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cloud-computing: Archive

Zacks Equity Research

Akamai Q3 Earnings Surpass Estimates, Revenues Increase Y/Y

AKAM posts Q3 earnings and revenue beats, powered by strong demand for its Guardicore and cloud infrastructure services.

AKAMPositive Net Change WDAYPositive Net Change KEYSNegative Net Change ASTSPositive Net Change

Kevin Cook

Bear of the Day: IREN Limited (IREN)

Analysts were slashing EPS estimates ahead of this report, but after MSFT deal a trough may be close

IRENNegative Net Change MSFTNegative Net Change DELLNegative Net Change NVDAPositive Net Change

Supriyo Bose

Buy 5 Stocks With High ROE as Markets Wobble on AI Growth Concerns

As markets reel from AI valuation worries and economic jitters, cash-rich, high-ROE stocks like Corning and TE Connectivity stand out as strong picks.

GLWNegative Net Change TELNegative Net Change BBVANegative Net Change ZTONegative Net Change VICIPositive Net Change

Kashvi Chandgothia

3 Key Reasons to Buy Snowflake Stock Beyond the 71% Surge YTD

With rising AI adoption and strong customer growth, SNOW's 71% rally is more than just market momentum.

AMZNPositive Net Change MSFTNegative Net Change NOWPositive Net Change SNOWNegative Net Change

Vasundhara Sawalka

Amazon Lands $38B Deal With OpenAI: 3 Signs to Buy the Stock Now

AMZN's $38B OpenAI deal signals AWS revival. With 20% cloud growth and AI momentum building, the stock offers compelling upside for investors in 2025.

AMZNPositive Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Arista Q3 Earnings Beat Estimates on Solid Top-Line Improvement

ANET's Q3 earnings beat forecasts as robust demand, new product launches and margin gains power strong top-line growth.

AKAMPositive Net Change ANETPositive Net Change KEYSNegative Net Change ASTSPositive Net Change

Shaun Pruitt

Is Amazon Stock Primed to Keep Soaring or is a Pullback Ahead?

Fears that stocks are becoming overvalued led to a broader market selloff on Tuesday, and investors may be eying Amazon stock as a buy-the-dip target.

AMZNPositive Net Change MSFTNegative Net Change NFLXPositive Net Change DISPositive Net Change GOOGLNegative Net Change

Kevin Cook

AMD Gets Some Respect

The #2 in the GPU duopoly is finally getting recognized as the alternative solution for accelerated computing

AMDNegative Net Change NVDAPositive Net Change ORCLNegative Net Change METAPositive Net Change AMDLNegative Net Change

Kashvi Chandgothia

BLZE Set to Report Q3 Earnings: How Should Investors Play the Stock?

B2 Cloud growth, AI traction and enterprise tools keep BLZE in focus as it heads into Q3 earnings with steady momentum.

SNOWNegative Net Change DBXPositive Net Change DDOGPositive Net Change BLZENegative Net Change

Bryan Hayes

Astera Labs Pops Ahead of Earnings: Here's What to Know

The company has emerged as a critical player in next-generation data center connectivity.

ALABPositive Net Change

Zacks Equity Research

CDW's Q3 Earnings & Revenues Top Estimates, Up Y/Y on Cloud Tailwinds

CDW posts higher Q3 2025 earnings and revenues, fueled by strong notebook, software and networking demand despite macro headwinds.

STPositive Net Change FLEXNegative Net Change CDWPositive Net Change FTVPositive Net Change

Supriyo Bose

3 Communication Stocks Likely to Sail With Industry Tailwinds

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. GLW, CIEN and OOMA are well-positioned to make the most of the demand for seamless connectivity solutions.

GLWNegative Net Change CIENNegative Net Change OOMANegative Net Change

Supriyo Bose

4 Cloud Computing Stocks to Bet on Amid Widespread Adoption

MSFT, GOOGL, AMZN and IBM are indispensable cloud computing stocks for any investment portfolio.

AMZNPositive Net Change MSFTNegative Net Change IBMNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

AKAM Set to Report Q3 Results: Will Top-Line Growth Boost Earnings?

Akamai's Q3 results may benefit from robust demand in its security and compute segments, fueled by new strategic partnerships and product expansion.

QCOMNegative Net Change AMDNegative Net Change AKAMPositive Net Change WDAYPositive Net Change

Zacks Equity Research

Amazon Q3 Earnings Beat Estimates, AWS Growth Pushes Stock Higher

AMZN's Q3 sales hit $180B (+13% YoY), AWS reaccelerates to 20% growth, net income surges to $21B, boosted by $9.5B Anthropic gains despite FTC settlement charges.

AMZNPositive Net Change MSFTNegative Net Change NFLXPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Western Digital Q1 Earnings & Revenues Top, Improve Y/Y, Shares Rise

WDC posts strong fiscal Q1 2026 results with 27% revenue growth, higher margins and a dividend hike as AI-driven storage demand surges.

IBMNegative Net Change WDCNegative Net Change STXPositive Net Change CDNSPositive Net Change

Shaun Pruitt

Buy the Spike in Alphabet Stock After Its First $100 Billion Quarter?

Spiking as much as +6% in Thursday's trading session, Alphabet (GOOGL) stock has started to challenge Nvidia (NVDA) for the most year-to-date gains from the Mag 7.

GOOGLNegative Net Change AMZNPositive Net Change GSNegative Net Change WFCNo Net Change JPMPositive Net Change MSFTNegative Net Change BCSPositive Net Change NVDAPositive Net Change METAPositive Net Change

Zacks Equity Research

Microsoft Q1 Earnings & Revenues Beat on Cloud, AI Strength

MSFT's first-quarter fiscal 2026 results reflect strength in the AI business and Copilot adoption. The company's Azure cloud business recorded growth of 40%.

MSFTNegative Net Change ADBENegative Net Change NOWPositive Net Change SNOWNegative Net Change

Vasundhara Sawalka

Top China Tech Stocks to Consider as U.S. Trade Tensions Ease

China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.

NTESNegative Net Change TSMNegative Net Change JDNegative Net Change KCNegative Net Change

Shreya Majumder

WDC vs. NTAP: Which Data Storage Stock Offers Better Growth Potential?

WDC's sharper focus post-SanDisk spinoff, AI-driven HDD demand and margin gains position it ahead of NTAP in the booming data storage race.

NTAPNegative Net Change WDCNegative Net Change

Ethan Feller

Amazon Earnings Preview: On the Verge of a Breakout?

Though Amazon stock has lagged the Magnificent 7, it may be on the verge of a major bull run

AMZNPositive Net Change TSLANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Will Strong AWS Performance Improve Amazon's Q3 Results?

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

AMZNPositive Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Supriyo Bose

Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?

ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.

CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change

Shaun Pruitt

Buy the Mag 7 Laggards as Earnings Approach?: AMZN, AAPL

Set to release their quarterly reports after-market hours on Thursday, October 30, Amazon and Apple stock have been the laggards of the Mag 7 this year.

AMZNPositive Net Change AAPLNegative Net Change MSFTNegative Net Change NVDAPositive Net Change TSLANegative Net Change GOOGLNegative Net Change METAPositive Net Change

Vasundhara Sawalka

Amazon Set to Report Q3 Earnings: Should Investors Buy the Stock?

AMZN's AWS growth, AI innovations, and e-commerce momentum position steady Q3 2025. Diversified revenue streams support buying ahead of earnings.

AMZNPositive Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change