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cloud-computing: Archive

Supriyo Bose

3 Cloud Computing Stocks That Investors Can Opt to Buy Before 2026

Cloud computing stocks AMZN, TEAM and NET show strong fundamentals and growth potential heading into 2026.

AMZNPositive Net Change TEAMPositive Net Change NETPositive Net Change

Shreya Majumder

Can NBIS AI Cloud 3.1's Blackwell Ultra Launch Trigger Growth Momentum?

Nebius rolls out AI Cloud 3.1 with NVIDIA Blackwell Ultra, global GPU visibility and stronger security for enterprises scaling AI.

AMZNPositive Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Bryan Hayes

Bull of the Day: Ciena Corp. (CIEN)

Few companies have captured the AI momentum quite like this networking specialist.

CIENPositive Net Change

Shreya Majumder

Western Digital Surges 195% in 6 Months: What Should Investors Do Now?

WDC shares surge nearly 200% in six months, driven by AI-led data-center demand for high-capacity HDDs, stronger margins, and rising capital returns.

WDCPositive Net Change STXPositive Net Change TDCNegative Net Change SMCINegative Net Change

Bryan Hayes

Micron Slips Ahead of Earnings: Is the AI Memory Demand Priced In?

Micron has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date.

MUPositive Net Change

Shaun Pruitt

Buy the Drop in Broadcom or Oracle Stock After Earnings?

Despite exceeding earnings expectations, Broadcom (AVGO) and Oracle (ORCL) stock have now fallen more than 15% since their much-anticipated quarterly results last week.

ORCLPositive Net Change AVGOPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Will Rising Capex Pressure Hurt Alibaba's Margin and AI Strategy?

BABA's RMB 380B AI and cloud capex plan clouds margin outlook as management guides to prolonged compression and unclear payoff timing.

BIDUPositive Net Change TCEHYPositive Net Change BABAPositive Net Change

Zacks Equity Research

Amazon's Datacenter Boom: The Next Big Growth Driver for the Stock?

AMZN's datacenter surge, fueled by record AWS capex and massive global expansion, is emerging as the company's most powerful long-term growth driver.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

CIEN Q4 Earnings Crush Estimates on Record Sales, AI Trends Lift Stock

Ciena posts strong fiscal Q4 2025 results with surging optical demand, a $5B backlog and raised 2026 outlook, sending shares sharply higher.

ADTNPositive Net Change CIENPositive Net Change GLWPositive Net Change NTGRPositive Net Change

Vasundhara Sawalka

Oracle Shares Plunge 11% After Q2 Revenues Miss: Should You Hold?

ORCL slides 11% as Q2 revenues miss forecasts, cloud momentum clashes with soaring CapEx and weak software demand, leaving investors weighing next steps.

AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Moumita C. Chattopadhyay

Realty Income vs. Digital Realty: Which REIT Has Better Upside Now?

DLR's AI-fueled demand, record bookings and global pipeline position the data-center REIT for stronger upside than its traditional net-lease peer O.

DLRNegative Net Change ONegative Net Change

Zacks Equity Research

How ITRI's AMI Essentials is Driving Tucson's Water Conservation

Itron's AMI Essentials helps Tucson Water modernize its system with real-time data, leak detection and enhanced operational visibility.

ITRINegative Net Change TEAMPositive Net Change MDBPositive Net Change PLTRPositive Net Change

Vasundhara Sawalka

Can AMZN's Expanding Global Investments Push the Stock Higher in 2026?

Amazon's sweeping global investments and accelerating AWS momentum spotlight the company's push for stronger growth heading into 2026.

AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Aniruddha Ganguly

Will Strong Data Center Growth Push Up AMD's Stock Higher in 2026?

AMD surges 70% on booming demand for EPYC chips and Instinct GPUs, but faces stiff AI competition and valuation concerns.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Supriyo Bose

ANET vs. IBM: Which Hybrid Cloud Stock is the Better Buy for 2026?

IBM edges out Arista as the better hybrid cloud pick for 2026, thanks to valuation appeal and multi-cloud momentum.

AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change ANETPositive Net Change

Kevin Cook

Bull of the Day: Coherent (COHR)

Since the NVIDIA collaboration in March on silicon photonics, shares have surged 180%

COHRPositive Net Change AAPLNegative Net Change NVDAPositive Net Change

Shaun Pruitt

Is Broadcom the Best Chip Stock to Buy as Q4 Earnings Approach?

As one of the few companies positioned to rival Nvidia in custom AI chips, the market is heavily anticipating Broadcom's fiscal fourth quarter results on Thursday, December 11.

AVGOPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Shaun Pruitt

Earnings Watch: Will Oracle Stock Regain Its Bullish Momentum?

Investors are hoping Oracle stock regains its bullish momentum with the company set to report results for its fiscal second quarter after-market hours on Wednesday, November 10.

ORCLPositive Net Change AMZNPositive Net Change WFCNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Can Microsoft Stock Sustain Its AI Infrastructure Investment Pace?

MSFT's soaring AI infrastructure spend, up 74% to $34.9B, raises fresh questions over how long the company can maintain its aggressive expansion pace.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Supriyo Bose

3 Communication Stocks Set to Benefit From Industry Strength

The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive. COMM, IHS and BAND are likely to benefit from the continued transition to cloud networks.

COMMPositive Net Change IHSPositive Net Change BANDPositive Net Change

Shreya Majumder

Can Flex's Cash Flow & Market Strength Offset Ongoing Macro Pressures?

Flex enters the second half of fiscal 2026 with rising AI demand, strong cash flow and expanding data center momentum despite competitive and macro pressures.

JBLPositive Net Change FLEXPositive Net Change SANMPositive Net Change

Bryan Hayes

Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying

Oracle remains uniquely positioned within the enterprise AI infrastructure space.

ORCLPositive Net Change

Vasundhara Sawalka

Should You Buy, Sell or Hold Oracle Stock Before Q2 Earnings?

ORCL faces execution risks and elevated debt despite AI momentum. Investors should await better entry points ahead of Q2 fiscal 2026 results amid premium valuations.

AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Ciena's Q4 Earnings Coming Up: What's in the Cards for CIEN Stock?

CIEN's fiscal Q4 2025 outlook is driven by surging cloud and service provider demand plus major AI network wins boosting optical and interconnect momentum.

CIENPositive Net Change MUPositive Net Change CPBNegative Net Change SNPSPositive Net Change

Arijit Sarkar

Will IBM's Purported Confluent Buyout Spur the Growth Engine?

IBM's reported $11 billion move for Confluent aims to strengthen its real-time data capabilities and expand its cloud-native services footprint.

AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change CFLTNegative Net Change