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cloud-computing: Archive

Vasundhara Sawalka

Amazon Issues Weak Q1 Sales Guidance: To Buy or Not to Buy the Stock?

AMZN's mixed Q4 results and soft Q1 outlook signal caution. Despite strong AWS and retail growth, high capex & forex headwinds suggest that investors can hold the stock.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Datadog Before Q4 Earnings: Buy, Sell or Hold DDOG Stock?

DDOG's premium valuation multiples and stiff competitive pressures suggest investors that they can wait for a better entry point ahead of Q4 earnings results.

AMZNNegative Net Change MSFTNegative Net Change DTPositive Net Change DDOGPositive Net Change

Shaun Pruitt

Buy, Sell, or Hold Amazon Stock After Q4 Earnings?

Let's see if it's time to buy, sell, or hold Amazon (AMZN) stock after posting strong Q4 results last Thursday but offering weaker-than-expected guidance.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Ethan Feller

Amazon's $100 Billion AI Bet: Bold Move or Too Much?

Amazon along with other Mag 7 stocks have unveiled some epic AI spending plans

AMZNNegative Net Change MSFTNegative Net Change MRVLPositive Net Change AVGONegative Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Is a Beat in the Cards for Pegasystems This Earnings Season?

PEGA's fourth-quarter 2024 results are likely to benefit from increased adoption of GenAI Blueprint tool and Pega Cloud platform.

ACNNegative Net Change AKAMPositive Net Change PEGAPositive Net Change TWLOPositive Net Change

Supriyo Bose

Should QCOM Stock Be in Your Portfolio Post Solid Q1 Earnings?

With solid fundamentals and healthy revenue-generating potential driven by robust demand trends for AI chips, QCOM appears to be a solid investment proposition.

QCOMPositive Net Change MSFTNegative Net Change AVGONegative Net Change HPEPositive Net Change

Nilanjan Banerjee

Cyber Threats Escalating Globally: Time to Bet on CRWD & NET?

AI-driven cybersecurity is a high-growth space fueled by increasing cyber threats and corporate data breaches. Is it time to buy CrowdStrike & Cloudflare?

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change CRWDPositive Net Change NETPositive Net Change

Anirudha Bhagat

Salesforce Ascends 33% in Six Months: Is the Stock Still a Buy?

CRM's market leadership, aggressive AI expansion and increasing enterprise IT spending trends create a solid foundation for sustained growth.

MSFTNegative Net Change CRMPositive Net Change ADBEPositive Net Change INTUPositive Net Change

Zacks Equity Research

Amazon Beats Q4 Earnings Estimates, Issues Weak Q1 Guidance

AMZN's fourth-quarter results benefit from a solid momentum in AWS and strength in Prime. Amazon shares drop on weak Q1 guidance.

AMZNNegative Net Change INTUPositive Net Change PYPLNegative Net Change ASANPositive Net Change

Nida Ali Saigal

GTLB Trading at P/S of 15.69X: How Should Investors Approach the Stock?

While GitLab is benefiting from strong growth and AI partnerships, rising competition and stretched valuation pose risks for investors.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change GTLBNegative Net Change

Supriyo Bose

Can ANET Stock Sustain its Mojo With Arista 2.0 Strategy?

With healthy revenue-generating potential driven by robust demand trends, ANET appears poised for solid growth momentum.

CSCOPositive Net Change ANETPositive Net Change

Shaun Pruitt

Buy the Pullback in Alphabet Stock After Q4 Earnings?

Investors may be wondering if the post-earnings selloff in Alphabet (GOOGL) stock is an overaction.

GOOGLPositive Net Change AMZNNegative Net Change MSFTNegative Net Change METAPositive Net Change

Zacks Equity Research

Will Amazon's Q4 Earnings Benefit From Healthy AWS Momentum?

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

AMZNNegative Net Change MSFTNegative Net Change LEENo Net Change GOOGLPositive Net Change

Supriyo Bose

Is IBM Stock a Portfolio Must-Have Post Solid Q4 Earnings?

