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artificial-intelligence: Archive

Sheraz Mian

What Will the Q3 Earnings Season Show?

Earnings revisions have remained positive as we approach the Q3 earnings season, continuing the trend in place for a year now. Growth momentum remains broad-based, with 14 of the 16 Zacks sectors expected to see higher earnings relative to the same period last year.

MUPositive Net Change NVDAPositive Net Change ORCLNegative Net Change ADBENegative Net Change GOOGLPositive Net Change

Shaun Pruitt

Trump-Xi Meeting Puts These 5 Chinese AI Stocks in Focus

As China's AI ecosystem continues to expand, these stocks provide investors with several different ways to monitor the country's accelerating AI buildout.

BIDUNegative Net Change TCEHYPositive Net Change BABANegative Net Change KCNegative Net Change AAPLPositive Net Change AMDPositive Net Change NVDAPositive Net Change TSLANegative Net Change WRDNegative Net Change SPCXPositive Net Change HSAINegative Net Change PONYNegative Net Change

Urmimala Biswas

Quantum Selloff: Should Investors Consider These 3 Hyperscalers?

As quantum stocks face a valuation reset, hyperscalers offer exposure through cloud, AI and investments in quantum capabilities.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change QTUMPositive Net Change

Tirthankar Chakraborty

Micron vs. NVIDIA: 1 AI Stock to Buy Now and 1 to Watch

NVIDIA's broader AI exposure, stronger margins and higher ROE give it an edge over Micron as memory and Data Center demand rise.

MUPositive Net Change NVDAPositive Net Change

Aniruddha Ganguly

Alphabet vs. Apple: Which Consumer AI Tech Stock Has an Edge Now?

GOOGL's Gemini scale, expanding AI monetization and strong Search and Cloud growth give it an edge over AAPL in consumer AI.

AAPLPositive Net Change GOOGLPositive Net Change

Aniruddha Ganguly

Fabrinet Drops 13% YTD: Should You Buy the Stock at the Dip?

FN's 12.5% YTD slide reflects customer concentration, margin pressure and high spending, even as AI data-center demand fuels growth.

FNPositive Net Change JBLPositive Net Change FLEXPositive Net Change TTMIPositive Net Change

Nilanshi Mukherjee

RDDT Expands Global Footprint: Can It Stay Ahead of PINS & SNAP?

Reddit's international revenues surge 84% as user growth, stronger monetization and rising ad demand sharpen its global push against rivals.

RDDTNegative Net Change SNAPNegative Net Change PINSPositive Net Change

Nilanshi Mukherjee

META Strengthens VR Portfolio: Can It Stay Ahead of AAPL and GOOGL?

Meta Platforms expands its VR push with lightweight AI-powered glasses, immersive content, and productivity tools as Apple and Alphabet step up the competition.

METANegative Net Change AAPLPositive Net Change GOOGLPositive Net Change

Shrabana Mukherjee

Serve Robotics Targets a $450B Market: How Big Is Its Growth Runway?

SERV targets a $450B delivery market by 2030, but growth hinges on higher utilization, broader demand and better unit economics.

SERVNegative Net Change AMZNPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Can WDAY's Introduction of Total Benefits Boost Its Growth Prospects?

Workday launches AI-powered Total Benefits, unifying health, financial and wellbeing programs to simplify benefits management for employers and employees.

WDAYNegative Net Change ADPPositive Net Change ORCLNegative Net Change