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cloud-computing: Archive

Zacks Equity Research

Can Oracle's Expanding Cloud Deal With AWS Fuel Long-Term Growth?

ORCL's AWS partnership deepens with new KMS integration for Exadata, streamlining encryption management and positioning for multi-cloud growth momentum.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change

Shaun Pruitt

Is it Time to Buy the Dip in CoreWeave Stock?

As an AI cloud provider that has been backed by investments from Nvidia, CoreWeave stock is still up an impressive +90% since launching its IPO earlier in the year.

CRWVPositive Net Change NVDAPositive Net Change METANegative Net Change

Vasundhara Sawalka

Microsoft Up 16.7% YTD: Will OpenAI Partnership Drive Stock Further?

MSFT's 16.7% YTD gain reflects OpenAI optimism, but premium valuation and rising competition from Amazon, Oracle and Google suggest waiting for a better entry.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Can IBM's Tie-Up With Cisco for Quantum Network Aid Its Shares?

IBM teams with Cisco to build a quantum network by 2030, aiming to drive breakthroughs in quantum computing and connectivity.

AMZNNegative Net Change AMDPositive Net Change MSFTPositive Net Change IBMPositive Net Change CSCOPositive Net Change

Mark Vickery

Holiday Shopping Gets Off to a Good Start

Today is Cyber Monday, anticipated to be the second-highest shopping day of the inaugural weekend of the holiday season.

MANegative Net Change CRMPositive Net Change ADPNegative Net Change MPositive Net Change DGPositive Net Change DLTRPositive Net Change AEOPositive Net Change ADBENegative Net Change CRWDPositive Net Change

Zacks Equity Research

Pure Storage's Q3 Earnings on Deck: What Investors Should Focus on?

PSTG readies fiscal Q3 2026 results as enterprise demand, subscription momentum and new tech partnerships shape its growth outlook.

AEOPositive Net Change MUPositive Net Change ULTAPositive Net Change PSTGPositive Net Change

Zacks Equity Research

Accelerated AI and Cloud Adoption to Aid Salesforce's Q3 Results

CRM's Q3 results are expected to reflect the benefits of accelerated AI and cloud adoptions. However, macro headwinds and slower deal cycles may limit the upside.

CRMPositive Net Change ADBENegative Net Change OTEXPositive Net Change BLKBPositive Net Change

Supriyo Bose

Can IBM Sustain a Healthy Profit Margin in the Software Segment?

IBM's software arm gains momentum from hybrid cloud demand and strategic buyouts, but can margins hold up?

AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change

Vasundhara Sawalka

3 Reasons Why Alibaba Stock May Be a Smart Sell After Q2 Earnings Miss

Alibaba misses Q2 earnings estimates with a 71% profit plunge and negative FCF despite a revenue beat. Its premium valuation versus the industry average signals a sell.

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change BABAPositive Net Change

Shreya Majumder

STX vs. MU: Which Storage-Memory Stock Will Win the AI Data Surge?

Soaring AI-driven storage demand lifts both Seagate and Micron. However, MU's valuation keeps it in the spotlight.

STXPositive Net Change MUPositive Net Change