Twilio Inc. (TWLO) and VMware, Inc. (VMW) are two established players in the cloud computing sector. TWLO is a San Francisco-based cloud communications platform that helps developers build, scale, and operate real-time communications within software applications. It offers a number of APIs that developers can use to embed voice, messaging, and video capabilities into their applications. VMW in Palo Alto, California develops computing, cloud, mobility, networking, and security products and services. It offers solutions in three categories: software-defined data center, hybrid and multi-cloud computing and digital workspace – end-user computing.

Most cloud stocks have soared to new highs over the past year thanks to remote working and learning trends caused by the COVID-19 pandemic. Investors’ interest in cloud stocks is evident in the First Trust Cloud Computing ETFs (SKYY) 42.2% return last year.

With the advancing rapid digitization and the introduction of technologies such as artificial …

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