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cloud-computing: Archive
Massive RPO Surge at Oracle: A Sign of Strong Forward Visibility?
by Zacks Equity Research
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
cloud-computing tech-stocks
Is Now the Time to Buy Oracle Stock After Its Q1 Earnings-Fueled Run?
by Vasundhara Sawalka
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
artificial-intelligence cloud-computing tech-stocks
Should Investors Chase the Post-Earnings Surge In Oracle Stock?
by Shaun Pruitt
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
artificial-intelligence cloud-computing earnings investing large-cap tech-stocks
Oracle Q1 Earnings Match Estimates, Cloud Growth Fuels Revenue Rise
by Zacks Equity Research
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
artificial-intelligence cloud-computing earnings tech-stocks
Microsoft's Gaming Revenue Growth: Can the Xbox Ecosystem Sustain It?
by Zacks Equity Research
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
artificial-intelligence cloud-computing tech-stocks
Bull of the Day: Credo Technology (CRDO)
by Kevin Cook
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
artificial-intelligence autonomous-vehicles cloud-computing robotics self-driving-cars
Oracle Misses in Q3, Gains +22% - Plus Jobs Revisions & More
by Mark Vickery
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
artificial-intelligence cloud-computing earnings inflation interest-rate tech-stocks
Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?
by Zacks Equity Research
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
cloud-computing retail
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?
by Zacks Equity Research
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
cloud-computing retail
Can Nebius Become the Next Big AI Player With $17.4B Microsoft Deal?
by Shreya Majumder
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
artificial-intelligence cloud-computing emerging-markets tech-stocks