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Browsing Tag

cloud infrastructure

22 posts
BBusiness
Super Micro Computer’s AI Surge Raises Questions On Value And Durability
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Super Micro Record Q2 And Higher Outlook Highlight AI Server Tradeoffs

  • February 8, 2026
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for…
HHealthcare
Oracle’s US$50b AI Cloud Raise Versus Valuation And Weak Momentum
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Oracle AI Healthcare Push And US$50b Raise Reshape Growth Outlook

  • February 8, 2026
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply…
AArtificial intelligence
Oracle’s US$50b AI Cloud Raise Versus Valuation And Weak Momentum
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Oracle’s US$50b AI Cloud Raise Versus Valuation And Weak Momentum

  • February 2, 2026
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Oracle…
AArtificial intelligence
The Artificial Intelligence (AI) Stock That's Quietly Building the Future of Cloud Computing
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The Artificial Intelligence (AI) Stock That’s Quietly Building the Future of Cloud Computing

  • January 29, 2026
When it comes to cloud computing, Amazon was the pioneer, and it remains the leading company in the…
AArtificial intelligence
Why Microsoft and Nvidia Will Win Big This Year
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Why Microsoft and Nvidia Will Win Big This Year

  • January 26, 2026
Nvidia will dominate the AI chip market for the foreseeable future. Microsoft’s Copilot and Azure platforms are expanding.…
AArtificial intelligence
2 AI Stocks to Buy in January and Hold for 5 Years
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2 AI Stocks to Buy in January and Hold for 5 Years

  • January 26, 2026
Microsoft is seeing strong demand across its software and artificial intelligence (AI) offerings. Oracle’s accelerating cloud infrastructure business…
AArtificial intelligence
Which Chinese Tech Stock Has More Upside?
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Which AI-Tech Stock is the Better Buy Now?

  • December 31, 2025
Palantir Technologies PLTR and Arm Holdings ARM are both deeply aligned with the same powerful theme: the accelerating…
AArtificial intelligence
Could This Be the Next Stock to Join the Likes of Nvidia, Alphabet, and Amazon in the $1 Trillion Club?
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Could This Be the Next Stock to Join the Likes of Nvidia, Alphabet, and Amazon in the $1 Trillion Club?

  • December 23, 2025
Oracle is building hundreds of data centers to meet demand for computing capacity from artificial intelligence developers. The…
AArtificial intelligence
Coreweave CEO defends AI circular deals as ‘working together’
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Coreweave CEO defends AI circular deals as ‘working together’

  • December 10, 2025
CoreWeave CEO Mike Intrator | Image Credits:CoreWeave It’s been quite the year for Coreweave. In March, the AI…
AArtificial intelligence
Assessing Microsoft’s Value After Recent 4.1% Pullback and AI Developments
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Did Microsoft’s (MSFT) Latest Enterprise AI Launches Just Shift Its Investment Narrative?

  • November 29, 2025
At the recent Ignite conference, Microsoft and its partners unveiled a series of major collaborations in enterprise AI,…
AArtificial intelligence
Better AI Stock to Buy Right Now: Nvidia vs. Oracle
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Better AI Stock to Buy Right Now: Nvidia vs. Oracle

  • November 23, 2025
Nvidia is growing revenue and profits much faster than Oracle, thanks to surging demand for its AI computing…
AArtificial intelligence
CoreWeave beats third-quarter revenue estimates on AI computing boom
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CoreWeave beats third-quarter revenue estimates on AI computing boom

  • November 10, 2025
(Reuters) -AI cloud provider CoreWeave beat Wall Street estimates for third-​quarter revenue on Monday, benefiting from surging ‌demand…
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