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cloud-computing: Archive

Zacks Equity Research

PEGA's Cloud Backlog Climbs: A Sign of Strong Revenue Visibility?

Pegasystems' cloud backlog gains 30% to $1.32B in Q2 2025, boosting revenue visibility and underscoring strong demand for its AI-powered solutions.

CRMPositive Net Change ORCLPositive Net Change PEGAPositive Net Change

Vasundhara Sawalka

Oracle vs. Alphabet: Which AI Cloud Stock Has Better Upside Potential?

GOOGL's diverse ecosystem and better valuation edge out ORCL's focused approach. Track GOOGL for entry.

ORCLPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Can Arista Gain From an Integrated Cloud Networking Solution Focus?

ANET is strengthening its cloud networking edge with the VeloCloud SD-WAN buyout and expanding AI-driven offerings.

NOKPositive Net Change CSCOPositive Net Change AVGOPositive Net Change ANETPositive Net Change

Supriyo Bose

Can IBM's Focus on Innovative AI Solutions Spur an Uptrend?

IBM's watsonx platform, AI-driven automation and strategic AI partnerships aim to boost productivity and fuel enterprise transformation.

AMZNPositive Net Change MSFTPositive Net Change CRMPositive Net Change IBMPositive Net Change SAPPositive Net Change

Zacks Equity Research

Alibaba Aims for Capital Efficiency: Can the Banma Spin-Off Succeed?

BABA's Banma spin-off aims to cut cash drain, boost capital efficiency and refocus investments on core growth drivers.

AMZNPositive Net Change GOOGLPositive Net Change BABAPositive Net Change

Vasundhara Sawalka

Alibaba Doubles Down on AI Margins: Time to Hold or Cut Your Losses?

Alibaba's AI bet is backfiring as margins collapse and ByteDance steals market share. With competition intensifying, BABA looks like a value trap.

AMZNPositive Net Change MSFTPositive Net Change BABAPositive Net Change PDDPositive Net Change

Shreya Majumder

Western Digital Soars 51.8% in the Past 3 Months: How to Play the Stock?

WDC's HDD focus, AI-driven demand and strong cloud momentum fuel stock gains and boost shareholder returns.

NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change PSTGPositive Net Change

Kashvi Chandgothia

Snowflake Rises 24% Year to Date: Buy, Sell or Hold the Stock?

SNOW's 24.7% YTD rally reflects strong execution and AI growth, but valuation and cost headwinds may test investor resolve.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change SNOWPositive Net Change

Supriyo Bose

IBM vs. ANET: Which Networking Stock Has More Growth Potential?

Arista's strong revenue momentum and IBM's hybrid cloud push set up a close race, but ANET shows a sharper growth edge in 2025.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change ANETPositive Net Change

Zacks Equity Research

Microsoft's Azure Boom Lifts Cloud Revenues: More Upside Ahead?

MSFT's cloud revenues hit $46.7B in Q4 as Azure rose 39%, with annual revenues topping $75B for the first time.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Supriyo Bose

IBM Gains 23% in a Year: Should You Bet on the Stock Now?

IBM's 23% rally rides on hybrid cloud and AI momentum, with watsonx and NVIDIA partnerships fueling growth prospects.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change NVDAPositive Net Change

Ethan Feller

Iren Limited: An AI, Crypto and Cloud Computing Stock

Iren Limited is a stock that offers value, growth, momentum and technological tailwinds

NVDAPositive Net Change VRTNegative Net Change IRENPositive Net Change

Supriyo Bose

5 High ROE Stocks to Buy as Markets Hit Record High on Low Inflation

Markets hit fresh highs on low inflation???Zacks flags ANET, TEL, MSI, BBVA, and APP as high-ROE picks poised for strong returns.

TELPositive Net Change MSINegative Net Change BBVAPositive Net Change APPPositive Net Change ANETPositive Net Change

Zacks Equity Research

RGTI Stock Down Despite Q2 Earnings Top Estimates, Revenues Decline Y/Y

Rigetti posts a narrower adjusted Q2 loss and unveils its largest quantum computer, but revenue declines 41.6% year over year.

BSXPositive Net Change WSTPositive Net Change MEDPPositive Net Change RGTIPositive Net Change

Vasundhara Sawalka

Should Investors Hold or Fold Oracle Stock at a P/E Multiple of 36.7X?

ORCL's cloud growth impresses, but rich valuation warrants caution. You can hold or wait for better entry points in 2025 as competition intensifies.

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

Supriyo Bose

Should HUBS Stock Be Part of Your Portfolio Post Solid 2Q25 Results?

HubSpot witnessed AI-driven growth and rising customer count, but high costs weigh on margins.

CRMPositive Net Change ORCLPositive Net Change HUBSPositive Net Change

Aniruddha Ganguly

2 Stocks to Buy From the Challenging Semiconductor Industry

The Zacks Electronics - Semiconductors industry players like AVGO and AMAT gain from the growing proliferation of AI, ML and consumer electronic devices.

AVGOPositive Net Change AMATPositive Net Change

Vasundhara Sawalka

Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?

Microsoft Azure's 39% growth crushes Alibaba's 65 expansion with Microsoft's proven AI monetization. Buy MSFT, sell BABA to avoid deteriorating fundamentals.

MSFTPositive Net Change BABAPositive Net Change

Supriyo Bose

Should ANET Stock Be Part of Your Portfolio Post Solid Q2 Earnings?

Arista's Q2 2025 revenue and earnings beat forecasts, powered by robust demand, portfolio strength and innovative product launches.

CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change

Urmimala Biswas

IonQ Secures $1.6 Billion to Power Quantum Projects: Is It a Buy Now?

IonQ procures $1B funding to accelerate quantum computing and networking dominance despite near-term losses.

AZNPositive Net Change NVDAPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Aniruddha Ganguly

Alphabet Rises 11% in a Month: Buy, Sell or Hold the GOOGL Stock?

GOOGL's AI-powered Search and surging Google Cloud revenues fuel an 11.3% stock gain in the past month, outpacing the tech sector.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change PYPLPositive Net Change

Aniruddha Ganguly

4 Internet Stocks Poised to Beat Earnings Estimates This Season

Here, we have picked four Internet stocks, GLOB, NICE, AFRM and BILL, which are likely to pull off earnings surprises this season.

NICEPositive Net Change GLOBPositive Net Change BILLPositive Net Change AFRMPositive Net Change

Vasundhara Sawalka

Amazon's Dim Q3 Operating Income Outlook: Should You Hold the Stock?

AMZN beats Q2 estimates, but Q3 guidance disappoints. AWS faces margin pressure amid cloud competition. Hold existing positions or await better entry points.

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

Kevin Cook

Bull of the Day: Modine Manufacturing (MOD)

Century-old expertise in heat transfer is growing datacenter business at 45% to serve AI economy

MODPositive Net Change NVDAPositive Net Change

Vasundhara Sawalka

MSFT Q4 Earnings Beat on Cloud & AI Strength: Time to Buy the Stock?

Microsoft beats earnings estimates on 39% Azure growth in fiscal Q4. With AI momentum accelerating and strong guidance, MSFT presents a buy opportunity in 2025.

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