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cloud-computing: Archive

Shreya Majumder

CoreWeave vs. Cloudflare: Which AI Cloud Stock Offers Better Upside?

CRWV vs. NET: AI cloud demand is booming, but differences in growth, risk, valuation and margins are shaping which stock may offer better upside.

NVDAPositive Net Change NETPositive Net Change CRWVPositive Net Change

Supriyo Bose

HubSpot Pivoting Toward Margin Expansion: Is the Growth Sustainable?

HUBS pivots to margin expansion as enterprise deals, multi-product adoption and cost discipline drive a path toward ~20% operating margins by 2026.

CRMPositive Net Change ADBEPositive Net Change HUBSPositive Net Change

Harshit Gupta

Is Fab 1 Facility Rigetti's Biggest Advantage in Vertical Integration?

RGTI's Fab 1 facility is emerging as a key edge, enabling faster innovation, tighter control and potential long-term competitive moat in quantum computing.

IBMPositive Net Change QUBTPositive Net Change RGTIPositive Net Change

Supriyo Bose

Celestica Focuses on Margin Expansion: Can it Sustain This Momentum?

CLS drives margin expansion through AI, cloud and high-value hardware. Can its shift to complex solutions sustain rising profitability?

JBLNegative Net Change FLEXPositive Net Change CLSPositive Net Change

Vasundhara Sawalka

Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?

ORCL's surging cloud growth, $553 billion backlog and AI push contrast sharply with BABA's weak revenue and profit slump, shifting the edge decisively.

ORCLPositive Net Change BABANegative Net Change

Zacks Equity Research

Can Intel's Core Ultra Series 3 Launch Propel Its Shares?

INTC launches new business laptops, desktops and workstations with Core Ultra Series 3, vPro security and Arc Pro GPUs for modern workplaces.

INTCPositive Net Change QCOMNegative Net Change AMDPositive Net Change

Harshit Gupta

RGTI vs QBTS: Which Quantum Computing Stock Has More Upside?

RGTI and QBTS take divergent paths in quantum computing, one targeting long-term scale, the other driving real-world use today. Which offers more upside?

RGTIPositive Net Change QBTSPositive Net Change

Shreya Majumder

Western Digital vs. NetApp: Which Data Storage Stock is the Better Buy?

Western Digital's AI-driven storage demand, long-term growth targets and strong cash returns make it a better buy than NetApp.

NTAPPositive Net Change WDCNegative Net Change

Zacks Equity Research

QMCO & Pink Elephant Partner for Sovereign Cold Storage in Europe

Quantum launches sovereign archival cloud solution in Europe with Pink Elephant, targeting cost-efficient, resilient storage amid rising data and compliance demands.

CVLTPositive Net Change SSNCPositive Net Change PEGAPositive Net Change QMCOPositive Net Change

Bryan Hayes

Why Microsoft (MSFT) Stock Is Ripe for a Turnaround

AI adoption is broadening beyond the largest hyperscalers into mainstream businesses and government entities.

MSFTPositive Net Change