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Cloud Stocks: Analysis of ServiceNow’s Data.World Acquisition

Posted on Tuesday, Aug 19th 2025

Last month, ServiceNow (NYSE:NOW) reported its second quarter results that outpaced market expectations. The company continues to invest in building its AI portfolio through innovation and acquisitions.

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Apple Wants to Build an AI Robot

Posted on Friday, Aug 15th 2025

Last month, Apple (Nasdaq: AAPL) reported its quarterly earnings that outpaced all market expectations. As tariff policy remains undecided, consumers appear to be rushing to buy Apple products before the new rates kick in.

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Will Meta Win the Digital Advertising Race?

Posted on Tuesday, Aug 12th 2025

Meta’s (Nasdaq: META) recently announced quarterly results that outpaced market expectations and sent the stock climbing 10% in the after-hours trading session. This was the tenth straight quarter that Meta surpassed the outlook.

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Cloud Stocks: Atlassian Targets Enterprises with System of Work Offerings

Posted on Friday, Aug 8th 2025
atlassian

Enterprise collaboration solutions provider Atlassian (Nasdaq: TEAM) announced its results yesterday that outpaced market expectations. However, a weaker outlook did not please the market.

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Cloud Stocks: Palantir Crosses $1 Billion Quarterly Revenues

Posted on Tuesday, Aug 5th 2025

Yesterday Palantir (NYSE: PLTR) announced its second quarter earnings that outpaced market expectations. For the first time ever, the company crossed the quarterly run rate of billion dollars in revenues. The company is benefitting from the present US government. 

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Cloud Stocks: Amazon Accelerates Investments in AI

Posted on Friday, Aug 1st 2025
amazon

Yesterday, Amazon (NASDAQ: AMZN) announced its second quarter results that surpassed market expectations, but the stock fell 3% in the after-hours session due to worries about geo-political conditions.

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Cloud Stocks: Microsoft and OpenAI Deal with Partnership Issues

Posted on Thursday, Jul 31st 2025
Microsoft

Microsoft (Nasdaq: MSFT) continues to benefit from its AI investments. Yesterday, it announced its fourth quarter results that surpassed market expectations and sent the stock soaring 7% in the after-hours trading session.

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Cloud Stocks: Analysis of IBM’s Hakkoda Acquisition

Posted on Friday, Jul 25th 2025
IBM

IBM (NYSE:IBM) reported its second quarter results earlier this week that outpaced market expectations. Despite the headwinds due to the current geo-political situation, IBM reiterated its outlook for the rest of the year.

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