With solid fundamentals and healthy revenue-generating potential driven by robust demand trends, IBM appears to be a solid investment proposition.

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change

Zacks Equity Research

DXC Beats on Q3 Earnings: Will Upbeat Guidance Lift the Stock Higher?

DXC Technology's Q3 earnings reflect the benefits of traction in insurance software, BPS business and disciplined cost management.

PLPositive Net Change FTNTPositive Net Change DXCPositive Net Change GTLBNegative Net Change

Shaun Pruitt

Can the Surge in Amazon Stock Continue as Q4 Earnings Approach?

Gaining momentum in recent months, let's see if it's time to buy Amazon (AMZN) stock for more upside as its Q4 results approach on Thursday, February 6.

AMZNNegative Net Change MSFTNegative Net Change EBAYNegative Net Change JDPositive Net Change BABANegative Net Change

Anirudha Bhagat

NVIDIA Stock Plunges 21% in a Month: A Golden Buying Opportunity?

The recent pullback in NVDA stock amid the DeepSeek panic is overblown and provides a rare buying opportunity for investors

APHPositive Net Change NVDAPositive Net Change MRVLPositive Net Change AVGONegative Net Change

Vasundhara Sawalka

3 Reasons That Make Amazon Stock a Must-Buy Ahead of Q4 Earnings

AMZN's strong retail strategies and dominant position in the cloud market make the stock worth a buy ahead of its fourth-quarter earnings.

AMZNNegative Net Change LEENo Net Change BOXNegative Net Change LUMNPositive Net Change

Neena Mishra

AI Winners Following the DeepSeek Disruption

We highlight ETF areas that could benefit if AI costs decline.

MSFTNegative Net Change NVDAPositive Net Change VTVPositive Net Change IGVPositive Net Change QQQEPositive Net Change JPMPositive Net Change AAPLNegative Net Change CRMPositive Net Change WMTNegative Net Change METAPositive Net Change

Vasundhara Sawalka

Microsoft Cloud Hits Capacity Wall: Buy, Sell or Hold MSFT Stock?

MSFT's cloud growth hits the capacity wall despite strong AI momentum. Investors can hold existing positions or wait for a better entry point.

MSFTNegative Net Change NVDAPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Supriyo Bose

3 Wireless Stocks Set to Ride on Healthy Sector Dynamics

With solid demand for advanced networking architecture for increased broadband usage, the Zacks Wireless Equipment industry is likely to witness a healthy growth curve. QCOM, MSI and IDCC are set to thrive despite the near-term challenges.

QCOMPositive Net Change MSINegative Net Change IDCCPositive Net Change

Derek Lewis

Microsoft & Meta Earnings: Are DeepSeek Assumptions Premature?

DeepSeek this, DeepSeek that. How do mega-cap giants Meta Platforms and Microsoft actually feel about the development?

MSFTNegative Net Change METAPositive Net Change

Zacks Equity Research

DXC Set to Report Q3 Earnings: What's in Store for the Stock?

DXC Technology's third-quarter fiscal 2025 results are likely to benefit from its GIS business growth and its expansion in the AI space.

LITEPositive Net Change DXCPositive Net Change BILLPositive Net Change DASHPositive Net Change

Zacks Equity Research

Microsoft Q2 Earnings & Revenues Beat on Surging AI Business

MSFT's second-quarter fiscal 2025 results reflect strength in AI business and Copilot adoption amid decelerating growth in its Azure cloud infrastructure unit.

MSFTNegative Net Change ORCLNegative Net Change ADBEPositive Net Change SPOTPositive Net Change

Zacks Equity Research

IBM Beats Q4 Earnings Estimates on Solid Cloud & AI Traction

Strong portfolio mix, operating leverage and yield from productivity initiatives helped IBM beat fourth-quarter 2024 earnings estimates.

IBMPositive Net Change AKAMPositive Net Change ANETPositive Net Change PINSNegative Net Change