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cloud-computing: Archive

Zacks Equity Research

Amazon Stock Falls Despite Q2 Earnings & Revenues Beat Estimates

AMZN's Q2 results benefit from a solid momentum in North America and International segments alongside steady growth in AWS. The stock drops on mixed Q3 guidance.

AMZNNegative Net Change MSFTNegative Net Change PEPPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Is ANET Stock a Strong Buy Ahead of Q2 Earnings Release?

ANET eyes another earnings beat as demand for AI-optimized networking and enterprise upgrades fuels momentum.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Zacks Equity Research

Microsoft Q4 Earnings & Revenues Beat on Cloud Business Expansion

MSFT's fourth-quarter fiscal 2025 results reflect strength in the AI business and Copilot adoption, backed by accelerating growth in its Azure cloud infrastructure unit.

MSFTNegative Net Change PFEPositive Net Change ADBENegative Net Change METANegative Net Change

Shaun Pruitt

Will Arista Networks Stock Keep Soaring as Q2 Earnings Approach?

Arista Networks (ANET) has joined a wave of tech stocks that are receiving upgrades from analysts thanks to its AI-driven data center innovation and robust revenue growth.

ANETNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Bryan Hayes

Is Microsoft (MSFT) a 'Buy' Ahead of Upcoming Earnings Announcement?

Adding to investor confidence is Microsoft's impressive track record of beating expectations. The tech giant has exceeded earnings estimates for 11 consecutive quarters.

MSFTNegative Net Change

Indrajit Bandyopadhyay

Applied Digital Stock Surges 94% in 3 Months: Is It Still a Buy?

APLD's 94% rally in 3 months reflects AI tailwinds and expansion bets - but can earnings keep pace?

MSFTNegative Net Change APLDNegative Net Change METANegative Net Change

Urmimala Biswas

QUBT or RGTI: Which Quantum Stock Offers the Better Upside Now?

QUBT and RGTI are racing toward quantum profits- but only one boasts real revenues, a clear roadmap and major government backing.

QUBTNegative Net Change RGTINegative Net Change

Zacks Equity Research

Will Amazon's Q2 Earnings Benefit From Healthy AWS Momentum?

AMZN's second-quarter results are expected to reflect steady gains from AWS momentum, driven by growing AI capabilities through Amazon Bedrock.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Urmimala Biswas

QBTS Rides AI & Blockchain Wave: Will the Rally Last After Q2 Release?

QBTS unveils quantum AI and blockchain tools aimed at enterprise adoption, fueling optimism around its system sales strategy.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

LUMN Gears Up to Post Q2 Earnings: What's in the Offing?

Lumen Q2 2025 gains likely came from PCF momentum and AI-driven growth, despite legacy drag and high debt concerns.

ITWNegative Net Change QCOMPositive Net Change EMRNegative Net Change LUMNNegative Net Change

Indrajit Bandyopadhyay

Applied Digital Bets on AI Infrastructure: Execution Is Key

APLD's $7B CoreWeave deal and pivot to AI infrastructure boost growth prospects, but execution risks remain high.

MARANegative Net Change APLDNegative Net Change CORZNegative Net Change

Shaun Pruitt

Bull of the Day: Amazon (AMZN)

With AI starting to streamline its businesses, Amazon stock looks poised to keep soaring after rebounding more than +20% in the last three months.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q4 Earnings?

Microsoft's 35% Azure growth and $315B backlog position MSFT for strong Q4 results. AI capacity constraints signal robust demand. Buy before earnings.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Should Investors Buy Amazon Stock Ahead of Q2 Earnings Release?

AMZN's AWS growth, AI innovations and e-commerce momentum position strong Q2 2025. Diversified revenue streams support buying ahead of earnings.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Supriyo Bose

Cloud Computing Stocks in Vogue: 4 Picks to Swim With the Tide

Cloud computing stocks like MSFT, AMZN, IBM and ANET are seemingly indispensable for any investment portfolio

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change ANETNegative Net Change

Vasundhara Sawalka

Should Investors Buy Microsoft Stock Ahead of Q4 Earnings Release?

Microsoft's fiscal Q4 results promise strong performance with an estimated 13.88% revenue growth from AI investments and Azure's 34-35% expansion.

MSFTNegative Net Change DELLNegative Net Change LNVGYNegative Net Change HPENegative Net Change

Nalak Das

Buy 3 Cybersecurity Stocks to Strengthen Portfolio Security in 2H25

CYBR, OKTA, and FTNT are gaining momentum as rising cyber threats fuel demand for advanced security solutions in 2H25.

FTNTNegative Net Change CYBRPositive Net Change OKTANegative Net Change

Zacks Equity Research

GOOGL Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise

Alphabet's second-quarter 2025 results benefit from strong Search, advertising and Google Cloud revenues.

LRCXPositive Net Change GOOGLNegative Net Change METANegative Net Change ENVXNegative Net Change

Zacks Equity Research

IBM Surpasses Q2 Earnings Estimates on Solid Demand Trends

IBM tops Q2 estimates with strong hybrid cloud and AI demand, posting higher revenue, profit and free cash flow.

IBMNegative Net Change AKAMNegative Net Change ANETNegative Net Change PINSNegative Net Change

Kevin Cook

Bull of the Day: CyberArk (CYBR)

New AWS Marketplace offerings to battle AI agent threats should boost 32% sales growth further

CYBRPositive Net Change

Kashvi Chandgothia

SNOW Stock Trades Higher Than Industry at 14.2 P/S: Buy, Sell or Hold?

Snowflake posts strong growth and bullish trends, but a lofty P/S ratio raises questions on upside potential.

MSFTNegative Net Change TDCNegative Net Change SNOWNegative Net Change MDBNegative Net Change

Indrajit Bandyopadhyay

APLD Boosts Hyperscale Growth With 250MW AI Data Center Lease

Applied Digital inks a 250MW lease agreement with CoreWeave at Ellendale, cementing its role as a rising force in AI hyperscale infrastructure.

EQIXNegative Net Change APLDNegative Net Change CRWVNegative Net Change

Vasundhara Sawalka

3 Reasons Why Investors Should Stay Away From Alibaba Stock Right Now

Deteriorating cash flow generation, slowing growth momentum and persistent valuation premiums make BABA a stock worth avoiding right now.

AMZNNegative Net Change MSFTNegative Net Change JDNegative Net Change BABANegative Net Change

Zacks Equity Research

Is Alibaba Cloud's Growing Partner Base a Catalyst for Future Returns?

BABA expands Alibaba Cloud's global partner base, fueling AI adoption and revenue growth amid fierce tech competition.

AMZNNegative Net Change MSFTNegative Net Change BABANegative Net Change

Zacks Equity Research

Will Modest Consulting Revenue Growth Aid IBM's Q2 Earnings?

IBM's Q2 Consulting revenue may see modest gains, driven by digital deals with Deutsche Bank and Finanz Informatik.

QCOMPositive Net Change IBMNegative Net Change GNegative Net Change COMMNegative Net Change