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cloud-computing: Archive
Should You Buy, Hold or Sell Western Digital Stock After Q1 Earnings?
by Shreya Majumder
WDC's strong fiscal Q1 results, AI-driven storage demand and rising earnings estimates fuel its growth outlook, but valuation and execution risks persist.
WDCNegative Net Change NTAPNegative Net Change STXNegative Net Change SNDKNegative Net Change
artificial-intelligence cloud-computing computers dividend-yield tech-stocks
Oracle vs. Alibaba: Which Cloud Stock Holds the Edge Right Now?
by Vasundhara Sawalka
ORCL's $664 billion backlog, self-funding AI contracts and raised fiscal 2027 guidance give it an edge over BABA despite heavy capex and negative free cash flow.
ORCLNegative Net Change BABAPositive Net Change
artificial-intelligence cloud-computing retail tech-stocks
Western Digital's Q1 Earnings & Revenues Beat, Dividend Hiked by 17%
by Zacks Equity Research
WDC's fiscal Q1 earnings and revenue beat estimates, fueled by strong cloud demand and pricing gains, as higher-capacity drives and new technology transitions drive growth.
WDCNegative Net Change IBMPositive Net Change DGXPositive Net Change VLONegative Net Change
artificial-intelligence business-services cloud-computing computers earnings tech-stocks
IBM Q3 Beat Highlights Software Growth and a Stronger Cash Outlook
by Supriyo Bose
IBM beat Q3 earnings and revenue estimates as Software growth accelerated, margins expanded and stronger free cash flow lifted its 2026 outlook.
IBMPositive Net Change
artificial-intelligence cloud-computing computers iot tech-stocks
Is IBM Worth Buying as Software Growth Meets a Premium Valuation?
by Supriyo Bose
IBM's Software growth and rising free cash flow strengthen its investment case, but premium valuation, debt and slow Consulting growth warrant caution.
IBMPositive Net Change MSFTPositive Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing iot software tech-stocks
IBM Is Up 11.1% in Three Months. Can Its Momentum Keep Building Now?
by Supriyo Bose
IBM shares gained 11.1% in three months as stronger Software growth and margin expansion boosted momentum, but valuation and Consulting challenges raise questions.
IBMPositive Net Change MSFTPositive Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing computers iot tech-stocks
4 Cloud Computing Stocks to Bet on for Solid Long-Term Gains
by Supriyo Bose
Alphabet, Microsoft, Arista and Ciena are poised to benefit from booming cloud computing demand, fueled by AI adoption and expanding infrastructure.
MSFTPositive Net Change CIENNegative Net Change GOOGLPositive Net Change ANETPositive Net Change
cloud-computing saas tech-stocks
META's Q3 Earnings Beat Estimates, Revenues Rise Y/Y on Ad Growth
by Zacks Equity Research
Meta Platforms' Q3'26 earnings beat estimates as AI-driven advertising fuels 26% revenue growth, but rising infrastructure spending and legal costs pressure margins.
METAPositive Net Change STXNegative Net Change TERNegative Net Change SHOPPositive Net Change
artificial-intelligence cloud-computing earnings tech-stocks
IBM Beats Q3 Earnings Estimates on Software, Infrastructure Growth
by Zacks Equity Research
IBM's Q3 2026 earnings beat estimates as Software and Infrastructure growth accelerated, margins improved and management raised its free cash flow outlook.
IBMPositive Net Change AKAMNegative Net Change ANETPositive Net Change GFSNegative Net Change
artificial-intelligence cloud-computing computers earnings iot saas
Can Nebius' Open Compute Pricing Strengthen Its AI Cloud Growth?
by Shreya Majumder
NBIS introduces live GPU spot pricing to boost cost transparency and flexible AI compute access as it expands its NVIDIA-powered AI cloud footprint.
NBISNegative Net Change MSFTPositive Net Change NVDANegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing computers internet tech-stocks