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cloud-computing: Archive

Supriyo Bose

IBM's Neudesic Boosts Cloud Security Capabilities: An Ace Up Sleeve?

Neudesic renews Microsoft Cloud Security Specialization, reinforcing IBM's push into hybrid, multi-cloud security solutions.

MSFTPositive Net Change IBMPositive Net Change CDWNegative Net Change RBRKPositive Net Change

Shaun Pruitt

Payroll Stocks to Watch as June's Jobs Report Comes in Strong

Payroll stocks stood out Thursday as June's Jobs Report came in stronger than expected, marking the 11th consecutive month that the U.S. has exceeded expectations for positive job creation.

PAYXPositive Net Change MMSNegative Net Change PCTYPositive Net Change DAYPositive Net Change

Kashvi Chandgothia

FSLY Stock Plunges 26.4% YTD: Is This the Right Time to Buy the Dip?

Fastly tumbles in 2025, but surging product adoption and top-tier cloud partnerships hint at upside.

MSFTPositive Net Change PANWPositive Net Change GOOGLPositive Net Change FSLYPositive Net Change

Zacks Equity Research

Okta Eyes 15% Revenue CAGR by FY26: What's the Upside Potential?

OKTA targets 15% revenue CAGR by FY26, driven by strong Q1 growth, product momentum and large enterprise demand.

MSFTPositive Net Change CYBRPositive Net Change OKTAPositive Net Change

Zacks Equity Research

Adobe's Record Q2 Cash Flow Sets the Path: A Key to Future Momentum?

ADBE posts record fiscal Q2 cash flow of $2.19B, fueled by AI features and subscriptions, reinforcing its growth trajectory.

MSFTPositive Net Change CRMPositive Net Change ADBEPositive Net Change

Bryan Hayes

Weekly Option Windfall: Snowflake Call Spread Boasts 31% Profit Potential

Option spreads can be profitable even if the underlying stock decreases or remains flat.

SNOWPositive Net Change

Supriyo Bose

IBM Concert Gains Traction: Can This AI-Driven Solution Aid the Stock?

IBM Concert lands Deutsche Telekom as a client, showcasing how AI automation could reshape hybrid cloud security.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change DTEGYNegative Net Change

Nilanshi Mukherjee

DELL vs. Nutanix: Which Cloud Infrastructure Leader Is the Better Buy?

DELL's AI momentum, earnings growth, and lower valuation may offer stronger upside than NTNX's premium-priced gains.

DELLPositive Net Change NTNXPositive Net Change

Supriyo Bose

Will Arista's VeloCloud Buyout to Boost SD-WAN Unit Aid ANET Stock?

ANET's VeloCloud buyout adds 20K clients and proven SD-WAN tech, boosting its edge in secure cloud networking.

CSCOPositive Net Change JNPRNo Net Change ANETPositive Net Change

Indrajit Bandyopadhyay

Do Rising Costs Raise Red Flag Despite APLD's Revenue Growth?

Applied Digital's revenues are rising fast, but surging costs, debt, and a pending cloud exit may raise concerns about its long-term growth story.

EQIXNegative Net Change APLDNegative Net Change CRWVPositive Net Change

Shaun Pruitt

Oracle (ORCL) Stock Hits an All-Time High Amid Increased Cloud Demand

Optimism surrounding Oracle's (ORCL) cloud and AI infrastructure endeavors pushed its stock to an all-time high of $228 a share on Monday.

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

Supriyo Bose

Can Layoffs Plug High Operating Expenses, Buoy Intel's Sinking Ship?

INTC slashes up to 20% of its workforce, exiting auto chips to cut costs and refocus on core PC and data center segments.

INTCPositive Net Change MSFTPositive Net Change METAPositive Net Change

Ethan Feller

3 Quantum Computing Stocks on Verge of a Breakout: QBTS, IONQ, QUBT

IonQ, D-WAVE QUANTUM and Quantum Computing Inc. stocks represent some of the most compelling bleeding edge technology opportunities in the market today.

QUBTPositive Net Change IONQNegative Net Change QBTSPositive Net Change

Supriyo Bose

5 High-ROE Stocks to Buy as Markets Bask in Middle East Truce

Strong labor data and easing geopolitical tensions lift markets - here are 5 high-ROE stocks poised to benefit now.

TELPositive Net Change BBVAPositive Net Change APPPositive Net Change ANETPositive Net Change VICIPositive Net Change

Zacks Equity Research

Will Dell's ISG Segment Benefit From Cloud Infrastructure Expansion?

DELL gains traction in AI-driven cloud infrastructure, but faces rising pressure from tech giants like Microsoft and Alphabet.

MSFTPositive Net Change DELLPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Will ANET's Deeper Focus on Cloud-Native Software Pay Off?

ANET expands cloud-native software with AI-driven tools and campus upgrades as earnings estimates trend higher.

CSCOPositive Net Change JNPRNo Net Change ANETPositive Net Change

Urmimala Biswas

STNE vs. PYPL: Why StoneCo Offers More Upside Than PayPal Currently

STNE is outpacing PYPL with strong buybacks, local innovation and greater valuation upside potential.

PYPLPositive Net Change STNEPositive Net Change

Shaun Pruitt

CoreWeave Vs Nvidia: Which AI Stock is the Better Investment

Investors may be wondering if the hype for CoreWeave's stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia.

NVDAPositive Net Change CRWVPositive Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Okta's Security Portfolio Expands Clientele: A Sign of More Upside?

OKTA's expanding identity solutions are driving strong enterprise and public sector growth, signaling rising momentum.

CYBRPositive Net Change OKTAPositive Net Change SAILPositive Net Change

Kevin Cook

Bear of the Day: Akamai (AKAM)

Growth has stalled for this key provider of CDN cloud services as investors focus on the AI revolution

AKAMPositive Net Change

Supriyo Bose

IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change

Shrabana Mukherjee

IonQ Stock Trades Higher Than Industry at 92.64X P/S: Still a Buy?

IONQ stock trades at 92.64x P/S-does long-term quantum potential justify the premium?

MSFTPositive Net Change GOOGLPositive Net Change IONQNegative Net Change QBTSPositive Net Change

Anirudha Bhagat

Micron Stock Rises 18% in Three Months: Will It Carry the Momentum?

MU stock climbs 18% in three months as AI demand, HBM growth and diversification fuel long-term optimism.

INTCPositive Net Change QCOMNegative Net Change MUPositive Net Change MRVLPositive Net Change

Nalak Das

Buy 5 Mid-Cap Stocks to Gain From Impressive Cloud Computing Momentum

Gain exposure to cloud's rapid rise with BILL, FIVN, FSLY, QLYS, CVLT showing solid earnings and revenue growth momentum.

CVLTPositive Net Change QLYSPositive Net Change FIVNPositive Net Change FSLYPositive Net Change BILLPositive Net Change

Andrew Rocco

Bull of the Day: Credo Technology Group (CRDO)

Credo Technology Group is strategically positioned to capitalize on the explosive growth in data centers, AI, and cloud computing. With its crucial high-speed connectivity solutions, cash-rich clients, and tendency to beat EPS expectations, CRDO presents a compelling opportunity.

AMZNPositive Net Change AAPLPositive Net Change AMDNegative Net Change MSFTPositive Net Change NVDAPositive Net Change TSLANegative Net Change GOOGLPositive Net Change CRDOPositive Net Change