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cloud-computing: Archive
ANET vs. IBM: Which Hybrid Cloud Stock is the Better Buy for 2026?
by Supriyo Bose
IBM edges out Arista as the better hybrid cloud pick for 2026, thanks to valuation appeal and multi-cloud momentum.
artificial-intelligence cloud-computing computers iot software tech-stocks
Bull of the Day: Coherent (COHR)
by Kevin Cook
Since the NVIDIA collaboration in March on silicon photonics, shares have surged 180%
artificial-intelligence cloud-computing semiconductor
Is Broadcom the Best Chip Stock to Buy as Q4 Earnings Approach?
by Shaun Pruitt
As one of the few companies positioned to rival Nvidia in custom AI chips, the market is heavily anticipating Broadcom's fiscal fourth quarter results on Thursday, December 11.
artificial-intelligence cloud-computing earnings electronics investing semiconductor
Earnings Watch: Will Oracle Stock Regain Its Bullish Momentum?
by Shaun Pruitt
Investors are hoping Oracle stock regains its bullish momentum with the company set to report results for its fiscal second quarter after-market hours on Wednesday, November 10.
artificial-intelligence cloud-computing computers earnings investing software
Can Microsoft Stock Sustain Its AI Infrastructure Investment Pace?
by Zacks Equity Research
MSFT's soaring AI infrastructure spend, up 74% to $34.9B, raises fresh questions over how long the company can maintain its aggressive expansion pace.
artificial-intelligence cloud-computing tech-stocks
3 Communication Stocks Set to Benefit From Industry Strength
by Supriyo Bose
The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive. COMM, IHS and BAND are likely to benefit from the continued transition to cloud networks.
cloud-computing communications iot tech-stocks
Can Flex's Cash Flow & Market Strength Offset Ongoing Macro Pressures?
by Shreya Majumder
Flex enters the second half of fiscal 2026 with rising AI demand, strong cash flow and expanding data center momentum despite competitive and macro pressures.
artificial-intelligence automation autonomous-vehicles business-services cloud-computing medical tech-stocks
Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying
by Bryan Hayes
Oracle remains uniquely positioned within the enterprise AI infrastructure space.
artificial-intelligence cloud-computing computers datacenter earnings infrastructure investing large-cap software tech-stocks
Should You Buy, Sell or Hold Oracle Stock Before Q2 Earnings?
by Vasundhara Sawalka
ORCL faces execution risks and elevated debt despite AI momentum. Investors should await better entry points ahead of Q2 fiscal 2026 results amid premium valuations.
artificial-intelligence cloud-computing tech-stocks
Ciena's Q4 Earnings Coming Up: What's in the Cards for CIEN Stock?
by Zacks Equity Research
CIEN's fiscal Q4 2025 outlook is driven by surging cloud and service provider demand plus major AI network wins boosting optical and interconnect momentum.
artificial-intelligence business-services cloud-computing communications tech-stocks