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cloud-computing: Archive

Zacks Equity Research

SAP Expands Sovereign Cloud to Power Europe's Digital & AI Innovation

SAP expands its Sovereign Cloud with flexible EU-based deployment and a 20B euro investment, fueling growth with AI and cloud innovation.

SAPPositive Net Change JBLPositive Net Change IDCCPositive Net Change UIPositive Net Change

Shaun Pruitt

Will Nvidia Stock Soar if Interest Rates are Cut in September?

Amid looming expectations that the Federal Reserve could cut interest rates in September, tech companies like Nvidia generally stand to benefit exponentially.

NVDAPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Amazon Eyes Cloud Expansion: Will the NZ AWS Region Drive Growth?

AMZN bets big on AWS growth with a NZ$7.5B New Zealand region launch, fueling AI, compliance and APAC expansion.

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change

Kevin Cook

Broadcom (AVGO) Thrives in Custom AI Explosion

AI revenue grew 220% year-on-year, propelled by their leading XPUs and Ethernet networking portfolio.

AVGOPositive Net Change NVDAPositive Net Change MRVLPositive Net Change

Supriyo Bose

Top ROE Stocks to Buy as AI Rally Propels Markets to Record Highs

Arista, TE Connectivity, Corning, Banco Bilbao, and AppLovin stand out with strong ROE as markets hit record highs on AI momentum.

GLWPositive Net Change TELPositive Net Change BBVAPositive Net Change APPPositive Net Change ANETPositive Net Change

Aniruddha Ganguly

GOOGL Services Benefits From New AI-Powered Features: What's Ahead?

Alphabet's Google Services revenues surge on AI-driven Search, YouTube and Gemini innovations despite stiff competition.

AAPLPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Alibaba vs. Amazon: Which E-Commerce Titan Has More Upside Potential?

Amazon's commanding 30% cloud market share versus Alibaba's 4%, plus massive $100B AI investments, creates competitive advantages. Choose AMZN, avoid BABA's risks.

AMZNNegative Net Change BABAPositive Net Change

Zacks Equity Research

MSFT Challenges GPT-5 With New AI Models: What's Next for Investors?

Microsoft debuts proprietary AI models MAI-Voice-1 & MAI-1-preview, challenging GPT-5. The company cuts external AI dependence for higher margins.

MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

Ciena Gears Up to Release Q3 Earnings: Here's What to Expect

CIEN's fiscal Q3 results are likely to reflect surging cloud provider revenues, WaveLogic traction and growing Blue Planet adoption despite margin pressures.

MPositive Net Change DLTRPositive Net Change CIENPositive Net Change AVGOPositive Net Change

Harshit Gupta

Rigetti vs IonQ: Which Quantum Computing Stock Is the Smarter Buy?

RGTI's superconducting roadmap and IONQ's trapped-ion expansion highlight two sharply different bets in quantum computing's race to scale.

IONQPositive Net Change RGTIPositive Net Change