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artificial-intelligence: Archive

Kevin Matras

Why I'm Still Expecting Double-Digit Gains This Year, Despite Recent Volatility

AI skepticism and the Iran conflict have weighed on stocks so far in 2026, but Kevin Matras believes these pressures are only short-term. Stay focused on the bigger picture and be ready to capitalize on a fourth straight year of double-digit gains.

Aniruddha Ganguly

Amkor Eyes Strong Second Half 2026 as AI, HPC Packaging Demand Surges

AMKR heads toward a pivotal H2 2026 as AI and HPC demand drives advanced packaging ramps, with CPU launches and 2.5D/HDFO platforms set to nearly triple activity.

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Ethan Feller

Oracle: The AI Darkhorse?

Oracle stock has been battered in recent months, but has the selloff gone too far? Oracle appears exceptionally well positioned if the AI forecasts are correct.

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Zacks Equity Research

Here's Why Investors Should Hold Fidelity National Stock for Now

FIS gains from rising demand for digital banking and payments tech, AI-driven solutions and strategic deals, while strong cash flow supports buybacks and dividends.

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Om Jaiswal

Fabrinet Stock Rises 9% in 3 Months: Should You Buy, Sell or Hold?

FN gains 9% in three months as optical and AI-driven HPC demand power record revenue and growth momentum.

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Zacks Equity Research

Adobe Q1 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall

ADBE tops fiscal Q1 estimates with $6.06 EPS and $6.4 billion in revenues as subscription sales jump 13%, but the stock falls despite an upbeat fiscal Q2 outlook.

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Aniruddha Ganguly

Amkor Eyes Strong 2026 as AI and HPC Packaging Ramps Accelerate

AMKR eyes 2026 as an advanced packaging step-up year as AI and HPC demand drive strong computing growth, though early-year margins face seasonal pressure.

WDCPositive Net Change LRCXPositive Net Change QPositive Net Change AMKRPositive Net Change

Shrabana Mukherjee

SoundHound vs. Amazon: Which AI Voice Assistant Stock Wins?

Is AMZN's vast AI ecosystem and AWS growth enough to outshine SOUN's fast-growing voice AI platform in the race for voice assistant leadership?

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Amit Kr Ram

Can BigBear.ai's Strategic Partnerships Expand Its Defense Reach?

Can BBAI's strategic partnerships and new AI capabilities help expand its defense technology footprint and strengthen support for national security operations?

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Zacks Equity Research

Can Arista's Latest XPO Optical Modules for AI Networks Drive Growth?

ANET unveils liquid-cooled XPO optical modules delivering 12.8 Tbps each, boosting rack capacity 4x for AI data centers needing extreme bandwidth and efficiency.

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