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cloud-computing: Archive

Vasundhara Sawalka

MSFT vs. AAPL: Which Mega-Cap Tech Stock is the Better Buy Now?

Microsoft outpaces Apple with 39% Azure growth, $13B AI business, and clear enterprise AI monetization, while Apple faces tariff headwinds and uncertain AI revenues.

AAPLNegative Net Change MSFTNegative Net Change

Shreya Majumder

Will Nebius' AI Cloud 3.0 Rollout Strengthen its Competitive Moat?

NBIS' launch of Aether, its AI Cloud 3.0 platform, signals a leap in secure, scalable infrastructure built to power enterprise AI innovation.

MSFTNegative Net Change NBISPositive Net Change CRWVPositive Net Change

Bryan Hayes

From Punch Cards to Cloud: IBM's 114-Year Evolution

Top themes such as quantum computing, hybrid cloud, and storage solutions have driven outperformance.

IBMNegative Net Change

Shreya Majumder

CRWV Stock Soars 229.9% in 6 Months: Buy, Sell or Stay Invested?

CoreWeave's 229.9% surge is driven by the AI wave, fueled by major OpenAI deals and NVIDIA-powered cloud expansion. However, heavy debt looms.

MSFTNegative Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Vasundhara Sawalka

Microsoft Expands Security Offering: Is it the Next Revenue Pillar?

MSFT's security serves 1.5M customers, analyzing 100T signals daily with AI agents. Can automated threat detection become its next major revenue pillar?

MSFTNegative Net Change PANWPositive Net Change CRWDNegative Net Change

Zacks Equity Research

Can ERNIE 4.5 and Qianfan Cement Baidu's AI Cloud Advantage?

BIDU builds AI Cloud momentum with ERNIE 4.5 and Qianfan, yet execution risk clouds lasting advantage.

BIDUNegative Net Change TCEHYPositive Net Change BABAPositive Net Change

Aritra Chatterjee

IBM Stock Before Q3 Earnings Release: A Smart Buy or Risky Investment?

IBM readies for its Q3 earnings with AI, hybrid cloud, and quantum partnerships driving optimism despite rising competition.

MSFTNegative Net Change IBMNegative Net Change ORCLPositive Net Change

Harshit Gupta

Can Rigetti's 264% Year-to-Date Rally Hold as Quantum Race Heats Up?

RGTI's 264% surge reflects fresh momentum from new contracts, global collaborations, and scalable chiplet tech, but can the rally last?

ARQQPositive Net Change IONQPositive Net Change RGTIPositive Net Change

Vasundhara Sawalka

Should Investors Hold or Fold BABA Stock at a P/S Multiple of 2.58X?

Alibaba's 2.58X P/S premium and declining earnings make a poor case for holding. With subdued revenue growth and AI lagging peers, investors should sell in 2025.

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change BABAPositive Net Change

Vasundhara Sawalka

ORCL vs. ADBE: Which Software Powerhouse Has Better AI & Cloud Edge?

Oracle's AI infrastructure dominance and $455B contract backlog position it for superior returns vs Adobe. Buy ORCL, hold ADBE amid competitive pressures.

ORCLPositive Net Change ADBEPositive Net Change

Supriyo Bose

IBM vs. Intel: Which Legacy Tech Giant is the Better Buy Today?

IBM's cloud-driven transformation and steady growth may give it an edge over Intel's AI ambitions and valuation appeal.

AMZNPositive Net Change INTCPositive Net Change MSFTNegative Net Change IBMNegative Net Change NVDAPositive Net Change

Brian Bolan

Bull Of The Day: Innodata (INOD)

There is so much talk of an AI bubble that I am compelled to tell you that is what people say when they want to buy shares of this company at a discount.

INODPositive Net Change

Zacks Equity Research

Can LinkedIn Revenue Growth Accelerate Microsoft Stock's Upward Trend?

LinkedIn's revenue surge, expanding AI tools and rising engagement signal new momentum for MSFT's broader growth strategy.

MSFTNegative Net Change GOOGLNegative Net Change METAPositive Net Change

Kashvi Chandgothia

3 Reasons to Hold BLZE Stock Now Despite a 56.8% Year-to-Date Rally

BLZE stock soars on B2 Cloud momentum and AI-linked growth, yet valuation pressures suggest a cautious hold.

AMZNPositive Net Change DBXPositive Net Change DDOGPositive Net Change BLZEPositive Net Change

Supriyo Bose

JBL vs. ANET: Which Tech Stock Offers More Upside in AI Networking?

ANET's strong data-center focus and AI-driven growth outlook give it a slight edge over JBL despite the latter's valuation appeal.

JBLPositive Net Change SANMPositive Net Change ANETPositive Net Change

Shaun Pruitt

3 Hot Tech Stocks to Buy on the Dip: CRWD, MU, WDC

Holding spots on the coveted Zacks Rank #1 (Strong Buy) list, investors may have been looking for a pullback in these three hot tech stocks.

WDCNegative Net Change MUPositive Net Change CRWDNegative Net Change

Zacks Equity Research

Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?

ORCL's $35B CapEx push aims to boost its cloud and AI footprint, but mounting debt and cash flow strain may test the strategy's payoff.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change

Vasundhara Sawalka

Microsoft Healthcare AI Advances: Buy the Stock Now or Wait?

MSFT's healthcare AI push and Harvard partnership position the stock for gains. With 37% market CAGR through 2030, buy now before full pricing.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Arista Surges 53.6% in the Past Year: Is it Worth Investing in Now?

Arista's 53.6% surge reflects strong cloud networking demand and momentum, though margin pressures linger.

CSCOPositive Net Change ANETPositive Net Change HPEPositive Net Change

Zacks Equity Research

Oracle's Multi-Cloud Push Intensifies: A Key Driver of Cloud Demand?

ORCL's multi-cloud integration with AWS, Azure and Google Cloud fuels surging demand, with cloud revenues projected to climb up to 37% in Q2.

MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Can IBM Profit From S&P Global Tie-Up For Supply Chain Management?

IBM's tie-up with S&P Global integrates watsonx AI into supply chain tools, promising smarter, faster decision-making for enterprises.

AMZNPositive Net Change MSFTNegative Net Change IBMNegative Net Change SPGIPositive Net Change

Vasundhara Sawalka

Oracle Unveils AI Agents in Cloud Apps: Buy the Stock Now or Wait?

ORCL's stock surge reflects AI agent momentum, yet premium valuation suggests prospective investors await better entry points while holders maintain positions.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Shreya Majumder

Will Monolith AI Buyout Boost CoreWeave's Industrial Cloud Strategy?

CRWV's acquisition of Monolith AI boosts its industrial AI reach, merging simulation tech with its AI cloud to accelerate innovation and efficiency.

MSFTNegative Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

5 Reasons That Make Equinix Stock a Solid Portfolio Pick Now

EQIX's expanding global footprint, strong recurring revenues and rising AI-driven demand make it a compelling REIT for investors.

EQIXNegative Net Change WPCNegative Net Change VICINegative Net Change

Supriyo Bose

Bet on 5 Stocks With High ROE as Markets Defy Shutdown Qualms

As markets shrug off shutdown fears, five high-ROE "cash cow" stocks like Arista and AppLovin stand out for efficient growth potential.

GLWPositive Net Change TELPositive Net Change BBVAPositive Net Change APPPositive Net Change ANETPositive Net Change