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artificial-intelligence: Archive
Sweeping Democratic Victories In Strong Rebuke of Trump Bring Uncertainty to AI Construction Projects At the Core of Current US Economic Growth
by Mayur Thaker
Despite the tough rhetoric, Democrats will not impair the growth of AI data centers, in my view.
BSXPositive Net Change
apparel artificial-intelligence
Is a Continued Rebound in SpaceX Stock Imminent After Musk's Lofty Revenue Forecast?
by Shaun Pruitt
SpaceX (SPCX) stock is rebounding after Elon Musk's ambitious $500 billion revenue forecast, but can the rally continue?
SPCXPositive Net Change QCOMPositive Net Change
artificial-intelligence communications earnings investing large-cap space tech-stocks
Rigetti Pre-Q3 Earnings Analysis: Buy, Sell or Hold the Stock?
by Zacks Equity Research
Rigetti faces a crucial Q3 earnings test as rising quantum computing demand meets widening losses, high costs and premium valuation. Is holding the best bet?
RGTIPositive Net Change IONQPositive Net Change QBTSPositive Net Change
artificial-intelligence cloud-computing computers tech-stocks
The Nasdaq Correction: Global Week Ahead
by John Blank
The Democrats' U.S. midterm win is the latest hammer blow to the once-unstoppable Big Tech trade.
NUEPositive Net Change MUPositive Net Change NVDANegative Net Change LNGPositive Net Change GOOGLPositive Net Change UCBJYPositive Net Change
artificial-intelligence earnings finance
DELL Rallies 130% in a Year: Can AI Momentum Fuel More Gains?
by Aniruddha Ganguly
Dell's 130% stock rally reflects booming AI server demand, a $95B backlog and raised FY27 guidance.
DELLPositive Net Change AAPLPositive Net Change SMCIPositive Net Change HPEPositive Net Change
artificial-intelligence tech-stocks
IREN's $4B Revenue Goal Delayed: Is the Stock Losing Its Appeal?
by Moumita C. Chattopadhyay
IREN's $4B ARR target slips to early 2027 despite a growing $20.3B backlog. Rising losses, mounting costs and a $6B funding gap complicate its AI cloud expansion plans.
IRENPositive Net Change HUTPositive Net Change CIFRPositive Net Change
artificial-intelligence bitcoin
Applied Digital Slides 37% YTD: Time to Exit or Hold the Stock?
by Subhasish Mukherjee
APLD stock declines 36.6% YTD despite 322% revenue growth and a $36 billion contracted portfolio, as rising debt and mounting losses weigh on its AI buildout.
APLDPositive Net Change HASIPositive Net Change VIRTPositive Net Change CRCLPositive Net Change
artificial-intelligence finance
Is Innodata Worth Buying as AI Growth Collides With Premium Valuation?
by Amit Kr Ram
INOD's AI growth, hyperscaler wins and strong cash position support its outlook, but a premium valuation and customer concentration raise execution risks.
INODPositive Net Change EPAMNegative Net Change TASKPositive Net Change
artificial-intelligence tech-stocks
INOD Drops 15.5% in a Week as Program Loss and Margin Risks Resurface
by Amit Kr Ram
Innodata shares fall 15.5% as a terminated program creates a $12 million revenue gap, raising concerns over customer concentration, timing and margins.
INODPositive Net Change EPAMNegative Net Change TASKPositive Net Change
artificial-intelligence tech-stocks
Can Innodata Sustain 42% Growth After a $12 Million Program Wind-Down?
by Amit Kr Ram
INOD raises its 2026 revenue-growth outlook to 42% despite a $12 million program wind-down, with new hyperscaler wins offering growth potential but margin pressure and customer concentration posing risks.
INODPositive Net Change ACNNegative Net Change CTSHNegative Net Change
artificial-intelligence tech-stocks