Back to top

cloud-computing: Archive

Namrata Chandak

IREN Expands Liquid Cooling Across AI Data Centers: Can Returns Rise?

IREN expands liquid-cooled data centers to boost AI computing capacity and revenue per MW, but $25-$30 billion in fiscal 2027 capex raises execution and financing risks.

IRENNegative Net Change APLDNegative Net Change WULFNegative Net Change

Vasundhara Sawalka

Will Rising Capex Weigh on Oracle's Free Cash Flow Outlook?

ORCL's AI infrastructure spending pushes free cash flow into negative territory, but surging cloud demand and $664 billion in remaining performance obligations offer support.

ORCLNegative Net Change AMZNPositive Net Change MSFTPositive Net Change

Sanghamitra Saha

A Guide to Cloud Computing ETF Investing

AI adoption, surging infrastructure spending and accelerating cloud revenues are boosting the cloud computing industry. Here are four cloud ETFs to watch.

SKYYPositive Net Change CLOUPositive Net Change WCLDPositive Net Change FCLDNegative Net Change

Supriyo Bose

IBM Stock Before Q3 Earnings Release: To Buy or Not to Buy?

IBM faces a crucial Q3 earnings test as AI and hybrid cloud growth opportunities clash with mounting competition, margin pressures and premium valuation.

IBMPositive Net Change AMZNPositive Net Change MSFTPositive Net Change ARMNegative Net Change

Sanghamitra Saha

A Guide to Cloud Computing ETF Investing

AI adoption, surging infrastructure spending and accelerating cloud revenues are boosting the cloud computing industry. Here are four cloud ETFs to watch.

SKYYPositive Net Change CLOUPositive Net Change WCLDPositive Net Change FCLDNegative Net Change

Shreya Majumder

PL Wins ESA Deal: Can Space-Based Disaster Monitoring Drive Growth?

Planet Labs is developing Slovenia's Space Resilience Node to automate satellite-based threat detection and expand its government and defense opportunities.

PLNegative Net Change RDWNegative Net Change SATLNegative Net Change

Urmimala Biswas

3 Quantum Computing Stocks in the Limelight After October Deals

IonQ, Xanadu and D-Wave gain attention as October deals, manufacturing partnerships and product initiatives offer fresh catalysts for quantum commercialization.

IONQNegative Net Change QBTSPositive Net Change XNDUNegative Net Change

Vasundhara Sawalka

Is Amazon Stock Poised to Gain on Strong Free Cash Flow Growth?

AMZN's operating cash flow surges 33% to $161.4 billion, while rising AI investments pressure free cash flow. Can AWS demand drive a rebound?

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Namrata Chandak

IREN's Global Expansion Accelerates: Can It Drive Future Growth?

IREN expands across North America, Europe and Australia, advancing major U.S. projects while developing an 800-MW South Australian site and a 300-MW project in Spain.

IRENNegative Net Change APLDNegative Net Change CRWVNegative Net Change

Shreya Majumder

Quantum Builds ActiveScale Momentum: Can It Sustain Growth?

QMCO's ActiveScale gains traction amid rising demand for scalable data storage, major customer wins and 26% revenue growth, but supply constraints threaten momentum.

QMCONegative Net Change IBMPositive Net Change NTAPNegative Net Change