Back to top

cloud-computing: Archive

Aniruddha Ganguly

Dell Technologies Dips Post Q3 Earnings: Buy, Sell or Hold the Stock?

Although DELL's accelerating AI push and cheap valuation are noteworthy, the sluggish PC market and cautious IT spending are headwinds.

MSFTPositive Net Change DELLPositive Net Change NVDANegative Net Change METAPositive Net Change

Zacks Equity Research

Will Slower Sales Growth Dent Salesforce's Earnings This Season?

CRM's decelerating revenue growth amid cautious IT spending could weigh on its third-quarter fiscal 2025 earnings despite a projected EPS uptick.

CRMNegative Net Change FTNTPositive Net Change TWLOPositive Net Change DBXPositive Net Change

Vasundhara Sawalka

Amazon Rises 10.4% Since Q3 Earnings: Time to Buy the Stock?

AMZN's soaring profits, AWS dominance and AI leadership make it a compelling buy despite premium valuation, as growth momentum signals strong upside potential.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Supriyo Bose

3 Communication Stocks Set to Ride on Fiber Network & Cloud Focus

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. ANET, GLW and HLIT are well-positioned to make the most of the demand for seamless connectivity solutions.

ANETPositive Net Change HLITPositive Net Change GLWPositive Net Change

Zacks Equity Research

Will Court Nod for Select Edgio Asset Acquisition Boost AKAM Stock?

The deal is likely to be accretive to AKAM, offering hundreds of new customers and potentially augmenting its revenue-generating capabilities.

ERICPositive Net Change AKAMPositive Net Change IDCCPositive Net Change WDAYNegative Net Change

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.

AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive 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 NVDANegative Net Change ORCLNegative Net Change ADBEPositive Net Change APPNegative Net Change MSTRNegative 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 NVDANegative 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 WDAYNegative 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.

NVDANegative Net Change WDAYNegative Net Change ANETPositive Net Change ATUSPositive 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 NVDANegative 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.

AMZNPositive Net Change SPositive Net Change LNVGYPositive Net Change GOOGLPositive 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.

TPositive 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 UBERPositive 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 IBMNegative Net Change NVDANegative Net Change HPEPositive Net Change

Supriyo Bose

T-Mobile Surges 57% in the Past Year: Reason to Buy TMUS Stock?

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

USMNegative Net Change TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Ethan Feller

Nvidia Earnings Preview: High Stakes for the AI Giant

Nvidia reports earnings Wednesday after the market close... what can investors expect

AMZNPositive Net Change MSFTPositive Net Change NVDANegative Net Change GOOGLPositive Net Change

Supriyo Bose

Should ASTS Be in Your Portfolio Post Lackluster Q3 Earnings?

With a favorable rank and unique business model, ASTS appears primed for further stock price appreciation.

TPositive Net Change VZPositive Net Change AVNWPositive Net Change CMTLPositive Net Change ASTSPositive Net Change

Supriyo Bose

3 Momentum Anomaly Stocks to Buy as Election Rally Fizzles

DOCS, PI and INOD are currently witnessing a short-term pullback in price. So, make sure you take full advantage of it.

INODPositive Net Change PIPositive Net Change DOCSNegative Net Change

Zacks Equity Research

NVIDIA Q3 Earnings Preview: AI Boom and Datacenter Growth Set to Shine

NVDA's overall Q3 performance is likely to have benefited from increasing investments in generative AI across the datacenter end market.

NVDANegative Net Change FTNTPositive Net Change CYBRPositive Net Change TWLOPositive Net Change

Ethan Feller

AI Boom 2.0: The Second Wave (INOD, BBAI, PLTR)

Innodata, BigBear.ai and Palantir Technologies are leading this next AI bull run

MSFTPositive Net Change NVDANegative Net Change TSMPositive Net Change AIPositive Net Change INODPositive Net Change VRTPositive Net Change PLTRPositive Net Change BBAINegative Net Change

Aniruddha Ganguly

DELL Declines 8% in 6 Months: Should You Buy the Shares on the Dip?

Dell Technologies' accelerating AI push and cheap valuation are attractive for growth-oriented investors.

MSFTPositive Net Change DELLPositive Net Change NVDANegative Net Change METAPositive Net Change

Vasundhara Sawalka

Datadog Soars on AI & Cloud Wins in Q3: Time to Buy the Stock?

DDOG wows with 26% revenue rise, AI traction and robust platform adoption. With strong enterprise wins and solid financials, the stock looks ripe for investment.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change DDOGNegative Net Change

Ethan Feller

Bull of the Day: Twilio (TWLO)

Twilio stock is staging a major comeback

TWLOPositive Net Change

Supriyo Bose

Should ANET Stock Be in Your Portfolio Post Solid Q3 Earnings?

Riding on a robust earnings surprise history and favorable Zacks Rank, ANET appears primed for further stock price appreciation.

CSCOPositive Net Change ANETPositive Net Change