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cloud-computing: Archive
Micron Stock Rises 18% in Three Months: Will It Carry the Momentum?
by Anirudha Bhagat
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
artificial-intelligence cloud-computing computers semiconductor tech-stocks
Buy 5 Mid-Cap Stocks to Gain From Impressive Cloud Computing Momentum
by Nalak Das
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
cloud-computing
Bull of the Day: Credo Technology Group (CRDO)
by Andrew Rocco
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
artificial-intelligence cloud-computing tech-stocks
Oracle Adds AMD GPUs in Cloud Infrastructure: Will This Aid Growth?
by Zacks Equity Research
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
cloud-computing tech-stocks
BABA Down 8% in a Month: Will Partnership With Apple Aid Recovery?
by Vasundhara Sawalka
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
artificial-intelligence cloud-computing e-commerce retail
Oracle Earnings Impress: Are Cloud Stocks a Buy?
by Derek Lewis
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
cloud-computing earnings tech-stocks
Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?
by Supriyo Bose
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
artificial-intelligence cloud-computing communications iot saas software tech-stocks telecom
Applied Digital vs. Equinix: Which AI-Infra Stock Offers More Edge?
by Indrajit Bandyopadhyay
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
artificial-intelligence cloud-computing
Should Oracle Stock be in Your Portfolio Post Q4 Earnings?
by Vasundhara Sawalka
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
artificial-intelligence cloud-computing tech-stocks
Applied Digital's Cloud Services Business Divestment Looks Promising
by Indrajit Bandyopadhyay
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
artificial-intelligence cloud-computing