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cloud-computing: Archive

Vasundhara Sawalka

Microsoft Stock Rises 17.9% YTD on Cloud Strength: Buy Now or Hold?

MSFT's 17.9% YTD gain masks valuation concerns and capacity constraints. Strong fundamentals support holding, but new investors should wait for a pullback.

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

Supriyo Bose

Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?

ANET's Q3 earnings surged past estimates on strong cloud networking demand and portfolio strength, though margin pressures and customer risks persist.

CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change

Andrew Rocco

The Cheapest AI Leader in the World? Meet Baidu

Baidu is quietly positioning itself as one of the most comprehensive AI platforms in the world, combining its dominant search businesses, LLM, AI-centric cloud infrastructure, and the largest robotaxi fleet on the planet.

NVDAPositive Net Change BIDUPositive Net Change TSLAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Akamai Q3 Earnings Surpass Estimates, Revenues Increase Y/Y

AKAM posts Q3 earnings and revenue beats, powered by strong demand for its Guardicore and cloud infrastructure services.

AKAMPositive Net Change WDAYPositive Net Change KEYSPositive Net Change ASTSPositive Net Change

Kevin Cook

Bear of the Day: IREN Limited (IREN)

Analysts were slashing EPS estimates ahead of this report, but after MSFT deal a trough may be close

IRENPositive Net Change MSFTPositive Net Change DELLPositive Net Change NVDAPositive Net Change

Supriyo Bose

Buy 5 Stocks With High ROE as Markets Wobble on AI Growth Concerns

As markets reel from AI valuation worries and economic jitters, cash-rich, high-ROE stocks like Corning and TE Connectivity stand out as strong picks.

GLWPositive Net Change TELPositive Net Change BBVAPositive Net Change ZTOPositive Net Change VICIPositive Net Change

Kashvi Chandgothia

3 Key Reasons to Buy Snowflake Stock Beyond the 71% Surge YTD

With rising AI adoption and strong customer growth, SNOW's 71% rally is more than just market momentum.

AMZNNegative Net Change MSFTPositive Net Change NOWNegative Net Change SNOWPositive Net Change

Vasundhara Sawalka

Amazon Lands $38B Deal With OpenAI: 3 Signs to Buy the Stock Now

AMZN's $38B OpenAI deal signals AWS revival. With 20% cloud growth and AI momentum building, the stock offers compelling upside for investors in 2025.

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

Zacks Equity Research

Arista Q3 Earnings Beat Estimates on Solid Top-Line Improvement

ANET's Q3 earnings beat forecasts as robust demand, new product launches and margin gains power strong top-line growth.

AKAMPositive Net Change ANETPositive Net Change KEYSPositive Net Change ASTSPositive Net Change

Shaun Pruitt

Is Amazon Stock Primed to Keep Soaring or is a Pullback Ahead?

Fears that stocks are becoming overvalued led to a broader market selloff on Tuesday, and investors may be eying Amazon stock as a buy-the-dip target.

AMZNNegative Net Change MSFTPositive Net Change NFLXPositive Net Change DISPositive Net Change GOOGLNegative Net Change