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cloud-computing: Archive

Vasundhara Sawalka

Microsoft Expands Security Offering: Is it the Next Revenue Pillar?

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

Zacks Equity Research

Can ERNIE 4.5 and Qianfan Cement Baidu's AI Cloud Advantage?

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

Aritra Chatterjee

IBM Stock Before Q3 Earnings Release: A Smart Buy or Risky Investment?

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

Harshit Gupta

Can Rigetti's 264% Year-to-Date Rally Hold as Quantum Race Heats Up?

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

Vasundhara Sawalka

Should Investors Hold or Fold BABA Stock at a P/S Multiple of 2.58X?

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

Vasundhara Sawalka

ORCL vs. ADBE: Which Software Powerhouse Has Better AI & Cloud Edge?

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

Supriyo Bose

IBM vs. Intel: Which Legacy Tech Giant is the Better Buy Today?

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

Brian Bolan

Bull Of The Day: Innodata (INOD)

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

Zacks Equity Research

Can LinkedIn Revenue Growth Accelerate Microsoft Stock's Upward Trend?

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

Kashvi Chandgothia

3 Reasons to Hold BLZE Stock Now Despite a 56.8% Year-to-Date Rally

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