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cloud-computing: Archive

Anirudha Bhagat

Micron Stock Rises 18% in Three Months: Will It Carry the Momentum?

MU stock climbs 18% in three months as AI demand, HBM growth and diversification fuel long-term optimism.

INTCPositive Net Change QCOMPositive Net Change MUPositive Net Change MRVLPositive Net Change

Nalak Das

Buy 5 Mid-Cap Stocks to Gain From Impressive Cloud Computing Momentum

Gain exposure to cloud's rapid rise with BILL, FIVN, FSLY, QLYS, CVLT showing solid earnings and revenue growth momentum.

CVLTPositive Net Change QLYSNegative Net Change FIVNPositive Net Change FSLYPositive Net Change BILLPositive Net Change

Andrew Rocco

Bull of the Day: Credo Technology Group (CRDO)

Credo Technology Group is strategically positioned to capitalize on the explosive growth in data centers, AI, and cloud computing. With its crucial high-speed connectivity solutions, cash-rich clients, and tendency to beat EPS expectations, CRDO presents a compelling opportunity.

AMZNNegative Net Change AAPLPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLNegative Net Change CRDOPositive Net Change

Zacks Equity Research

Oracle Adds AMD GPUs in Cloud Infrastructure: Will This Aid Growth?

ORCL ramps up AI cloud power with AMD GPUs, fueling 62% OCI revenue growth and a $25B investment push for 2026.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change

Vasundhara Sawalka

BABA Down 8% in a Month: Will Partnership With Apple Aid Recovery?

Alibaba faces regulatory headwinds despite Apple AI progress. Mixed Q4 results suggest holding existing positions or waiting for better entry points in fiscal 2026.

AMZNNegative Net Change MSFTPositive Net Change JDPositive Net Change BABAPositive Net Change

Derek Lewis

Oracle Earnings Impress: Are Cloud Stocks a Buy?

Impressively, Oracle's remaining performance obligations were up a strong 41% year-over-year, a reflection of the red-hot demand the company has been witnessing. Are other cloud players seeing momentum?

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change

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.

CSCOPositive Net Change ANETPositive 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?

EQIXPositive 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.

AMZNNegative 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.

BAPositive Net Change AMDPositive Net Change APLDPositive Net Change