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cloud-computing: Archive

Zacks Equity Research

Will Higher Software Revenues Buoy IBM's Earnings in Q2?

IBM's Q2 results may get a lift from surging Software revenues, driven by watsonx.ai, acquisitions and new AI labs.

QCOMPositive Net Change IBMNegative Net Change GNegative Net Change COMMNegative Net Change

Shaun Pruitt

Will Alphabet's Stock Keep Rebounding as Q2 Earnings Approach?

Rebounding and soaring over +20% in the last three months, Alphabet stock is now virtually flat in 2025 with the tech giant's much-anticipated Q2 results approaching on Wednesday, July 23.

GOOGLNegative Net Change AMZNNegative Net Change MSFTNegative Net Change METANegative Net Change

Zacks Equity Research

Will Broad Cloud Access Boost Momentum for Oracle's Hardware Business?

ORCL expands Exadata reach via AWS, Azure and Google Cloud, aiming to lift hardware growth despite steep competition and valuation concerns.

DELLNegative Net Change ORCLNegative Net Change HPENegative Net Change

Supriyo Bose

IBM Stock Before Q2 Earnings Release: To Buy or Not to Buy?

IBM heads into Q2 earnings with flat estimates, premium valuation and rising cloud-AI ambitions amid tough competition.

MSFTNegative Net Change IBMNegative Net Change ORCLNegative Net Change

Aniruddha Ganguly

Alphabet vs. Apple: Which Consumer AI Tech Stock is a Better Buy Now?

Both GOOGL and AAPL are infusing AI into their consumer offerings. However, which stock, Apple or Alphabet, is a better buy?

AAPLNegative Net Change GOOGLNegative Net Change

Indrajit Bandyopadhyay

Applied Digital vs. CoreWeave: Which AI Cloud Stock Is a Better Buy?

APLD gains more than 150% in three months on AI data center momentum, while CRWV scales fast but may face valuation and margin pressures.

APLDNegative Net Change CRWVNegative Net Change

Urmimala Biswas

Ahead of Q2 Earnings & Amid IBM, Google's Quantum Push, Is QBTS a Buy?

D-Wave surges 151.6% in 3 months as investors eye its Q2 earnings, quantum supremacy claim and Advantage2 launch.

IBMNegative Net Change GOOGLNegative Net Change IONQNegative Net Change QBTSNegative Net Change

Zacks Equity Research

ANET Rides on Solid Momentum in Data Center Vertical: Will It Persist?

Arista gains ground in AI and cloud data centers with new enterprise solutions, but faces tough rivals like CSCO and HPE.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Kevin Cook

Google Goes Windsurfing in the AI War for Talent

The "acqui-hire" strategy is on fire in this battle among tech titans seeking AI dominance and a Goliath just beat David

GOOGLNegative Net Change AAPLNegative Net Change MSFTNegative Net Change TSLANegative Net Change METANegative Net Change

Akashlina Dewanjee

MDB vs. ORCL: Which Database Stock Deserves a Place in Your Portfolio?

MongoDB's AI-ready platform and accelerating enterprise adoption make it a compelling rival to Oracle's legacy-heavy growth.

ORCLNegative Net Change MDBNegative Net Change

Supriyo Bose

IBM vs. Amazon: Which Cloud Infrastructure Stock Offers More Upside?

IBM shines with valuation and hybrid cloud gains, but AMZN's AI edge and steady growth may offer more upside.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change NVDANegative Net Change

Indrajit Bandyopadhyay

With Cloud Revenues Sliding, Can Hosting Sustain APLD's Growth?

As Applied Digital's Cloud revenues slip, its AI-driven hosting pivot hinges on leasing Ellendale and managing high CapEx demands.

EQIXNegative Net Change DLRNegative Net Change APLDNegative Net Change

Zacks Equity Research

FSLY Stock is Slipping: Can a Steady Enterprise Base Hold the Stock?

FSLY's enterprise strength and AI-driven edge tools offer promise, but shares lag amid fierce cloud competition.

AKAMNegative Net Change FSLYNegative Net Change NETNegative Net Change

Supriyo Bose

Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?

CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.

CSCONegative Net Change CIENNegative Net Change ANETNegative Net Change

Zacks Equity Research

CDW, Asato Boost Business Observability With AI-Driven IT Intelligence

CDW teams up with Asato to deliver AI-native IT observability, helping clients cut costs and tame complex, scattered tech infrastructures.

CTSHNegative Net Change NTGRNegative Net Change CDWNegative Net Change TASKNegative Net Change

Zacks Equity Research

Can Alibaba's Data Center Expansion Capture the Growing AI Market?

BABA ramps up global cloud investments with new data centers and aims to power AI growth across Southeast Asia and beyond.

AMZNNegative Net Change MSFTNegative Net Change BABANegative Net Change

Aniruddha Ganguly

Cisco Shares Trade Near 52-Week High: What's Next for CSCO Investors?

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

CSCONegative Net Change NVDANegative Net Change EXTRNegative Net Change NOWNegative Net Change

Urmimala Biswas

D-Wave Slips as IBM and Google Threaten Its Quantum Edge: What Now?

QBTS slips as IBM and Google ramp up gate-based quantum tech, raising doubts about D-Wave's long-term scalability.

IBMNegative Net Change GOOGLNegative Net Change QBTSNegative Net Change

Shreya Majumder

Will CRWV's Core Scientific Buyout Unleash Financial & AI Synergies?

CoreWeave's $9 billion acquisition of CORZ slashes lease costs, adds 1.3 GW of power and sharpens its AI HPC edge for future growth.

MSFTNegative Net Change CORZNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Vasundhara Sawalka

Oracle's Cloud Expansion via AWS: 3 Key Reasons to Hold the Stock Now

ORCL's Database@AWS launch validates cloud transformation with $138 billion RPO backlog. Hold current positions or wait for dips.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Urmimala Biswas

QUBT Stock Outpaces the Market but is the Rally Sustainable?

QUBT surges ahead with its new chip foundry and early revenue wins. Will the momentum continue in a crowded quantum race?

QUBTNegative Net Change ARQQNegative Net Change RGTINegative Net Change

Indrajit Bandyopadhyay

Can New AI-Focused Leases Offset APLD's Cloud Segment Decline?

Applied Digital's AI data center leases show promise, but cloud losses and execution risk cloud its path to sustainable margin growth.

MARANegative Net Change APLDNegative Net Change CORZNegative Net Change CRWVNegative Net Change

Kevin Cook

Bear of the Day: Cloudflare (NET)

Earnings growth is weak this year for a stock that has vaulted to a 200X forward P/E

NETNegative Net Change AKAMNegative Net Change

Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

Backbone of the AI economy and mobile is helping NVIDIA transform the world

TSMNegative Net Change NVDANegative Net Change MRVLNegative Net Change TSLANegative Net Change METANegative Net Change

Urmimala Biswas

QUBT Stock Surges 3427% in a Year: Correction in Store or More Upside?

QUBT stock skyrockets 3427% in a year as it pivots to commercial quantum tech, but is the rally losing steam?

QUBTNegative Net Change IONQNegative Net Change QBTSNegative Net Change