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cloud-computing: Archive
Oracle Beats Q1 Estimates as AI Optimism Grows: How to Play the Stock
by Vasundhara Sawalka
ORCL tops Q1 estimates as AI cloud demand accelerates, with revenues and backlog surging despite heavy infrastructure spending.
ORCLPositive Net Change AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
AI Slowdown Fears Rise: Buy NVIDIA, HPE That Connect AI and Quantum
by Urmimala Biswas
AI spending faces fresh scrutiny, but NVIDIA and Hewlett Packard are positioned at the AI-quantum computing convergence.
NVDAPositive Net Change HPEPositive Net Change AMZNNegative Net Change METAPositive Net Change
artificial-intelligence cloud-computing computers tech-stocks
5 Top AI Stocks to Buy on the Dip as Slowdown Fears Hit Markets
by Shaun Pruitt
The operating momentum of these top-rated AI stocks makes them worth considering if the selloff gets overdone.
DELLPositive Net Change NVDAPositive Net Change TSMPositive Net Change ANETPositive Net Change HPEPositive Net Change SMCIPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings internet investing large-cap semiconductor software tech-stocks
CDW's $525M Lovelytics Buyout: Can Data & AI Services Boost Growth?
by Zacks Equity Research
CDW's $525M Lovelytics deal targets rising AI demand, adding data and AI expertise to help enterprises move from pilots to production.
CDWNegative Net Change ACNNegative Net Change NOWNegative Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets internet tech-stocks
CIEN Falls 15.2% in a Week as AI Growth Faces Persistent Supply Risks
by Shreya Majumder
Ciena's 15.2% weekly slide contrasts with surging earnings and AI demand as supply, concentration and valuation risks put execution in focus.
CIENPositive Net Change CSCONegative Net Change LITEPositive Net Change
artificial-intelligence business-services cloud-computing communications earnings-outlook earnings-report stock-price-change stock-price-movement tech-stocks
Ciena's 2027 Growth Guide Raises the Stakes for AI Optical Demand
by Shreya Majumder
Ciena targets at least 30% fiscal 2027 revenue growth as AI networking demand builds, with backlog topping $10B expected despite supply constraints.
CIENPositive Net Change CSCONegative Net Change LITEPositive Net Change
artificial-intelligence business-services cloud-computing communications earnings-report growth-stocks guidance momentum-stocks revenue tech-stocks
Is Ciena a Buy as 30% Growth Meets Its Premium Forward Valuation?
by Shreya Majumder
Ciena targets at least 30% fiscal 2027 revenue growth as AI demand rises, but its premium valuation, supply risks and cloud concentration raise the stakes.
CIENPositive Net Change CSCONegative Net Change HPEPositive Net Change
artificial-intelligence business-services cloud-computing communications computers earnings-report earnings-trend tech-stocks top-ranked trending-stocks valuation
CoreWeave Doubles Down on Physical AI: Can CRWV Capture More Demand?
by Zacks Equity Research
CRWV is targeting physical AI with field engineering that helps industrial teams build, validate and deploy AI across workflows.
CRWVPositive Net Change MSFTNegative Net Change NBISPositive Net Change
artificial-intelligence business-services cloud-computing computers emerging-markets robotics tech-stocks
Oracle Q1 Earnings Beat Estimates, Cloud Growth Accelerates
by Zacks Equity Research
ORCL's Q1 earnings beat estimates as cloud revenues surge 62%, fueled by accelerating AI infrastructure demand and a $664 billion backlog.
ORCLPositive Net Change ACMRPositive Net Change AEISPositive Net Change ALABPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
Top Wide-Moat Stocks to Buy for Long-Term Wealth and Stability
by Anindya Barman
NVDA, CAT, TER and LRCX use strong moats to fend off rivals and deliver consistent returns amid market shifts.
CATNegative Net Change NVDAPositive Net Change LRCXNegative Net Change TERPositive Net Change
artificial-intelligence cloud-computing electronics industrial-products semiconductor