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cloud-computing: Archive

Supriyo Bose

5 High-ROE Stocks to Buy as Markets Bask in Middle East Truce

Strong labor data and easing geopolitical tensions lift markets - here are 5 high-ROE stocks poised to benefit now.

TELPositive Net Change BBVANegative Net Change APPNegative Net Change ANETNegative Net Change VICINegative Net Change

Zacks Equity Research

Will Dell's ISG Segment Benefit From Cloud Infrastructure Expansion?

DELL gains traction in AI-driven cloud infrastructure, but faces rising pressure from tech giants like Microsoft and Alphabet.

MSFTNegative Net Change DELLPositive Net Change GOOGLNegative Net Change

Supriyo Bose

Will ANET's Deeper Focus on Cloud-Native Software Pay Off?

ANET expands cloud-native software with AI-driven tools and campus upgrades as earnings estimates trend higher.

CSCONegative Net Change ANETNegative Net Change

Urmimala Biswas

STNE vs. PYPL: Why StoneCo Offers More Upside Than PayPal Currently

STNE is outpacing PYPL with strong buybacks, local innovation and greater valuation upside potential.

PYPLNegative Net Change STNENegative Net Change

Shaun Pruitt

CoreWeave Vs Nvidia: Which AI Stock is the Better Investment

Investors may be wondering if the hype for CoreWeave's stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia.

NVDAPositive Net Change CRWVPositive Net Change AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

Okta's Security Portfolio Expands Clientele: A Sign of More Upside?

OKTA's expanding identity solutions are driving strong enterprise and public sector growth, signaling rising momentum.

CYBRPositive Net Change OKTANegative Net Change SAILPositive Net Change

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

AKAMPositive 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 IBMPositive Net Change ORCLPositive 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 IONQPositive 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 MUPositive Net Change MRVLPositive 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 QLYSPositive Net Change FIVNPositive Net Change FSLYPositive Net Change BILLPositive 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 AAPLPositive Net Change AMDPositive Net Change MSFTNegative Net Change NVDAPositive Net Change TSLAPositive 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 BABAPositive 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 ORCLPositive 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 ORCLPositive 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?

EQIXPositive Net Change APLDPositive 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 AMDPositive Net Change NVDAPositive Net Change ORCLPositive 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.

BANegative Net Change AMDPositive Net Change APLDPositive 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 ORCLPositive 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.

BIDUPositive Net Change TCEHYPositive Net Change BABAPositive 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 AMDPositive Net Change NVDAPositive 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.

ATENPositive 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