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cloud-computing: Archive

Supriyo Bose

Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?

CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.

CSCOPositive Net Change CIENPositive Net Change ANETPositive Net Change

Zacks Equity Research

CDW, Asato Boost Business Observability With AI-Driven IT Intelligence

CDW teams up with Asato to deliver AI-native IT observability, helping clients cut costs and tame complex, scattered tech infrastructures.

CTSHPositive Net Change NTGRPositive Net Change CDWPositive Net Change TASKPositive Net Change

Zacks Equity Research

Can Alibaba's Data Center Expansion Capture the Growing AI Market?

BABA ramps up global cloud investments with new data centers and aims to power AI growth across Southeast Asia and beyond.

AMZNNegative Net Change MSFTPositive Net Change BABAPositive Net Change

Aniruddha Ganguly

Cisco Shares Trade Near 52-Week High: What's Next for CSCO Investors?

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

CSCOPositive Net Change NVDAPositive Net Change EXTRPositive Net Change NOWNegative Net Change

Urmimala Biswas

D-Wave Slips as IBM and Google Threaten Its Quantum Edge: What Now?

QBTS slips as IBM and Google ramp up gate-based quantum tech, raising doubts about D-Wave's long-term scalability.

IBMPositive Net Change GOOGLNegative Net Change QBTSPositive Net Change

Shreya Majumder

Will CRWV's Core Scientific Buyout Unleash Financial & AI Synergies?

CoreWeave's $9 billion acquisition of CORZ slashes lease costs, adds 1.3 GW of power and sharpens its AI HPC edge for future growth.

MSFTPositive Net Change CORZPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Vasundhara Sawalka

Oracle's Cloud Expansion via AWS: 3 Key Reasons to Hold the Stock Now

ORCL's Database@AWS launch validates cloud transformation with $138 billion RPO backlog. Hold current positions or wait for dips.

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

Urmimala Biswas

QUBT Stock Outpaces the Market but is the Rally Sustainable?

QUBT surges ahead with its new chip foundry and early revenue wins. Will the momentum continue in a crowded quantum race?

QUBTPositive Net Change ARQQPositive Net Change RGTIPositive Net Change

Indrajit Bandyopadhyay

Can New AI-Focused Leases Offset APLD's Cloud Segment Decline?

Applied Digital's AI data center leases show promise, but cloud losses and execution risk cloud its path to sustainable margin growth.

MARAPositive Net Change APLDPositive Net Change CORZPositive Net Change CRWVPositive Net Change

Kevin Cook

Bear of the Day: Cloudflare (NET)

Earnings growth is weak this year for a stock that has vaulted to a 200X forward P/E

NETPositive Net Change AKAMPositive Net Change