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cloud-computing: Archive
Micron vs. SanDisk: Comparing Two Red-Hot AI Memory Stocks
by Shaun Pruitt
Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology (MU) and SanDisk (SNDK) delivering extraordinary rallies.
MUPositive Net Change SNDKPositive Net Change AMZNNegative Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics investing large-cap semiconductor tech-stocks
3 Reasons to Hold Alibaba Stock Despite Its High Premium P/S
by Vasundhara Sawalka
BABA's cloud and AI growth, resilient commerce engine and disciplined AI spending offer three reasons to hold despite its premium valuation.
BABAPositive Net Change AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing e-commerce retail
IREN Broadens Its AI Customer Base: Can Diversification Pay Off?
by Namrata Chandak
IREN expands its AI Cloud customer base with new contracts, stronger pricing and a focus on reducing revenue concentration risk.
IRENPositive Net Change NBISPositive Net Change CRWVPositive Net Change
artificial-intelligence cloud-computing
Lumen Unveils Intelligent Internet to Transform Enterprise Networking
by Shreya Majumder
LUMN launches Intelligent Internet, offering flexible bandwidth, term-based pricing and security as enterprise AI workloads drive demand.
LUMNNegative Net Change TNegative Net Change CCOIPositive Net Change
artificial-intelligence cloud-computing communications emerging-markets internet tech-stocks utilities
Ciena Expands Global Subsea Footprint With ACE & ECHO Upgrades
by Shreya Majumder
CIEN is expanding subsea capacity across key global routes, deploying WL6e technology on ACE and ECHO to boost international connectivity.
CIENPositive Net Change NOKNegative Net Change GLWPositive Net Change
artificial-intelligence cloud-computing communications internet tech-stocks
Microsoft vs Alibaba: Which Cloud AI Stock Is Better Positioned?
by Vasundhara Sawalka
MSFT and BABA are ramping up AI cloud spending as demand outpaces supply, but their growth, margins and stock performance diverge.
MSFTNegative Net Change BABAPositive Net Change
artificial-intelligence cloud-computing retail tech-stocks
CRWV vs. IREN: Which Neocloud Stock Offers the Stronger Upside Case?
by Shreya Majumder
CoreWeave and IREN are scaling AI infrastructure, but capital needs, customer concentration and execution risks shape their outlook.
IRENPositive Net Change CRWVPositive Net Change
artificial-intelligence business-services cloud-computing computers internet saas software tech-stocks
These Magnificent Seven Members Still Look Cheap
by Derek Lewis
Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.
AAPLPositive Net Change MSFTNegative Net Change NVDAPositive Net Change
artificial-intelligence cloud-computing semiconductor tech-stocks
3 Reasons to Hold Microsoft Stock After a 31.2% Surge in 3 Months
by Vasundhara Sawalka
MSFT's cloud and AI momentum, broad enterprise adoption and durable growth outlook give investors reasons to hold despite its 31.2% surge.
MSFTNegative Net Change AMZNNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Western Digital vs. Sandisk: Which Storage Stock is the Better Bet?
by Shreya Majumder
WDC and SNDK offer distinct paths to AI-driven storage growth, with divergent margins, risks and exposure to HDDs versus NAND flash.
WDCPositive Net Change SNDKPositive Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks