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cloud-computing: Archive

Zacks Equity Research

Rigetti Advances Toward Quantum Advantage With Cepheus Push

RGTI advances its quantum roadmap with a 108-qubit Cepheus system, rising customer adoption and a target of quantum advantage within three years.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

Can Verizon's Fiber Expansion Strategy Benefit From Rising AI Demand?

VZ is expanding its fiber footprint following the Frontier acquisition, positioning itself to benefit from growing AI, cloud computing and data center connectivity demand.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Zacks Equity Research

Can Corning's Multibillion-Dollar AI Deal With Amazon Lift Its Shares?

GLW inks a multibillion-dollar, long-term Amazon deal to supply optical fiber and connectivity for U.S. data centers while expanding its North Carolina production and creating jobs.

AMZNNegative Net Change CIENNegative Net Change APHPositive Net Change GLWNegative Net Change

Zacks Equity Research

Will Oracle's AI Infrastructure Momentum Drive Results in Q4?

ORCL's AI deals, cloud growth targets and $553B backlog set up fiscal Q4, but heavy capex, debt and restructuring costs may pressure margins.

APHPositive Net Change MUNegative Net Change SNDKPositive Net Change ORCLNegative Net Change

Shreya Majumder

CoreWeave Stock Tumbles 34% in a Year: What Should Investors Do Now?

CRWV falls 34%, but booming AI demand, a $99.4B backlog and NVIDIA ties keep investors debating its long-term potential.

MSFTNegative Net Change NVDANegative Net Change NBISPositive Net Change CRWVNegative Net Change

Shreya Majumder

NBIS Commits 1.7B Euros to Strengthen the UK's AI Infrastructure Ambitions

Nebius plans a 1.7B euro U.K. AI infrastructure expansion with new NVIDIA-powered deployments, targeting 65 MW capacity by 2027 and deeper AI cloud reach.

MSFTNegative Net Change NVDANegative Net Change NBISPositive Net Change CRWVNegative Net Change

Vasundhara Sawalka

Should You Buy, Sell or Hold Oracle Stock Before Q4 Earnings?

ORCL's cloud surge, AI push and $30B U.S. deal set up fiscal Q4, but legacy declines, rising competition and premium valuation cloud the outlook.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change

Subhasish Mukherjee

Can Atlassian's Cloud Momentum Sustain Strong Revenue Growth?

TEAM's cloud revenues top $1.1B in Q3 FY26, fueled by AI adoption, enterprise demand and expanding platform engagement.

NOWNegative Net Change TEAMNegative Net Change MNDYNegative Net Change

Zacks Equity Research

Can IBM Gain From Its Growing AI Collaboration With Google Cloud?

IBM joins Google Cloud to launch a new consulting practice, pairing IBM Consulting Advantage with Gemini Enterprise AI to speed adoption and modernize systems.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change

Zacks Equity Research

CIEN Turns Supply Constraints Into Opportunity With Another Guidance Hike

Ciena posts 39% revenue growth and a $7.7B backlog as AI-driven networking demand boosts visibility and supports a higher fiscal 2026 outlook.

NOKNegative Net Change CSCONegative Net Change CIENNegative Net Change