Back to top

cloud-computing: Archive

Supriyo Bose

Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?

Juniper is likely to edge out Arista as a better cloud networking play for 2025, thanks to stronger EPS growth and valuation upside.

CSCONegative Net Change ANETNegative Net Change

Indrajit Bandyopadhyay

Applied Digital vs. Equinix: Which AI-Infra Stock Offers More Edge?

APLD and EQIX are racing to power AI's infrastructure boom, but which stock brings more edge for investors?

EQIXNegative Net Change APLDPositive Net Change

Vasundhara Sawalka

Should Oracle Stock be in Your Portfolio Post Q4 Earnings?

ORCL's Q4 AI growth is impressive but premium valuation suggests holding existing positions while new investors await better fiscal 2026 entry points.

AMZNPositive Net Change AMDPositive Net Change NVDAPositive Net Change ORCLPositive Net Change

Indrajit Bandyopadhyay

Applied Digital's Cloud Services Business Divestment Looks Promising

APLD sheds its cloud unit to fix customer conflicts, fuel REIT plans, and ride strong HPC data-center leasing momentum.

BANegative Net Change AMDPositive Net Change APLDPositive Net Change

Zacks Equity Research

Oracle Stock Jumps on Q4 Earnings Beat, Upbeat Cloud Forecast

ORCL's fiscal fourth-quarter results reflect strength in the cloud infrastructure segment and support for AI workloads.

AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Shrabana Mukherjee

Baidu Bets Big on AI: Is the Cloud Business Finally Paying Off?

BIDU's AI Cloud revenue surges 42%, driven by Gen AI demand and a shift to subscription-based enterprise sales.

BIDUPositive Net Change TCEHYPositive Net Change BABAPositive Net Change

Urmimala Biswas

ALAB Stock Shines as AI Infrastructure Ties With NVIDIA Deepen

Astera Labs surges on 144% revenue growth and deeper NVIDIA ties, cementing its role in AI infrastructure buildout.

QCOMPositive Net Change AMDPositive Net Change NVDAPositive Net Change ALABPositive Net Change

Aniruddha Ganguly

2 Network Software Stocks to Watch From a Prospering Industry

Communication-Network Software providers like ATEN and ONDS benefit from the ongoing digitalization efforts, including a shift to cloud computing and strong deployment of AI-based applications.

ATENPositive Net Change ONDSNegative Net Change

Zacks Equity Research

Can Snowflake's Gen2 Launch Drive Strong Product Revenue Growth?

SNOW launches Standard Warehouse Gen2 with up to 2.1X faster analytics and 1.9X faster execution, which is expected to fuel growth.

AMZNPositive Net Change MSFTPositive Net Change SNOWNegative Net Change

Supriyo Bose

Arista 2.0 Strategy Gaining Traction: Is it the Next Key Growth Driver?

ANET's Arista 2.0 strategy gains momentum with AI, SaaS and new markets driving its next wave of growth.

CSCONegative Net Change ANETNegative Net Change

Supriyo Bose

IBM's Software Segment Growth Picks Up: A Sign of More Upside?

IBM's Software unit hits $6.34B in Q1 revenue as hybrid cloud and AI demand drive strong segment growth.

AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change

Kashvi Chandgothia

Snowflake vs. Teradata: Which Data Analytics Stock is the Smarter Buy?

TDC gains ground with strong cloud ARR growth and AI tie-ups, while SNOW faces valuation and spending headwinds.

TDCNegative Net Change SNOWNegative Net Change

Shaun Pruitt

Buy into Broadcom's AI Growth as VMware Lifts Q2 Earnings?

Able to exceed its Q2 expectations, Broadcom's acquisition of VMware is helping the chip giant's AI infrastructure capabilities.

AVGOPositive Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METANegative Net Change

Supriyo Bose

IBM Surges 16% in Six Months: Is it Time to Buy the Stock?

IBM surges 16% in six months as hybrid cloud and AI demand power growth, outpacing rivals despite margin pressures.

AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change

Urmimala Biswas

Astera Labs Leads in PCIe 6.0 & AI Connectivity: More Upside Ahead?

Astera Labs is emerging as a leading name in AI data center connectivity with a full PCIe 6.0 stack and strong OEM ties, raising investor hopes for more upside ahead.

NVDAPositive Net Change MRVLNegative Net Change AVGOPositive Net Change ALABPositive Net Change

Vasundhara Sawalka

Amazon's AI Ambitions Are Growing: Can the Cloud Provider Deliver?

AMZN commits $10B to expand AI cloud capacity in North Carolina as AWS and custom chips drive revenue growth.

AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change

Vasundhara Sawalka

Should You Buy, Sell or Hold Oracle Stock Before Q4 Earnings?

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

MSFTPositive Net Change NVDAPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change

Indrajit Bandyopadhyay

APLD Accelerates Hyperscale Growth With $5B Expansion Backing

Applied Digital lands $5B in backing to supercharge its Ellendale campus build-out and chase hyperscale infrastructure dominance.

EQIXNegative Net Change APLDPositive Net Change CRWVPositive Net Change

Supriyo Bose

Beat the Market Blues With These Leading Cloud Computing Stocks

Cloud computing giants like MSFT, GOOGL, AMZN, and ANET are fueling digital transformation and investor opportunity.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change ANETNegative Net Change

Supriyo Bose

Will the Launch of watsonx AI Labs Be a Game Changer for IBM?

IBM opens watsonx AI Labs in NYC to co-create enterprise AI with startups and scale-ups, boosting its AI innovation push.

AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change

Supriyo Bose

Arista Stock Surges 12.5% in 3 Months: Worth a Solid Buy?

ANET gains 12.5% in three months as strong demand, AI focus and software strength fuel investor optimism.

CSCONegative Net Change ANETNegative Net Change

Neena Mishra

Why Big Tech Stocks Are Powering Market Gains Again

We explain why Big Tech stocks are surging again & highlight several ETFs.

GOOGPositive Net Change AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLANegative Net Change MGKPositive Net Change MAGSPositive Net Change QQQMPositive Net Change METANegative Net Change QTOPPositive Net Change QQQPositive Net Change XMAGNegative Net Change

Zacks Equity Research

Pre-Markets Mostly in The Red Ahead of JOLTS Data

Pre-Markets Mostly in The Red Ahead of JOLTS Data

ADPNegative Net Change DLTRNegative Net Change FIVENegative Net Change HPENegative Net Change CRWDNegative Net Change

Vasundhara Sawalka

Should You Hold on to AMZN Stock in 2H25 Despite its 5.8% YTD Decline?

Amazon's solid Q1 results and AI innovations support holding for current investors, but new buyers may find better second-half 2025 entry points amid headwinds.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Supriyo Bose

ASTS Declines 15.6% in the Past 3 Months: Reason to Worry?

ASTS falls 15.6% in three months as weak earnings and rising costs weigh on it, despite tech gains and big-name carrier deals.

TNegative Net Change VZNegative Net Change AVNWPositive Net Change CMTLNegative Net Change ASTSPositive Net Change