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cloud-computing: Archive
Q3 Earnings Season Gets Underway: A Closer Look
by Sheraz Mian
The Q3 reporting cycle will really pick up steam when the big banks release their results near mid-October, though Oracle has already helped kick the period off positively.
ORCLPositive Net Change ADBEPositive Net Change GOOGLPositive Net Change
cloud-computing earnings tech-stocks
Is Alibaba's AI Revolution Worth the Risk for Growth Investors Now?
by Vasundhara Sawalka
BABA's AI reaches global parity with superior cost efficiency, positioning it well for Asia's adoption curve. However, geopolitical risks persist. Hold rating for now.
MSFTNegative Net Change NVDANegative Net Change GOOGLPositive Net Change BABAPositive Net Change
artificial-intelligence cloud-computing e-commerce retail
SAP Boosts AI-Driven Recruiting Innovation With SmartRecruiters Buyout
by Zacks Equity Research
SAP completes SmartRecruiters deal, boosting AI-driven hiring, while pushing cloud expansion and European digital sovereignty.
SAPPositive Net Change IDCCPositive Net Change VSATPositive Net Change UIPositive Net Change
artificial-intelligence business-services cloud-computing tech-stocks
4 Cloud Computing Stocks to Watch as Markets Hit Record High on a Trot
by Supriyo Bose
MSFT, GOOGL, IBM and ANET are indispensable cloud stocks for any investment portfolio.
MSFTNegative Net Change IBMPositive Net Change GOOGLPositive Net Change ANETNegative Net Change
artificial-intelligence cloud-computing tech-stocks
Ciena's Stock Skyrockets 143% in 12 Months: Is More Upside Left?
by Zacks Equity Research
CIEN shares surge 143% in a year, fueled by AI-driven demand, cloud adoption and record interconnect growth.
CIENPositive Net Change GLWPositive Net Change VIAVPositive Net Change ATUSPositive Net Change
artificial-intelligence cloud-computing communications tech-stocks
Oracle (ORCL): From Dot-Com Relic to AI Powerhouse
by Andrew Rocco
Oracle's recent earnings report has undeniably shifted the narrative around the stock, proving that this long-overlooked company is a major player in the burgeoning AI revolution.
AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change ORCLPositive Net Change TSLAPositive Net Change METAPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Oracle Earnings Impress Heavily: A Closer Look
by Derek Lewis
Given its big-time gains and consistently strong growth over recent years, could the stock become the 8th member of the beloved Magnificent group?
ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
NVIDIA, AI & Quantum Leaders Drive Health Tech: 2 Stocks to Buy
by Urmimala Biswas
Butterfly Network and Omnicell emerge as standout health tech stocks as AI and quantum breakthroughs reshape diagnostics and medication management.
IBMPositive Net Change NVDANegative Net Change OMCLPositive Net Change PLTRNegative Net Change BFLYNegative Net Change
artificial-intelligence cloud-computing medical medical-devices smart-health tech-stocks
Is Now the Time to Buy Oracle Stock After Its Q1 Earnings-Fueled Run?
by Vasundhara Sawalka
ORCL's strong cloud momentum and AI expansion support holding existing positions, but premium valuations suggest new investors should await $260-$280 entry.
AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Massive RPO Surge at Oracle: A Sign of Strong Forward Visibility?
by Zacks Equity Research
ORCL's RPO skyrockets 359% Y/Y to $455B in Q1 FY26, fueled by major AI cloud deals and signaling powerful forward visibility.
AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change
cloud-computing tech-stocks
Should Investors Chase the Post-Earnings Surge In Oracle Stock?
by Shaun Pruitt
Citing unprecedented demand for AI workloads, Oracle (ORCL) stock had surged more than 40% in Wednesday's trading session, hitting a new all-time high of $345 a share.
ORCLPositive Net Change AMZNPositive Net Change AMDPositive Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change METAPositive Net Change
artificial-intelligence cloud-computing earnings investing large-cap tech-stocks
Oracle Q1 Earnings Match Estimates, Cloud Growth Fuels Revenue Rise
by Zacks Equity Research
ORCL reports strong fiscal first quarter with 12% revenue growth, record AI cloud demand and multi-billion-dollar deals across its infrastructure stack.
