Core Insights - Oracle Corporation has reached a pivotal moment with the launch of Oracle Database@AWS, establishing itself as a key player in bridging traditional enterprise computing and AI-driven cloud infrastructure [1][4] - The stock has increased by 43% year-to-date, reflecting successful execution of its cloud transformation strategy, with a forward P/E ratio of 17.7x amid high growth expectations [1] Financial Performance - In Q4 2025, Oracle reported total revenues of $15.9 billion, an 11% year-over-year increase, with cloud infrastructure revenue growth accelerating to 52% [2][9] - The company raised its fiscal 2026 guidance, projecting revenues exceeding $67 billion (16% growth) and cloud infrastructure growth surpassing 70% [2][8] - Oracle's remaining performance obligations (RPO) backlog stands at $138 billion, providing significant revenue visibility [2][10] Strategic Developments - The Oracle Database@AWS launch is a strategic completion of Oracle's "infrastructure anywhere" vision, allowing for native Oracle database services within AWS data centers [4] - Key differentiators include zero-ETL integration capabilities and Oracle Database 23ai with AI Vector Search, enhancing customer experience [5] - The partnership with AWS completes Oracle's coverage across all major cloud providers, addressing the trend of enterprises using multiple cloud services [6] Growth Drivers - Oracle's cloud services revenues reached $6.7 billion in Q4 2025, up 27% year-over-year, with cloud infrastructure revenues at $3.0 billion [7] - The company anticipates cloud infrastructure growth exceeding 70% in fiscal 2026, indicating strong demand for its services [8] - Oracle's infrastructure expansion includes 47 new data centers under construction, reflecting high customer demand for cloud capacity [13] Competitive Positioning - Oracle's strategic focus on AI infrastructure positions it as a critical enabler for enterprise AI adoption, highlighted by a $30 billion annual cloud deal with OpenAI [11] - The introduction of over 300 new AI-focused features in Oracle Database 23ai allows for running AI workloads alongside traditional database operations [12] - Oracle's premium valuation is reflected in its three-year EV/EBITDA multiple of 28.93x, above the industry average of 20.12x [14] Market Performance - Oracle shares have gained 40.4% year-to-date, outperforming the Zacks Computer and Technology sector's growth of 7% [17] - The company is viewed as a compelling long-term investment opportunity for those seeking exposure to AI infrastructure and enterprise cloud transformation [19]

Core Insights - Dell Technologies (DELL) is showing strong upward momentum, trading above its 200-day and 50-day simple moving averages, indicating price stability and a long-term bullish trend [1][4] - The stock has gained 8% year-to-date, outperforming the broader Zacks Computer and Technology sector, which increased by 7%, while the Zacks Computer - Micro Computers industry declined by 15.6% [5][9] - Strong demand for AI servers and cloud offerings has driven significant revenue growth, with ISG revenue increasing by 12% year-over-year [9][13] Financial Performance - DELL expects Q2 FY26 revenue between $28.5 billion and $29.5 billion, indicating solid double-digit growth [9][18] - Non-GAAP earnings are projected at $2.25 per share, reflecting a 15% growth at the mid-point [19] - The Zacks Consensus Estimate for Q2 FY26 revenues is $29.14 billion, suggesting a year-over-year growth of 16.45% [18] Market Position - DELL's shares are considered undervalued, with a forward 12-month price-to-sales ratio of 0.79X compared to the sector's 6.58X [20] - The company has a Zacks Rank 1 (Strong Buy) and a Growth Score of B, indicating a favorable investment opportunity [23] Strategic Developments - DELL's expanding portfolio includes high-demand AI-optimized servers, contributing to a $12.1 billion increase in orders in the fiscal first quarter of 2026 [11][10] - The company is enhancing its cloud computing footprint through its APEX platform, which provides multi-cloud solutions and advanced AI infrastructure [12][13] - Partnerships with companies like Lowe's and Worley are enhancing DELL's capabilities in AI and cloud services [15][16][17]

Key Takeaways IONQ topped Q1 estimates and unveiled plans to build a full-stack quantum networking platform. Acquisitions like Lightsynq and Capella target repeaters and satellite QKD for long-distance quantum links. Past deals with Qubitekk and ID Quantique give IONQ working networks and top-tier commercial clients.IonQ (IONQ) is no longer just a quantum hardware innovator. It is evolving into a full-stack platform aiming to dominate the quantum Internet. In its first-quarter 2025 results, IonQ reported ...

News had been trickling out over the past month or two that Intel’s management felt less confident about selling 18A capacity with every passing day.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam ...

New York, New York--(Newsfile Corp. - July 9, 2025) -  Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, announced its inclusion on the S&P 500 Index, effective prior to the opening of trading today. The S&P 500 is widely regarded as the best single gauge of large-cap U.S. equities, tracking the stock performance of 500 leading US companies. Datadog's addition comes as it continues to innovate across its product portfolio in AI, observability, security, log manageme ...

Top U.S. mortgage lender, featured in American Banker article, leverages Bandwidth's platform for dramatic efficiency gains, enhanced customer experience and improved complianceRALEIGH, N.C., July 9, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today unveiled a customer success story with Pennymac, a premier U.S. mortgage lender and servicer trusted by millions. By migrating to Bandwidth's cloud communication platform, Pennymac has realized mo ...

Company Announcement - Akamai Technologies, Inc. will hold a conference call for investors on August 7, 2025, at 4:30 p.m. ET to discuss its second quarter 2025 financial results and may provide forward-looking financial guidance [1] - The conference call will be broadcast live on Akamai's Investor Relations page, and a replay will be available for two weeks following the call [2] Company Overview - Akamai is a cybersecurity and cloud computing company that powers and protects businesses online, offering market-leading security solutions and full-stack cloud computing solutions [3] - The company emphasizes its superior threat intelligence and global operations team, which provide defense-in-depth to safeguard enterprise data and applications [3] - Akamai is trusted by global enterprises for its reliability, scale, and expertise, enabling them to grow their business with confidence [3]

CANADA - 2025/03/05: In this photo illustration, the Nebius logo is seen displayed on a smartphone ... More screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesThe Europe-based cloud services provider Nebius (NASDAQ:NBIS) has seen its stock rise by 70% year-to-date, significantly outperforming the overall market. Unlike conventional hyperscalers like Amazon’s AWS or Microsoft's Azure that provide a wide range of general-purpose cloud ...

Amazon (AMZN -1.93%) has been a stellar performing stock over the past few years, and its growth trajectory has taken it to a $2.37 trillion valuation at the time of this writing. Still, some investors believe there is significant upside in Amazon's stock, and that it could reach a $5 trillion market capitalization by the end of 2030. That's a 111% gain from today's levels, which would likely be a market-crushing return over the five-and-a- half-year assessment period. So, is the $5 trillion level a dream o ...

It's not exactly a secret that big technology stocks like Microsoft, Nvidia, and Alphabet have led the market for several years now. And rightfully so. After all, these companies have also ushered in some of the world's most revolutionary products and services. However, not every technology name worth investing in has to be a high-profile mega-company. A bunch of smaller ones are packing a proverbial punch, too. To this end, here's a closer look at 10 tech stocks with incredible growth potential for your po ...