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cloud-computing: Archive

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 ORCLPositive 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 RGTIPositive 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 APLDPositive Net Change CORZPositive Net Change CRWVPositive 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

NETPositive Net Change AKAMPositive Net Change

Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

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

TSMPositive Net Change NVDAPositive Net Change MRVLPositive Net Change TSLAPositive 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 IONQPositive Net Change QBTSNegative Net Change

Vasundhara Sawalka

3 Reasons to Buy Microsoft Stock Despite 11.7x P/S Premium Valuation

Microsoft's explosive $13B AI revenues surge 175% YoY, justifies 11.76x P/S premium. Azure cloud market share gain makes MSFT a must-buy for 2025.

AMZNNegative Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?

ANET eyes growth with CloudEOS Edge, aiming to stand out through predictive cloud tools and a unified software stack.

NOKNo Net Change CSCONegative Net Change ANETNegative Net Change

Zacks Equity Research

Pega Cloud Drives Subscription Revenues: Will It Aid PEGA's Growth?

Pegasystems' cloud growth accelerates with a 23% increase in ACV, driving subscriptions higher as AI and automation gain traction.

CRMPositive Net Change ORCLPositive Net Change PEGAPositive Net Change

Nilanshi Mukherjee

Shopify vs. Adobe: Which E-Commerce Stock Is the Better Buy Now?

ADBE edges ahead of SHOP as the stronger e-commerce bet, thanks to cloud-native upgrades and rising earnings momentum.

ADBENegative Net Change SHOPPositive Net Change

Vasundhara Sawalka

3 Reasons to Hold AMZN Stock as AWS & AI Drive 31% Growth in 3 Months

Amazon surges 31% due to AWS & AI growth. Current shareholders can hold the stock, but new investors should wait for better entry points due to premium valuations.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change BABAPositive Net Change

Zacks Equity Research

LUMN Stock Up 334% in 12 Months: Can AI Wins Sustain the Trajectory?

Lumen's shares soared 334% in a year as it bets on AI, multi-cloud and NaaS to offset legacy woes and heavy debt.

TNegative Net Change VZNegative Net Change TMUSPositive Net Change LUMNPositive Net Change

Supriyo Bose

IBM's Neudesic Boosts Cloud Security Capabilities: An Ace Up Sleeve?

Neudesic renews Microsoft Cloud Security Specialization, reinforcing IBM's push into hybrid, multi-cloud security solutions.

MSFTNegative Net Change IBMPositive Net Change CDWPositive Net Change RBRKPositive Net Change

Shaun Pruitt

Payroll Stocks to Watch as June's Jobs Report Comes in Strong

Payroll stocks stood out Thursday as June's Jobs Report came in stronger than expected, marking the 11th consecutive month that the U.S. has exceeded expectations for positive job creation.

PAYXPositive Net Change MMSNegative Net Change PCTYPositive Net Change DAYPositive Net Change

Kashvi Chandgothia

FSLY Stock Plunges 26.4% YTD: Is This the Right Time to Buy the Dip?

Fastly tumbles in 2025, but surging product adoption and top-tier cloud partnerships hint at upside.

MSFTNegative Net Change PANWNegative Net Change GOOGLNegative Net Change FSLYPositive Net Change

Zacks Equity Research

Okta Eyes 15% Revenue CAGR by FY26: What's the Upside Potential?

OKTA targets 15% revenue CAGR by FY26, driven by strong Q1 growth, product momentum and large enterprise demand.

MSFTNegative Net Change CYBRPositive Net Change OKTANegative Net Change

Zacks Equity Research

Adobe's Record Q2 Cash Flow Sets the Path: A Key to Future Momentum?

ADBE posts record fiscal Q2 cash flow of $2.19B, fueled by AI features and subscriptions, reinforcing its growth trajectory.

MSFTNegative Net Change CRMPositive Net Change ADBENegative Net Change

Bryan Hayes

Weekly Option Windfall: Snowflake Call Spread Boasts 31% Profit Potential

Option spreads can be profitable even if the underlying stock decreases or remains flat.

SNOWNegative Net Change

Supriyo Bose

IBM Concert Gains Traction: Can This AI-Driven Solution Aid the Stock?

IBM Concert lands Deutsche Telekom as a client, showcasing how AI automation could reshape hybrid cloud security.

AMZNNegative Net Change MSFTNegative Net Change IBMPositive Net Change DTEGYNegative Net Change

Nilanshi Mukherjee

DELL vs. Nutanix: Which Cloud Infrastructure Leader Is the Better Buy?

DELL's AI momentum, earnings growth, and lower valuation may offer stronger upside than NTNX's premium-priced gains.

DELLPositive Net Change NTNXNegative Net Change

Supriyo Bose

Will Arista's VeloCloud Buyout to Boost SD-WAN Unit Aid ANET Stock?

ANET's VeloCloud buyout adds 20K clients and proven SD-WAN tech, boosting its edge in secure cloud networking.

CSCONegative Net Change ANETNegative Net Change

Indrajit Bandyopadhyay

Do Rising Costs Raise Red Flag Despite APLD's Revenue Growth?

Applied Digital's revenues are rising fast, but surging costs, debt, and a pending cloud exit may raise concerns about its long-term growth story.

EQIXPositive Net Change APLDPositive Net Change CRWVPositive Net Change

Shaun Pruitt

Oracle (ORCL) Stock Hits an All-Time High Amid Increased Cloud Demand

Optimism surrounding Oracle's (ORCL) cloud and AI infrastructure endeavors pushed its stock to an all-time high of $228 a share on Monday.

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

Supriyo Bose

Can Layoffs Plug High Operating Expenses, Buoy Intel's Sinking Ship?

INTC slashes up to 20% of its workforce, exiting auto chips to cut costs and refocus on core PC and data center segments.

INTCNegative Net Change MSFTNegative Net Change METANegative Net Change

Ethan Feller

3 Quantum Computing Stocks on Verge of a Breakout: QBTS, IONQ, QUBT

IonQ, D-WAVE QUANTUM and Quantum Computing Inc. stocks represent some of the most compelling bleeding edge technology opportunities in the market today.

QUBTNegative Net Change IONQPositive Net Change QBTSNegative Net Change