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cloud-computing: Archive

Akashlina Dewanjee

MDB vs. ORCL: Which Database Stock Deserves a Place in Your Portfolio?

MongoDB's AI-ready platform and accelerating enterprise adoption make it a compelling rival to Oracle's legacy-heavy growth.

ORCLPositive Net Change MDBPositive Net Change

Supriyo Bose

IBM vs. Amazon: Which Cloud Infrastructure Stock Offers More Upside?

IBM shines with valuation and hybrid cloud gains, but AMZN's AI edge and steady growth may offer more upside.

AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change NVDAPositive Net Change

Indrajit Bandyopadhyay

With Cloud Revenues Sliding, Can Hosting Sustain APLD's Growth?

As Applied Digital's Cloud revenues slip, its AI-driven hosting pivot hinges on leasing Ellendale and managing high CapEx demands.

EQIXNegative Net Change DLRPositive Net Change APLDPositive Net Change

Zacks Equity Research

FSLY Stock is Slipping: Can a Steady Enterprise Base Hold the Stock?

FSLY's enterprise strength and AI-driven edge tools offer promise, but shares lag amid fierce cloud competition.

AKAMNegative Net Change FSLYPositive Net Change NETPositive Net Change

Supriyo Bose

Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?

CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.

CSCONegative Net Change CIENPositive Net Change ANETNegative Net Change

Zacks Equity Research

CDW, Asato Boost Business Observability With AI-Driven IT Intelligence

CDW teams up with Asato to deliver AI-native IT observability, helping clients cut costs and tame complex, scattered tech infrastructures.

CTSHNegative Net Change NTGRNegative Net Change CDWNegative Net Change TASKPositive Net Change

Zacks Equity Research

Can Alibaba's Data Center Expansion Capture the Growing AI Market?

BABA ramps up global cloud investments with new data centers and aims to power AI growth across Southeast Asia and beyond.

AMZNPositive Net Change MSFTPositive Net Change BABAPositive Net Change

Aniruddha Ganguly

Cisco Shares Trade Near 52-Week High: What's Next for CSCO Investors?

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

CSCONegative Net Change NVDAPositive Net Change EXTRNegative Net Change NOWNegative Net Change

Urmimala Biswas

D-Wave Slips as IBM and Google Threaten Its Quantum Edge: What Now?

QBTS slips as IBM and Google ramp up gate-based quantum tech, raising doubts about D-Wave's long-term scalability.

IBMNegative Net Change GOOGLPositive Net Change QBTSPositive Net Change

Shreya Majumder

Will CRWV's Core Scientific Buyout Unleash Financial & AI Synergies?

CoreWeave's $9 billion acquisition of CORZ slashes lease costs, adds 1.3 GW of power and sharpens its AI HPC edge for future growth.

MSFTPositive Net Change CORZPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Vasundhara Sawalka

Oracle's Cloud Expansion via AWS: 3 Key Reasons to Hold the Stock Now

ORCL's Database@AWS launch validates cloud transformation with $138 billion RPO backlog. Hold current positions or wait for dips.

AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Urmimala Biswas

QUBT Stock Outpaces the Market but is the Rally Sustainable?

QUBT surges ahead with its new chip foundry and early revenue wins. Will the momentum continue in a crowded quantum race?

QUBTNegative Net Change ARQQPositive Net Change RGTINegative Net Change

Indrajit Bandyopadhyay

Can New AI-Focused Leases Offset APLD's Cloud Segment Decline?

Applied Digital's AI data center leases show promise, but cloud losses and execution risk cloud its path to sustainable margin growth.

MARANegative Net Change APLDPositive Net Change CORZPositive Net Change CRWVPositive Net Change

Kevin Cook

Bear of the Day: Cloudflare (NET)

Earnings growth is weak this year for a stock that has vaulted to a 200X forward P/E

NETPositive Net Change AKAMNegative Net Change

Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

Backbone of the AI economy and mobile is helping NVIDIA transform the world

TSMPositive Net Change NVDAPositive Net Change MRVLNegative Net Change TSLANegative Net Change METANegative Net Change

Urmimala Biswas

QUBT Stock Surges 3427% in a Year: Correction in Store or More Upside?

QUBT stock skyrockets 3427% in a year as it pivots to commercial quantum tech, but is the rally losing steam?

QUBTNegative Net Change IONQNegative Net Change QBTSPositive Net Change

Vasundhara Sawalka

3 Reasons to Buy Microsoft Stock Despite 11.7x P/S Premium Valuation

Microsoft's explosive $13B AI revenues surge 175% YoY, justifies 11.76x P/S premium. Azure cloud market share gain makes MSFT a must-buy for 2025.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?

ANET eyes growth with CloudEOS Edge, aiming to stand out through predictive cloud tools and a unified software stack.

NOKNegative Net Change CSCONegative Net Change ANETNegative Net Change

Zacks Equity Research

Pega Cloud Drives Subscription Revenues: Will It Aid PEGA's Growth?

Pegasystems' cloud growth accelerates with a 23% increase in ACV, driving subscriptions higher as AI and automation gain traction.

CRMNegative Net Change ORCLPositive Net Change PEGANegative Net Change

Nilanshi Mukherjee

Shopify vs. Adobe: Which E-Commerce Stock Is the Better Buy Now?

ADBE edges ahead of SHOP as the stronger e-commerce bet, thanks to cloud-native upgrades and rising earnings momentum.

ADBENegative Net Change SHOPNegative Net Change

Vasundhara Sawalka

3 Reasons to Hold AMZN Stock as AWS & AI Drive 31% Growth in 3 Months

Amazon surges 31% due to AWS & AI growth. Current shareholders can hold the stock, but new investors should wait for better entry points due to premium valuations.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change BABAPositive Net Change

Zacks Equity Research

LUMN Stock Up 334% in 12 Months: Can AI Wins Sustain the Trajectory?

Lumen's shares soared 334% in a year as it bets on AI, multi-cloud and NaaS to offset legacy woes and heavy debt.

TNegative Net Change VZNegative Net Change TMUSNegative Net Change LUMNNegative Net Change

Supriyo Bose

IBM's Neudesic Boosts Cloud Security Capabilities: An Ace Up Sleeve?

Neudesic renews Microsoft Cloud Security Specialization, reinforcing IBM's push into hybrid, multi-cloud security solutions.

MSFTPositive Net Change IBMNegative Net Change CDWNegative Net Change RBRKPositive Net Change

Shaun Pruitt

Payroll Stocks to Watch as June's Jobs Report Comes in Strong

Payroll stocks stood out Thursday as June's Jobs Report came in stronger than expected, marking the 11th consecutive month that the U.S. has exceeded expectations for positive job creation.

PAYXNegative Net Change MMSNegative Net Change PCTYNegative Net Change DAYNegative Net Change

Kashvi Chandgothia

FSLY Stock Plunges 26.4% YTD: Is This the Right Time to Buy the Dip?

Fastly tumbles in 2025, but surging product adoption and top-tier cloud partnerships hint at upside.

MSFTPositive Net Change PANWPositive Net Change GOOGLPositive Net Change FSLYPositive Net Change