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cloud-computing: Archive

Zacks Equity Research

CIEN Wins Space Norway Cable Deal: Can Subsea Networking Drive Growth?

Ciena secures a Space Norway contract to modernize Arctic subsea cables and deploy advanced networking technology, boosting capacity and connectivity.

CIENNegative Net Change NOKNegative Net Change CSCOPositive Net Change GLWNegative Net Change

Urmimala Biswas

AI, Semiconductors & Quantum Computing: What Lies in Store for 2027?

AI spending, semiconductor demand and quantum computing are set to shape 2027, but investors will focus on revenue growth, earnings and returns on investment.

MSFTPositive Net Change MUNegative Net Change LRCXNegative Net Change PLTRNegative Net Change IONQNegative Net Change

Zacks Equity Research

Freshworks' Torii Acquisition: Can AI Spend Governance Drive Growth?

FRSH plans to acquire Torii to expand Freshservice into SaaS management and AI spend governance, targeting enterprise demand and deeper customer growth.

FRSHNegative Net Change CRMPositive Net Change NOWNegative Net Change TEAMNegative Net Change

Zacks Equity Research

Can WDAY's New AI Offerings Across Business Functions Drive Growth?

Workday introduces Decision Intelligence, an AI-powered platform that unifies workforce and financial data to help teams make faster, more informed decisions.

WDAYPositive Net Change FTNTPositive Net Change PANWNegative Net Change SNAPPositive Net Change

Zacks Equity Research

Can Akamai's Expanding Cloud Business Boost Its Competitive Edge?

AKAM is expanding its cloud computing business as AI demand grows, with specialized GPU infrastructure and cloud-native services attracting enterprise customers across industries.

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Zacks Equity Research

Can Slightly Higher Consulting Revenues Aid IBM's Q3 Earnings?

IBM's Q3 Consulting revenues are poised for modest growth, fueled by rising demand for technology consulting, strategic AI partnerships and a cybersecurity buyout.

IBMPositive Net Change IDCCNegative Net Change MPWRNegative Net Change CDNSPositive Net Change

Shreya Majumder

Western Digital Pre-Q1 Earnings: Buy the Stock Now or Wait for Results?

WDC expects Q1 fiscal 2027 revenue to jump 45% as AI and cloud storage demand accelerates, but will its earnings beat estimates?

WDCNegative Net Change STXNegative Net Change MUNegative Net Change SNDKNegative Net Change

Zacks Equity Research

Can Healthy Increase in Software Revenues Benefit IBM's Q3 Earnings?

IBM's Q3 earnings could benefit from software revenue growth, fueled by AI innovation, strategic partnerships and expanding enterprise cloud capabilities.

IBMPositive Net Change IDCCNegative Net Change MPWRNegative Net Change CDNSPositive Net Change

Vasundhara Sawalka

Is Amazon Stock Poised to Gain as AI Boosts Cash Flow Prospects?

AMZN's AI products, surging AWS sales and multibillion-dollar chip commitments can boost future cash flow, but rising capex and capacity constraints pose challenges.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Rimmi Singhi

AI Stocks Bleed as Inflation Bites: Any Buying Opportunities?

AI stocks tumble as inflation fears rattle markets, but Dell and Nebius emerge as potential dip-buying opportunities amid surging AI demand and strong growth.

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