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cloud-computing: Archive

Anirudha Bhagat

Micron Stock Soars 26% YTD: Should You Buy More or Book Profits?

Margin contraction, weakening consumer demand and geopolitical uncertainties all present serious headwinds for MU, making it a good time to lock in profits.

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Urmimala Biswas

NVIDIA's Rise Puts These 3 Healthcare Stocks in the Spotlight

ILMN, IQV and DXCM are leveraging AI advancements to drive innovation in genomics, clinical research and diabetes management.

NVDAPositive Net Change ILMNNegative Net Change DXCMPositive Net Change IQVPositive Net Change

Supriyo Bose

Should You Add ANET Stock to Your Portfolio Ahead of Q4 Earnings?

With solid fundamentals and healthy revenue-generating potential driven by robust demand trends, ANET appears to be a solid investment proposition.

CSCOPositive Net Change ANETNegative Net Change

Kevin Cook

Bear of the Day: Dell Technologies (DELL)

Key infrastructure player in the AI datacenter buildout has seen some hiccups in growth

DELLPositive Net Change

Bryan Hayes

AppLovin, Dutch Bros Surge More Than 30% Following Upbeat Q4 Results

As good as analysts are at predicting corporate earnings, it seems that a few companies are making that job increasingly difficult.

APPPositive Net Change BROSNegative Net Change

Supriyo Bose

Can T Stock Benefit From TRU's Branded Calling Service?

Despite wireless traction, T appears to be treading in the middle of the road and investors could be better off if they trade with caution

TPositive Net Change VZPositive Net Change TMUSPositive Net Change TRUNegative Net Change

Supriyo Bose

Verizon Wins Multiple 5G Network Awards: VZ Stock to Benefit?

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

TPositive Net Change VZPositive Net Change TMUSPositive Net Change FYBRNegative Net Change

Supriyo Bose

CLS More Than Doubles in 6 Months Compared With Industry: Time to Buy?

CLS is well poised for sustained growth backed by robust infrastructure investments, solid technology know-how and wide industry experience.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Vasundhara Sawalka

Amazon Issues Weak Q1 Sales Guidance: To Buy or Not to Buy the Stock?

AMZN's mixed Q4 results and soft Q1 outlook signal caution. Despite strong AWS and retail growth, high capex & forex headwinds suggest that investors can hold the stock.

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Datadog Before Q4 Earnings: Buy, Sell or Hold DDOG Stock?

DDOG's premium valuation multiples and stiff competitive pressures suggest investors that they can wait for a better entry point ahead of Q4 earnings results.

AMZNNegative Net Change MSFTPositive Net Change DTNegative Net Change DDOGNegative Net Change

Shaun Pruitt

Buy, Sell, or Hold Amazon Stock After Q4 Earnings?

Let's see if it's time to buy, sell, or hold Amazon (AMZN) stock after posting strong Q4 results last Thursday but offering weaker-than-expected guidance.

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change

Ethan Feller

Amazon's $100 Billion AI Bet: Bold Move or Too Much?

Amazon along with other Mag 7 stocks have unveiled some epic AI spending plans

AMZNNegative Net Change MSFTPositive Net Change MRVLPositive Net Change AVGOPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Is a Beat in the Cards for Pegasystems This Earnings Season?

PEGA's fourth-quarter 2024 results are likely to benefit from increased adoption of GenAI Blueprint tool and Pega Cloud platform.

ACNNegative Net Change AKAMNegative Net Change PEGANegative Net Change TWLONegative Net Change

Supriyo Bose

Should QCOM Stock Be in Your Portfolio Post Solid Q1 Earnings?

With solid fundamentals and healthy revenue-generating potential driven by robust demand trends for AI chips, QCOM appears to be a solid investment proposition.

QCOMPositive Net Change MSFTPositive Net Change AVGOPositive Net Change HPEPositive Net Change

Nilanjan Banerjee

Cyber Threats Escalating Globally: Time to Bet on CRWD & NET?

AI-driven cybersecurity is a high-growth space fueled by increasing cyber threats and corporate data breaches. Is it time to buy CrowdStrike & Cloudflare?

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change CRWDNegative Net Change NETNegative Net Change

Anirudha Bhagat

Salesforce Ascends 33% in Six Months: Is the Stock Still a Buy?

CRM's market leadership, aggressive AI expansion and increasing enterprise IT spending trends create a solid foundation for sustained growth.

MSFTPositive Net Change CRMNegative Net Change ADBEPositive Net Change INTUNegative Net Change

Zacks Equity Research

Amazon Beats Q4 Earnings Estimates, Issues Weak Q1 Guidance

AMZN's fourth-quarter results benefit from a solid momentum in AWS and strength in Prime. Amazon shares drop on weak Q1 guidance.

AMZNNegative Net Change INTUNegative Net Change PYPLNegative Net Change ASANNegative Net Change

Nida Ali Saigal

GTLB Trading at P/S of 15.69X: How Should Investors Approach the Stock?

While GitLab is benefiting from strong growth and AI partnerships, rising competition and stretched valuation pose risks for investors.

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change GTLBNegative Net Change

Supriyo Bose

Can ANET Stock Sustain its Mojo With Arista 2.0 Strategy?

With healthy revenue-generating potential driven by robust demand trends, ANET appears poised for solid growth momentum.

CSCOPositive Net Change ANETNegative Net Change

Shaun Pruitt

Buy the Pullback in Alphabet Stock After Q4 Earnings?

Investors may be wondering if the post-earnings selloff in Alphabet (GOOGL) stock is an overaction.

GOOGLPositive Net Change AMZNNegative Net Change MSFTPositive Net Change METAPositive Net Change

Zacks Equity Research

Will Amazon's Q4 Earnings Benefit From Healthy AWS Momentum?

AMZN's fourth-quarter results are expected to reflect steady gains from AWS momentum, driven by growing generative AI capabilities through Amazon Bedrock.

AMZNNegative Net Change MSFTPositive Net Change LEENegative Net Change GOOGLPositive Net Change

Supriyo Bose

Is IBM Stock a Portfolio Must-Have Post Solid Q4 Earnings?

With solid fundamentals and healthy revenue-generating potential driven by robust demand trends, IBM appears to be a solid investment proposition.

AMZNNegative Net Change MSFTPositive Net Change IBMNegative Net Change

Zacks Equity Research

DXC Beats on Q3 Earnings: Will Upbeat Guidance Lift the Stock Higher?

DXC Technology's Q3 earnings reflect the benefits of traction in insurance software, BPS business and disciplined cost management.

PLPositive Net Change FTNTNegative Net Change DXCNegative Net Change GTLBNegative Net Change

Shaun Pruitt

Can the Surge in Amazon Stock Continue as Q4 Earnings Approach?

Gaining momentum in recent months, let's see if it's time to buy Amazon (AMZN) stock for more upside as its Q4 results approach on Thursday, February 6.

AMZNNegative Net Change MSFTPositive Net Change EBAYPositive Net Change JDNegative Net Change BABANegative Net Change

Anirudha Bhagat

NVIDIA Stock Plunges 21% in a Month: A Golden Buying Opportunity?

The recent pullback in NVDA stock amid the DeepSeek panic is overblown and provides a rare buying opportunity for investors

APHPositive Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change