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cloud-computing: Archive
JBL vs. ANET: Which Tech Stock Offers More Upside in AI Networking?
by Supriyo Bose
ANET's strong data-center focus and AI-driven growth outlook give it a slight edge over JBL despite the latter's valuation appeal.
JBLPositive Net Change SANMPositive Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications electronics iot tech-stocks telecom
3 Hot Tech Stocks to Buy on the Dip: CRWD, MU, WDC
by Shaun Pruitt
Holding spots on the coveted Zacks Rank #1 (Strong Buy) list, investors may have been looking for a pullback in these three hot tech stocks.
WDCPositive Net Change MUPositive Net Change CRWDPositive Net Change
artificial-intelligence cloud-computing computers investing semiconductor tech-stocks
Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?
by Zacks Equity Research
ORCL's $35B CapEx push aims to boost its cloud and AI footprint, but mounting debt and cash flow strain may test the strategy's payoff.
AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Microsoft Healthcare AI Advances: Buy the Stock Now or Wait?
by Vasundhara Sawalka
MSFT's healthcare AI push and Harvard partnership position the stock for gains. With 37% market CAGR through 2030, buy now before full pricing.
AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Arista Surges 53.6% in the Past Year: Is it Worth Investing in Now?
by Supriyo Bose
Arista's 53.6% surge reflects strong cloud networking demand and momentum, though margin pressures linger.
CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change
artificial-intelligence cloud-computing communications iot software tech-stocks
Oracle's Multi-Cloud Push Intensifies: A Key Driver of Cloud Demand?
by Zacks Equity Research
ORCL's multi-cloud integration with AWS, Azure and Google Cloud fuels surging demand, with cloud revenues projected to climb up to 37% in Q2.
MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change
cloud-computing tech-stocks
Can IBM Profit From S&P Global Tie-Up For Supply Chain Management?
by Supriyo Bose
IBM's tie-up with S&P Global integrates watsonx AI into supply chain tools, promising smarter, faster decision-making for enterprises.
AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change SPGINegative Net Change
artificial-intelligence cloud-computing computers iot tech-stocks
Oracle Unveils AI Agents in Cloud Apps: Buy the Stock Now or Wait?
by Vasundhara Sawalka
ORCL's stock surge reflects AI agent momentum, yet premium valuation suggests prospective investors await better entry points while holders maintain positions.
AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Will Monolith AI Buyout Boost CoreWeave's Industrial Cloud Strategy?
by Shreya Majumder
CRWV's acquisition of Monolith AI boosts its industrial AI reach, merging simulation tech with its AI cloud to accelerate innovation and efficiency.
MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change
artificial-intelligence cloud-computing emerging-markets tech-stocks
5 Reasons That Make Equinix Stock a Solid Portfolio Pick Now
by Zacks Equity Research
EQIX's expanding global footprint, strong recurring revenues and rising AI-driven demand make it a compelling REIT for investors.
EQIXPositive Net Change WPCNegative Net Change VICIPositive Net Change
artificial-intelligence cloud-computing finance reit