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cloud-computing: Archive

Zacks Equity Research

Can Corning's Multi-Year AI-Focused Deal With Meta Boost Its Shares?

GLW inks up to $6 billion deal with Meta to supply AI data centers, expand U.S. production, and boost high-skilled jobs.

CIENNegative Net Change APHNegative Net Change GLWPositive Net Change METANegative Net Change

Derek Lewis

Meta Pops and Microsoft Drops: A Closer Look

META and MSFT had contrasting post-earnings reactions, with both continuing to invest heavily. But were Microsoft's results that bad?

AMZNNegative Net Change MSFTNegative Net Change METANegative Net Change

Shreya Majumder

STX's HDDs vs. PSTG's Flash Bet: Which Storage Play is Better?

Seagate's HDD strength and Pure Storage's flash innovation highlight starkly different bets in the booming $984B data storage market.

STXNegative Net Change PSTGNegative Net Change

Zacks Equity Research

Western Digital Q2 Earnings Beat, Top Line Jumps Y/Y on AI Demand Boom

WDC beats Q2 FY26 earnings and revenue as data center demand and high-capacity HDD adoption surge, with margins expanding and upbeat Q3 guidance.

BMIPositive Net Change WDCNegative Net Change STXNegative Net Change SAPPositive Net Change

Vasundhara Sawalka

BABA's Margins Suffer From Stiff Competition: Time to Sell the Stock?

Alibaba's Q2 FY26 results show modest revenue growth but steep margin erosion as competition and heavy spending weigh on profits into 2026.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change BABANegative Net Change

Supriyo Bose

5 Stocks With High ROE to Buy as Markets Bask in Economic Strength

High-ROE picks like ANET, GLW, BBVA, TJX and TEL stand out as markets rally on strong earnings and steady Fed policy.

TJXPositive Net Change GLWPositive Net Change TELNegative Net Change BBVANegative Net Change ANETNegative Net Change

Zacks Equity Research

Microsoft Q2 Earnings Beat Estimates as Cloud and AI Drive Results

MSFT beats fiscal Q2 estimates as cloud and AI power 17% revenue growth, Azure surges, and bookings jump, though shares fall on capex and capacity concerns.

MSFTNegative Net Change NVDANegative Net Change SAPPositive Net Change ADBEPositive Net Change

Shreya Majumder

CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?

CoreWeave and Alphabet are racing to dominate AI infrastructure, each with unique strategies, risks and growth prospects.

NVDANegative Net Change GOOGLNegative Net Change CRWVNegative Net Change

Zacks Equity Research

SAP's Q4 Earnings & Revenues Up Y/Y, Stock Down on Weak Cloud Backlog

SAP's Q4 EPS jumps 16% as cloud bookings and AI drive profits, but shares sink after cloud backlog and 2026 guidance miss expectations.

STXNegative Net Change SAPPositive Net Change SLPNegative Net Change BBNegative Net Change

Zacks Equity Research

IBM Q4 Earnings Surpass Estimates on Strong Cloud and AI Momentum

International Business Machines tops Q4 estimates as software growth from hybrid cloud, watsonx AI and Red Hat lifts revenues, margins and profit despite macro uncertainty.

AMDNegative Net Change IBMNegative Net Change ANETNegative Net Change LYFTNegative Net Change