Cloud computing has become the backbone of modern technology, revolutionizing how businesses operate and store data. Here are some of the top trending stories in cloud services that are making waves in the stock market:
1. IBM and AI-Driven Growth
IBM’s stock has seen significant growth due to its focus on artificial intelligence (AI) and data center solutions. The company’s Q4 results surpassed expectations, with a 4% year-over-year revenue increase. This surge is largely attributed to IBM’s innovative approach to AI and its ability to cater to the increasing demand for cloud-based services.
2. NetApp and Commvault: Cloud Storage Leaders
NetApp and Commvault Systems are among the top cloud storage stocks to watch. They offer cutting-edge storage solutions that cater to businesses’ evolving needs. As cloud computing becomes more integral to operations, these companies are poised to benefit from the growth in cloud infrastructure.
3. Google Cloud Partnership With AMD
AMD’s stock recently saw a boost after announcing a partnership with Google Cloud. This partnership highlights the demand for powerful computing solutions in cloud environments. Companies like AMD are crucial in providing the hardware needed to support cloud services, which continues to drive their growth.
4. Supermicro Computer Inc.: High Performance Servers
Super Micro Computer Inc. specializes in high-performance servers, which are essential for cloud data centers. With a strong focus on AI, 5G, and edge computing, Supermicro is positioned to take advantage of the growing demand in these areas. Despite some challenges, Supermicro’s stock has a positive outlook with substantial potential upside in the coming years.
5. Data Center Accelerators on the Rise
The global market for data center accelerators is expected to see significant growth, reaching $143.45 billion by 2029. This expansion is driven by the increasing need for high-speed computing in data centers, which support cloud services. As companies invest more in AI and cloud infrastructure, the demand for advanced data center solutions continues to rise.
References:
- https://www.marketbeat.com/instant-alerts/top-cloud-storage-stocks-to-research-april-12th-2025-04-12/
- https://www.globenewswire.com/news-release/2025/04/14/3061035/28124/en/The-World-Market-for-Data-Center-Accelerators-2025-Revenues-Set-to-Increase-from-36-22-Billion-Reaching-143-45-Billion-by-2029.html
- https://www.my.publicpower.org/platform/u-s-tech-futures-edge-higher-after-monday-losses
- https://247wallst.com/forecasts/2025/04/14/super-micro-computer-smci-price-prediction-and-forecast/
- https://www.interactivebrokers.com/campus/traders-insight/securities/stocks/amds-stock-rises-after-google-cloud-partnership-announcement/
- https://iea.blob.core.windows.net/assets/dd7c2387-2f60-4b60-8c5f-6563b6aa1e4c/EnergyandAI.pdf
- https://www.ubs.com/us/en/wealth-management/insights/investment-research/potus-47/articles/quick-takes-on-the-second-trump-administration.html
- https://www.wellington.com/en-latam/intermediary/insights/lessons-from-a-top-heavy-equity-market
