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cloud-computing: Archive
Micron Slips Ahead of Earnings: Is the AI Memory Demand Priced In?
by Bryan Hayes
Micron has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date.
artificial-intelligence cloud-computing computers datacenter earnings investing semiconductor tech-stocks
Buy the Drop in Broadcom or Oracle Stock After Earnings?
by Shaun Pruitt
Despite exceeding earnings expectations, Broadcom (AVGO) and Oracle (ORCL) stock have now fallen more than 15% since their much-anticipated quarterly results last week.
artificial-intelligence cloud-computing earnings electronics investing large-cap semiconductor tech-stocks
Will Rising Capex Pressure Hurt Alibaba's Margin and AI Strategy?
by Zacks Equity Research
BABA's RMB 380B AI and cloud capex plan clouds margin outlook as management guides to prolonged compression and unclear payoff timing.
artificial-intelligence cloud-computing retail
Amazon's Datacenter Boom: The Next Big Growth Driver for the Stock?
by Zacks Equity Research
AMZN's datacenter surge, fueled by record AWS capex and massive global expansion, is emerging as the company's most powerful long-term growth driver.
artificial-intelligence cloud-computing retail
CIEN Q4 Earnings Crush Estimates on Record Sales, AI Trends Lift Stock
by Zacks Equity Research
Ciena posts strong fiscal Q4 2025 results with surging optical demand, a $5B backlog and raised 2026 outlook, sending shares sharply higher.
artificial-intelligence cloud-computing communications earnings tech-stocks
Oracle Shares Plunge 11% After Q2 Revenues Miss: Should You Hold?
by Vasundhara Sawalka
ORCL slides 11% as Q2 revenues miss forecasts, cloud momentum clashes with soaring CapEx and weak software demand, leaving investors weighing next steps.
artificial-intelligence cloud-computing tech-stocks
Realty Income vs. Digital Realty: Which REIT Has Better Upside Now?
by Moumita C. Chattopadhyay
DLR's AI-fueled demand, record bookings and global pipeline position the data-center REIT for stronger upside than its traditional net-lease peer O.
artificial-intelligence cloud-computing finance reit retail
How ITRI's AMI Essentials is Driving Tucson's Water Conservation
by Zacks Equity Research
Itron's AMI Essentials helps Tucson Water modernize its system with real-time data, leak detection and enhanced operational visibility.
cloud-computing energy tech-stocks utilities
Can AMZN's Expanding Global Investments Push the Stock Higher in 2026?
by Vasundhara Sawalka
Amazon's sweeping global investments and accelerating AWS momentum spotlight the company's push for stronger growth heading into 2026.
artificial-intelligence cloud-computing retail
Will Strong Data Center Growth Push Up AMD's Stock Higher in 2026?
by Aniruddha Ganguly
AMD surges 70% on booming demand for EPYC chips and Instinct GPUs, but faces stiff AI competition and valuation concerns.
artificial-intelligence cloud-computing semiconductor tech-stocks