Back to top

cloud-computing: Archive

Vasundhara Sawalka

3 Reasons That Make Amazon Stock a Must-Buy Ahead of Q4 Earnings

AMZN's strong retail strategies and dominant position in the cloud market make the stock worth a buy ahead of its fourth-quarter earnings.

AMZNNegative Net Change LEENegative Net Change BOXPositive Net Change LUMNNegative Net Change

Neena Mishra

AI Winners Following the DeepSeek Disruption

We highlight ETF areas that could benefit if AI costs decline.

MSFTPositive Net Change NVDAPositive Net Change VTVPositive Net Change IGVPositive Net Change QQQENegative Net Change JPMNegative Net Change AAPLPositive Net Change CRMPositive Net Change WMTPositive Net Change METANegative Net Change

Vasundhara Sawalka

Microsoft Cloud Hits Capacity Wall: Buy, Sell or Hold MSFT Stock?

MSFT's cloud growth hits the capacity wall despite strong AI momentum. Investors can hold existing positions or wait for a better entry point.

MSFTPositive Net Change NVDAPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

3 Wireless Stocks Set to Ride on Healthy Sector Dynamics

With solid demand for advanced networking architecture for increased broadband usage, the Zacks Wireless Equipment industry is likely to witness a healthy growth curve. QCOM, MSI and IDCC are set to thrive despite the near-term challenges.

QCOMNegative Net Change MSIPositive Net Change IDCCPositive Net Change

Derek Lewis

Microsoft & Meta Earnings: Are DeepSeek Assumptions Premature?

DeepSeek this, DeepSeek that. How do mega-cap giants Meta Platforms and Microsoft actually feel about the development?

MSFTPositive Net Change METANegative Net Change

Zacks Equity Research

DXC Set to Report Q3 Earnings: What's in Store for the Stock?

DXC Technology's third-quarter fiscal 2025 results are likely to benefit from its GIS business growth and its expansion in the AI space.

LITEPositive Net Change DXCPositive Net Change BILLPositive Net Change DASHPositive Net Change

Zacks Equity Research

Microsoft Q2 Earnings & Revenues Beat on Surging AI Business

MSFT's second-quarter fiscal 2025 results reflect strength in AI business and Copilot adoption amid decelerating growth in its Azure cloud infrastructure unit.

MSFTPositive Net Change ORCLPositive Net Change ADBEPositive Net Change SPOTPositive Net Change

Zacks Equity Research

IBM Beats Q4 Earnings Estimates on Solid Cloud & AI Traction

Strong portfolio mix, operating leverage and yield from productivity initiatives helped IBM beat fourth-quarter 2024 earnings estimates.

IBMPositive Net Change AKAMPositive Net Change ANETPositive Net Change PINSNegative Net Change

Kevin Cook

Bull of the Day: NVIDIA (NVDA)

Does DeepSeek shrink or expand the GPU market? All eyes on estimates after MSFT & META calls

NVDAPositive Net Change MSFTPositive Net Change TSLANegative Net Change VRTPositive Net Change METANegative Net Change

Aniruddha Ganguly

AI Model Race Heats Up: BABA, NVDA, MSFT, META, GOOGL in Focus

DeepSeek's low-cost models are set to face stiff competition from Alibaba's latest model as well as from the U.S. technology giants.

MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change BABANegative Net Change METANegative Net Change