Ivana Delevska: Tech earnings do not deliver stock upside despite cloud growth acceleration

Traders Union
All News
Market Voices
Tech earnings and cloud growth effects

Top Stories

Editors' Picks

Stocks

Crypto

Economics

Currencies

Commodities

Business & Wealth

Market Voices

9 hours ago

Ivana Delevska: Tech earnings do not deliver stock upside despite cloud growth acceleration — Tech earnings and cloud growth effects

Ivana Delevska questioned why the technology sector currently feels like a lose/lose trade, observing that even strong earnings results have not boosted stocks while weak reports have performed worse. Delevska, founder and CIO of SPEAR Invest, added that earnings from major technology companies showed significant acceleration in cloud growth, a metric now closely watched by many, but this was not enough to drive stocks higher.

View post on X Loading...

The tweet was deleted by the author.

But we saved everything 🙂.

Delevska previously commented on CXMT's plan to launch DDR5 by year end, cautioning that the timeline may not be positive for the DRAM sector. She also noted MRVL's increased revenue projections for fiscal 2028, driven by growth in memory and photonic technologies. These recent views add context to her focus on technology sector dynamics and earnings performance.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Did you like the article?

#Ivana Delevska

Editor's Picks for You

France's crypto market matures as regulation reshapes the industry

By Olena Litvinenko
14 hours ago

France's crypto market matures as regulation reshapes the industry

Editors' Picks

SK Hynix’s rise reshapes the global chip industry and economy

By Dmytro Kharkov
16 hours ago

SK Hynix’s rise reshapes the global chip industry and economy

Editors' Picks

Binance hack: The biggest theft in crypto history

By Eugene Komchuk
19 hours ago

Binance hack: The biggest theft in crypto history

Editors' Picks

All Editors' Top Picks

Latest Ivana Delevska News

Microsoft saw shares rise after spending shows in revenue, Ivana Delevska notes

By Mykhailo Ihnatenko
Yesterday

Microsoft saw shares rise after spending shows in revenue, Ivana Delevska notes

Market Voices

#Ivana Delevska

Ivana Delevska: Companies achieve exceptional revenue and returns in short timeframes

By Mikhail Vnuchkov
27.10.2026

Ivana Delevska: Companies achieve exceptional revenue and returns in short timeframes

Market Voices

#Ivana Delevska

Anthropic reports 31x quarterly revenue growth in S-1 filing, Ivana Delevska notes

By Ksenia Gerey
26.10.2026

Anthropic reports 31x quarterly revenue growth in S-1 filing, Ivana Delevska notes

Market Voices

#Ivana Delevska

All Ivana Delevska News

Olena Litvinenko
14 hours ago

France's crypto market matures as regulation reshapes the industry

Dmytro Kharkov
16 hours ago

SK Hynix’s rise reshapes the global chip industry and economy

Eugene Komchuk
19 hours ago

Binance hack: The biggest theft in crypto history

Ksenia Gerey
Yesterday

From PlayStation to crypto: Why Sony is building its own blockchain

Oleg Tkachenko
Yesterday

Google loses billions: What’s behind Alphabet’s stock crash?

Pavlo Kot
1 hour ago

Stacy Herbert: Fifth Bitcoin Zone inaugurated at CUBO San Juan Opico

Igor Krasulya
1 hour ago

Elon Musk receives praise from President Donald Trump for possible CNN role, President Donald Trump says

Mykhailo Ihnatenko
1 hour ago

Eric Balchunas: Korean finfluencer Nini a major presence in Asia ETF industry

Ksenia Gerey
1 hour ago

Bob Kendall: Big tech pressures indexes as WaveTech internals remain stable

Yaroslav Dmytrenko
1 hour ago

Mike Konczal: Posting economic data charts during U.S. inflation wave in 2021-2023

Top News

Olga Shendetskaya
11 hours ago

Oil prices jump as tanker attack threatens Strait of Hormuz shipments

Oil prices jump as tanker attack threatens Strait of Hormuz shipments

Eugene Komchuk
12 hours ago

Wall Street expects crypto market to recover quickly from Binance hack

Wall Street expects crypto market to recover quickly from Binance hack

Igor Krasulya
14 hours ago

Nasdaq-100 futures tumble as AI spending worries hit tech stocks

Nasdaq-100 futures tumble as AI spending worries hit tech stocks

Parshwa Turakhiya
16 hours ago

Trezor warns of possible crypto wallet implant linked to CryptoBilis

Trezor warns of possible crypto wallet implant linked to CryptoBilis

Dmytro Kharkov
16 hours ago

SK Hynix’s rise reshapes the global chip industry and economy

SK Hynix’s rise reshapes the global chip industry and economy

Top 5 companies for you

United States

Live News

Andrey Mastykin
Now

Eurozone economy slows as France slips into recession fears

Anton Kharitonov
Now

EUR/USD recovery stalls near 1.1210 as dollar retains its fundamental advantage

Anastasiia Chabaniuk
Now

Binance launches stolen asset recovery and allocates $6.34 billion to cover losses

Mykhailo Ihnatenko
Now

AMD stock drops over 7% as Intel outlook hits semiconductor sentiment

Jose Antonio Gastelum
Now

Circle phases out old USDC bridge as CCTP V2 takes over

© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186

Risk disclosure:

Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.
Disclaimer:

Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.
Disclosure of advertisers and revenues:

All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.