Back to top

cloud-computing: Archive

Zacks Equity Research

CIEN Q3 Earnings & Sales Top, Stock Up on 91% Y/Y Bottom-Line Growth

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 DSGXNegative Net Change VIAVPositive Net Change

Nilanshi Mukherjee

Snowflake vs. Alphabet: Which Cloud Analytics Stock Has an Edge Now?

SNOW shines with rapid customer growth and AI-driven tools, but GOOGL's Google Cloud offers broader reach and steadier global scale.

GOOGLPositive Net Change SNOWPositive Net Change

Vasundhara Sawalka

Oracle Stock Before Q1 Earnings: Buy Now or Wait for Results?

ORCL's cloud momentum and AI innovations show promise, but investors may wait for clearer visibility on partnership revenue synergies before buying the stock.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?

BABA's Cloud Intelligence rises 26% with triple-digit AI revenue growth, but rivals and rising costs test its momentum.

AMZNNegative Net Change MSFTNegative Net Change BABAPositive Net Change

Zacks Equity Research

SAP Expands Sovereign Cloud to Power Europe's Digital & AI Innovation

SAP expands its Sovereign Cloud with flexible EU-based deployment and a 20B euro investment, fueling growth with AI and cloud innovation.

SAPNegative Net Change JBLNegative Net Change IDCCNegative Net Change UINegative Net Change

Shaun Pruitt

Will Nvidia Stock Soar if Interest Rates are Cut in September?

Amid looming expectations that the Federal Reserve could cut interest rates in September, tech companies like Nvidia generally stand to benefit exponentially.

NVDANegative Net Change CRWVNegative Net Change

Kevin Cook

Broadcom (AVGO) Thrives in Custom AI Explosion

AI revenue grew 220% year-on-year, propelled by their leading XPUs and Ethernet networking portfolio.

AVGOPositive Net Change NVDANegative Net Change MRVLPositive Net Change

Zacks Equity Research

Amazon Eyes Cloud Expansion: Will the NZ AWS Region Drive Growth?

AMZN bets big on AWS growth with a NZ$7.5B New Zealand region launch, fueling AI, compliance and APAC expansion.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Supriyo Bose

Top ROE Stocks to Buy as AI Rally Propels Markets to Record Highs

Arista, TE Connectivity, Corning, Banco Bilbao, and AppLovin stand out with strong ROE as markets hit record highs on AI momentum.

GLWPositive Net Change TELNegative Net Change BBVAPositive Net Change APPPositive Net Change ANETNegative Net Change

Aniruddha Ganguly

GOOGL Services Benefits From New AI-Powered Features: What's Ahead?

Alphabet's Google Services revenues surge on AI-driven Search, YouTube and Gemini innovations despite stiff competition.

AAPLPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Alibaba vs. Amazon: Which E-Commerce Titan Has More Upside Potential?

Amazon's commanding 30% cloud market share versus Alibaba's 4%, plus massive $100B AI investments, creates competitive advantages. Choose AMZN, avoid BABA's risks.

AMZNNegative Net Change BABAPositive Net Change

Zacks Equity Research

MSFT Challenges GPT-5 With New AI Models: What's Next for Investors?

Microsoft debuts proprietary AI models MAI-Voice-1 & MAI-1-preview, challenging GPT-5. The company cuts external AI dependence for higher margins.

MSFTNegative Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Ciena Gears Up to Release Q3 Earnings: Here's What to Expect

CIEN's fiscal Q3 results are likely to reflect surging cloud provider revenues, WaveLogic traction and growing Blue Planet adoption despite margin pressures.

MNegative Net Change DLTRNegative Net Change CIENPositive Net Change AVGOPositive Net Change

Harshit Gupta

Rigetti vs IonQ: Which Quantum Computing Stock Is the Smarter Buy?

RGTI's superconducting roadmap and IONQ's trapped-ion expansion highlight two sharply different bets in quantum computing's race to scale.

IONQPositive Net Change RGTINegative Net Change

Zacks Equity Research

Oracle Cloud Expansion in Focus: A Key to Future Momentum?

ORCL's cloud revenues surge, fueled by AI demand and multi-cloud expansion, with management eyeing 40% growth in fiscal 2026.

AMZNNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Can Rigetti Computing's Margin Recover After Second-Quarter Pressure?

RGTI's second-quarter results show shrinking revenues and margins, even as its new Cepheus-1-36Q quantum system hit key milestones.

ARQQNegative Net Change IONQPositive Net Change RGTINegative Net Change

Kevin Cook

Bull of the Day: IBM (IBM)

Bedrock of American innovation continues its deep R&D in the AI economy, fueling steady growth

IBMPositive Net Change INTCNegative Net Change CRMNegative Net Change NVDANegative Net Change METANegative Net Change

Zacks Equity Research

PEGA's Cloud Backlog Climbs: A Sign of Strong Revenue Visibility?

Pegasystems' cloud backlog gains 30% to $1.32B in Q2 2025, boosting revenue visibility and underscoring strong demand for its AI-powered solutions.

CRMNegative Net Change ORCLNegative Net Change PEGANegative Net Change

Vasundhara Sawalka

Oracle vs. Alphabet: Which AI Cloud Stock Has Better Upside Potential?

GOOGL's diverse ecosystem and better valuation edge out ORCL's focused approach. Track GOOGL for entry.

ORCLNegative Net Change GOOGLPositive Net Change

Supriyo Bose

Can Arista Gain From an Integrated Cloud Networking Solution Focus?

ANET is strengthening its cloud networking edge with the VeloCloud SD-WAN buyout and expanding AI-driven offerings.

NOKPositive Net Change CSCONegative Net Change AVGOPositive Net Change ANETNegative Net Change

Supriyo Bose

Can IBM's Focus on Innovative AI Solutions Spur an Uptrend?

IBM's watsonx platform, AI-driven automation and strategic AI partnerships aim to boost productivity and fuel enterprise transformation.

AMZNNegative Net Change MSFTNegative Net Change CRMNegative Net Change IBMPositive Net Change SAPNegative Net Change

Zacks Equity Research

Alibaba Aims for Capital Efficiency: Can the Banma Spin-Off Succeed?

BABA's Banma spin-off aims to cut cash drain, boost capital efficiency and refocus investments on core growth drivers.

AMZNNegative Net Change GOOGLPositive Net Change BABAPositive Net Change

Vasundhara Sawalka

Alibaba Doubles Down on AI Margins: Time to Hold or Cut Your Losses?

Alibaba's AI bet is backfiring as margins collapse and ByteDance steals market share. With competition intensifying, BABA looks like a value trap.

AMZNNegative Net Change MSFTNegative Net Change BABAPositive Net Change PDDPositive Net Change

Shreya Majumder

Western Digital Soars 51.8% in the Past 3 Months: How to Play the Stock?

WDC's HDD focus, AI-driven demand and strong cloud momentum fuel stock gains and boost shareholder returns.

NTAPNegative Net Change WDCPositive Net Change STXPositive Net Change PSTGNegative Net Change