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cloud-computing: Archive
These AI Cloud Stocks Are Starting to Soar Again Thanks to Nvidia: ANET, CRWV
by Shaun Pruitt
Arista Networks (ANET) and CoreWeave (CRWV) stock have been on a tremendous rally again as investors rotate back into AI infrastructure plays.
ANETNegative Net Change CRWVNegative Net Change MSFTNegative Net Change NVDANegative Net Change METANegative Net Change
artificial-intelligence cloud-computing earnings internet investing large-cap semiconductor software tech-stocks
AI Push to Boost Search Growth: More Upside Ahead for GOOGL Stock?
by Aniruddha Ganguly
Alphabet rides AI momentum in Search and Cloud, but rising competition from MSFT and AMZN may test its edge.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Bull of the Day: Lam Research (LRCX)
by Kevin Cook
Analysts have been behind the growth and valuation curves as TSM and MU signal WFE expansion into 2029
LRCXNegative Net Change INTCNegative Net Change AMDNegative Net Change MUNegative Net Change NVDANegative Net Change SNDKPositive Net Change ASMLNegative Net Change TSMNegative Net Change
artificial-intelligence automation cloud-computing robotics semiconductor
Iren Limited vs. CoreWeave: Accelerating AI Momentum
by Ethan Feller
Iren Limited and CoreWeave Inc and both experiencing rising share price momentum as investors again rotate into the AI theme
NVDANegative Net Change IRENNegative Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings?
by Zacks Equity Research
MSFT heads into Q2 earnings with Azure projecting 37% cc growth as AI partnerships, Ignite launches and new infrastructure fuel cloud momentum in Intelligent Cloud.
AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Western Digital's Q2 Earnings on Deck: Is the Stock Worth Buying Now?
by Shreya Majumder
WDC sees fiscal Q2 2026 non-GAAP revenue of $2.9B, up 20% year over year, as data center demand and high-capacity drives support growth momentum.
NTAPNegative Net Change WDCNegative Net Change STXNegative Net Change SNDKPositive Net Change
artificial-intelligence business-services cloud-computing earnings-preview momentum-stocks tech-stocks
Hyperscaler Earnings Preview: MSFT & META
by Derek Lewis
A massive week of earnings is here, with both Microsoft and Meta Platforms helping to headline the docket. What can investors expect from the hyperscalers?
MSFTNegative Net Change METANegative Net Change
artificial-intelligence cloud-computing tech-stocks
Can Akamai's Cybersecurity Deal With Deutsche Telekom Fuel Its Shares?
by Zacks Equity Research
AKAM partners with Deutsche Telekom Security to offer certified managed cybersecurity services, tackling rising API attacks in key sectors.
AKAMNegative Net Change SHOPNegative Net Change DBXNegative Net Change LYFTNegative Net Change
artificial-intelligence cloud-computing computers tech-stocks
Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results?
by Vasundhara Sawalka
MSFT heads into fiscal Q2 with accelerating Azure and Copilot adoption, Ignite 2025 AI launches, and a premium valuation, testing whether results can impress.
MSFTNegative Net Change DELLNegative Net Change LNVGYNegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing tech-stocks
Nokia to Report Q4 Earnings: Will Revenues Boost Its Future Growth?
by Zacks Equity Research
NOK reports Q4 2025 on Jan. 29, facing revenue growth amid cost pressures, slower 5G rollouts, and a challenging macro environment.
NOKPositive Net Change APHNegative Net Change NVDANegative Net Change FFIVNegative Net Change GLWPositive Net Change
cloud-computing communications internet-content iot mobile tech-stocks