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cloud-computing: Archive

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.

AMZNPositive Net Change MSFTNegative Net Change BABAPositive Net Change PDDPositive Net Change

Shreya Majumder

Western Digital Soars 51.8% in the Past 3 Months: How to Play the Stock?

WDC's HDD focus, AI-driven demand and strong cloud momentum fuel stock gains and boost shareholder returns.

NTAPNegative Net Change WDCPositive Net Change STXNegative Net Change PSTGPositive Net Change

Kashvi Chandgothia

Snowflake Rises 24% Year to Date: Buy, Sell or Hold the Stock?

SNOW's 24.7% YTD rally reflects strong execution and AI growth, but valuation and cost headwinds may test investor resolve.

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change SNOWNegative Net Change

Supriyo Bose

IBM vs. ANET: Which Networking Stock Has More Growth Potential?

Arista's strong revenue momentum and IBM's hybrid cloud push set up a close race, but ANET shows a sharper growth edge in 2025.

AMZNPositive Net Change MSFTNegative Net Change IBMNegative Net Change ANETNegative Net Change

Zacks Equity Research

Microsoft's Azure Boom Lifts Cloud Revenues: More Upside Ahead?

MSFT's cloud revenues hit $46.7B in Q4 as Azure rose 39%, with annual revenues topping $75B for the first time.

AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change

Supriyo Bose

IBM Gains 23% in a Year: Should You Bet on the Stock Now?

IBM's 23% rally rides on hybrid cloud and AI momentum, with watsonx and NVIDIA partnerships fueling growth prospects.

AMZNPositive Net Change MSFTNegative Net Change IBMNegative Net Change NVDANegative Net Change

Ethan Feller

Iren Limited: An AI, Crypto and Cloud Computing Stock

Iren Limited is a stock that offers value, growth, momentum and technological tailwinds

NVDANegative Net Change VRTNegative Net Change IRENNegative Net Change

Supriyo Bose

5 High ROE Stocks to Buy as Markets Hit Record High on Low Inflation

Markets hit fresh highs on low inflation???Zacks flags ANET, TEL, MSI, BBVA, and APP as high-ROE picks poised for strong returns.

TELPositive Net Change MSINegative Net Change BBVANegative Net Change APPPositive Net Change ANETNegative Net Change

Zacks Equity Research

RGTI Stock Down Despite Q2 Earnings Top Estimates, Revenues Decline Y/Y

Rigetti posts a narrower adjusted Q2 loss and unveils its largest quantum computer, but revenue declines 41.6% year over year.

BSXNegative Net Change WSTNegative Net Change MEDPNegative Net Change RGTIPositive Net Change

Vasundhara Sawalka

Should Investors Hold or Fold Oracle Stock at a P/E Multiple of 36.7X?

ORCL's cloud growth impresses, but rich valuation warrants caution. You can hold or wait for better entry points in 2025 as competition intensifies.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Should HUBS Stock Be Part of Your Portfolio Post Solid 2Q25 Results?

HubSpot witnessed AI-driven growth and rising customer count, but high costs weigh on margins.

CRMNegative Net Change ORCLPositive Net Change HUBSNegative Net Change

Aniruddha Ganguly

2 Stocks to Buy From the Challenging Semiconductor Industry

The Zacks Electronics - Semiconductors industry players like AVGO and AMAT gain from the growing proliferation of AI, ML and consumer electronic devices.

AVGONegative Net Change AMATPositive Net Change

Vasundhara Sawalka

Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?

Microsoft Azure's 39% growth crushes Alibaba's 65 expansion with Microsoft's proven AI monetization. Buy MSFT, sell BABA to avoid deteriorating fundamentals.

MSFTNegative Net Change BABAPositive Net Change

Supriyo Bose

Should ANET Stock Be Part of Your Portfolio Post Solid Q2 Earnings?

Arista's Q2 2025 revenue and earnings beat forecasts, powered by robust demand, portfolio strength and innovative product launches.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Urmimala Biswas

IonQ Secures $1.6 Billion to Power Quantum Projects: Is It a Buy Now?

IonQ procures $1B funding to accelerate quantum computing and networking dominance despite near-term losses.

AZNNegative Net Change NVDANegative Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Aniruddha Ganguly

Alphabet Rises 11% in a Month: Buy, Sell or Hold the GOOGL Stock?

GOOGL's AI-powered Search and surging Google Cloud revenues fuel an 11.3% stock gain in the past month, outpacing the tech sector.

AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change PYPLPositive Net Change

Aniruddha Ganguly

4 Internet Stocks Poised to Beat Earnings Estimates This Season

Here, we have picked four Internet stocks, GLOB, NICE, AFRM and BILL, which are likely to pull off earnings surprises this season.

NICEPositive Net Change GLOBPositive Net Change BILLNegative Net Change AFRMPositive Net Change

Vasundhara Sawalka

Amazon's Dim Q3 Operating Income Outlook: Should You Hold the Stock?

AMZN beats Q2 estimates, but Q3 guidance disappoints. AWS faces margin pressure amid cloud competition. Hold existing positions or await better entry points.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Kevin Cook

Bull of the Day: Modine Manufacturing (MOD)

Century-old expertise in heat transfer is growing datacenter business at 45% to serve AI economy

MODPositive Net Change NVDANegative Net Change

Vasundhara Sawalka

MSFT Q4 Earnings Beat on Cloud & AI Strength: Time to Buy the Stock?

Microsoft beats earnings estimates on 39% Azure growth in fiscal Q4. With AI momentum accelerating and strong guidance, MSFT presents a buy opportunity in 2025.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change

Kashvi Chandgothia

Snowflake vs. Oracle: Which Cloud Data Stock Is Built for the AI Future?

SNOW and ORCL are in a cloud data race to support AI workloads. Which stock offers better growth, innovation and valuation potential?

ORCLPositive Net Change SNOWNegative Net Change

Zacks Equity Research

Teradata Q2 Earnings Beat Estimates, Revenues Fall Y/Y, Shares Up

TDC tops Q2 estimates despite revenue and earnings declines, with cloud ARR climbing 17% and shares jumping 3.36% post-earnings.

TDCPositive Net Change MKSIPositive Net Change LITEPositive Net Change DASHPositive Net Change

Zacks Equity Research

Arista Beats Q2 Earnings Estimates on Healthy Top-Line Growth

ANET tops Q2 estimates as strong demand and innovative products drive record revenues and profit growth.

AKAMNegative Net Change ANETNegative Net Change KEYSPositive Net Change PINSNegative Net Change

Zacks Equity Research

Amazon Stock Falls Despite Q2 Earnings & Revenues Beat Estimates

AMZN's Q2 results benefit from a solid momentum in North America and International segments alongside steady growth in AWS. The stock drops on mixed Q3 guidance.

AMZNPositive Net Change MSFTNegative Net Change PEPNegative Net Change GOOGLPositive Net Change

Supriyo Bose

Is ANET Stock a Strong Buy Ahead of Q2 Earnings Release?

ANET eyes another earnings beat as demand for AI-optimized networking and enterprise upgrades fuels momentum.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change