cloud stocks

Hedge funder Brad Gerstner, who is the CEO of Altimeter Capital, believes it is still the early innings of a super cycle for software and cloud companies benefiting from the growth of AI and data center spending. In a recent interview, he shared one of the beaten-down stocks that he's buying. Brad...

Second-quarter financial results from Oracle Corp (NYSE:ORCL) are being used by analysts to understand overall demand for AI infrastructure. Here's what analysts are saying after the company missed revenue estimates, beat earnings per share estimates and provided an update on its backlog. Oracle...

Technology giant Oracle Corporation (NYSE:ORCL) could serve as a bellwether for multiple sectors like big tech, AI, and cloud when the company reports second-quarter financial results on Wednesday after the market closes. Here are the earnings estimates, what experts are saying ahead of the report...

Chinese e-commerce giant Alibaba Group Holding (NYSE:BABA) could highlight the growth of its AI products and new initiatives when it reports second-quarter financial results on Tuesday before the market opens. Here are the earnings estimates, what analysts are saying and key items to watch....

Amazon.com Inc (NASDAQ:AMZN) analysts are raising their price targets on the stock after the company beat revenue and earnings-per-share estimates in the third quarter and posted strong growth in the AWS cloud segment. Here's what analysts are saying. The Amazon Analysts: Wedbush analyst Scott...

Ecommerce giant Amazon.com Inc (NASDAQ:AMZN) reported third-quarter financial results Thursday after market close. Here are the key highlights. What Happened: Amazon reported third-quarter net sales of $180.2 billion, up 13% year-over-year. The sales total beat the Street consensus estimate of $177...

Microsoft Corporation (NASDAQ:MSFT) highlighted AI and cloud growth during its first-quarter financial results. Here's what analysts are saying about the quarter and what comes next. MSFT shares are experiencing downward pressure. Review the technical setup here. The Microsoft Analysts: Wedbush...

Technology giant Microsoft Corporation (NASDAQ:MSFT) reported first-quarter financial results on Wednesday after market close. Here are the key highlights. Q1 Results: Microsoft reported first-quarter revenue of $77.7 billion, up 18% year-over-year. The revenue beat the Street consensus estimate of...

Amazon.com Inc (NASDAQ:AMZN) could be overshadowed by recent negative headlines when it reports third-quarter financial results on Thursday after market close. Here are the earnings estimates, and the key items to watch. Earnings Estimates: Analysts expect the e-commerce giant to report third-...

Technology giant Microsoft Corporation (NASDAQ:MSFT) could highlight the growth of its AI platforms when the company reports first-quarter financial results on Wednesday after market close. Here are the earnings estimates, what experts are saying ahead of earnings and key items to watch. Earnings...

Security and AI company Rubrik Inc (NYSE:RBRK) reported on Tuesday second-quarter financial results that beat expectations. Find out how RBRK stock is doing here. What Happened: Rubrik reported second-quarter revenue of $309.86 million, up 51% year-over-year. The revenue total beat a Street...

Oracle Corporation (NYSE:ORCL) looks to keep financial momentum going with first-quarter financial results coming Tuesday after market close. Analysts expect the company to report first-quarter revenue of $15.03 billion, up from $13.31 billion in last year's first quarter, according to data from...

Technology giant Salesforce Inc (NYSE:CRM) is likely to show growth in the company's AI initiatives when the company reports second-quarter financial results after market close Wednesday. Here are the earnings estimates, what analysts are saying ahead of the report and key items to watch. Earnings...

Chinese e-commerce giant Alibaba Group Holding (NYSE:BABA) may reveal how global issues are impacting the company and how diversification into AI might help future growth when the company reports its first-quarter financial results on Friday before the market opens. Earnings Estimates: Analysts...

Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...