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cloud-computing: Archive
Akamai Q4 Earnings Beat Estimates, Revenues Increase Y/Y
by Zacks Equity Research
AKAM tops Q4 estimates as Guardicore and API security fuel 7% revenue growth, while 2026 outlook signals steady margin and earnings expansion.
ERICPositive Net Change AKAMNegative Net Change CLSPositive Net Change UIPositive Net Change
artificial-intelligence cloud-computing computers internet iot tech-stocks
Bandwidth Q4 Earnings Meet Estimates, Revenues Decline Y/Y
by Zacks Equity Research
BAND beats Q4 revenue estimates despite messaging and political campaign revenue dips, driven by cloud growth, AI solutions and stronger margins.
ERICPositive Net Change CLSPositive Net Change BANDPositive Net Change UIPositive Net Change
cloud-computing internet iot mobile tech-stocks
Bull Of The Day: Nebius Group (NBIS)
by Brian Bolan
This AI centric cloud infrastructure company is poised to show 500% topline growth this year and 167% growth next year.
NBISNegative Net Change
artificial-intelligence cloud-computing datacenter
Can Arista's High-Performance Network Software Fuel Its Future Growth?
by Arijit Sarkar
ANET gains a competitive edge with EOS and CloudVision, delivering AI-ready, automated networking for enterprises and hyperscalers.
CSCOPositive Net Change ANETNegative Net Change HPENegative Net Change
artificial-intelligence automation cloud-computing computers tech-stocks
How Pure Storage's Flash Portfolio is Becoming Its Margin Multiplier
by Shreya Majumder
PSTG rides on AI-driven flash demand, which is boosting margins. It lifted its FY26 revenue outlook to $3.63-$3.64B on hyperscaler wins and portfolio strength.
NTAPPositive Net Change SNDKPositive Net Change PSTGPositive Net Change
artificial-intelligence cloud-computing computers saas tech-stocks
Tax Refunds Could Spark Tech Rebound: Stocks to Watch
by Bryan Hayes
Post-tax season liquidity often sparks rallies.
NVDAPositive Net Change PLTRPositive Net Change
artificial-intelligence cloud-computing computers datacenter defense earnings investing robotics semiconductor software tech-stocks
Microsoft vs. Oracle: Which Cloud & AI Giant Has an Edge Right Now?
by Vasundhara Sawalka
MSFT's surging Azure growth, $625B backlog and 47% margins highlight its AI edge over Oracle as capex strains and weak software sales cloud ORCL's outlook.
MSFTNegative Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?
by Supriyo Bose
ANET or ASTS? As satellite ambitions clash with AI-driven networking strength, one connectivity stock stands out in terms of growth, valuation and earnings outlook.
TPositive Net Change VZPositive Net Change ANETNegative Net Change ASTSNegative Net Change
artificial-intelligence cloud-computing communications iot mobile tech-stocks telecom
Can Higher-Capacity HAMR Momentum Power Seagate's Long-Term Upside?
by Shreya Majumder
STX ramps HAMR drives as AI-fueled data demand surges, shipping 1.5M+ units and locking in cloud deals through 2027.
WDCPositive Net Change STXPositive Net Change MUPositive Net Change
artificial-intelligence cloud-computing emerging-markets social-media tech-stocks
Alibaba Stock Rises 28% in 6 Months: Hold Tight or Time to Let Go?
by Vasundhara Sawalka
BABA stock is up 28% in six months, but plunging earnings, soaring AI costs and mounting competition raise red flags for 2026 investors.
AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change BABAPositive Net Change
artificial-intelligence cloud-computing retail