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artificial-intelligence: Archive

Tirthankar Chakraborty

Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now

MU has outpaced NVDA as AI-driven HBM demand boosts growth, with Micron offering strong margins, revenue momentum and a lower valuation.

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Zacks Equity Research

Can GPU Monitoring Accelerate Datadog's AI Revenue Opportunity?

DDOG's GPU Monitoring deepens its AI observability stack, helping optimize AI workloads and potentially expanding AI-driven growth.

CSCONegative Net Change DTPositive Net Change DDOGNegative Net Change

Vasundhara Sawalka

Oracle Shares Tank Despite Q4 Earnings Beat: Hold the Stock Now?

ORCL shares plunge despite record Q4 as heavy AI spending, negative cash flow and dilution fears overshadow strong cloud growth and bold guidance.

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Zacks Equity Research

Can HDFO Adoption Strengthen Amkor's Compute Growth Opportunity?

AMKR's HDFO platform gains traction as AI-driven packaging demand rises, but supply limits and fierce competition could test execution.

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Shrabana Mukherjee

Why BigBear.ai Is Staying Confident About Its 2026 Outlook

BBAI remains confident in its 2026 outlook as backlog growth, contract wins and higher-margin AI products support its revenue goals.

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Zacks Equity Research

PLTR's Operating Leverage Pushes Profitability to New Levels

Palantir's expanding margins and surging operating income show growing scale advantages as AI demand fuels profitability.

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Nilanshi Mukherjee

Apple Continues to Expand Services Business: What's the Path Ahead?

AAPL's Services segment hits record revenues in the fiscal second quarter, fueled by ecosystem growth, AI-driven updates and its vast device base.

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Zacks Equity Research

All Eyes on SpaceX IPO Today

All Eyes on SpaceX IPO Today.

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Arghyadeep Bose

DAVE Stock Rises 49% in 6 Months: Is There More Upside Ahead?

DAVE's 49% six-month rally, AI-driven credit quality, booming Q1 profits and discounted valuation may keep investors watching for more upside.

DAVEPositive Net Change SOFINegative Net Change HOODPositive Net Change

Zacks Equity Research

Here's Why SKWD Shares Are Attracting Prudent Investors Now

Skyward Specialty draws investor interest with estimate upgrades, strong premium growth and Apollo-driven fee income while expanding into new specialty markets.

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