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cloud-computing: Archive

Vasundhara Sawalka

Is Oracle Stock a Buy, Sell or Hold at a P/S Multiple of 8.61X?

ORCL's 8.61X P/S looks rich. Slowing cloud growth and heavy CapEx plans dim outlook. Despite a 52% YTD surge, sell the stock now as valuation outpaces modest growth ahead.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change

Neena Mishra

Software Stocks & ETFs: Next Big AI Opportunity?

Here are some software stocks and ETFs that are outperforming chip stocks.

MSFTPositive Net Change NVDAPositive Net Change ORCLPositive Net Change ADBENegative Net Change APPPositive Net Change MSTRPositive Net Change SNOWPositive Net Change XSWPositive Net Change IGVPositive Net Change PLTRPositive Net Change

Kevin Cook

Bull of the Day: Vertiv (VRT)

Investor Day presentations forecast solid growth in datacenter solutions through 2029

VRTPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Here's Why InterDigital Stock is a Solid Investment Option Now

With healthy fundamentals, IDCC appears to be a solid investment option at the moment.

QCOMPositive Net Change IDCCPositive Net Change WDAYPositive Net Change ANETPositive Net Change

Zacks Equity Research

Can ATUS Stock Benefit From Expansion of Fiber Footprint?

ATUS plans to bring 100% fiber broadband to more than two-thirds of its footprint over the next few years.

NVDAPositive Net Change WDAYPositive Net Change ANETPositive Net Change

Nida Ali Saigal

DELL Set to Report Q3 Earnings: Buy, Sell or Hold the Stock?

DELL's third-quarter fiscal 2025 performance is expected to reflect strong AI-driven momentum and strategic partnerships despite challenges in the PC market.

INTCPositive Net Change AMDPositive Net Change DELLPositive Net Change NVDAPositive Net Change

Zacks Equity Research

SentinelOne Up 55% in a Year: Should You Buy, Sell or Hold the Stock?

S's strong prospects are driven by an expanding AI-powered portfolio and a solid partner base despite a challenging macroeconomic environment.

AMZNNegative Net Change SPositive Net Change LNVGYPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Ericsson Surges 62% in the Past Year: Reason to Buy ERIC Stock?

ERIC appears to be treading in the middle of the road and investors could be better off if they trade with caution.

TNegative Net Change ERICPositive Net Change NOKPositive Net Change MSIPositive Net Change

Shaun Pruitt

Bull of the Day: Dropbox (DBX)

Increased profitability, strong cash flow, and innovation into artificial intelligence are starting to make Dropbox (DBX) stock appealing

DBXPositive Net Change SHOPPositive Net Change UBERNegative Net Change

Nida Ali Saigal

AMD's HPC Portfolio Powers El Capitan: How Should You Play the Stock?

Advanced Micro Devices stock is likely to benefit from the expansion of high-performance computing and AI portfolio amid stiff competition from NVDA.

AMDPositive Net Change IBMPositive Net Change NVDAPositive Net Change HPEPositive Net Change