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cloud-computing: Archive

Shreya Majumder

WDC's Strong Q4 Raises the Stakes for Its Fiscal 2027 Product Ramp

Western Digital's Q4 beat, 44% revenue growth and margin gains set up fiscal 2027, with 40TB ramps and HAMR execution now in focus.

WDCPositive Net Change STXPositive Net Change SNDKNegative Net Change

Shreya Majumder

Is WDC Still a Buy as Growth Surges but Valuation Stays Expensive?

Western Digital enters fiscal 2027 with accelerating earnings and AI-driven storage demand, but premium valuation and execution risks raise the bar.

WDCPositive Net Change STXPositive Net Change SNDKNegative Net Change

Shreya Majumder

WDC Fell 11.6% in the Past Month. Is the Weakness an Opportunity?

Western Digital's 11.6% pullback contrasts with surging earnings and margins, but premium valuation and cloud concentration keep execution risks elevated.

WDCPositive Net Change STXPositive Net Change SNDKNegative Net Change

Vasundhara Sawalka

Can Xbox's Upcoming Gaming Roster Lift MSFT's Gaming Revenues?

Microsoft's packed fiscal 2027 gaming slate aims to reverse a sales slide, with major releases testing Xbox's path back to growth.

MSFTNegative Net Change NTDOYPositive Net Change SONYNegative Net Change

Urmimala Biswas

Quantum Stocks Face Reality Check: QUBT, QNT Stand Out on 75%+ Upside

QUBT and QNT stand out as quantum stocks with strong revenue growth, bookings and commercialization momentum despite a tougher market.

QUBTPositive Net Change QNTPositive Net Change IONQNegative Net Change QBTSNegative Net Change

Zacks Equity Research

Can Workday AI Research Unit Drive Sustainable Enterprise Growth?

WDAY's AI Research team is advancing enterprise AI with gains in memory, speed and accuracy while tackling privacy, explainability and governance.

WDAYNegative Net Change ADPNegative Net Change ORCLPositive Net Change

Shreya Majumder

Seagate vs. AMD: Which AI Infrastructure Stock Has the Edge?

STX's storage-focused AI strategy, HAMR roadmap and valuation give it an edge over AMD in the race to capitalize on AI infrastructure.

AMDPositive Net Change STXPositive Net Change

Supriyo Bose

5 High ROE Stocks to Buy as Markets Sway on Intense Volatility

ALL, ANET, NLY, IT and AME stand out as high-ROE, cash-rich stocks as market volatility intensifies amid bond yield swings.

ALLNegative Net Change AMENegative Net Change ITNegative Net Change NLYNegative Net Change ANETPositive Net Change

Shreya Majumder

HRT Taps CoreWeave for NVIDIA Vera Rubin: Could This Be a Win for CRWV?

CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.

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

Zacks Equity Research

Can IBM Scale Quantum Computing With Its New Cryogenic Systems?

IBM's modular cryogenic breakthrough aims to scale quantum computing to 1,000 programmable qubits and advance its Quantum Starling plans by 2029.

IBMNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change