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cloud-computing: Archive
Can IBM's Extended Illinois Deal on Computing Innovation Stoke Growth?
by Zacks Equity Research
International Business Machines expands Illinois partnership to advance quantum-centric supercomputing, integrating AI, quantum and HPC to tackle problems beyond current systems.
MSFTPositive Net Change IBMPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
Buy 5 Stocks With High ROE as Markets Hit Record High on Likely Truce
by Supriyo Bose
ROST, TEL, AVGO, GLW and ANET emerge as potential winners as markets notch new highs on truce hopes.
GLWNegative Net Change ROSTPositive Net Change TELPositive Net Change AVGOPositive Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications retail semiconductor tech-stocks
Can Seagate's Strong Cash Flow Outweigh its Leverage Concerns?
by Shreya Majumder
STX's strong cash flow fuels debt reduction and growth, but high leverage and a stretched balance sheet continue to pose risks.
WDCPositive Net Change STXPositive Net Change MUNegative Net Change
artificial-intelligence business-services cloud-computing computers tech-stocks
CRWV Stock Rallies 45% in a Month: Should You Buy, Hold, or Fold?
by Shreya Majumder
CoreWeave surges 44.5% on booming AI demand and mega deals, but rising losses, heavy debt and rich valuation complicate the outlook.
MSFTPositive Net Change NVDAPositive Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing computers software tech-stocks
IBM Stock Before Q1 Earnings: A Smart Buy or Risky Investment?
by Supriyo Bose
IBM heads into Q1 earnings with new AI partnerships and Confluent acquisition, but premium valuation and falling EPS estimates remain headwinds.
MSFTPositive Net Change IBMPositive Net Change ORCLNegative Net Change SEICPositive Net Change
artificial-intelligence cloud-computing computers earnings-preview iot saas tech-stocks
Intel Joins Nokia & Dell in 5G Edge Innovation: Will it Boost Profits?
by Zacks Equity Research
INTC teams up with Nokia and Dell to launch a compact 5G edge UPF appliance, boosting performance by 30% while cutting power use for telecom operators.
INTCNo Net Change QCOMPositive Net Change AMDPositive Net Change NOKPositive Net Change DELLPositive Net Change
cloud-computing communications computers internet internet-content tech-stocks
Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
by Vasundhara Sawalka
MSFT ramps up AI data center build with $100B+ capex pace as cloud surges, but investors weigh returns amid supply constraints through fiscal 2026.
AMZNPositive Net Change MSFTPositive Net Change BABAPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Can Rising AI Demand Boost Arista's Future Growth Prospects?
by Zacks Equity Research
ANET is emerging as a backbone of AI infrastructure, powering hyperscale data centers with high-speed networking built for massive data flow and low latency demands.
CSCOPositive Net Change NVDAPositive Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
Oracle Taps Bloom Energy to Power AI Data Centers: Hold the Stock?
by Vasundhara Sawalka
ORCL deepens Bloom Energy tie-up with a 2.8 GW deal to fast-track AI data centers, but massive spending and execution risks raise questions for investors.
AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Amazon Rides on AI Services Revenue Expansion: What Lies Ahead?
by Vasundhara Sawalka
AMZN rides on AI-fueled AWS surge as backlog hits $244B, but a $200B capex plan raises questions about margins and returns ahead.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing retail