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cloud-computing: Archive

Zacks Equity Research

Will Broad Cloud Access Boost Momentum for Oracle's Hardware Business?

ORCL expands Exadata reach via AWS, Azure and Google Cloud, aiming to lift hardware growth despite steep competition and valuation concerns.

DELLPositive Net Change ORCLPositive Net Change HPENegative Net Change

Supriyo Bose

IBM Stock Before Q2 Earnings Release: To Buy or Not to Buy?

IBM heads into Q2 earnings with flat estimates, premium valuation and rising cloud-AI ambitions amid tough competition.

MSFTNegative Net Change IBMPositive Net Change ORCLPositive Net Change

Aniruddha Ganguly

Alphabet vs. Apple: Which Consumer AI Tech Stock is a Better Buy Now?

Both GOOGL and AAPL are infusing AI into their consumer offerings. However, which stock, Apple or Alphabet, is a better buy?

AAPLPositive Net Change GOOGLNegative Net Change

Indrajit Bandyopadhyay

Applied Digital vs. CoreWeave: Which AI Cloud Stock Is a Better Buy?

APLD gains more than 150% in three months on AI data center momentum, while CRWV scales fast but may face valuation and margin pressures.

APLDPositive Net Change CRWVNegative Net Change

Urmimala Biswas

Ahead of Q2 Earnings & Amid IBM, Google's Quantum Push, Is QBTS a Buy?

D-Wave surges 151.6% in 3 months as investors eye its Q2 earnings, quantum supremacy claim and Advantage2 launch.

IBMPositive Net Change GOOGLNegative Net Change IONQPositive Net Change QBTSPositive Net Change

Zacks Equity Research

ANET Rides on Solid Momentum in Data Center Vertical: Will It Persist?

Arista gains ground in AI and cloud data centers with new enterprise solutions, but faces tough rivals like CSCO and HPE.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Kevin Cook

Google Goes Windsurfing in the AI War for Talent

The "acqui-hire" strategy is on fire in this battle among tech titans seeking AI dominance and a Goliath just beat David

GOOGLNegative Net Change AAPLPositive Net Change MSFTNegative Net Change TSLAPositive Net Change METAPositive Net Change

Akashlina Dewanjee

MDB vs. ORCL: Which Database Stock Deserves a Place in Your Portfolio?

MongoDB's AI-ready platform and accelerating enterprise adoption make it a compelling rival to Oracle's legacy-heavy growth.

ORCLPositive Net Change MDBNegative Net Change

Supriyo Bose

IBM vs. Amazon: Which Cloud Infrastructure Stock Offers More Upside?

IBM shines with valuation and hybrid cloud gains, but AMZN's AI edge and steady growth may offer more upside.

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change NVDANegative Net Change

Indrajit Bandyopadhyay

With Cloud Revenues Sliding, Can Hosting Sustain APLD's Growth?

As Applied Digital's Cloud revenues slip, its AI-driven hosting pivot hinges on leasing Ellendale and managing high CapEx demands.

EQIXNegative Net Change DLRNegative Net Change APLDPositive Net Change

Zacks Equity Research

FSLY Stock is Slipping: Can a Steady Enterprise Base Hold the Stock?

FSLY's enterprise strength and AI-driven edge tools offer promise, but shares lag amid fierce cloud competition.

AKAMNegative Net Change FSLYNegative Net Change NETNegative Net Change

Supriyo Bose

Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?

CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.

CSCONegative Net Change CIENPositive Net Change ANETNegative Net Change

Zacks Equity Research

CDW, Asato Boost Business Observability With AI-Driven IT Intelligence

CDW teams up with Asato to deliver AI-native IT observability, helping clients cut costs and tame complex, scattered tech infrastructures.

CTSHPositive Net Change NTGRNegative Net Change CDWPositive Net Change TASKPositive Net Change

Zacks Equity Research

Can Alibaba's Data Center Expansion Capture the Growing AI Market?

BABA ramps up global cloud investments with new data centers and aims to power AI growth across Southeast Asia and beyond.

AMZNPositive Net Change MSFTNegative Net Change BABAPositive Net Change

Aniruddha Ganguly

Cisco Shares Trade Near 52-Week High: What's Next for CSCO Investors?

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

CSCONegative Net Change NVDANegative Net Change EXTRPositive Net Change NOWNegative Net Change

Urmimala Biswas

D-Wave Slips as IBM and Google Threaten Its Quantum Edge: What Now?

QBTS slips as IBM and Google ramp up gate-based quantum tech, raising doubts about D-Wave's long-term scalability.

IBMPositive Net Change GOOGLNegative Net Change QBTSPositive Net Change

Shreya Majumder

Will CRWV's Core Scientific Buyout Unleash Financial & AI Synergies?

CoreWeave's $9 billion acquisition of CORZ slashes lease costs, adds 1.3 GW of power and sharpens its AI HPC edge for future growth.

MSFTNegative Net Change CORZNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Vasundhara Sawalka

Oracle's Cloud Expansion via AWS: 3 Key Reasons to Hold the Stock Now

ORCL's Database@AWS launch validates cloud transformation with $138 billion RPO backlog. Hold current positions or wait for dips.

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

Urmimala Biswas

QUBT Stock Outpaces the Market but is the Rally Sustainable?

QUBT surges ahead with its new chip foundry and early revenue wins. Will the momentum continue in a crowded quantum race?

QUBTPositive Net Change ARQQNegative Net Change RGTIPositive Net Change

Indrajit Bandyopadhyay

Can New AI-Focused Leases Offset APLD's Cloud Segment Decline?

Applied Digital's AI data center leases show promise, but cloud losses and execution risk cloud its path to sustainable margin growth.

MARAPositive Net Change APLDPositive Net Change CORZNegative Net Change CRWVNegative Net Change

Kevin Cook

Bear of the Day: Cloudflare (NET)

Earnings growth is weak this year for a stock that has vaulted to a 200X forward P/E

NETNegative Net Change AKAMNegative Net Change

Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

Backbone of the AI economy and mobile is helping NVIDIA transform the world

TSMPositive Net Change NVDANegative Net Change MRVLPositive Net Change TSLAPositive Net Change METAPositive Net Change

Urmimala Biswas

QUBT Stock Surges 3427% in a Year: Correction in Store or More Upside?

QUBT stock skyrockets 3427% in a year as it pivots to commercial quantum tech, but is the rally losing steam?

QUBTPositive Net Change IONQPositive Net Change QBTSPositive Net Change

Vasundhara Sawalka

3 Reasons to Buy Microsoft Stock Despite 11.7x P/S Premium Valuation

Microsoft's explosive $13B AI revenues surge 175% YoY, justifies 11.76x P/S premium. Azure cloud market share gain makes MSFT a must-buy for 2025.

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Supriyo Bose

Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?

ANET eyes growth with CloudEOS Edge, aiming to stand out through predictive cloud tools and a unified software stack.

NOKPositive Net Change CSCONegative Net Change ANETNegative Net Change