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cloud-computing: Archive

Zacks Equity Research

Pega Cloud Drives Subscription Revenues: Will It Aid PEGA's Growth?

Pegasystems' cloud growth accelerates with a 23% increase in ACV, driving subscriptions higher as AI and automation gain traction.

CRMNegative Net Change ORCLPositive Net Change PEGANegative Net Change

Nilanshi Mukherjee

Shopify vs. Adobe: Which E-Commerce Stock Is the Better Buy Now?

ADBE edges ahead of SHOP as the stronger e-commerce bet, thanks to cloud-native upgrades and rising earnings momentum.

ADBEPositive Net Change SHOPNegative Net Change

Vasundhara Sawalka

3 Reasons to Hold AMZN Stock as AWS & AI Drive 31% Growth in 3 Months

Amazon surges 31% due to AWS & AI growth. Current shareholders can hold the stock, but new investors should wait for better entry points due to premium valuations.

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change BABAPositive Net Change

Zacks Equity Research

LUMN Stock Up 334% in 12 Months: Can AI Wins Sustain the Trajectory?

Lumen's shares soared 334% in a year as it bets on AI, multi-cloud and NaaS to offset legacy woes and heavy debt.

TNegative Net Change VZNegative Net Change TMUSNegative Net Change LUMNNegative Net Change

Supriyo Bose

IBM's Neudesic Boosts Cloud Security Capabilities: An Ace Up Sleeve?

Neudesic renews Microsoft Cloud Security Specialization, reinforcing IBM's push into hybrid, multi-cloud security solutions.

MSFTNegative Net Change IBMPositive Net Change CDWPositive Net Change RBRKNegative Net Change

Shaun Pruitt

Payroll Stocks to Watch as June's Jobs Report Comes in Strong

Payroll stocks stood out Thursday as June's Jobs Report came in stronger than expected, marking the 11th consecutive month that the U.S. has exceeded expectations for positive job creation.

PAYXNegative Net Change MMSNegative Net Change PCTYNegative Net Change DAYPositive Net Change

Kashvi Chandgothia

FSLY Stock Plunges 26.4% YTD: Is This the Right Time to Buy the Dip?

Fastly tumbles in 2025, but surging product adoption and top-tier cloud partnerships hint at upside.

MSFTNegative Net Change PANWPositive Net Change GOOGLNegative Net Change FSLYNegative Net Change

Zacks Equity Research

Okta Eyes 15% Revenue CAGR by FY26: What's the Upside Potential?

OKTA targets 15% revenue CAGR by FY26, driven by strong Q1 growth, product momentum and large enterprise demand.

MSFTNegative Net Change CYBRNo Net Change OKTANegative Net Change

Zacks Equity Research

Adobe's Record Q2 Cash Flow Sets the Path: A Key to Future Momentum?

ADBE posts record fiscal Q2 cash flow of $2.19B, fueled by AI features and subscriptions, reinforcing its growth trajectory.

MSFTNegative Net Change CRMNegative Net Change ADBEPositive Net Change

Bryan Hayes

Weekly Option Windfall: Snowflake Call Spread Boasts 31% Profit Potential

Option spreads can be profitable even if the underlying stock decreases or remains flat.

SNOWNegative Net Change

Supriyo Bose

IBM Concert Gains Traction: Can This AI-Driven Solution Aid the Stock?

IBM Concert lands Deutsche Telekom as a client, showcasing how AI automation could reshape hybrid cloud security.

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change DTEGYNegative Net Change

Nilanshi Mukherjee

DELL vs. Nutanix: Which Cloud Infrastructure Leader Is the Better Buy?

DELL's AI momentum, earnings growth, and lower valuation may offer stronger upside than NTNX's premium-priced gains.

DELLPositive Net Change NTNXNegative Net Change

Supriyo Bose

Will Arista's VeloCloud Buyout to Boost SD-WAN Unit Aid ANET Stock?

ANET's VeloCloud buyout adds 20K clients and proven SD-WAN tech, boosting its edge in secure cloud networking.

CSCONegative Net Change ANETNegative Net Change

Indrajit Bandyopadhyay

Do Rising Costs Raise Red Flag Despite APLD's Revenue Growth?

Applied Digital's revenues are rising fast, but surging costs, debt, and a pending cloud exit may raise concerns about its long-term growth story.

EQIXNegative Net Change APLDPositive Net Change CRWVNegative Net Change

Shaun Pruitt

Oracle (ORCL) Stock Hits an All-Time High Amid Increased Cloud Demand

Optimism surrounding Oracle's (ORCL) cloud and AI infrastructure endeavors pushed its stock to an all-time high of $228 a share on Monday.

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

Supriyo Bose

Can Layoffs Plug High Operating Expenses, Buoy Intel's Sinking Ship?

INTC slashes up to 20% of its workforce, exiting auto chips to cut costs and refocus on core PC and data center segments.

INTCPositive Net Change MSFTNegative Net Change METAPositive Net Change

Ethan Feller

3 Quantum Computing Stocks on Verge of a Breakout: QBTS, IONQ, QUBT

IonQ, D-WAVE QUANTUM and Quantum Computing Inc. stocks represent some of the most compelling bleeding edge technology opportunities in the market today.

QUBTPositive Net Change IONQPositive Net Change QBTSPositive Net Change

Supriyo Bose

5 High-ROE Stocks to Buy as Markets Bask in Middle East Truce

Strong labor data and easing geopolitical tensions lift markets - here are 5 high-ROE stocks poised to benefit now.

TELPositive Net Change BBVANegative Net Change APPPositive Net Change ANETNegative Net Change VICINegative Net Change

Zacks Equity Research

Will Dell's ISG Segment Benefit From Cloud Infrastructure Expansion?

DELL gains traction in AI-driven cloud infrastructure, but faces rising pressure from tech giants like Microsoft and Alphabet.

MSFTNegative Net Change DELLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Will ANET's Deeper Focus on Cloud-Native Software Pay Off?

ANET expands cloud-native software with AI-driven tools and campus upgrades as earnings estimates trend higher.

CSCONegative Net Change ANETNegative Net Change

Urmimala Biswas

STNE vs. PYPL: Why StoneCo Offers More Upside Than PayPal Currently

STNE is outpacing PYPL with strong buybacks, local innovation and greater valuation upside potential.

PYPLNegative Net Change STNEPositive Net Change

Shaun Pruitt

CoreWeave Vs Nvidia: Which AI Stock is the Better Investment

Investors may be wondering if the hype for CoreWeave's stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia.

NVDANegative Net Change CRWVNegative Net Change AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change METAPositive Net Change

Zacks Equity Research

Okta's Security Portfolio Expands Clientele: A Sign of More Upside?

OKTA's expanding identity solutions are driving strong enterprise and public sector growth, signaling rising momentum.

CYBRNo Net Change OKTANegative Net Change SAILNegative Net Change

Kevin Cook

Bear of the Day: Akamai (AKAM)

Growth has stalled for this key provider of CDN cloud services as investors focus on the AI revolution

AKAMNegative Net Change

Supriyo Bose

IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

MSFTNegative Net Change IBMPositive Net Change ORCLPositive Net Change