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cloud-computing: Archive

John Blank

Q3 Earnings Season Picks Up: Global Week Ahead

Stronger-than-expected recent labor market data spurred a recalibration of bets on how deeply the Fed will need to cut rates in coming months.

RYAAYPositive Net Change GSPositive Net Change BACNegative Net Change NTAPPositive Net Change ASMLPositive Net Change IFFPositive Net Change LVMUYPositive Net Change

Zacks Equity Research

Cloudflare Expands Cloud Security Portfolio With Kivera Buyout

Kivera acquisition is set to enable NET to offer customers more robust, proactive controls, safeguarding cloud environments from misconfigurations before they occur.

MSFTNegative Net Change CRWDNegative Net Change NETNegative Net Change KDPositive Net Change

Zacks Equity Research

Is it Wise to Retain Equinix Stock in Your Portfolio Now?

Robust data center demand, expansion efforts and a healthy balance sheet are likely to aid EQIX's growth. A competitive landscape and high interest rates are concerns.

EQIXNegative Net Change IRMPositive Net Change DLRNegative Net Change

Kevin Cook

Bull of the Day: Advanced Micro Devices (AMD)

#2 in the AI duopoly is headed for much stronger growth as enterprise demand remains "insane"

AMDPositive Net Change NVDANegative Net Change

Aniruddha Ganguly

Can Google's Partnership With Vodafone Push the GOOGL Stock Higher?

Alphabet deepens its relationship with Vodafone to expand its footprint in Europe and Africa.

AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Oracle Launches Investigation Hub: How Should You Play the Stock?

ORCL launches the Investigation Hub to enhance client experience and increase efficiency.

MSFTNegative Net Change CRMPositive Net Change SAPPositive Net Change ORCLNegative Net Change

Zacks Equity Research

Zoom Video Up 20% in 3 Months: Should Investors Buy the Stock?

ZM shares benefit from expanding Workplace offering and AI Companion.

MSFTNegative Net Change CSCONegative Net Change GOOGLNegative Net Change ZMPositive Net Change

Supriyo Bose

2 Communication Stocks Set to Beat Short-Term Industry Headwinds

The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite near-term headwinds. COMM and ATEX are likely to benefit from the continued transition to cloud networks.

COMMNegative Net Change ATEXNegative Net Change

Supriyo Bose

Verizon Fiber Network Gains Traction: Will VZ Stock Benefit?

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

TNegative Net Change VZPositive Net Change TMUSNegative Net Change FYBRPositive Net Change

Zacks Equity Research

Nutanix Shares Up 26% YTD: How Should Investors Play the Stock?

NTNX shares benefit from cloud innovation and expanding clientele. However, a stretched valuation may keep investors on the sidelines.

UISPositive Net Change EVLVNegative Net Change NTNXPositive Net Change CRNCPositive Net Change

Supriyo Bose

Arista Surges 68% YTD: Can ANET Stock Gain From Cloud-Native Focus?

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

CSCONegative Net Change ANETNegative Net Change

Vasundhara Sawalka

Oracle to Invest $6.5B in Malaysia AI Hub: How to Play the Stock

Can Oracle's $6.5B AI investment translate into market share gains against AWS and Azure? Investors might want to wait and see.

AMZNPositive Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Derek Lewis

2 Top Cloud Computing Stocks Investors Can't Miss: AMZN, ANET

With all the hype surrounding artificial intelligence (AI), investors certainly can't overlook the cloud. We can use Zacks Thematic Screens to find companies with cloud exposure.

AMZNPositive Net Change ANETNegative Net Change

Supriyo Bose

Will IBM's Focus on Quantum Computing Propel the Stock?

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

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change

Zacks Equity Research

Will Carrier Certifications for AirgainConnect Fleet Aid AIRG Stock?

The recent accreditations from network operators and industry bodies are likely to strengthen AIRG's leading market position.

TNegative Net Change TMUSNegative Net Change AIRGPositive Net Change UIPositive Net Change

Zacks Equity Research

New Strong Buy Stocks for October 2nd

CF, BRFS, SNAX, MNRO and SMWB have been added to the Zacks Rank #1 (Strong Buy) List on October 2, 2024.

CFPositive Net Change BRFSNegative Net Change MNROPositive Net Change SMWBPositive Net Change SNAXNo Net Change

Zacks Equity Research

Rubrik Plunges 13% YTD: How Should Investors Play the Stock?

RBRK faces stiff competition and macroeconomic challenges, but its expanding clientele and high demand for data security solutions offer potential for growth.

IBMPositive Net Change GOOGLNegative Net Change PSTGPositive Net Change RBRKNegative Net Change

Shilpa Mete

Amazon Rises 44% in a Year: Can GenAI Strength Drive the Stock?

Amazon rides on solid cloud momentum, driven by the growing generative AI capabilities amid stiff AI competition.

AMZNPositive Net Change INTCPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Shaun Pruitt

Bull of the Day: NetApp (NTAP)

Lucrative cloud computing partnerships have made NetApp's (NTAP) stock very appealing among the tech sector.

NTAPPositive Net Change AMZNPositive Net Change MSFTNegative Net Change

Supriyo Bose

ADTRAN Solutions to Upgrade 1&1 Versatel Fiber Network: Stock to Gain?

The deployment presents an opportunity to ADTN to showcase its open, scalable technology in a real-world setting.

ADTNPositive Net Change AUDCPositive Net Change ANETNegative Net Change AIRGPositive Net Change

Shaun Pruitt

Alibaba Vs. Amazon: Which E-Com Stock is the Better Buy

Seeing as Alibaba (BABA) and Amazon (AMZN) shares have had nice momentum it's certainly a worthy topic of which e-commerce stock may be the better buy.

AMZNPositive Net Change BABAPositive Net Change

Aniruddha Ganguly

DELL's AI for Telecom Aids CSPs: Time to Buy Shares or Better to Wait?

Dell Technologies unveils the Dell AI for Telecom program to help CSPs quickly and easily deploy AI solutions.

AAPLPositive Net Change HPQPositive Net Change DELLNegative Net Change NVDANegative Net Change

Aniruddha Ganguly

Synchronoss Rises 111% YTD: Should Investors Buy SNCR Stock?

SNCR is an attractive stock for growth-oriented investors, given its portfolio strength, and strong partner base.

TNegative Net Change VZPositive Net Change SNCRPositive Net Change

Kevin Cook

Bear of the Day: Atlassian (TEAM)

Profit projections search for a base even as sales and customer growth look strong

TEAMPositive Net Change

Ritujay Ghosh

Cloud Computing Dependency on the Rise: Buy 4 Stocks With Upside

The surging demand for cloud computing is helping stocks like DDOG, NTAP, IBM and FTNT.

IBMPositive Net Change NTAPPositive Net Change FTNTPositive Net Change DDOGNegative Net Change