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cloud-computing: Archive

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.

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Vasundhara Sawalka

3 Reasons to Hold Microsoft Stock After a 31.2% Surge in 3 Months

MSFT's cloud and AI momentum, broad enterprise adoption and durable growth outlook give investors reasons to hold despite its 31.2% surge.

MSFTPositive Net Change AMZNPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Shreya Majumder

Western Digital vs. Sandisk: Which Storage Stock is the Better Bet?

WDC and SNDK offer distinct paths to AI-driven storage growth, with divergent margins, risks and exposure to HDDs versus NAND flash.

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Urmimala Biswas

IonQ's Quantum Growth Under Pressure: Is it Time to Sell the Stock?

IONQ's strong growth and quantum advances face heavy losses, commercialization risks and a tough macro backdrop as investors seek financial results.

IONQNegative Net Change RGTIPositive Net Change QBTSPositive Net Change

Shreya Majumder

Is CoreWeave Worth Buying as AI Growth Meets Heavy Funding Risks?

CoreWeave's $104.2B backlog and lower forward sales multiple support its growth case, but heavy funding needs and losses keep profitability in focus.

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Shreya Majumder

CoreWeave's Rubin Deployment Broadens Its Next-Gen AI Cloud Offering

CoreWeave deployed Vera Rubin NVL72 clusters, expanding its next-gen AI platform as heavy capex and rising interest costs raise execution stakes.

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Shreya Majumder

CoreWeave Boosts Agentic AI With Multi-Rack NVIDIA Vera Rubin Clusters

CRWV is scaling next-gen AI infrastructure with multi-rack Rubin clusters and new storage capabilities to accelerate complex workloads.

CRWVNegative Net Change MSFTPositive Net Change NVDANegative Net Change NBISNegative Net Change

Vasundhara Sawalka

Oracle Beats Q1 Estimates as AI Optimism Grows: How to Play the Stock

ORCL tops Q1 estimates as AI cloud demand accelerates, with revenues and backlog surging despite heavy infrastructure spending.

ORCLNegative Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Urmimala Biswas

AI Slowdown Fears Rise: Buy NVIDIA, HPE That Connect AI and Quantum

AI spending faces fresh scrutiny, but NVIDIA and Hewlett Packard are positioned at the AI-quantum computing convergence.

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Shaun Pruitt

5 Top AI Stocks to Buy on the Dip as Slowdown Fears Hit Markets

The operating momentum of these top-rated AI stocks makes them worth considering if the selloff gets overdone.

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