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cloud-computing: Archive
Microsoft Expands Security Offering: Is it the Next Revenue Pillar?
by Vasundhara Sawalka
MSFT's security serves 1.5M customers, analyzing 100T signals daily with AI agents. Can automated threat detection become its next major revenue pillar?
MSFTPositive Net Change PANWPositive Net Change CRWDPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Can ERNIE 4.5 and Qianfan Cement Baidu's AI Cloud Advantage?
by Zacks Equity Research
BIDU builds AI Cloud momentum with ERNIE 4.5 and Qianfan, yet execution risk clouds lasting advantage.
BIDUPositive Net Change TCEHYPositive Net Change BABAPositive Net Change
artificial-intelligence cloud-computing tech-stocks
IBM Stock Before Q3 Earnings Release: A Smart Buy or Risky Investment?
by Aritra Chatterjee
IBM readies for its Q3 earnings with AI, hybrid cloud, and quantum partnerships driving optimism despite rising competition.
MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing communications computers earnings-preview tech-stocks
Can Rigetti's 264% Year-to-Date Rally Hold as Quantum Race Heats Up?
by Harshit Gupta
RGTI's 264% surge reflects fresh momentum from new contracts, global collaborations, and scalable chiplet tech, but can the rally last?
ARQQPositive Net Change IONQPositive Net Change RGTIPositive Net Change
cloud-computing computers internet
Should Investors Hold or Fold BABA Stock at a P/S Multiple of 2.58X?
by Vasundhara Sawalka
Alibaba's 2.58X P/S premium and declining earnings make a poor case for holding. With subdued revenue growth and AI lagging peers, investors should sell in 2025.
AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change BABAPositive Net Change
artificial-intelligence cloud-computing e-commerce
ORCL vs. ADBE: Which Software Powerhouse Has Better AI & Cloud Edge?
by Vasundhara Sawalka
Oracle's AI infrastructure dominance and $455B contract backlog position it for superior returns vs Adobe. Buy ORCL, hold ADBE amid competitive pressures.
ORCLPositive Net Change ADBENegative Net Change
artificial-intelligence cloud-computing tech-stocks
IBM vs. Intel: Which Legacy Tech Giant is the Better Buy Today?
by Supriyo Bose
IBM's cloud-driven transformation and steady growth may give it an edge over Intel's AI ambitions and valuation appeal.
AMZNNegative Net Change INTCPositive Net Change MSFTPositive Net Change IBMPositive Net Change NVDAPositive Net Change
artificial-intelligence cloud-computing communications computers iot semiconductor tech-stocks telecom
Bull Of The Day: Innodata (INOD)
by Brian Bolan
There is so much talk of an AI bubble that I am compelled to tell you that is what people say when they want to buy shares of this company at a discount.
INODPositive Net Change
cloud-computing computers
Can LinkedIn Revenue Growth Accelerate Microsoft Stock's Upward Trend?
by Zacks Equity Research
LinkedIn's revenue surge, expanding AI tools and rising engagement signal new momentum for MSFT's broader growth strategy.
MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change
artificial-intelligence cloud-computing tech-stocks
3 Reasons to Hold BLZE Stock Now Despite a 56.8% Year-to-Date Rally
by Kashvi Chandgothia
BLZE stock soars on B2 Cloud momentum and AI-linked growth, yet valuation pressures suggest a cautious hold.
AMZNNegative Net Change DBXPositive Net Change DDOGPositive Net Change BLZEPositive Net Change
artificial-intelligence cloud-computing cybersecurity tech-stocks