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cloud-computing: Archive

Bryan Hayes

Is Snowflake (SNOW) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

Snowflake shares have handily outperformed the market year-to-date with a nearly 70% return.

SNOWPositive Net Change

Zacks Equity Research

Can Oracle's Expanding Cloud Deal With AWS Fuel Long-Term Growth?

ORCL's AWS partnership deepens with new KMS integration for Exadata, streamlining encryption management and positioning for multi-cloud growth momentum.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change

Shaun Pruitt

Is it Time to Buy the Dip in CoreWeave Stock?

As an AI cloud provider that has been backed by investments from Nvidia, CoreWeave stock is still up an impressive +90% since launching its IPO earlier in the year.

CRWVPositive Net Change NVDANegative Net Change METANegative Net Change

Vasundhara Sawalka

Microsoft Up 16.7% YTD: Will OpenAI Partnership Drive Stock Further?

MSFT's 16.7% YTD gain reflects OpenAI optimism, but premium valuation and rising competition from Amazon, Oracle and Google suggest waiting for a better entry.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Can IBM's Tie-Up With Cisco for Quantum Network Aid Its Shares?

IBM teams with Cisco to build a quantum network by 2030, aiming to drive breakthroughs in quantum computing and connectivity.

AMZNNegative Net Change AMDPositive Net Change MSFTNegative Net Change IBMPositive Net Change CSCOPositive Net Change

Mark Vickery

Holiday Shopping Gets Off to a Good Start

Today is Cyber Monday, anticipated to be the second-highest shopping day of the inaugural weekend of the holiday season.

MAPositive Net Change CRMPositive Net Change ADPPositive Net Change MNegative Net Change DGNegative Net Change DLTRPositive Net Change AEOPositive Net Change ADBEPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Pure Storage's Q3 Earnings on Deck: What Investors Should Focus on?

PSTG readies fiscal Q3 2026 results as enterprise demand, subscription momentum and new tech partnerships shape its growth outlook.

AEOPositive Net Change MUNegative Net Change ULTANegative Net Change PSTGNegative Net Change

Zacks Equity Research

Accelerated AI and Cloud Adoption to Aid Salesforce's Q3 Results

CRM's Q3 results are expected to reflect the benefits of accelerated AI and cloud adoptions. However, macro headwinds and slower deal cycles may limit the upside.

CRMPositive Net Change ADBEPositive Net Change OTEXNegative Net Change BLKBPositive Net Change

Supriyo Bose

Can IBM Sustain a Healthy Profit Margin in the Software Segment?

IBM's software arm gains momentum from hybrid cloud demand and strategic buyouts, but can margins hold up?

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change

Vasundhara Sawalka

3 Reasons Why Alibaba Stock May Be a Smart Sell After Q2 Earnings Miss

Alibaba misses Q2 earnings estimates with a 71% profit plunge and negative FCF despite a revenue beat. Its premium valuation versus the industry average signals a sell.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change BABANegative Net Change

Shreya Majumder

STX vs. MU: Which Storage-Memory Stock Will Win the AI Data Surge?

Soaring AI-driven storage demand lifts both Seagate and Micron. However, MU's valuation keeps it in the spotlight.

STXNegative Net Change MUNegative Net Change

Ethan Feller

GOOGL vs. NVDA: Is There a New Leader in AI?

Alphabet stock gains as it gains on both the LLM and AI infrastructure front. Can it overtake Nvidia?

CRMPositive Net Change NVDANegative Net Change GOOGLPositive Net Change METANegative Net Change

Vasundhara Sawalka

Will Oracle's NetSuite Division Accelerate Revenue Growth?

ORCL's NetSuite posts 16% growth to $1B in Q1 FY26, but a slower pace versus the infrastructure segment raises questions about accelerating revenue contribution.

MSFTNegative Net Change SAPPositive Net Change ORCLPositive Net Change

Shreya Majumder

CRWV vs. AMZN: Which Cloud AI Infrastructure Stock is the Better Buy?

Amazon's expanding AI-driven AWS footprint contrasts with CoreWeave's rapid GPU-cloud surge, setting up a compelling matchup for growth-focused investors.

AMZNNegative Net Change NVDANegative Net Change CRWVPositive Net Change

Vasundhara Sawalka

MSFT vs. NOW: Which Cloud Software Provider Offers More Upside?

ServiceNow's AI control tower and workflow automation offer superior upside compared with Microsoft's diversified model. NOW's YTD decline offers superior upside potential.

MSFTNegative Net Change NOWPositive Net Change

Supriyo Bose

ASTS vs. IBM: Which Connectivity Innovator is the Better Buy Today?

IBM's steady growth, improving estimates and lower valuation help it stand out as the stronger pick in this two-stock connectivity showdown.

TNegative Net Change MSFTNegative Net Change IBMPositive Net Change VZPositive Net Change ASTSPositive Net Change

Kevin Cook

Bull of the Day: NVIDIA (NVDA)

Sentiment is way too skeptical and this is your last chance to buy the Jensen Juggernaut on sale

NVDANegative Net Change

Shreya Majumder

Can Nebius Overcome Its Capacity Bottleneck to Drive Higher Revenues?

NBIS races to expand capacity as surging AI demand sells out every build, driving huge CapEx plans and reshaping revenue targets.

MSFTNegative Net Change NBISPositive Net Change CRWVPositive Net Change

Mark Vickery

A Tale of Two Tech Giants: NVDA and PANW

Non-GAAP gross margins for NVIDIA reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts expected.

NVDANegative Net Change PANWPositive Net Change

Supriyo Bose

GLW vs. ANET: Which AI Infrastructure Stock Offers More Upside?

Corning's demand rebound, AI-driven fiber growth and cheaper valuation position it ahead of Arista in the battle for AI infrastructure upside.

GLWNegative Net Change ANETPositive Net Change

Zacks Equity Research

SNOW's Multi-Cloud Strategy: Can Partners Power Sustained Expansion?

Strong partner momentum supports Snowflake's strategy, yet sustained expansion depends on enterprise ramp-up.

AMZNNegative Net Change GOOGLPositive Net Change SNOWPositive Net Change

Shreya Majumder

Can CRWV Maintain its Enterprise Upswing as Supply Constraints Tighten?

Coreweave trims its 2025 outlook amid supply constraints but continues to score major enterprise wins and expand into federal markets.

MSFTNegative Net Change CRWDPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Shaun Pruitt

These AI Stocks are Spiking and OpenAI could be the first Trillion Dollar IPO

Nvidia and its AI partners saw their stocks surge on Monday after the chip giant announced plans to invest $100 billion in OpenAI.

NVDANegative Net Change DELLNegative Net Change ORCLPositive Net Change AVGONegative Net Change HPEPositive Net Change APLDPositive Net Change CRWVPositive Net Change

Shreya Majumder

Seagate's Shares Climb 204.7% YTD: Should You Buy STX Now?

STX surges as booming AI data needs and cloud demand fuel record margins, strong guidance and soaring adoption of its high-capacity HAMR drives.

WDCNegative Net Change STXNegative Net Change MUNegative Net Change PSTGNegative Net Change

Zacks Equity Research

Can Snowflake's AI Data Cloud Architecture Deepen Its Market Edge?

SNOW sees rising AI-driven usage as its Data Cloud architecture supports advanced workloads and navigates mounting competitive pressure.

MSFTNegative Net Change GOOGLPositive Net Change SNOWPositive Net Change