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cloud-computing: Archive

Kevin Cook

Bear of the Day: Akamai (AKAM)

Growth has stalled for this key provider of CDN cloud services as investors focus on the AI revolution

AKAMNegative Net Change

Supriyo Bose

IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

MSFTNegative Net Change IBMNegative Net Change ORCLNegative Net Change

Shrabana Mukherjee

IonQ Stock Trades Higher Than Industry at 92.64X P/S: Still a Buy?

IONQ stock trades at 92.64x P/S-does long-term quantum potential justify the premium?

MSFTNegative Net Change GOOGLNegative Net Change IONQNegative Net Change QBTSNegative Net Change

Anirudha Bhagat

Micron Stock Rises 18% in Three Months: Will It Carry the Momentum?

MU stock climbs 18% in three months as AI demand, HBM growth and diversification fuel long-term optimism.

INTCNegative Net Change QCOMPositive Net Change MUNegative Net Change MRVLNegative Net Change

Nalak Das

Buy 5 Mid-Cap Stocks to Gain From Impressive Cloud Computing Momentum

Gain exposure to cloud's rapid rise with BILL, FIVN, FSLY, QLYS, CVLT showing solid earnings and revenue growth momentum.

CVLTNegative Net Change QLYSNegative Net Change FIVNNegative Net Change FSLYNegative Net Change BILLNegative Net Change

Andrew Rocco

Bull of the Day: Credo Technology Group (CRDO)

Credo Technology Group is strategically positioned to capitalize on the explosive growth in data centers, AI, and cloud computing. With its crucial high-speed connectivity solutions, cash-rich clients, and tendency to beat EPS expectations, CRDO presents a compelling opportunity.

AMZNNegative Net Change AAPLNegative Net Change AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLANegative Net Change GOOGLNegative Net Change CRDONegative Net Change

Vasundhara Sawalka

BABA Down 8% in a Month: Will Partnership With Apple Aid Recovery?

Alibaba faces regulatory headwinds despite Apple AI progress. Mixed Q4 results suggest holding existing positions or waiting for better entry points in fiscal 2026.

AMZNNegative Net Change MSFTNegative Net Change JDNegative Net Change BABANegative Net Change

Zacks Equity Research

Oracle Adds AMD GPUs in Cloud Infrastructure: Will This Aid Growth?

ORCL ramps up AI cloud power with AMD GPUs, fueling 62% OCI revenue growth and a $25B investment push for 2026.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change

Derek Lewis

Oracle Earnings Impress: Are Cloud Stocks a Buy?

Impressively, Oracle's remaining performance obligations were up a strong 41% year-over-year, a reflection of the red-hot demand the company has been witnessing. Are other cloud players seeing momentum?

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change

Supriyo Bose

Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?

Juniper is likely to edge out Arista as a better cloud networking play for 2025, thanks to stronger EPS growth and valuation upside.

CSCONegative Net Change ANETNegative Net Change

Indrajit Bandyopadhyay

Applied Digital vs. Equinix: Which AI-Infra Stock Offers More Edge?

APLD and EQIX are racing to power AI's infrastructure boom, but which stock brings more edge for investors?

EQIXNegative Net Change APLDNegative Net Change

Vasundhara Sawalka

Should Oracle Stock be in Your Portfolio Post Q4 Earnings?

ORCL's Q4 AI growth is impressive but premium valuation suggests holding existing positions while new investors await better fiscal 2026 entry points.

AMZNNegative Net Change AMDNegative Net Change NVDANegative Net Change ORCLNegative Net Change

Indrajit Bandyopadhyay

Applied Digital's Cloud Services Business Divestment Looks Promising

APLD sheds its cloud unit to fix customer conflicts, fuel REIT plans, and ride strong HPC data-center leasing momentum.

BAPositive Net Change AMDNegative Net Change APLDNegative Net Change

Zacks Equity Research

Oracle Stock Jumps on Q4 Earnings Beat, Upbeat Cloud Forecast

ORCL's fiscal fourth-quarter results reflect strength in the cloud infrastructure segment and support for AI workloads.

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

Shrabana Mukherjee

Baidu Bets Big on AI: Is the Cloud Business Finally Paying Off?

BIDU's AI Cloud revenue surges 42%, driven by Gen AI demand and a shift to subscription-based enterprise sales.

BIDUNegative Net Change TCEHYNegative Net Change BABANegative Net Change

Urmimala Biswas

ALAB Stock Shines as AI Infrastructure Ties With NVIDIA Deepen

Astera Labs surges on 144% revenue growth and deeper NVIDIA ties, cementing its role in AI infrastructure buildout.

QCOMPositive Net Change AMDNegative Net Change NVDANegative Net Change ALABNegative Net Change

Aniruddha Ganguly

2 Network Software Stocks to Watch From a Prospering Industry

Communication-Network Software providers like ATEN and ONDS benefit from the ongoing digitalization efforts, including a shift to cloud computing and strong deployment of AI-based applications.

ATENNegative Net Change ONDSPositive Net Change

Zacks Equity Research

Can Snowflake's Gen2 Launch Drive Strong Product Revenue Growth?

SNOW launches Standard Warehouse Gen2 with up to 2.1X faster analytics and 1.9X faster execution, which is expected to fuel growth.

AMZNNegative Net Change MSFTNegative Net Change SNOWNegative Net Change

Supriyo Bose

Arista 2.0 Strategy Gaining Traction: Is it the Next Key Growth Driver?

ANET's Arista 2.0 strategy gains momentum with AI, SaaS and new markets driving its next wave of growth.

CSCONegative Net Change ANETNegative Net Change

Supriyo Bose

IBM's Software Segment Growth Picks Up: A Sign of More Upside?

IBM's Software unit hits $6.34B in Q1 revenue as hybrid cloud and AI demand drive strong segment growth.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change

Kashvi Chandgothia

Snowflake vs. Teradata: Which Data Analytics Stock is the Smarter Buy?

TDC gains ground with strong cloud ARR growth and AI tie-ups, while SNOW faces valuation and spending headwinds.

TDCNegative Net Change SNOWNegative Net Change

Shaun Pruitt

Buy into Broadcom's AI Growth as VMware Lifts Q2 Earnings?

Able to exceed its Q2 expectations, Broadcom's acquisition of VMware is helping the chip giant's AI infrastructure capabilities.

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

Supriyo Bose

IBM Surges 16% in Six Months: Is it Time to Buy the Stock?

IBM surges 16% in six months as hybrid cloud and AI demand power growth, outpacing rivals despite margin pressures.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change

Urmimala Biswas

Astera Labs Leads in PCIe 6.0 & AI Connectivity: More Upside Ahead?

Astera Labs is emerging as a leading name in AI data center connectivity with a full PCIe 6.0 stack and strong OEM ties, raising investor hopes for more upside ahead.

NVDANegative Net Change MRVLNegative Net Change AVGONegative Net Change ALABNegative Net Change

Vasundhara Sawalka

Amazon's AI Ambitions Are Growing: Can the Cloud Provider Deliver?

AMZN commits $10B to expand AI cloud capacity in North Carolina as AWS and custom chips drive revenue growth.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change