APHPositive Net Change FFIVPositive Net Change ORCLPositive Net Change CRWDPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
Microsoft's Gaming Revenue Growth: Can the Xbox Ecosystem Sustain It?
by Zacks Equity Research
MSFT's gaming arm posts 10% revenue growth, fueled by Game Pass momentum, blockbuster titles and a vast Xbox user base.
MSFTNegative Net Change NTDOYNegative Net Change SONYPositive Net Change
artificial-intelligence cloud-computing tech-stocks
Bull of the Day: Credo Technology (CRDO)
by Kevin Cook
Another monster quarter forecasts topline advancing 120%+ (again!) plus 185% EPS growth!
CRDOPositive Net Change AMZNPositive Net Change NVDANegative Net Change MRVLPositive Net Change AVGOPositive Net Change
artificial-intelligence autonomous-vehicles cloud-computing robotics self-driving-cars
Oracle Misses in Q3, Gains +22% - Plus Jobs Revisions & More
by Mark Vickery
While Oracle missed on Q3 revenues it grew +55% in Cloud Infrastructure year over year.
AAPLPositive Net Change MSFTNegative Net Change UNHNegative Net Change ORCLPositive Net Change NBISPositive Net Change
artificial-intelligence cloud-computing earnings inflation interest-rate tech-stocks
Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?
by Zacks Equity Research
BABA's China E-commerce arm posts 10% growth with Taobao driving user gains, but margin pressure looms amid fierce competition.
JDPositive Net Change BABAPositive Net Change PDDPositive Net Change
cloud-computing retail
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?
by Zacks Equity Research
Amazon's AWS inks Absa deal, reinforcing global reach. Will rising Azure and Google Cloud growth rates pressure its market dominance?
AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change
cloud-computing retail
Can Nebius Become the Next Big AI Player With $17.4B Microsoft Deal?
by Shreya Majumder
NBIS lands a $17.4B AI infrastructure deal with Microsoft, fueling growth, financing power, and marking a stronger edge in the cloud race.
MSFTNegative Net Change NVDANegative Net Change NBISPositive Net Change CRWVNegative Net Change
artificial-intelligence cloud-computing emerging-markets tech-stocks
Food Delivery Powers JD's Growth: Can New Businesses Turn Profitable?
by Zacks Equity Research
JD.com's food delivery arm surges 199% in revenues, but soaring losses raise doubts about its path to profitability.
JDPositive Net Change BABAPositive Net Change DASHNegative Net Change
artificial-intelligence cloud-computing retail
Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?
by Vasundhara Sawalka
AMZN trades at 31.84x earnings amid AI investments and AWS competition. Amazon posts strong Q2 results, but premium valuation suggests waiting for better entry points.
AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing e-commerce retail
IBM Declines 8.6% in 3 Months: Should You Rethink the Stock?
by Supriyo Bose
International Business Machines lags peers with an 8.6% drop in 3 months, facing margin pressure and stiff cloud competition despite AI and hybrid cloud growth.
AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks
CommScope vs. Arista: Which Networking Stock Packs More Power Now?
by Supriyo Bose
COMM's sharper cost cuts, stronger estimate revisions and cheaper valuation give it an edge over ANET in networking.
APHPositive Net Change GLWPositive Net Change COMMPositive Net Change ANETNegative Net Change
artificial-intelligence cloud-computing communications iot tech-stocks
Oracle's NetSuite Momentum: Can It Boost Cloud Growth to New Heights?
by Zacks Equity Research
ORCL's NetSuite ERP drives double-digit SaaS growth, boosting cloud revenue momentum and positioning the company for stronger long-term demand.
MSFTNegative Net Change SAPPositive Net Change ORCLPositive Net Change
cloud-computing tech-stocks
Arista Rises 79.7% in a Year: How Should You Play the Stock?
by Aritra Chatterjee
Arista's 79.7% surge outpaces peers as AI networking demand, strategic acquisition and strong cash flow fuel growth momentum.
CSCONegative Net Change ANETNegative Net Change HPEPositive Net Change
artificial-intelligence cloud-computing communications tech-stocks
CIEN Q3 Earnings & Sales Top, Stock Up on 91% Y/Y Bottom-Line Growth
by Zacks Equity Research
Ciena posts a revenue and earnings surge, lifts outlook with AI-driven demand and sees shares jump over 23% on strong fiscal Q3 2025 results.
CIENPositive Net Change GLWPositive Net Change DSGXPositive Net Change VIAVPositive Net Change
artificial-intelligence business-services cloud-computing communications earnings tech-stocks