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cloud-computing: Archive

Zacks Equity Research

Oracle Cloud Expansion in Focus: A Key to Future Momentum?

ORCL's cloud revenues surge, fueled by AI demand and multi-cloud expansion, with management eyeing 40% growth in fiscal 2026.

AMZNNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Can Rigetti Computing's Margin Recover After Second-Quarter Pressure?

RGTI's second-quarter results show shrinking revenues and margins, even as its new Cepheus-1-36Q quantum system hit key milestones.

ARQQPositive Net Change IONQPositive Net Change RGTIPositive Net Change

Kevin Cook

Bull of the Day: IBM (IBM)

Bedrock of American innovation continues its deep R&D in the AI economy, fueling steady growth

IBMPositive Net Change INTCPositive Net Change CRMPositive Net Change NVDAPositive Net Change METANegative Net Change

Zacks Equity Research

PEGA's Cloud Backlog Climbs: A Sign of Strong Revenue Visibility?

Pegasystems' cloud backlog gains 30% to $1.32B in Q2 2025, boosting revenue visibility and underscoring strong demand for its AI-powered solutions.

CRMPositive Net Change ORCLPositive Net Change PEGAPositive Net Change

Vasundhara Sawalka

Oracle vs. Alphabet: Which AI Cloud Stock Has Better Upside Potential?

GOOGL's diverse ecosystem and better valuation edge out ORCL's focused approach. Track GOOGL for entry.

ORCLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Can Arista Gain From an Integrated Cloud Networking Solution Focus?

ANET is strengthening its cloud networking edge with the VeloCloud SD-WAN buyout and expanding AI-driven offerings.

NOKPositive Net Change CSCOPositive Net Change AVGOPositive Net Change ANETPositive Net Change

Supriyo Bose

Can IBM's Focus on Innovative AI Solutions Spur an Uptrend?

IBM's watsonx platform, AI-driven automation and strategic AI partnerships aim to boost productivity and fuel enterprise transformation.

AMZNNegative Net Change MSFTPositive Net Change CRMPositive Net Change IBMPositive Net Change SAPPositive Net Change

Zacks Equity Research

Alibaba Aims for Capital Efficiency: Can the Banma Spin-Off Succeed?

BABA's Banma spin-off aims to cut cash drain, boost capital efficiency and refocus investments on core growth drivers.

AMZNNegative Net Change GOOGLNegative Net Change BABAPositive Net Change

Vasundhara Sawalka

Alibaba Doubles Down on AI Margins: Time to Hold or Cut Your Losses?

Alibaba's AI bet is backfiring as margins collapse and ByteDance steals market share. With competition intensifying, BABA looks like a value trap.

AMZNNegative Net Change MSFTPositive Net Change BABAPositive Net Change PDDPositive Net Change