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cloud-computing: Archive

Supriyo Bose

IBM Stock Before Q1 Earnings: A Smart Buy or Risky Investment?

IBM heads into Q1 earnings with new AI partnerships and Confluent acquisition, but premium valuation and falling EPS estimates remain headwinds.

MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change SEICPositive Net Change

Zacks Equity Research

Intel Joins Nokia & Dell in 5G Edge Innovation: Will it Boost Profits?

INTC teams up with Nokia and Dell to launch a compact 5G edge UPF appliance, boosting performance by 30% while cutting power use for telecom operators.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change NOKPositive Net Change DELLPositive Net Change

Vasundhara Sawalka

Microsoft's AI Data Center Push: Growth Engine or Capex Trap?

MSFT ramps up AI data center build with $100B+ capex pace as cloud surges, but investors weigh returns amid supply constraints through fiscal 2026.

AMZNNegative Net Change MSFTPositive Net Change BABAPositive Net Change

Zacks Equity Research

Can Rising AI Demand Boost Arista's Future Growth Prospects?

ANET is emerging as a backbone of AI infrastructure, powering hyperscale data centers with high-speed networking built for massive data flow and low latency demands.

CSCOPositive Net Change NVDANegative Net Change ANETPositive Net Change

Vasundhara Sawalka

Oracle Taps Bloom Energy to Power AI Data Centers: Hold the Stock?

ORCL deepens Bloom Energy tie-up with a 2.8 GW deal to fast-track AI data centers, but massive spending and execution risks raise questions for investors.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Amazon Rides on AI Services Revenue Expansion: What Lies Ahead?

AMZN rides on AI-fueled AWS surge as backlog hits $244B, but a $200B capex plan raises questions about margins and returns ahead.

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change

Anindya Barman

Top Wide-Moat Stocks to Buy for Long-Term Wealth and Stability

INTU, AMAT, MSFT and TXN use strong moats to fend off rivals and deliver consistent returns amid market shifts.

TXNPositive Net Change MSFTPositive Net Change INTUPositive Net Change AMATNegative Net Change

Shreya Majumder

How is Ciena's DCOM Unlocking a New Growth Engine Inside Data Centers?

CIEN taps AI-driven data center demand with DCOM, cutting rack space and boosting efficiency as hyperscalers ramp 2026 spending.

CSCOPositive Net Change CIENNegative Net Change ANETPositive Net Change

Zacks Equity Research

Shopify's Subscription Growth Accelerates: More Upside Ahead?

SHOP subscription revenues rise 16.7% y/y to $777M, with Plus at approximately 34% of MRR. Yet, tariffs and rivals pressure margins.

EBAYPositive Net Change SHOPPositive Net Change CMRCPositive Net Change

Harshit Gupta

RGTI Sees Solid Government Deals, Weak Commercial Demand: How to Play

Rigetti sees rising government orders and tech progress, but weak commercial demand and ongoing losses keep its path to scalable growth uncertain.

IBMPositive Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change