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cloud-computing: Archive
BABA Stock After Q1: Can Qwen, Chips & Global AI Expansion Deliver?
by Rimmi Singhi
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
artificial-intelligence cloud-computing e-commerce tech-stocks
Alibaba's Quick Commerce Growth Accelerates: Can It Boost Revenues?
by Subhasish Mukherjee
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
artificial-intelligence cloud-computing retail
Micron vs. SanDisk: Comparing Two Red-Hot AI Memory Stocks
by Shaun Pruitt
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
artificial-intelligence cloud-computing computers datacenter earnings electronics investing large-cap semiconductor tech-stocks
3 Reasons to Hold Alibaba Stock Despite Its High Premium P/S
by Vasundhara Sawalka
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
artificial-intelligence cloud-computing e-commerce retail
IREN Broadens Its AI Customer Base: Can Diversification Pay Off?
by Namrata Chandak
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
artificial-intelligence cloud-computing
Lumen Unveils Intelligent Internet to Transform Enterprise Networking
by Shreya Majumder
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
artificial-intelligence cloud-computing communications emerging-markets internet tech-stocks utilities
Ciena Expands Global Subsea Footprint With ACE & ECHO Upgrades
by Shreya Majumder
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
artificial-intelligence cloud-computing communications internet tech-stocks
Microsoft vs Alibaba: Which Cloud AI Stock Is Better Positioned?
by Vasundhara Sawalka
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
artificial-intelligence cloud-computing retail tech-stocks
CRWV vs. IREN: Which Neocloud Stock Offers the Stronger Upside Case?
by Shreya Majumder
CoreWeave and IREN are scaling AI infrastructure, but capital needs, customer concentration and execution risks shape their outlook.
IRENNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing computers internet saas software tech-stocks
These Magnificent Seven Members Still Look Cheap
by Derek Lewis
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
artificial-intelligence cloud-computing semiconductor tech-stocks