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cloud-computing: Archive

Shaun Pruitt

These AI Cloud Stocks Are Starting to Soar Again Thanks to Nvidia: ANET, CRWV

Arista Networks (ANET) and CoreWeave (CRWV) stock have been on a tremendous rally again as investors rotate back into AI infrastructure plays.

ANETPositive Net Change CRWVNegative Net Change MSFTPositive Net Change NVDAPositive Net Change METANegative Net Change

Aniruddha Ganguly

AI Push to Boost Search Growth: More Upside Ahead for GOOGL Stock?

Alphabet rides AI momentum in Search and Cloud, but rising competition from MSFT and AMZN may test its edge.

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change

Kevin Cook

Bull of the Day: Lam Research (LRCX)

Analysts have been behind the growth and valuation curves as TSM and MU signal WFE expansion into 2029

LRCXPositive Net Change INTCPositive Net Change AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change SNDKPositive Net Change ASMLNegative Net Change TSMPositive Net Change

Ethan Feller

Iren Limited vs. CoreWeave: Accelerating AI Momentum

Iren Limited and CoreWeave Inc and both experiencing rising share price momentum as investors again rotate into the AI theme

NVDAPositive Net Change IRENPositive Net Change CRWVNegative Net Change

Zacks Equity Research

Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings?

MSFT heads into Q2 earnings with Azure projecting 37% cc growth as AI partnerships, Ignite launches and new infrastructure fuel cloud momentum in Intelligent Cloud.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Shreya Majumder

Western Digital's Q2 Earnings on Deck: Is the Stock Worth Buying Now?

WDC sees fiscal Q2 2026 non-GAAP revenue of $2.9B, up 20% year over year, as data center demand and high-capacity drives support growth momentum.

NTAPNegative Net Change WDCPositive Net Change STXPositive Net Change SNDKPositive Net Change

Derek Lewis

Hyperscaler Earnings Preview: MSFT & META

A massive week of earnings is here, with both Microsoft and Meta Platforms helping to headline the docket. What can investors expect from the hyperscalers?

MSFTPositive Net Change METANegative Net Change

Zacks Equity Research

Can Akamai's Cybersecurity Deal With Deutsche Telekom Fuel Its Shares?

AKAM partners with Deutsche Telekom Security to offer certified managed cybersecurity services, tackling rising API attacks in key sectors.

AKAMNegative Net Change SHOPPositive Net Change DBXNegative Net Change LYFTNegative Net Change

Vasundhara Sawalka

Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results?

MSFT heads into fiscal Q2 with accelerating Azure and Copilot adoption, Ignite 2025 AI launches, and a premium valuation, testing whether results can impress.

MSFTPositive Net Change DELLPositive Net Change LNVGYPositive Net Change HPEPositive Net Change

Zacks Equity Research

Nokia to Report Q4 Earnings: Will Revenues Boost Its Future Growth?

NOK reports Q4 2025 on Jan. 29, facing revenue growth amid cost pressures, slower 5G rollouts, and a challenging macro environment.

NOKNegative Net Change APHNegative Net Change NVDAPositive Net Change FFIVPositive Net Change GLWNegative Net Change