Cloud

Cisco Systems Lands $700M AI Gold Rush Amid Increased Appetite From Tech Giants: 'Build More And We Will Buy More,' Customers Tell CEO
Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'
Amazon.com Q4 Earnings: Jassy Highlights 'Successful' Holiday Season, Q1 Guidance Disappoints Investors
Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'
Amazon.com Q4 Earnings: Jassy Highlights 'Successful' Holiday Season, Q1 Guidance Disappoints Investors
Amazon.com Q4 Earnings Preview: Analyst Says Could Be 'Upside On Every Metric'
Alphabet Stock 'Should Trade At A Premium': 5 Analysts Highlight AI, CapEx, How Much YouTube Could Be Worth

Cloud Recent News

Microsoft 'One Of The Most Compelling Investment Opportunities,' Says Goldman Sachs
Microsoft is a top investment pick for Goldman Sachs, predicting significant upside in stock due to strong cloud and AI growth.
Microsoft Accuses Google Of 'Astroturf' Campaigns Targeting Its Cloud Business, Says Search Giant 'Recruited' Several Small European Providers In Its Lobbying Efforts
Microsoft has accused Google of orchestrating covert lobbying campaigns designed to undermine its cloud computing business while deflecting attention from its own regulatory challenges.
SAP Is Joining The AI Party As A 'Foundational Player' Alongside Leaders Nvidia And Microsoft, Says Wedbush's Dan Ives
SAP SE exceeded earnings expectations in its latest quarter, with Wedbush Securities analyst Dan Ives highlighting the European tech giant's emerging role in the artificial intelligence revolution alongside industry leaders NVIDIA Corp and Microsoft Corp.
PagerDuty Stock Slumps On Mixed Q2 Results: The Details
PagerDuty reports second-quarter revenue of $115.9 million, beating estimates of $116.48 million.
From Data Centers To The Cloud: Transition Creates New Challenges For IT Pros, Analyst Says
Cloud security is still "very early," Taz Koujalgi says, highlighting the need for continued innovation and improvement.
Twilio Q2 Earnings: Revenue Beat, EPS Beat, Customer Account Growth And More
Twilio's second-quarter revenue increased 4% year-over-year to $1.08 billion, beating the consensus estimate of $1.06 billion, according to Benzinga Pro.
Mark Zuckerberg Underscores Importance Of Meta's Partnerships With Nvidia, Microsoft, Google, And Amazon To Propel Llama AI To The Cloud
During Meta's second-quarter earnings call, CEO Mark Zuckerberg emphasized the significance of these partnerships in driving the company's AI strategy.
Amazon 'Relatively Insulated' In Retail Segment, Analysts Bullish About Growth In AWS: AI Contribution To Watch Out For
Wedbush Securities analysts have maintained an optimistic outlook for Amazon.com Inc., in a recent note, projecting a price target of $225 for 12 months.
Microsoft Outage Wreaks Havoc On World As 911, International Airlines, Banks And Airport Services Disrupted (UPDATED)
On Thursday, Microsoft announced that it was investigating issues with its cloud services in the Central U.S. region, resulting in the grounding and cancellation of several flights.
Google's 'Poker Move' With Wiz Could Be The Kickoff For Big Tech M&A In 2025: Analyst
Google parent Alphabet's potential $23 billion acquisition of Wiz is a strategic poker move that could reshape the industry and lead to a wave of M&A activity in the Big Tech sector. 5 analysts weigh in.
Atlassian To Benefit From The 'Next Wave Of Cloud Growth', Says Bullish Analyst
Piper Sandler upgrades Atlassian to Overweight, citing potential for accelerated cloud growth. Here's the latest.
Okta Q1 Earnings: Revenue Beat, EPS Beat, Raised Guidance — 'Massive Opportunity' Ahead And More
Okta reported first-quarter revenue of $617 million, which was up 19% year-over-year and came in ahead of analyst estimates of $604.339 million.
Box Inc. Reports Strong Q1 Results, Q2 Guidance
Box reports quarterly earnings of 39 cents per share which beat the analyst consensus estimate of 36 cents by 8.33%.
Is Amazon's Stock Invincible? Redditors Discuss The Bear Case
Amazon faces competition from Microsoft's Azure, Google Cloud, Shein and PDD Holdings' Temu.
Snowflake Q1 Earnings: Revenue Beat, EPS Miss, 'Strong Customer Interest' For AI Products And More
Snowflake said first-quarter revenue increased 33% year-over-year to $828.7 million, beating the consensus estimate of $785.87 million, according to Benzinga Pro.
Fastly Shares Drop After Q1 Results, Weak Revenue Guidance
Fastly reports quarterly sales of $133.52 million which beat the analyst consensus estimate of $133.1 million and represents a 13.57% increase over sales of $117.56 million from the same period last year.
Microsoft, Alphabet And Meta's Raised AI Capex Outlook Could Benefit These JPMorgan Stock Picks
Microsoft, Alphabet, and Meta have reported strong cloud and AI investments. JPMorgan highlights potential benefits for 4 AI-levered stocks.
Microsoft 'In Unique Position To Scale Gen-AI Revenue,' Goldman Sachs Says Ahead Of Q3 Earnings
Microsoft Corp. (NYSE: MSFT) will report its fiscal Q3 2024 earnings, with analysts expecting $2.83 EPS and $60.769B revenue. Goldman Sachs has a $450 price target and calls Microsoft one of the most compelling investment opportunities in the tech industry.
Snowflake Stock Is Heating Up After The Bell: Here's Why
In a new regulatory filing released Wednesday after the bell, newly appointed Snowflake CEO Sridhar Ramaswamy disclosed the purchase of 31,542 shares of the company's stock. Ramaswamy bought the shares on Monday at an average price of $158.52.
Meta's Ad Business Continues To Rebound, Its Metaverse Efforts Continue to Advance But Its Moral Integrity Remains Questionable
Last week, earnings from Microsoft Corporation (NASDAQ: MSFT), Google-parent Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), Apple Inc (NASDAQ:
Remark Holdings Stock Tumbles After AI Company Provides Details Of Microsoft Deal: Everything You Need To Know
Remark Holdings shares soared by more than 250% on Tuesday as traders circled a social media post from the company about a partnership with Microsoft. After the market close, the company provided an update that sent shares tumbling.
Microsoft Tightens Belt At McGill: 20GB OneDrive And Outlook Caps For Students On 'Security' And 'Sustainability' Grounds
McGill University students have been asked to restrict their Microsoft OneDrive and Outlook storage usage to 20GB each.
Snowflake Q3 Preview: Cloud Optimization Headwinds In Focus, Earnings Volatility Expected
SNOW reports Q3 earnings on Nov. 29, with expected EPS of 16 cents and revenue of $713.42M. Analysts eye AI, cloud optimization, and forecasts.
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