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cloud-computing: Archive

Zacks Equity Research

APLD's Energy Strategy is Evolving: Can it Drive Further Upside?

Applied Digital ramps up on-site power and advanced cooling to ease AI bottlenecks, aiming to speed campus energisation and boost compute density.

APLDNegative Net Change NVTPositive Net Change VRTNegative Net Change

Zacks Equity Research

Arista Tops Q4 Earnings Estimates on Solid Revenues, Record Net Income

ANET posts record Q4 net income and surging revenues, topping estimates as AI-driven demand and cloud strength fuel growth into 2026.

AKAMPositive Net Change WDAYPositive Net Change ANETPositive Net Change KEYSPositive Net Change

Bryan Hayes

Networking Giant Drops on Earnings: Time to Load Up on Cisco?

The company highlighted $2.1 billion in AI infrastructure orders for the quarter, signaling robust demand from hyperscalers.

CSCOPositive Net Change

Zacks Equity Research

Will Heavy Capex Spending Weigh on Alibaba's AI Ambitions?

BABA's AI push is fueling cloud growth, but an 80% capex surge and negative free cash flow are clouding its near-term profit outlook.

AMZNNegative Net Change GOOGLNegative Net Change BABANegative Net Change

Zacks Equity Research

Can Jabil's Consumer Electronics Expertise Boost Future Profits?

JBL boosts its consumer electronics reach with advanced manufacturing and partnerships with top global tech brands.

JBLPositive Net Change FLEXPositive Net Change BHEPositive Net Change

Shreya Majumder

Is it Too Late to Buy WDC Stock After 305% Explosive Rally in a Year?

Western Digital has surged 305% in a year as AI-fueled storage demand powers growth, bold tech bets and hefty buybacks, but risks are building.

WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change PSTGPositive Net Change

Shreya Majumder

CRWV Shares Pop 138% in a Year: Should Investors Hold or Lock in Gains?

Coreweave has surged 137.8% in a year on booming AI demand and mega deals, but heavy debt, rising CapEx and guidance cuts raise caution.

MSFTNegative Net Change NVDANegative Net Change NBISPositive Net Change CRWVPositive Net Change

Rimmi Singhi

Mag 7 AI Arms Race: Heavy Capex, FCF Strain and One Clear Winner

NVIDIA emerges as the clear winner as Big Tech's massive AI capex surge strains FCF, lifts debt, and reshapes Mag 7 balance sheets.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change

Kevin Cook

Bull of the Day: Lumentum (LITE)

Stellar beat-and-raise quarter ignites shares to $600 as top & bottom growth estimates track +76% & +270%

LITENegative Net Change NVDANegative Net Change TSMNegative Net Change COHRPositive Net Change CRDONegative Net Change

Zacks Equity Research

Oracle Unveils AI Agents for Fusion Apps: Will it Boost Prospects?

ORCL rolls out AI agents for Fusion Apps, touting no-cost deployment as cloud revenues jump 34% and RPO surges 438% to drive SaaS growth in fierce AI race.

MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change