Find Strong Cloud Stocks Using This Zacks Tool Derek Lewis Mon, October 12, 2026 at 7:00 PM EDT 2 min read MSFT +1.14% Trade MSFT on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Zacks Thematic Screens lets you dive into over 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you.
Let's take a closer look at the 'Cloud Computing' theme and analyze a stock within, namely Microsoft MSFT.
Cloud computing refers to the on-demand seamless access of computing resources such as servers, storage, databases, networking, software, analytics, and intelligence over the Internet (the cloud) on a pay-per-use pricing model.
It marks a paradigm shift from traditional on-premises infrastructure storage to remote cloud-based storage facilities and relies heavily on virtualization and automation technologies. Instead of buying, owning, and maintaining physical data centers and servers, organizations access a virtual pool of shared resources from a cloud service provider on an as-needed basis.
This lowers operating costs, increases productivity with greater agility and flexibility, and improves scalability with higher economies of scale.
Microsoft Reassures Cloud Concerns
Microsoft posted strong results in its latest release, with sales up 18% YoY and earnings up 23% YoY. It delivered strong Cloud results, a key benchmark that has been watched closely amid the billions it's been investing in AI infrastructure.
Microsoft's Intelligent Cloud results include Azure, its cloud computing platform that provides AI computing power to businesses. Intelligent Cloud revenue came in at $39.3 billion, beating our consensus estimate handily and growing at an accelerated rate of 32% YoY.
Thematic investing has emerged as a powerful way for investors to sync their portfolios with emerging trends. A mix of long-term and short-term themes is increasingly dictating which companies lead as economies expand and markets shift.
While stocks in each theme aren't direct recommendations, they offer a solid starting point. Leverage the Zacks Rank and other metrics to identify the best stocks for your strategy. Each featured stock comes with a Zacks report, giving you the tools to analyze performance and potential.
The Cloud Computing thematic list, which currently includes Microsoft MSFT, focuses on technology companies that provide the related hardware and software to enable cloud computing services, the communication service providers that offer the network facilities and the various firms that utilize the services across diverse sectors like financial, consumer discretionary and industrials.
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Microsoft Corporation (MSFT) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
