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cloud-computing: Archive

Vasundhara Sawalka

Amazon Lands $38B Deal With OpenAI: 3 Signs to Buy the Stock Now

AMZN's $38B OpenAI deal signals AWS revival. With 20% cloud growth and AI momentum building, the stock offers compelling upside for investors in 2025.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Arista Q3 Earnings Beat Estimates on Solid Top-Line Improvement

ANET's Q3 earnings beat forecasts as robust demand, new product launches and margin gains power strong top-line growth.

AKAMPositive Net Change ANETNegative Net Change KEYSPositive Net Change ASTSPositive Net Change

Shaun Pruitt

Is Amazon Stock Primed to Keep Soaring or is a Pullback Ahead?

Fears that stocks are becoming overvalued led to a broader market selloff on Tuesday, and investors may be eying Amazon stock as a buy-the-dip target.

AMZNPositive Net Change MSFTNegative Net Change NFLXPositive Net Change DISNegative Net Change GOOGLPositive Net Change

Kevin Cook

AMD Gets Some Respect

The #2 in the GPU duopoly is finally getting recognized as the alternative solution for accelerated computing

AMDPositive Net Change NVDANegative Net Change ORCLPositive Net Change METAPositive Net Change AMDLPositive Net Change

Kashvi Chandgothia

BLZE Set to Report Q3 Earnings: How Should Investors Play the Stock?

B2 Cloud growth, AI traction and enterprise tools keep BLZE in focus as it heads into Q3 earnings with steady momentum.

SNOWNegative Net Change DBXPositive Net Change DDOGNegative Net Change BLZENegative Net Change

Bryan Hayes

Astera Labs Pops Ahead of Earnings: Here's What to Know

The company has emerged as a critical player in next-generation data center connectivity.

ALABPositive Net Change

Zacks Equity Research

CDW's Q3 Earnings & Revenues Top Estimates, Up Y/Y on Cloud Tailwinds

CDW posts higher Q3 2025 earnings and revenues, fueled by strong notebook, software and networking demand despite macro headwinds.

STPositive Net Change FLEXPositive Net Change CDWPositive Net Change FTVNegative Net Change

Supriyo Bose

3 Communication Stocks Likely to Sail With Industry Tailwinds

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. GLW, CIEN and OOMA are well-positioned to make the most of the demand for seamless connectivity solutions.

GLWPositive Net Change CIENPositive Net Change OOMAPositive Net Change

Supriyo Bose

4 Cloud Computing Stocks to Bet on Amid Widespread Adoption

MSFT, GOOGL, AMZN and IBM are indispensable cloud computing stocks for any investment portfolio.

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

AKAM Set to Report Q3 Results: Will Top-Line Growth Boost Earnings?

Akamai's Q3 results may benefit from robust demand in its security and compute segments, fueled by new strategic partnerships and product expansion.

QCOMPositive Net Change AMDPositive Net Change AKAMPositive Net Change WDAYNegative Net Change

Zacks Equity Research

Amazon Q3 Earnings Beat Estimates, AWS Growth Pushes Stock Higher

AMZN's Q3 sales hit $180B (+13% YoY), AWS reaccelerates to 20% growth, net income surges to $21B, boosted by $9.5B Anthropic gains despite FTC settlement charges.

AMZNPositive Net Change MSFTNegative Net Change NFLXPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Western Digital Q1 Earnings & Revenues Top, Improve Y/Y, Shares Rise

WDC posts strong fiscal Q1 2026 results with 27% revenue growth, higher margins and a dividend hike as AI-driven storage demand surges.

IBMPositive Net Change WDCPositive Net Change STXPositive Net Change CDNSNegative Net Change

Shaun Pruitt

Buy the Spike in Alphabet Stock After Its First $100 Billion Quarter?

Spiking as much as +6% in Thursday's trading session, Alphabet (GOOGL) stock has started to challenge Nvidia (NVDA) for the most year-to-date gains from the Mag 7.

GOOGLPositive Net Change AMZNPositive Net Change GSPositive Net Change WFCNegative Net Change JPMPositive Net Change MSFTNegative Net Change BCSPositive Net Change NVDANegative Net Change METAPositive Net Change

Zacks Equity Research

Microsoft Q1 Earnings & Revenues Beat on Cloud, AI Strength

MSFT's first-quarter fiscal 2026 results reflect strength in the AI business and Copilot adoption. The company's Azure cloud business recorded growth of 40%.

MSFTNegative Net Change ADBEPositive Net Change NOWNegative Net Change SNOWNegative Net Change

Vasundhara Sawalka

Top China Tech Stocks to Consider as U.S. Trade Tensions Ease

China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.

NTESPositive Net Change TSMNegative Net Change JDPositive Net Change KCPositive Net Change

Shreya Majumder

WDC vs. NTAP: Which Data Storage Stock Offers Better Growth Potential?

WDC's sharper focus post-SanDisk spinoff, AI-driven HDD demand and margin gains position it ahead of NTAP in the booming data storage race.

NTAPPositive Net Change WDCPositive Net Change

Ethan Feller

Amazon Earnings Preview: On the Verge of a Breakout?

Though Amazon stock has lagged the Magnificent 7, it may be on the verge of a major bull run

AMZNPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Will Strong AWS Performance Improve Amazon's Q3 Results?

AMZN's third-quarter results are expected to reflect steady gains from AWS momentum, driven by growing AI capabilities through Amazon Bedrock.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?

ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.

CSCONegative Net Change ANETNegative Net Change HPEPositive Net Change

Shaun Pruitt

Buy the Mag 7 Laggards as Earnings Approach?: AMZN, AAPL

Set to release their quarterly reports after-market hours on Thursday, October 30, Amazon and Apple stock have been the laggards of the Mag 7 this year.

AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Vasundhara Sawalka

Amazon Set to Report Q3 Earnings: Should Investors Buy the Stock?

AMZN's AWS growth, AI innovations, and e-commerce momentum position steady Q3 2025. Diversified revenue streams support buying ahead of earnings.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Aniruddha Ganguly

AVGO vs. CSCO: Which AI Infrastructure Stock is a Buy Right Now?

Broadcom and Cisco are racing ahead in the AI infrastructure boom, fueled by soaring demand, bold innovation and strong earnings momentum. However, which one is leading?

CSCONegative Net Change AVGOPositive Net Change

Zacks Equity Research

Azure Drives MSFT's AI Strategy: Buy the Stock Before Q1 Earnings?

Microsoft's Azure projected 37% growth and $30B+ infrastructure spend signal strong Q1 results ahead. Is it the right time to buy the stock before earnings results?

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLPositive Net Change

Bryan Hayes

Microsoft Headlines Magnificent Seven Earnings Blitz, Eyes Cup-With-Handle Breakout

Results from the majority of the Mag 7 will likely set the tone for the remainder of the fourth quarter.

MSFTNegative Net Change

Shreya Majumder

Should You Bet on Western Digital Stock Before Q1 Earnings?

WDC's AI-fueled demand, margin gains and revenue expansion set the stage for another strong quarterly performance.

NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change SNDKPositive Net Change