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cloud-computing: Archive

Vasundhara Sawalka

Enterprise AI Advances Power Microsoft: Is There More Upside Ahead?

MSFT's enterprise AI rollout is gaining traction, but rising infrastructure costs and shifting Copilot pricing could shape its upside.

MSFTPositive Net Change CRMPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Will Accelerating Cloud & International Growth Lift Alibaba Stock Now?

BABA's cloud and AI growth is accelerating, but rising spending, weak international sales and cash outflows cloud the outlook.

BABAPositive Net Change AMZNPositive Net Change MSFTPositive Net Change

Subhasish Mukherjee

Oracle's AI Cloud Contracts Surge: Is Revenue Visibility Rising?

ORCL's record $664B RPO, fueled by over $30B in new AI cloud contracts, is boosting multi-year revenue visibility despite heavy capital spending.

ORCLNegative Net Change AMZNPositive Net Change MSFTPositive Net Change

Shreya Majumder

Seagate vs. NetApp: Which AI Data Storage Stock is the Smarter Bet?

AI-driven storage demand is reshaping the industry, putting STX's high-capacity drives and NTAP's AI infrastructure in focus.

NTAPNegative Net Change STXNegative Net Change

Shaun Pruitt

Micron (MU) Highlights Tech Earnings to Watch This Week

Micron will provide the headline technology report to watch this week, with explosive AI-driven memory demand setting a particularly high bar for its fiscal fourth-quarter results.

ACNPositive Net Change MUNegative Net Change JBLNegative Net Change

Zacks Equity Research

Can IBM's Swift Integration Shape the Future of Digital Banking?

International Business Machines Corporation expands digital banking infrastructure with an on-premises beta linking Digital Asset Haven clients to Swift's blockchain-based shared ledger.

IBMPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

ORCL vs. DELL: Which AI Infrastructure Stock Has Better Upside Now?

Dell's record AI backlog, raised fiscal 2027 guidance and capital-light model contrast with Oracle's costly AI data center buildout.

DELLNegative Net Change ORCLNegative Net Change

Zacks Equity Research

Can PEAK:AIO Buyout Give NetApp a Competitive Edge in AI-Scale Storage?

NTAP's planned PEAK:AIO acquisition could boost its AI-storage portfolio by scaling metadata for massive GPU clusters and datasets.

NTAPNegative Net Change IBMPositive Net Change HPENegative Net Change

Zacks Equity Research

Ciena's Optical Tech Gets a Boost From CtrlS Deployment

CIEN is helping CtrlS build five metro networks across India, linking nine data centers with up to 100 Tb/s of capacity for AI-scale connectivity.

CIENNegative Net Change NOKNegative Net Change GLWNegative Net Change

Zacks Equity Research

Cipher Digital Extends Barber Lake Lease, Boosts Revenues Above $9B

CIFR extends Barber Lake lease to 20 years, lifting contracted revenues above $9B while revising delivery phases and cost-sharing terms.

CIFRNegative Net Change SCSCPositive Net Change FIGRPositive Net Change