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cloud-computing: Archive
Shopify's Biggest AI Fear Just Became Its Best Catalyst
by Bryan Hayes
Shopify isn't competing with AI agents for the customer. It is becoming the settlement layer underneath them.
SHOPPositive Net Change
artificial-intelligence cloud-computing computers datacenter e-commerce earnings investing retail software tech-stocks
Find Strong Cloud Stocks Using This Zacks Tool
by Derek Lewis
Zacks Thematic Screens lets you dive into over 30 dynamic investment themes shaping the future, including Cloud Computing.
MSFTPositive Net Change
cloud-computing
Is Alibaba's AI Capex Push a Catalyst or a Risk for the Stock?
by Vasundhara Sawalka
BABA's AI capex push targets massive cloud expansion and rising AI revenues, but soaring costs and cash outflows put its three-year payback goal in focus.
BABAPositive Net Change AMZNPositive Net Change MSFTPositive Net Change
artificial-intelligence cloud-computing retail
CRWV Shares Slide 25% in 6 Months: Time to Buy, Hold or Cut Losses?
by Shreya Majumder
CoreWeave's revenue and $104 billion backlog highlight AI demand, but rising losses, heavy capital spending and debt risks cloud its growth outlook.
CRWVNegative Net Change MSFTPositive Net Change NBISNegative Net Change
artificial-intelligence business-services cloud-computing computers internet saas tech-stocks
October Market Outlook: 3 Sectors to Buy Based on Earnings Quality
by Urmimala Biswas
Semiconductors, energy and utilities stand out in October as earnings momentum, AI infrastructure demand and balance-sheet strength shape investment outlook.
ETRPositive Net Change SMTCNegative Net Change TSMNegative Net Change DINONegative Net Change NVDANegative Net Change
artificial-intelligence cloud-computing earnings energy semiconductor tech-stocks utilities
Can IBM's Partnership With SAP for ERP Modernization Lift Its Shares?
by Zacks Equity Research
International Business Machines launches Ready for SAP Solutions to help midsize and fast-growing businesses modernize ERP systems, boost productivity and streamline operations with AI-powered consulting.
IBMPositive Net Change AMZNPositive Net Change MSFTPositive Net Change SAPPositive Net Change
artificial-intelligence automation cloud-computing tech-stocks
BlackBerry's Alloy Kore Win Adds Over $100 Million to QNX Backlog
by Shreya Majumder
BB's landmark Alloy Kore win adds over $100 million in future QNX royalties, boosting its automotive software opportunity despite near-term revenue delays.
BBPositive Net Change QCOMPositive Net Change NVDANegative Net Change
automation business-services cloud-computing communications earnings-performance earnings-report robotics tech-stocks
ONTO's $1.1 Billion Backlog: Can Growth Accelerate Into 2027?
by Shreya Majumder
Onto Innovation's backlog more than doubles to $1.1 billion as AI infrastructure spending accelerates advanced packaging demand, boosting its 2026 outlook.
ONTONegative Net Change KLACNegative Net Change AMATNegative Net Change
artificial-intelligence cloud-computing computers semiconductor tech-stocks
Ciena's Openreach Deal: Can 1.6Tb/s Technology Drive Its Growth?
by Shreya Majumder
CIEN's Openreach deployment of 1.6Tb/s optical technology positions it to capitalize on rising bandwidth demand from AI, data centers, cloud adoption and subsea networks.
CIENNegative Net Change NOKNegative Net Change GLWNegative Net Change
artificial-intelligence business-services cloud-computing communications internet tech-stocks
Bull of the Day: NetApp (NTAP)
by Bryan Hayes
Management has now signed roughly 350 AI and data-lake deals.
NTAPNegative Net Change
artificial-intelligence cloud-computing datacenter earnings investing tech-stocks