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cloud-computing: Archive

Zacks Equity Research

STX Q1 Earnings & Revenues Beat, Record Cash Flow Boosts Profitability

Seagate's fiscal Q1 earnings surged 194% as data center demand, favorable pricing and HAMR advances fueled growth and margin expansion.

STXNegative Net Change IBMNegative Net Change WDCNegative Net Change CDNSNegative Net Change

Shreya Majumder

CoreWeave Expands AI Cloud Infrastructure Footprint at a Global Scale

CRWV expands its AI cloud footprint with new capacity in Denmark and planned network deployments across Asia-Pacific and the Middle East.

CRWVNegative Net Change MSFTNegative Net Change NVDANegative Net Change NBISNegative Net Change

Shaun Pruitt

Amazon (AMZN) Q3 Earnings Preview: AWS Growth Takes Center Stage

Amazon is set to report Q3 results after market hours on Thursday, Oct. 29, as Wall Street weighs accelerating AWS growth, expanding AI opportunities, and massive capital expenditures.

AMZNNegative Net Change METANegative Net Change

Aniruddha Ganguly

Pre-Q1 Earnings: Is Sandisk Stock a Portfolio Must-Have?

SNDK's Q1 fiscal 2027 earnings outlook points to strong revenue growth, fueled by AI-driven storage demand, higher NAND pricing and expanding Datacenter sales.

SNDKNegative Net Change WDCNegative Net Change STXNegative Net Change MUNegative Net Change

Shaun Pruitt

Alphabet & Microsoft Earnings Preview: AI Cloud Growth Takes Center Stage

Alphabet and Microsoft report earnings on Wednesday, Oct. 28, as Wall Street weighs accelerating AI cloud growth, massive capital spending, and valuations.

MSFTNegative Net Change GOOGLNegative Net Change

Vasundhara Sawalka

3 Reasons to Buy Oracle Stock Now Despite a 24% Drop in 6 Months

ORCL's 24% 6-month slump masks accelerating cloud growth, a record $664 billion backlog and raised fiscal 2027 guidance, despite heavy AI spending.

ORCLNegative Net Change AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Amazon Before Q3 Earnings: Buy the Stock Now or Wait for Results?

AMZN heads into Q3 earnings with strong AWS growth and advertising prospects, but rising costs, heavy capex and a premium valuation raise questions about buying now.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Does Azure AI Growth Make Microsoft Stock a Hold Ahead of Q1 Earnings?

MSFT heads into Q1 earnings with Azure growth expected to accelerate to 45%, but rising AI infrastructure costs and capacity constraints raise questions about margin durability.

MSFTNegative Net Change AMZNNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Shreya Majumder

WDC's Fiscal Q2 Forecast Improves: What's Fueling the Momentum?

Western Digital heads into fiscal Q2 2027 with surging HDD demand, rising prices and expanding AI workloads, boosting revenue, margins and earnings expectations.

WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change