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cloud-computing: Archive

Zacks Equity Research

Can Microsoft Stock Rally on Dynamics 365 Business Applications?

MSFT's Dynamics 365 revenues jump 21% in Q1 FY26, fueled by AI Copilot adoption and enterprise demand, making business apps a key stock catalyst.

Shreya Majumder

Seagate vs. Western Digital: Which Storage Stock is the Better Buy Now?

WDC looks more balanced than STX as AI and cloud fuel storage demand, with lower valuation, rising margins and multi-year HDD contracts despite risks.

Anirudha Bhagat

Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?

NOW's AI-led workflow platform, large-deal momentum and faster growth give it an edge over CRM despite a richer valuation.

Kashvi Chandgothia

DDOG vs. FIVN: Which Cloud Software Stock is the Better Buy Now?

Datadog and Five9 both play critical roles in enterprise cloud software, but differences in growth drivers, AI focus and valuation shape the debate.

Zacks Equity Research

Is ORCL Stock Poised for Growth Amid Rising AI Infrastructure Demand?

Oracle's AI infrastructure push is driving explosive cloud growth, but $50 billion capex and negative free cash flow raise questions about profitability.

Vasundhara Sawalka

MSFT vs. ORCL: Which Enterprise Cloud & AI Stock Has Better Upside?

Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which stock offers better upside.

Shreya Majumder

4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026

Cybersecurity demand is set to grow through 2026, and QLYS, FTNT, CRWD & PANW are the four stocks with strong demand signals and competitive moats.

Kevin Cook

Bull of the Day: Credo Technology (CRDO)

Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical

Zacks Equity Research

Can ERNIE 5.0 and Qianfan Strengthen Baidu's AI Cloud Advantage?

BIDU sharpens its AI Cloud strategy with ERNIE 5.0 and an agent-centric Qianfan, aiming to scale enterprise adoption.

Aniruddha Ganguly

Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead?

CSCO's AI push lifts Q1 FY26 networking revenue 15% to $7.77B, with hyperscaler AI orders surging and a $3B FY26 target in sight.