#cloud computing — FinScans

News 📈 Stocks

Alphabet Outperforms Meta as Cloud Growth Hits 82% and Margins Expand

September 20, 2026 (19 days ago)

Alphabet outshines Meta in a head-to-head comparison, offering investors stronger fundamentals, a lower P/E ratio, and robust Cloud growth, while Meta struggles…

GOOG META

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IREN Shares Rally as AI Infrastructure Pivot Secures $4B Revenue Target

September 20, 2026 (19 days ago)

IREN stock gains momentum as the company delivers its first Horizon AI cloud project for Microsoft and secures multi-billion dollar contracts, signaling…

IREN MSFT NVDA +3

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News 📈 Stocks

Oracle Shares Face Pressure as AI Infrastructure Spending Weighs on Cash Flow

September 20, 2026 (19 days ago)

Oracle's aggressive AI expansion fuels triple-digit cloud growth but triggers significant cash flow concerns, leaving investors to balance a record $664 billion…

ORCL DELL CRWV

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Box Shares Rally as Q2 Revenue Hits $321M and Full-Year Guidance Climbs

September 20, 2026 (19 days ago)

Box beats Q2 estimates and raises full-year revenue guidance to $1.29 billion, as strong enterprise adoption and improved cash flow conversion offset…

BOX

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Zscaler Shares Face Pressure as FY27 Guidance Signals Growth Deceleration

September 20, 2026 (19 days ago)

Despite a strong Q4 revenue print, Zscaler's FY27 outlook points to cooling ARR growth and continued free cash flow margin compression, challenging…

ZS

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Alphabet and Broadcom Gain Momentum as Google Begins Selling TPU Systems

September 20, 2026 (19 days ago)

Alphabet's move to sell TPU systems directly to clients creates a new revenue stream, while Broadcom benefits from surging demand for its…

AVGO GOOGL

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News 📈 Stocks

CoreWeave Scales Nvidia Rubin GPU Clusters to Bolster AI Infrastructure

September 19, 2026 (20 days ago)

CoreWeave validates its AI infrastructure scalability by deploying a massive Nvidia Rubin GPU cluster, supported by new storage upgrades designed to keep…

CRWV NVDA MSFT +3

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News 📈 Stocks

Nebius Group Stock Rallies 11% on 20% Nvidia GPU Price Hike

September 19, 2026 (20 days ago)

Nebius Group shares climbed as the company hiked prices for Nvidia H100, H200, and B-series chips by up to 21%, signaling robust…

NBIS NVDA

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News 📈 Stocks

Nebius Group Shares Surge 945% Since 2024 Relaunch on $40B AI Contracts

September 19, 2026 (20 days ago)

Nebius Group stock has delivered a tenfold return since its 2024 relaunch, fueled by massive AI infrastructure contracts with Microsoft and Meta…

NBIS NVDA MSFT +1

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News 📈 Stocks

Nebius Shares Rally 11% as GPU Cloud Service Prices Rise Up to 25%

September 19, 2026 (20 days ago)

Nebius Group shares jumped 11% following an announcement to increase GPU cloud service prices by up to 25%, marking the second major…

NBIS NVDA AMD

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News 📈 Stocks

Oracle Stock Slips 53% From Peak as $664B Backlog Risks Loom

September 18, 2026 (20 days ago)

Despite a 120% jump in cloud infrastructure revenue, Oracle's massive $117 billion debt load and questionable backlog conversion potential weigh heavily on…

ORCL NVDA AMD +1

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News 📈 Stocks

NetApp Shares Eye Buy Point After 66% Earnings Surge

September 18, 2026 (21 days ago)

NetApp shares are attracting investor attention as the stock stabilizes at a key support level, signaling a potential buy opportunity following a…

NTAP

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