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cloud-computing: Archive

Zacks Equity Research

Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?

BABA's China E-commerce arm posts 10% growth with Taobao driving user gains, but margin pressure looms amid fierce competition.

JDNegative Net Change BABAPositive Net Change PDDPositive Net Change

Zacks Equity Research

Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?

Amazon's AWS inks Absa deal, reinforcing global reach. Will rising Azure and Google Cloud growth rates pressure its market dominance?

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Shreya Majumder

Can Nebius Become the Next Big AI Player With $17.4B Microsoft Deal?

NBIS lands a $17.4B AI infrastructure deal with Microsoft, fueling growth, financing power, and marking a stronger edge in the cloud race.

MSFTNegative Net Change NVDANegative Net Change NBISPositive Net Change CRWVNegative Net Change

Zacks Equity Research

Food Delivery Powers JD's Growth: Can New Businesses Turn Profitable?

JD.com's food delivery arm surges 199% in revenues, but soaring losses raise doubts about its path to profitability.

JDNegative Net Change BABAPositive Net Change DASHNegative Net Change

Vasundhara Sawalka

Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?

AMZN trades at 31.84x earnings amid AI investments and AWS competition. Amazon posts strong Q2 results, but premium valuation suggests waiting for better entry points.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

IBM Declines 8.6% in 3 Months: Should You Rethink the Stock?

International Business Machines lags peers with an 8.6% drop in 3 months, facing margin pressure and stiff cloud competition despite AI and hybrid cloud growth.

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change

Supriyo Bose

CommScope vs. Arista: Which Networking Stock Packs More Power Now?

COMM's sharper cost cuts, stronger estimate revisions and cheaper valuation give it an edge over ANET in networking.

APHNegative Net Change GLWNegative Net Change COMMPositive Net Change ANETNegative Net Change

Zacks Equity Research

Oracle's NetSuite Momentum: Can It Boost Cloud Growth to New Heights?

ORCL's NetSuite ERP drives double-digit SaaS growth, boosting cloud revenue momentum and positioning the company for stronger long-term demand.

MSFTNegative Net Change SAPNegative Net Change ORCLPositive Net Change

Aritra Chatterjee

Arista Rises 79.7% in a Year: How Should You Play the Stock?

Arista's 79.7% surge outpaces peers as AI networking demand, strategic acquisition and strong cash flow fuel growth momentum.

CSCONegative Net Change ANETNegative Net Change HPEPositive Net Change

Zacks Equity Research

CIEN Q3 Earnings & Sales Top, Stock Up on 91% Y/Y Bottom-Line Growth

Ciena posts a revenue and earnings surge, lifts outlook with AI-driven demand and sees shares jump over 23% on strong fiscal Q3 2025 results.

CIENPositive Net Change GLWNegative Net Change DSGXPositive Net Change VIAVPositive Net Change

Nilanshi Mukherjee

Snowflake vs. Alphabet: Which Cloud Analytics Stock Has an Edge Now?

SNOW shines with rapid customer growth and AI-driven tools, but GOOGL's Google Cloud offers broader reach and steadier global scale.

GOOGLNegative Net Change SNOWNegative Net Change

Vasundhara Sawalka

Oracle Stock Before Q1 Earnings: Buy Now or Wait for Results?

ORCL's cloud momentum and AI innovations show promise, but investors may wait for clearer visibility on partnership revenue synergies before buying the stock.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?

BABA's Cloud Intelligence rises 26% with triple-digit AI revenue growth, but rivals and rising costs test its momentum.

AMZNNegative Net Change MSFTNegative Net Change BABAPositive Net Change

Zacks Equity Research

SAP Expands Sovereign Cloud to Power Europe's Digital & AI Innovation

SAP expands its Sovereign Cloud with flexible EU-based deployment and a 20B euro investment, fueling growth with AI and cloud innovation.

SAPNegative Net Change JBLPositive Net Change IDCCPositive Net Change UIPositive Net Change

Shaun Pruitt

Will Nvidia Stock Soar if Interest Rates are Cut in September?

Amid looming expectations that the Federal Reserve could cut interest rates in September, tech companies like Nvidia generally stand to benefit exponentially.

NVDANegative Net Change CRWVNegative Net Change

Kevin Cook

Broadcom (AVGO) Thrives in Custom AI Explosion

AI revenue grew 220% year-on-year, propelled by their leading XPUs and Ethernet networking portfolio.

AVGONegative Net Change NVDANegative Net Change MRVLPositive Net Change

Zacks Equity Research

Amazon Eyes Cloud Expansion: Will the NZ AWS Region Drive Growth?

AMZN bets big on AWS growth with a NZ$7.5B New Zealand region launch, fueling AI, compliance and APAC expansion.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Supriyo Bose

Top ROE Stocks to Buy as AI Rally Propels Markets to Record Highs

Arista, TE Connectivity, Corning, Banco Bilbao, and AppLovin stand out with strong ROE as markets hit record highs on AI momentum.

GLWNegative Net Change TELPositive Net Change BBVANegative Net Change APPPositive Net Change ANETNegative Net Change

Aniruddha Ganguly

GOOGL Services Benefits From New AI-Powered Features: What's Ahead?

Alphabet's Google Services revenues surge on AI-driven Search, YouTube and Gemini innovations despite stiff competition.

AAPLPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Alibaba vs. Amazon: Which E-Commerce Titan Has More Upside Potential?

Amazon's commanding 30% cloud market share versus Alibaba's 4%, plus massive $100B AI investments, creates competitive advantages. Choose AMZN, avoid BABA's risks.

AMZNNegative Net Change BABAPositive Net Change

Zacks Equity Research

MSFT Challenges GPT-5 With New AI Models: What's Next for Investors?

Microsoft debuts proprietary AI models MAI-Voice-1 & MAI-1-preview, challenging GPT-5. The company cuts external AI dependence for higher margins.

MSFTNegative Net Change GOOGLNegative Net Change METAPositive Net Change

Zacks Equity Research

Ciena Gears Up to Release Q3 Earnings: Here's What to Expect

CIEN's fiscal Q3 results are likely to reflect surging cloud provider revenues, WaveLogic traction and growing Blue Planet adoption despite margin pressures.

MNegative Net Change DLTRNegative Net Change CIENPositive Net Change AVGONegative Net Change

Harshit Gupta

Rigetti vs IonQ: Which Quantum Computing Stock Is the Smarter Buy?

RGTI's superconducting roadmap and IONQ's trapped-ion expansion highlight two sharply different bets in quantum computing's race to scale.

IONQNegative Net Change RGTINegative Net Change

Zacks Equity Research

Oracle Cloud Expansion in Focus: A Key to Future Momentum?

ORCL's cloud revenues surge, fueled by AI demand and multi-cloud expansion, with management eyeing 40% growth in fiscal 2026.

AMZNNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Can Rigetti Computing's Margin Recover After Second-Quarter Pressure?

RGTI's second-quarter results show shrinking revenues and margins, even as its new Cepheus-1-36Q quantum system hit key milestones.

ARQQNegative Net Change IONQNegative Net Change RGTINegative Net Change