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cloud-computing: Archive

Rimmi Singhi

BABA Stock After Q1: Can Qwen, Chips & Global AI Expansion Deliver?

Alibaba is scaling Qwen, AI chips and global cloud capacity as triple-digit AI product growth meets heavy capex and execution risk.

BABAPositive Net Change AMZNPositive Net Change MSFTPositive Net Change

Subhasish Mukherjee

Alibaba's Quick Commerce Growth Accelerates: Can It Boost Revenues?

BABA's Quick Commerce revenues surge 45% as Taobao Instant Commerce improves unit economics, but profitability is targeted for fiscal 2029.

BABAPositive Net Change AMZNPositive Net Change DASHPositive Net Change

Shaun Pruitt

Micron vs. SanDisk: Comparing Two Red-Hot AI Memory Stocks

Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology (MU) and SanDisk (SNDK) delivering extraordinary rallies.

MUNegative Net Change SNDKNegative Net Change AMZNPositive Net Change MSFTPositive Net Change NVDANegative Net Change GOOGLPositive Net Change

Vasundhara Sawalka

3 Reasons to Hold Alibaba Stock Despite Its High Premium P/S

BABA's cloud and AI growth, resilient commerce engine and disciplined AI spending offer three reasons to hold despite its premium valuation.

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

Namrata Chandak

IREN Broadens Its AI Customer Base: Can Diversification Pay Off?

IREN expands its AI Cloud customer base with new contracts, stronger pricing and a focus on reducing revenue concentration risk.

IRENNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Shreya Majumder

Lumen Unveils Intelligent Internet to Transform Enterprise Networking

LUMN launches Intelligent Internet, offering flexible bandwidth, term-based pricing and security as enterprise AI workloads drive demand.

LUMNNegative Net Change TPositive Net Change CCOIPositive Net Change

Shreya Majumder

Ciena Expands Global Subsea Footprint With ACE & ECHO Upgrades

CIEN is expanding subsea capacity across key global routes, deploying WL6e technology on ACE and ECHO to boost international connectivity.

CIENNegative Net Change NOKNegative Net Change GLWNegative Net Change

Vasundhara Sawalka

Microsoft vs Alibaba: Which Cloud AI Stock Is Better Positioned?

MSFT and BABA are ramping up AI cloud spending as demand outpaces supply, but their growth, margins and stock performance diverge.

MSFTPositive Net Change BABAPositive Net Change

Shreya Majumder

CRWV vs. IREN: Which Neocloud Stock Offers the Stronger Upside Case?

CoreWeave and IREN are scaling AI infrastructure, but capital needs, customer concentration and execution risks shape their outlook.

IRENNegative Net Change CRWVNegative Net Change

Derek Lewis

These Magnificent Seven Members Still Look Cheap

Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.

AAPLPositive Net Change MSFTPositive Net Change NVDANegative Net Change