Back to top

cloud-computing: Archive

Vasundhara Sawalka

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

AMZN's dominant position in the cloud market makes the stock worth a watch ahead of its third-quarter earnings amid intense competition and elevated valuation.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Microsoft's Azure Cloud Capabilities to Boost Q1 Earnings

MSFT's fiscal Q1 results are expected to benefit from growth in its Azure cloud platform, bolstered by rising demand for Azure AI and Copilot offerings.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change PLTRPositive Net Change

Supriyo Bose

3 Telecom Stocks Likely to Outpace Q3 Earnings Estimates

ANET, ATUS and QCOM are poised to benefit from higher demand for scalable infrastructure for seamless connectivity.

QCOMNegative Net Change ANETPositive Net Change ATUSNegative Net Change

Supriyo Bose

INTC Stock Before Q3 Earnings Release: To Buy or Not to Buy?

With declining earnings estimates and abysmal price performance, INTC is witnessing a negative investor perception.

AMZNPositive Net Change INTCNegative Net Change AMDNegative Net Change IBMPositive Net Change NVDAPositive Net Change

Kevin Cook

Bear of the Day: Baidu (BIDU)

China stimulus was exciting but there are many questions about the huge fade

BIDUPositive Net Change

Kevin Cook

Bull of the Day: GitLab (GTLB)

Resurgent growth with enterprise-level offerings has analysts boosting estimates for next year

GTLBPositive Net Change MSFTPositive Net Change

Zacks Equity Research

IBM's Q3 Earnings Beat, Revenues Miss Despite Solid Demand

Healthy demand trends for hybrid cloud and AI solutions with a broad-based growth help IBM to beat third-quarter 2024 earnings estimate.

IBMPositive Net Change AKAMNegative Net Change ANETPositive Net Change PINSNegative Net Change

Mark Vickery

Investors Book Some Profits to Start a New Trading Week

Tech stocks led the way Monday, as the Nasdaq finished in the green while the others slipped into the red.

LMTNegative Net Change GEPositive Net Change IBMPositive Net Change VZNegative Net Change NVDAPositive Net Change SAPNegative Net Change GMNegative Net Change NOWPositive Net Change

Shaun Pruitt

3 Tech Stocks to Watch as Q3 Earnings Approach: CSGP, IBM, VRT

Led by International Business Machines (IBM), several trending tech stocks are set to report their third quarter results on Tuesday, October 22.

IBMPositive Net Change CSGPNegative Net Change VRTPositive Net Change

Zacks Equity Research

Will Higher Software Revenues Benefit IBM's Earnings in Q3?

IBM is likely to have recorded higher revenues from the Software segment on product innovation and the growing clout of watsonx.ai.

IBMPositive Net Change GLWNegative Net Change PYPLNegative Net Change UBERPositive Net Change

Sanghamitra Saha

Time to Buy Amazon ETFs Following Cathie Wood's Investment?

On Oct. 8, 2024, Cathie Wood's Ark Innovation ETF purchased 76, 505 shares of Amazon, valued at $14 million.

XLYPositive Net Change FDISPositive Net Change ARKKPositive Net Change ONLNPositive Net Change

Supriyo Bose

IBM Stock Before Q3 Earnings Release: To Buy or Not to Buy?

IBM is poised to benefit from strong demand for hybrid cloud and AI, driving growth in the Software and Consulting segments.

MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change

Zacks Equity Research

Can ADSK's AI-Powered Product Enhancements Push the Stock Higher?

Autodesk's new AI-integrated product enhancement across segments is expected to increase efficiency. Creative portfolio tool development bodes well for investors.

ADSKNegative Net Change INTUPositive Net Change VRNTNegative Net Change

Ethan Feller

Amazon Earnings Preview: The Weakest of the Magnificent 7?

Amazon earnings approach and it remains one of the weakest stocks of the group, but that may not continue

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Datadog Rises 15% in a Month: Should Investors Buy the Stock?

DDOG's innovative portfolio and an expanding partner base make it an attractive investment opportunity despite intense competition.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change DDOGPositive Net Change

John Blank

Q3 Earnings Season Picks Up: Global Week Ahead

Stronger-than-expected recent labor market data spurred a recalibration of bets on how deeply the Fed will need to cut rates in coming months.

RYAAYNegative Net Change GSPositive Net Change BACPositive Net Change NTAPNegative Net Change ASMLPositive Net Change IFFNegative Net Change LVMUYNegative Net Change

Zacks Equity Research

Cloudflare Expands Cloud Security Portfolio With Kivera Buyout

Kivera acquisition is set to enable NET to offer customers more robust, proactive controls, safeguarding cloud environments from misconfigurations before they occur.

MSFTPositive Net Change CRWDNegative Net Change NETPositive Net Change KDNegative Net Change

Zacks Equity Research

Is it Wise to Retain Equinix Stock in Your Portfolio Now?

Robust data center demand, expansion efforts and a healthy balance sheet are likely to aid EQIX's growth. A competitive landscape and high interest rates are concerns.

EQIXPositive Net Change IRMPositive Net Change DLRPositive Net Change

Kevin Cook

Bull of the Day: Advanced Micro Devices (AMD)

#2 in the AI duopoly is headed for much stronger growth as enterprise demand remains "insane"

AMDNegative Net Change NVDAPositive Net Change

Aniruddha Ganguly

Can Google's Partnership With Vodafone Push the GOOGL Stock Higher?

Alphabet deepens its relationship with Vodafone to expand its footprint in Europe and Africa.

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Oracle Launches Investigation Hub: How Should You Play the Stock?

ORCL launches the Investigation Hub to enhance client experience and increase efficiency.

MSFTPositive Net Change CRMPositive Net Change SAPNegative Net Change ORCLPositive Net Change

Zacks Equity Research

Zoom Video Up 20% in 3 Months: Should Investors Buy the Stock?

ZM shares benefit from expanding Workplace offering and AI Companion.

MSFTPositive Net Change CSCONegative Net Change GOOGLPositive Net Change ZMNegative Net Change

Supriyo Bose

2 Communication Stocks Set to Beat Short-Term Industry Headwinds

The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite near-term headwinds. COMM and ATEX are likely to benefit from the continued transition to cloud networks.

COMMNegative Net Change ATEXPositive Net Change

Supriyo Bose

Verizon Fiber Network Gains Traction: Will VZ Stock Benefit?

Despite healthy fiber traction, VZ appears to be treading in the middle of the road and investors could be better off if they trade with caution.

TNegative Net Change VZNegative Net Change TMUSNegative Net Change FYBRNegative Net Change

Zacks Equity Research

Nutanix Shares Up 26% YTD: How Should Investors Play the Stock?

NTNX shares benefit from cloud innovation and expanding clientele. However, a stretched valuation may keep investors on the sidelines.

UISNegative Net Change EVLVNegative Net Change NTNXNegative Net Change CRNCPositive Net Change