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View the Zacks #1 Rank List
cloud-computing: Archive
Rigetti's Strong Cash Position Powers Its Long-Term Quantum Vision
by Harshit Gupta
RGTI's $569 million cash position and debt-free balance sheet support its long-term quantum roadmap and global expansion plans.
RGTIPositive Net Change QUBTPositive Net Change QBTSPositive Net Change
cloud-computing communications tech-stocks
AMD's Microsoft Alliance Expands AI Prospects: More Upside Ahead?
by Aniruddha Ganguly
AMD is deepening its Microsoft partnership to deploy Helios AI systems on Azure, expanding demand across GPUs, CPUs, networking and software.
AMDPositive Net Change MSFTNegative Net Change NVDAPositive Net Change AVGOPositive Net Change
artificial-intelligence cloud-computing semiconductor tech-stocks
Calix AI Broadband Strategy Shows Where Fiber Networks Are Heading
by Arijit Sarkar
CALX is expanding AI-native broadband software and recurring services as providers modernize networks, but margin and execution challenges remain in focus.
CALXNegative Net Change ADTNPositive Net Change CIENPositive Net Change
cloud-computing communications internet tech-stocks
Is CALX Stock a Buy or a Value Trap After Strong Earnings Growth?
by Arijit Sarkar
CALX beat Q2 expectations with record software revenue and stronger recurring growth, but valuation, margin pressure and execution risks keep investors cautious.
CALXNegative Net Change ADTNPositive Net Change CIENPositive Net Change
cloud-computing communications internet tech-stocks
Calix Stock Outlook as AI Broadband Growth Meets Margin Pressure
by Arijit Sarkar
CALX is growing beyond broadband hardware with AI-native software and recurring services, but investors are weighing stronger revenue against margin pressure.
CALXNegative Net Change ADTNPositive Net Change CIENPositive Net Change
cloud-computing communications internet tech-stocks
Oracle's Credit Risk Nears an 18-Year High: Can AI Backlog Save Stock?
by Vasundhara Sawalka
ORCL's credit risk hits its highest level in nearly 18 years as AI spending strains cash flow, but a $638B backlog may hold the key to easing investor concerns.
ORCLPositive Net Change AMZNNegative Net Change MSFTNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Amazon vs. Microsoft: Which AI Cloud Titan Is the Better Investment?
by Vasundhara Sawalka
AMZN's AI cloud push, lower valuation and stronger share performance give it a modest edge over MSFT as both ramp up AI investments.
AMZNNegative Net Change MSFTNegative Net Change
artificial-intelligence cloud-computing retail tech-stocks
Can Nebius' $775M Debt Facility Accelerate Its Global AI Expansion?
by Shreya Majumder
NBIS secures a $775M debt facility backed by AI infrastructure and contracted cash flows, boosting capacity expansion while reducing equity reliance.
NBISPositive Net Change MSFTNegative Net Change CRWVPositive Net Change
artificial-intelligence cloud-computing finance internet tech-stocks
Bull of the Day: Taiwan Semi (TSM)
by Kevin Cook
Investors and analysts who are cautious about the capex boost are missing the toll booth for the speed bumps
TSMPositive Net Change
artificial-intelligence autonomous-vehicles cloud-computing datacenter semiconductor
Will Alphabet's Q2 Earnings Reignite the Tech Rally?
by Shaun Pruitt
Expectations are running high for Alphabet's Q2 results on Wednesday, July 22, but so is the company's earnings momentum.
GOOGLNegative Net Change AMZNNegative Net Change AAPLPositive Net Change MSFTNegative Net Change NVDAPositive Net Change TSLAPositive Net Change METANegative Net Change
ad-tech advertising artificial-intelligence cloud-computing earnings internet investing large-cap magnificent-7 tech-stocks