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cloud-computing: Archive
Can Microsoft Stock Rally on Dynamics 365 Business Applications?
by Zacks Equity Research
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.
artificial-intelligence cloud-computing tech-stocks
Seagate vs. Western Digital: Which Storage Stock is the Better Buy Now?
by Shreya Majumder
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.
artificial-intelligence business-services cloud-computing tech-stocks
Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?
by Anirudha Bhagat
NOW's AI-led workflow platform, large-deal momentum and faster growth give it an edge over CRM despite a richer valuation.
artificial-intelligence cloud-computing computers software tech-stocks
DDOG vs. FIVN: Which Cloud Software Stock is the Better Buy Now?
by Kashvi Chandgothia
Datadog and Five9 both play critical roles in enterprise cloud software, but differences in growth drivers, AI focus and valuation shape the debate.
artificial-intelligence cloud-computing cybersecurity saas tech-stocks
Is ORCL Stock Poised for Growth Amid Rising AI Infrastructure Demand?
by Zacks Equity Research
Oracle's AI infrastructure push is driving explosive cloud growth, but $50 billion capex and negative free cash flow raise questions about profitability.
artificial-intelligence cloud-computing tech-stocks
MSFT vs. ORCL: Which Enterprise Cloud & AI Stock Has Better Upside?
by Vasundhara Sawalka
Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which stock offers better upside.
artificial-intelligence cloud-computing tech-stocks
4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026
by Shreya Majumder
Cybersecurity demand is set to grow through 2026, and QLYS, FTNT, CRWD & PANW are the four stocks with strong demand signals and competitive moats.
artificial-intelligence cloud-computing iot tech-stocks
Bull of the Day: Credo Technology (CRDO)
by Kevin Cook
Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical
artificial-intelligence automation cloud-computing datacenter semiconductor
Can ERNIE 5.0 and Qianfan Strengthen Baidu's AI Cloud Advantage?
by Zacks Equity Research
BIDU sharpens its AI Cloud strategy with ERNIE 5.0 and an agent-centric Qianfan, aiming to scale enterprise adoption.
artificial-intelligence cloud-computing tech-stocks
Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead?
by Aniruddha Ganguly
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.
artificial-intelligence cloud-computing communications tech-stocks