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cloud-computing: Archive

Kashvi Chandgothia

BLZE Set to Report Q3 Earnings: How Should Investors Play the Stock?

B2 Cloud growth, AI traction and enterprise tools keep BLZE in focus as it heads into Q3 earnings with steady momentum.

SNOWPositive Net Change DBXPositive Net Change DDOGPositive Net Change BLZEPositive Net Change

Bryan Hayes

Astera Labs Pops Ahead of Earnings: Here's What to Know

The company has emerged as a critical player in next-generation data center connectivity.

ALABPositive Net Change

Zacks Equity Research

CDW's Q3 Earnings & Revenues Top Estimates, Up Y/Y on Cloud Tailwinds

CDW posts higher Q3 2025 earnings and revenues, fueled by strong notebook, software and networking demand despite macro headwinds.

STPositive Net Change FLEXPositive Net Change CDWNegative Net Change FTVPositive Net Change

Supriyo Bose

3 Communication Stocks Likely to Sail With Industry Tailwinds

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. GLW, CIEN and OOMA are well-positioned to make the most of the demand for seamless connectivity solutions.

GLWPositive Net Change CIENPositive Net Change OOMANegative Net Change

Supriyo Bose

4 Cloud Computing Stocks to Bet on Amid Widespread Adoption

MSFT, GOOGL, AMZN and IBM are indispensable cloud computing stocks for any investment portfolio.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

AKAM Set to Report Q3 Results: Will Top-Line Growth Boost Earnings?

Akamai's Q3 results may benefit from robust demand in its security and compute segments, fueled by new strategic partnerships and product expansion.

QCOMPositive Net Change AMDPositive Net Change AKAMPositive Net Change WDAYPositive Net Change

Zacks Equity Research

Amazon Q3 Earnings Beat Estimates, AWS Growth Pushes Stock Higher

AMZN's Q3 sales hit $180B (+13% YoY), AWS reaccelerates to 20% growth, net income surges to $21B, boosted by $9.5B Anthropic gains despite FTC settlement charges.

AMZNPositive Net Change MSFTPositive Net Change NFLXPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Western Digital Q1 Earnings & Revenues Top, Improve Y/Y, Shares Rise

WDC posts strong fiscal Q1 2026 results with 27% revenue growth, higher margins and a dividend hike as AI-driven storage demand surges.

IBMPositive Net Change WDCPositive Net Change STXPositive Net Change CDNSNegative Net Change

Shaun Pruitt

Buy the Spike in Alphabet Stock After Its First $100 Billion Quarter?

Spiking as much as +6% in Thursday's trading session, Alphabet (GOOGL) stock has started to challenge Nvidia (NVDA) for the most year-to-date gains from the Mag 7.

GOOGLPositive Net Change AMZNPositive Net Change GSPositive Net Change WFCPositive Net Change JPMPositive Net Change MSFTPositive Net Change BCSPositive Net Change NVDAPositive Net Change METANegative Net Change

Zacks Equity Research

Microsoft Q1 Earnings & Revenues Beat on Cloud, AI Strength

MSFT's first-quarter fiscal 2026 results reflect strength in the AI business and Copilot adoption. The company's Azure cloud business recorded growth of 40%.

MSFTPositive Net Change ADBEPositive Net Change NOWPositive Net Change SNOWPositive Net Change

Vasundhara Sawalka

Top China Tech Stocks to Consider as U.S. Trade Tensions Ease

China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.

NTESPositive Net Change TSMPositive Net Change JDPositive Net Change KCPositive Net Change

Shreya Majumder

WDC vs. NTAP: Which Data Storage Stock Offers Better Growth Potential?

WDC's sharper focus post-SanDisk spinoff, AI-driven HDD demand and margin gains position it ahead of NTAP in the booming data storage race.

NTAPPositive Net Change WDCPositive Net Change

Ethan Feller

Amazon Earnings Preview: On the Verge of a Breakout?

Though Amazon stock has lagged the Magnificent 7, it may be on the verge of a major bull run

AMZNPositive Net Change TSLANegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Will Strong AWS Performance Improve Amazon's Q3 Results?

AMZN's third-quarter results are expected to reflect steady gains from AWS momentum, driven by growing AI capabilities through Amazon Bedrock.

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

Supriyo Bose

Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?

ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.

CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change

Shaun Pruitt

Buy the Mag 7 Laggards as Earnings Approach?: AMZN, AAPL

Set to release their quarterly reports after-market hours on Thursday, October 30, Amazon and Apple stock have been the laggards of the Mag 7 this year.

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLANegative Net Change GOOGLPositive Net Change METANegative Net Change

Vasundhara Sawalka

Amazon Set to Report Q3 Earnings: Should Investors Buy the Stock?

AMZN's AWS growth, AI innovations, and e-commerce momentum position steady Q3 2025. Diversified revenue streams support buying ahead of earnings.

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

Aniruddha Ganguly

AVGO vs. CSCO: Which AI Infrastructure Stock is a Buy Right Now?

Broadcom and Cisco are racing ahead in the AI infrastructure boom, fueled by soaring demand, bold innovation and strong earnings momentum. However, which one is leading?

CSCOPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Azure Drives MSFT's AI Strategy: Buy the Stock Before Q1 Earnings?

Microsoft's Azure projected 37% growth and $30B+ infrastructure spend signal strong Q1 results ahead. Is it the right time to buy the stock before earnings results?

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

Bryan Hayes

Microsoft Headlines Magnificent Seven Earnings Blitz, Eyes Cup-With-Handle Breakout

Results from the majority of the Mag 7 will likely set the tone for the remainder of the fourth quarter.

MSFTPositive Net Change

Shreya Majumder

Should You Bet on Western Digital Stock Before Q1 Earnings?

WDC's AI-fueled demand, margin gains and revenue expansion set the stage for another strong quarterly performance.

NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change SNDKPositive Net Change

Vasundhara Sawalka

Microsoft Before Q1 Earnings: Should Investors Buy the Stock?

MSFT's Q1 FY2026 results are expected to reflect strong Azure growth and AI momentum. Robust cloud demand, Copilot adoption support buy rating despite premium valuation.

MSFTPositive Net Change DELLPositive Net Change LNVGYNegative Net Change HPEPositive Net Change

Shreya Majumder

How Should You Play Seagate Stock Ahead of Q1 Earnings Release?

STX's soaring demand for mass-capacity storage, HAMR innovation and strong margins set the stage for another potential earnings beat.

NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change PSTGPositive Net Change

Aniruddha Ganguly

Buy, Sell or Hold GOOGL Stock Before Q3 Earnings? Here's What to Know

Alphabet's AI-driven Search gains, cloud expansion, and easing regulatory pressure set the stage for its Q3 2025 earnings release.

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

Zacks Equity Research

IBM Surpasses Q3 Earnings Estimates on Solid Revenue Growth

IBM tops Q3 forecasts as hybrid cloud and AI demand drive 7% revenue growth and stronger profit margins.

IBMPositive Net Change AKAMPositive Net Change ANETPositive Net Change PINSNegative Net Change