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cloud-computing: Archive

Zacks Equity Research

Okta Eyes 15% Revenue CAGR by FY26: What's the Upside Potential?

OKTA targets 15% revenue CAGR by FY26, driven by strong Q1 growth, product momentum and large enterprise demand.

MSFTPositive Net Change CYBRNegative Net Change OKTANegative Net Change

Zacks Equity Research

Adobe's Record Q2 Cash Flow Sets the Path: A Key to Future Momentum?

ADBE posts record fiscal Q2 cash flow of $2.19B, fueled by AI features and subscriptions, reinforcing its growth trajectory.

MSFTPositive Net Change CRMNegative Net Change ADBENegative Net Change

Bryan Hayes

Weekly Option Windfall: Snowflake Call Spread Boasts 31% Profit Potential

Option spreads can be profitable even if the underlying stock decreases or remains flat.

SNOWNegative Net Change

Supriyo Bose

IBM Concert Gains Traction: Can This AI-Driven Solution Aid the Stock?

IBM Concert lands Deutsche Telekom as a client, showcasing how AI automation could reshape hybrid cloud security.

AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change DTEGYNegative Net Change

Nilanshi Mukherjee

DELL vs. Nutanix: Which Cloud Infrastructure Leader Is the Better Buy?

DELL's AI momentum, earnings growth, and lower valuation may offer stronger upside than NTNX's premium-priced gains.

DELLPositive Net Change NTNXPositive Net Change

Supriyo Bose

Will Arista's VeloCloud Buyout to Boost SD-WAN Unit Aid ANET Stock?

ANET's VeloCloud buyout adds 20K clients and proven SD-WAN tech, boosting its edge in secure cloud networking.

CSCONegative Net Change ANETNegative Net Change

Indrajit Bandyopadhyay

Do Rising Costs Raise Red Flag Despite APLD's Revenue Growth?

Applied Digital's revenues are rising fast, but surging costs, debt, and a pending cloud exit may raise concerns about its long-term growth story.

EQIXNegative Net Change APLDPositive Net Change CRWVPositive Net Change

Shaun Pruitt

Oracle (ORCL) Stock Hits an All-Time High Amid Increased Cloud Demand

Optimism surrounding Oracle's (ORCL) cloud and AI infrastructure endeavors pushed its stock to an all-time high of $228 a share on Monday.

ORCLPositive Net Change AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Can Layoffs Plug High Operating Expenses, Buoy Intel's Sinking Ship?

INTC slashes up to 20% of its workforce, exiting auto chips to cut costs and refocus on core PC and data center segments.

INTCNegative Net Change MSFTPositive Net Change METANegative Net Change

Ethan Feller

3 Quantum Computing Stocks on Verge of a Breakout: QBTS, IONQ, QUBT

IonQ, D-WAVE QUANTUM and Quantum Computing Inc. stocks represent some of the most compelling bleeding edge technology opportunities in the market today.

QUBTNegative Net Change IONQNegative Net Change QBTSPositive Net Change

Supriyo Bose

5 High-ROE Stocks to Buy as Markets Bask in Middle East Truce

Strong labor data and easing geopolitical tensions lift markets - here are 5 high-ROE stocks poised to benefit now.

TELNegative Net Change BBVANegative Net Change APPNegative Net Change ANETNegative Net Change VICINegative Net Change

Zacks Equity Research

Will Dell's ISG Segment Benefit From Cloud Infrastructure Expansion?

DELL gains traction in AI-driven cloud infrastructure, but faces rising pressure from tech giants like Microsoft and Alphabet.

MSFTPositive Net Change DELLPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Will ANET's Deeper Focus on Cloud-Native Software Pay Off?

ANET expands cloud-native software with AI-driven tools and campus upgrades as earnings estimates trend higher.

CSCONegative Net Change ANETNegative Net Change

Urmimala Biswas

STNE vs. PYPL: Why StoneCo Offers More Upside Than PayPal Currently

STNE is outpacing PYPL with strong buybacks, local innovation and greater valuation upside potential.

PYPLNegative Net Change STNENegative Net Change

Shaun Pruitt

CoreWeave Vs Nvidia: Which AI Stock is the Better Investment

Investors may be wondering if the hype for CoreWeave's stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia.

NVDAPositive Net Change CRWVPositive Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Okta's Security Portfolio Expands Clientele: A Sign of More Upside?

OKTA's expanding identity solutions are driving strong enterprise and public sector growth, signaling rising momentum.

CYBRNegative Net Change OKTANegative Net Change SAILNegative Net Change

Kevin Cook

Bear of the Day: Akamai (AKAM)

Growth has stalled for this key provider of CDN cloud services as investors focus on the AI revolution

AKAMNegative Net Change

Supriyo Bose

IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

MSFTPositive Net Change IBMNegative Net Change ORCLPositive Net Change

Shrabana Mukherjee

IonQ Stock Trades Higher Than Industry at 92.64X P/S: Still a Buy?

IONQ stock trades at 92.64x P/S-does long-term quantum potential justify the premium?

MSFTPositive Net Change GOOGLPositive Net Change IONQNegative Net Change QBTSPositive Net Change

Anirudha Bhagat

Micron Stock Rises 18% in Three Months: Will It Carry the Momentum?

MU stock climbs 18% in three months as AI demand, HBM growth and diversification fuel long-term optimism.

INTCNegative Net Change QCOMPositive Net Change MUPositive Net Change MRVLNegative Net Change

Nalak Das

Buy 5 Mid-Cap Stocks to Gain From Impressive Cloud Computing Momentum

Gain exposure to cloud's rapid rise with BILL, FIVN, FSLY, QLYS, CVLT showing solid earnings and revenue growth momentum.

CVLTNegative Net Change QLYSNegative Net Change FIVNNegative Net Change FSLYPositive Net Change BILLNegative Net Change

Andrew Rocco

Bull of the Day: Credo Technology Group (CRDO)

Credo Technology Group is strategically positioned to capitalize on the explosive growth in data centers, AI, and cloud computing. With its crucial high-speed connectivity solutions, cash-rich clients, and tendency to beat EPS expectations, CRDO presents a compelling opportunity.

AMZNPositive Net Change AAPLPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLANegative Net Change GOOGLPositive Net Change CRDOPositive Net Change

Vasundhara Sawalka

BABA Down 8% in a Month: Will Partnership With Apple Aid Recovery?

Alibaba faces regulatory headwinds despite Apple AI progress. Mixed Q4 results suggest holding existing positions or waiting for better entry points in fiscal 2026.

AMZNPositive Net Change MSFTPositive Net Change JDPositive Net Change BABAPositive Net Change

Zacks Equity Research

Oracle Adds AMD GPUs in Cloud Infrastructure: Will This Aid Growth?

ORCL ramps up AI cloud power with AMD GPUs, fueling 62% OCI revenue growth and a $25B investment push for 2026.

AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change

Derek Lewis

Oracle Earnings Impress: Are Cloud Stocks a Buy?

Impressively, Oracle's remaining performance obligations were up a strong 41% year-over-year, a reflection of the red-hot demand the company has been witnessing. Are other cloud players seeing momentum?

AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change