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cloud-computing: Archive

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.

IBMNegative Net Change AKAMPositive Net Change ANETPositive Net Change PINSPositive 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 IBMNegative Net Change VZPositive Net Change NVDAPositive Net Change SAPNegative Net Change GMPositive 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.

IBMNegative Net Change CSGPPositive Net Change VRTNegative 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.

IBMNegative Net Change GLWNegative Net Change PYPLNegative Net Change UBERNegative 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 ARKKNegative 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.

MSFTNegative Net Change IBMNegative Net Change ORCLNegative 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.

ADSKPositive Net Change INTUNegative Net Change VRNTPositive 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 MSFTNegative Net Change GOOGLNegative 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 MSFTNegative Net Change GOOGLNegative 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.

RYAAYPositive Net Change GSNegative Net Change BACNegative Net Change NTAPNegative Net Change ASMLNegative Net Change IFFNegative Net Change LVMUYPositive 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.

MSFTNegative Net Change CRWDPositive 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 AAPLNegative Net Change MSFTNegative Net Change GOOGLNegative 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.

MSFTNegative Net Change CRMPositive Net Change SAPNegative Net Change ORCLNegative 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.

MSFTNegative Net Change CSCOPositive Net Change GOOGLNegative 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.

COMMPositive 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.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change FYBRPositive 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.

UISPositive Net Change EVLVPositive Net Change NTNXPositive Net Change CRNCPositive Net Change

Supriyo Bose

Arista Surges 68% YTD: Can ANET Stock Gain From Cloud-Native Focus?

ANET appears to be treading in the middle of the road and investors could be better off if they trade with caution.

CSCOPositive Net Change ANETPositive Net Change

Vasundhara Sawalka

Oracle to Invest $6.5B in Malaysia AI Hub: How to Play the Stock

Can Oracle's $6.5B AI investment translate into market share gains against AWS and Azure? Investors might want to wait and see.

AMZNPositive Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Derek Lewis

2 Top Cloud Computing Stocks Investors Can't Miss: AMZN, ANET

With all the hype surrounding artificial intelligence (AI), investors certainly can't overlook the cloud. We can use Zacks Thematic Screens to find companies with cloud exposure.

AMZNPositive Net Change ANETPositive Net Change

Supriyo Bose

Will IBM's Focus on Quantum Computing Propel the Stock?

Riding on a robust earnings surprise history, positive estimate revisions and favorable Zacks Rank, IBM appears primed for further stock price appreciation.

AMZNPositive Net Change MSFTNegative Net Change IBMNegative Net Change

Zacks Equity Research

Will Carrier Certifications for AirgainConnect Fleet Aid AIRG Stock?

The recent accreditations from network operators and industry bodies are likely to strengthen AIRG's leading market position.

TPositive Net Change TMUSPositive Net Change AIRGPositive Net Change UINegative Net Change

Zacks Equity Research

New Strong Buy Stocks for October 2nd

CF, BRFS, SNAX, MNRO and SMWB have been added to the Zacks Rank #1 (Strong Buy) List on October 2, 2024.

CFPositive Net Change MNROPositive Net Change SMWBNegative Net Change SNAXNegative Net Change