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cloud-computing: Archive
Is ANET Worth Buying Now or Waiting for a Better Entry Point?
by Arijit Sarkar
ANET pairs strong AI networking growth with record financial performance, but its premium valuation leaves little room for execution missteps.
ANETNegative Net Change CSCOPositive Net Change NVDAPositive Net Change
artificial-intelligence cloud-computing tech-stocks
How Arista's New AI Platform Could Expand ANET's Growth Story
by Arijit Sarkar
Arista Networks unveils new AI networking platforms to expand Ethernet AI opportunities, but customer adoption and execution will determine how the rollout unfolds.
ANETNegative Net Change CSCOPositive Net Change NVDAPositive Net Change
artificial-intelligence cloud-computing tech-stocks
ANET Jumps 30.1% in 3 Months: Can the Rally Continue?
by Arijit Sarkar
ANET has surged on booming AI networking demand, record results and expanding enterprise reach as growth momentum continues to drive investor confidence.
ANETNegative Net Change CSCOPositive Net Change NVDAPositive Net Change
artificial-intelligence automation cloud-computing computers tech-stocks
SpaceX's $6.7B Cloud Deal Could Reshape Its Near-Term AI Economics
by Supriyo Bose
SPCX's $6.7B cloud deal boosts near-term AI revenue visibility, but heavy capex, concentration and reported AI losses keep economics mixed.
SPCXPositive Net Change NVDAPositive Net Change CRWVPositive Net Change
artificial-intelligence cloud-computing communications iot mobile tech-stocks telecom
5 High ROE Stocks to Buy as Oil Price Surge Hits Short-Term Rally
by Supriyo Bose
Oil-price fears ended a five-day market rally, spotlighting MU, ANET, AVGO, IT and AME stocks with ROE above their industries and solid earnings growth.
MUNegative Net Change AMEPositive Net Change ITPositive Net Change AVGOPositive Net Change ANETNegative Net Change
artificial-intelligence business-services cloud-computing communications semiconductor tech-stocks
Akamai Q2 Earnings Beat Estimates, Revenues Up Y/Y on Solid Demand
by Zacks Equity Research
AKAM tops Q2 2026 estimates as AI cloud and cybersecurity demand lift revenues, but higher infrastructure investments pressure earnings.
AKAMNegative Net Change ADIPositive Net Change AMATPositive Net Change KEYSPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
Quantinuum's First Earnings After its IPO: Buy or Sell QNT Stock?
by Urmimala Biswas
Quantinuum's first post-IPO earnings could reveal commercialization progress, bookings and spending trends as investors gauge execution in quantum computing.
QNTNegative Net Change JPMPositive Net Change AMGNPositive Net Change SFTBYNegative Net Change
cloud-computing computers consensus-outlook earnings-estimates-revisions earnings-outlook earnings-preview earnings-report tech-stocks
Should Investors Buy WIX as Low Valuation Meets AI Spending Risks?
by Shreya Majumder
Wix.com's discounted sales valuation, expanding AI portfolio and 30% smaller share base support the case, but execution risks argue for patience.
WIXNegative Net Change GDDYPositive Net Change SHOPPositive Net Change
cloud-computing communications consensus-outlook creator-economy earnings-report earnings-streak software tech-stocks
WIX Surged 35.2% in One Month, but Can Growth Keep the Rally Going?
by Shreya Majumder
Wix.com's 35.2% rally rests on faster Self Creators growth and Base44 demand, while heavier marketing and Partners softness raise execution stakes.
WIXNegative Net Change GDDYPositive Net Change SHOPPositive Net Change
cloud-computing creator-economy e-commerce earnings-report emerging-markets stock-price-movement tech-stocks
Bezos Plans to Sell $4B Amazon Stock: Why Investors Should Sit Tight
by Vasundhara Sawalka
Bezos' planned $4B AMZN share sale sparks a pullback, but strong AWS, AI and retail momentum suggest the move doesn't alter the company's growth story.
AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing e-commerce retail