change

Shreya Majumder

Western Digital vs. Teradata: Which AI Data Stock Has Stronger Upside?

WDC emerges as the stronger AI data play over TDC, fueled by hyperscale demand, rising storage needs, margin gains and strong cash generation.

WDCPositive Net Change TDCNegative Net Change

Aniruddha Ganguly

Adobe Rises 16% in a Month: Should You Buy, Sell or Hold the Stock?

ADBE's 16% monthly rebound, discounted valuation and accelerating AI monetization support the stock, but competition and heavy AI spending keep it a hold.

ADBENegative Net Change MSFTPositive Net Change CRMNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

AKAM Rides on Strength in Cloud Infrastructure Segment: Will It Last?

Akamai's CIS segment increases 39% in Q2, fueled by AI workloads and GPU demand, but can its cloud infrastructure growth stay on track?

AKAMPositive Net Change ORCLPositive Net Change CRWVNegative Net Change

Vasundhara Sawalka

Amazon vs. Alibaba: Which AI and E-Commerce Stock Is the Better Buy?

AMZN's accelerating AWS growth, AI monetization and diversified revenues make it the stronger buy over BABA despite a higher valuation.

AMZNNegative Net Change BABAPositive Net Change