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cloud-computing: Archive

Supriyo Bose

JBL vs. ANET: Which Tech Stock Offers More Upside in AI Networking?

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

Shaun Pruitt

3 Hot Tech Stocks to Buy on the Dip: CRWD, MU, WDC

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

Zacks Equity Research

Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?

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

Vasundhara Sawalka

Microsoft Healthcare AI Advances: Buy the Stock Now or Wait?

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

Supriyo Bose

Arista Surges 53.6% in the Past Year: Is it Worth Investing in Now?

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

Zacks Equity Research

Oracle's Multi-Cloud Push Intensifies: A Key Driver of Cloud Demand?

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

Supriyo Bose

Can IBM Profit From S&P Global Tie-Up For Supply Chain Management?

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

Vasundhara Sawalka

Oracle Unveils AI Agents in Cloud Apps: Buy the Stock Now or Wait?

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

Shreya Majumder

Will Monolith AI Buyout Boost CoreWeave's Industrial Cloud Strategy?

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

Zacks Equity Research

5 Reasons That Make Equinix Stock a Solid Portfolio Pick Now

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