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Alphabet (GOOGL) Rebounds on BigQuery Growth and NVIDIA Partnership | Zacks | Login to see the signal | |
Snowflake vs. Alphabet: Which Cloud Analytics Stock Has an Edge Now?SummaryAlphabet’s Google Cloud (BigQuery) shows strong revenue growth, infrastructure expansion and NVIDIA partnership, making GOOGL a more stable upside play versus Snowflake despite valuation concerns and litigation risks. |
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Cisco (CSCO) Soars on NVIDIA (NVDA) Collaboration as Security Revenues Rise | Zacks | Login to see the signal | |
Cisco's Security Portfolio Gains Traction: A Sign of More Upside?SummaryCisco’s security revenues rose 9% in Q4 FY25 with 750 new customers and mid-single-digit order growth. Cisco is integrating NVIDIA’s Spectrum‑X into Nexus switches and advancing Secure AI Factory solutions. Competition from Broadcom and Okta intensifies; Cisco guides Q1 FY26 revenue $14.65–14.85B. |
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