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artificial-intelligence: Archive

Zacks Equity Research

Company News for Sep 1, 2026

Companies In The News Are: PINS, AAPL, CRWD, SAIC.

AAPLNegative Net Change SAICPositive Net Change PINSNegative Net Change CRWDPositive Net Change

Andrew Rocco

Bull of the Day: Super Micro Computer (SMCI)

With regulatory uncertainties receding and multi-billion dollar hyperscaler spending continuing to ramp up, Super Micro Computer remains a strong buy in the scorching-hot AI hardware sector.

AMDPositive Net Change NVDAPositive Net Change SMCIPositive Net Change

Neena Mishra

Software Stocks & ETFs: Is the AI Sell-Off Over?

We examine why software stocks are rebounding and highlight software ETFs.

MSFTNegative Net Change CRMPositive Net Change XSWPositive Net Change IGVPositive Net Change CRWDPositive Net Change PLTRPositive Net Change PANWPositive Net Change IGPTPositive Net Change

Shaun Pruitt

Is Broadcom (AVGO) Stock a Buy Before Its Q3 Earnings?

Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for another quarter of exceptional growth.

AVGOPositive Net Change INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change MRVLNegative Net Change GOOGLNegative Net Change METANegative Net Change

Shaun Pruitt

Buy Dell Technologies Stock Before Q2 Earnings as AI Server Demand Soars?

Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.

DELLNegative Net Change AMDPositive Net Change NVDAPositive Net Change SMCIPositive Net Change LNVGYPositive Net Change HPENegative Net Change

Nilanshi Mukherjee

Should You Buy, Sell, or Hold SNOW Stock Before Q2 Earnings Release?

Snowflake heads into Q2 earnings with strong AI momentum and customer growth, though premium valuation and margin pressures remain risks.

SNOWPositive Net Change AMZNNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Shrabana Mukherjee

SoundHound Healthcare Deals Surge: Is This Its Next Growth Engine?

Can SOUN's rising healthcare deals, customer spending and faster OASYS deployments turn healthcare into its next major growth engine?

SOUNPositive Net Change NICEPositive Net Change FIVNPositive Net Change

Zacks Equity Research

LITE's AI Optics Push Boosts Growth Prospects Against MRVL & NVDA

Lumentum rides AI-driven optical demand as OCS, CPO and NPO expand its market amid rising competition from Marvell and NVIDIA.

LITEPositive Net Change NVDAPositive Net Change MRVLNegative Net Change

Zacks Equity Research

Vicor Rides on Strong Backlog Growth: Can It Beat ADI & TXN?

VICR's $380M backlog and surging ATE demand support growth, but rising pressure from Analog Devices and Texas Instruments clouds the outlook.

VICRNegative Net Change ADIPositive Net Change TXNPositive Net Change

Aniruddha Ganguly

Inuvo or PubMatic: Which AI Ad-Tech Stock Has the Edge?

PUBM's broader AI-driven ad ecosystem, stronger financials and rapid AgenticOS adoption give it an edge over Inuvo despite a richer valuation.

INUVPositive Net Change PUBMNegative Net Change