Cloud Computing

The often-asked question is whether Amazon.com should be broken into pieces. Here's why investors might want to see the Amazon Web Services (AWS) business spun out, with or without the government’s...
Douglas A. McIntyre
International Business Machines Corp. (NYSE: IBM) was one of the old-school technology companies that truly needed the COVID-19 pandemic not to bring a deep recession. IBM already had a hard enough...
Jon C. Ogg
March was the cruelest month for Box, even though its cloud-based model built around data protection has provided some immunity to the coronavirus pandemic. Yet, two things have turned its prospects...
Paul Ausick
As brick-and mortar-retailer locations close, online commerce becomes increasingly essential. The advantage of Shopify for medium and small businesses is that it helps them build and maintain...
Douglas A. McIntyre
The market downturn has hit all industries particularly hard, for some wiping out all gains for the year. Although Box has suffered through this like many others, it may be poised to make a big...
Chris Lange
While Ping Identity fourth-quarter financial results were solid, investors still sent shares lower. Analysts took the other side of this trade and see this stock potentially breaking out from here.
Chris Lange
Cloud content manager Box has a slew of competition. And recent earnings have been disappointing enough that a near-term recovery for Box will be difficult.
Douglas A. McIntyre
Salesforce released fiscal fourth-quarter financial results after markets closed Tuesday. The firm said that it had $0.66 in earnings per share (EPS) and $4.85 billion in revenue, compared with...
Chris Lange
Salesforce is scheduled to release its fiscal fourth-quarter financial results after the markets close on Tuesday. Analysts remained upbeat before the report.
Chris Lange
Box is a leader in the cloud content management platform business, but competition is fierce. That has hurt the share price. Suspicion that the company will never make money could further wreck the...
Douglas A. McIntyre
Shopify has been a very good business for both its clients and its investors. But both groups have to have some level of anxiety as the world of e-commerce shifts rapidly, often radically, every year.
Douglas A. McIntyre
Microsoft is one company that could see its stock contribute handily toward the upside in Dow stocks this year. It seems that Wall Street has already started calibrating its 2020 upside expectations...
Jon C. Ogg
The fight over the Pentagon’s Joint Enterprise Defense Infrastructure (JEDI) pact is going to continue for quite some time.
Jon C. Ogg
Then things went from bad to worse for F5 Networks after a key analyst, who was previously positive and above-consensus, decided that it was time to play the Benedict Arnold game.
Jon C. Ogg
Salesforce released fiscal third-quarter financial results after markets closed Thursday. Although investors sent shares lower in the wake of this report, analysts seem to have taken a different tact...
Chris Lange