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cloud-computing: Archive

Zacks Equity Research

Food Delivery Powers JD's Growth: Can New Businesses Turn Profitable?

JD.com's food delivery arm surges 199% in revenues, but soaring losses raise doubts about its path to profitability.

JDPositive Net Change BABAPositive Net Change DASHNegative Net Change

Supriyo Bose

IBM Declines 8.6% in 3 Months: Should You Rethink the Stock?

International Business Machines lags peers with an 8.6% drop in 3 months, facing margin pressure and stiff cloud competition despite AI and hybrid cloud growth.

AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change

Supriyo Bose

CommScope vs. Arista: Which Networking Stock Packs More Power Now?

COMM's sharper cost cuts, stronger estimate revisions and cheaper valuation give it an edge over ANET in networking.

APHPositive Net Change GLWPositive Net Change ANETPositive Net Change

Vasundhara Sawalka

Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?

AMZN trades at 31.84x earnings amid AI investments and AWS competition. Amazon posts strong Q2 results, but premium valuation suggests waiting for better entry points.

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

Zacks Equity Research

Oracle's NetSuite Momentum: Can It Boost Cloud Growth to New Heights?

ORCL's NetSuite ERP drives double-digit SaaS growth, boosting cloud revenue momentum and positioning the company for stronger long-term demand.

MSFTPositive Net Change SAPPositive Net Change ORCLPositive Net Change

Aritra Chatterjee

Arista Rises 79.7% in a Year: How Should You Play the Stock?

Arista's 79.7% surge outpaces peers as AI networking demand, strategic acquisition and strong cash flow fuel growth momentum.

CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change

Zacks Equity Research

CIEN Q3 Earnings & Sales Top, Stock Up on 91% Y/Y Bottom-Line Growth

Ciena posts a revenue and earnings surge, lifts outlook with AI-driven demand and sees shares jump over 23% on strong fiscal Q3 2025 results.

CIENPositive Net Change GLWPositive Net Change DSGXNegative Net Change VIAVPositive Net Change

Nilanshi Mukherjee

Snowflake vs. Alphabet: Which Cloud Analytics Stock Has an Edge Now?

SNOW shines with rapid customer growth and AI-driven tools, but GOOGL's Google Cloud offers broader reach and steadier global scale.

GOOGLNegative Net Change SNOWPositive Net Change

Vasundhara Sawalka

Oracle Stock Before Q1 Earnings: Buy Now or Wait for Results?

ORCL's cloud momentum and AI innovations show promise, but investors may wait for clearer visibility on partnership revenue synergies before buying the stock.

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

Zacks Equity Research

Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?

BABA's Cloud Intelligence rises 26% with triple-digit AI revenue growth, but rivals and rising costs test its momentum.

AMZNNegative Net Change MSFTPositive Net Change BABAPositive Net Change