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cloud-computing: Archive

Zacks Equity Research

Massive RPO Surge at Oracle: A Sign of Strong Forward Visibility?

ORCL's RPO skyrockets 359% Y/Y to $455B in Q1 FY26, fueled by major AI cloud deals and signaling powerful forward visibility.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change

Vasundhara Sawalka

Is Now the Time to Buy Oracle Stock After Its Q1 Earnings-Fueled Run?

ORCL's strong cloud momentum and AI expansion support holding existing positions, but premium valuations suggest new investors should await $260-$280 entry.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change

Shaun Pruitt

Should Investors Chase the Post-Earnings Surge In Oracle Stock?

Citing unprecedented demand for AI workloads, Oracle (ORCL) stock had surged more than 40% in Wednesday's trading session, hitting a new all-time high of $345 a share.

ORCLPositive Net Change AMZNNegative Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change METANegative Net Change

Zacks Equity Research

Oracle Q1 Earnings Match Estimates, Cloud Growth Fuels Revenue Rise

ORCL reports strong fiscal first quarter with 12% revenue growth, record AI cloud demand and multi-billion-dollar deals across its infrastructure stack.

APHPositive Net Change FFIVPositive Net Change ORCLPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Microsoft's Gaming Revenue Growth: Can the Xbox Ecosystem Sustain It?

MSFT's gaming arm posts 10% revenue growth, fueled by Game Pass momentum, blockbuster titles and a vast Xbox user base.

MSFTPositive Net Change NTDOYPositive Net Change SONYPositive Net Change

Kevin Cook

Bull of the Day: Credo Technology (CRDO)

Another monster quarter forecasts topline advancing 120%+ (again!) plus 185% EPS growth!

CRDOPositive Net Change AMZNNegative Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Mark Vickery

Oracle Misses in Q3, Gains +22% - Plus Jobs Revisions & More

While Oracle missed on Q3 revenues it grew +55% in Cloud Infrastructure year over year.

AAPLPositive Net Change MSFTPositive Net Change UNHPositive Net Change ORCLPositive Net Change NBISPositive Net Change

Zacks Equity Research

Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?

BABA's China E-commerce arm posts 10% growth with Taobao driving user gains, but margin pressure looms amid fierce competition.

JDPositive Net Change BABAPositive Net Change PDDPositive Net Change

Zacks Equity Research

Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?

Amazon's AWS inks Absa deal, reinforcing global reach. Will rising Azure and Google Cloud growth rates pressure its market dominance?

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change

Shreya Majumder

Can Nebius Become the Next Big AI Player With $17.4B Microsoft Deal?

NBIS lands a $17.4B AI infrastructure deal with Microsoft, fueling growth, financing power, and marking a stronger edge in the cloud race.

MSFTPositive Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change