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artificial-intelligence: Archive

Tirthankar Chakraborty

2 AI Defense Stocks Soar 30%+ in 2025, Poised for More in 2026

Palantir's AIP fuels triple-digit U.S. commercial growth, lifts revenue 63% YoY and drives higher sales guidance with profitability in sight.

PLTRNegative Net Change BBAINegative Net Change

Ethan Feller

6 Major Investment Themes Shaping 2026

The market looks set to maintain momentum into the New Year with investment in AI infrastructure continuing. But several other sectors are positioned for growth as well. Ethan Feller can help you build a constructive, forward-looking portfolio for 2026.

PLTRNegative Net Change BBAINegative Net Change

Ethan Feller

3 Leading AI Stocks Investors Can Buy for 2026 (NVDA, AVGO, VRT)

Nvidia, Broadcom and Vertiv stocks have all taken a pause over the last few months. Is it time to start accumulating shares?

NVDAPositive Net Change AVGOPositive Net Change GOOGLNegative Net Change VRTPositive Net Change

Zacks Equity Research

DELL Rides on Accelerating AI Infrastructure Demand: What's Ahead?

Dell Technologies gains from rising AI infrastructure demand as AI server orders, shipments, and backlog grow, despite intensifying competition.

DELLPositive Net Change SMCIPositive Net Change HPEPositive Net Change

Zacks Equity Research

Uncover 4 Undervalued Tech Giants Before They Skyrocket in 2026

Four mega-cap tech stocks still trade at discounts despite a strong 2025 rally, with AI infrastructure and data center demand setting the stage for 2026 upside.

CRMPositive Net Change CSCOPositive Net Change MUNegative Net Change AMATPositive Net Change

Aniruddha Ganguly

Adobe Stock Rides on Expanding Partner Base: Is There More Upside?

ADBE's AI push gets a lift from deepening ties with Google, OpenAI and others, plus a strategic video tech deal with Runaway.

MSFTNegative Net Change ADBEPositive Net Change GOOGLNegative Net Change

Aniruddha Ganguly

Meta Platforms' AI-Push to Drive Top-Line Growth: More Upside Ahead?

META's AI-driven content and ad upgrades are fueling engagement, pushing ad tools past a $60B annual run rate.

AMZNPositive Net Change GOOGLNegative Net Change METANegative Net Change

Aniruddha Ganguly

ADBE vs. GOOGL: Which AI-Driven Tech Stock Has an Edge Now?

Alphabet's AI momentum in Search and Cloud gives it an edge, while Adobe faces rising competition despite solid growth targets.

ADBEPositive Net Change GOOGLNegative Net Change

Aniruddha Ganguly

3 Electronics Stocks to Buy From a Prospering Industry

The Zacks Electronics - Manufacturing Machinery industry participants, such as KLIC, VECO and UCTT, are benefiting from strong demand for high-performance computing, advanced packaging and AI-driven demand amid challenging macroeconomic conditions.

UCTTNegative Net Change VECONegative Net Change KLICPositive Net Change

Zacks Equity Research

AI Takes Center Stage at UNH: Will It Fix Administrative Waste?

UnitedHealth puts AI at the core of its strategy to cut administrative waste, speed claims and approvals, and protect margins amid rising healthcare complexity.

UNHPositive Net Change HUMNegative Net Change ELVPositive Net Change

Subhasish Mukherjee

IREN's AI Client Base Expands: Is Growth Becoming More Durable?

IREN's expanding AI client base, new multi-year wins, and record $240M quarterly revenue point to more durable growth beyond a single anchor.

IRENNegative Net Change WULFNegative Net Change CRWVNegative Net Change

Kashvi Chandgothia

DDOG vs. FIVN: Which Cloud Software Stock is the Better Buy Now?

Datadog and Five9 both play critical roles in enterprise cloud software, but differences in growth drivers, AI focus and valuation shape the debate.

FIVNPositive Net Change DDOGPositive Net Change

Zacks Equity Research

Is ORCL Stock Poised for Growth Amid Rising AI Infrastructure Demand?

Oracle's AI infrastructure push is driving explosive cloud growth, but $50 billion capex and negative free cash flow raise questions about profitability.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change

Zacks Equity Research

JD's Food Delivery Business Expands: Can Margins and Growth Align?

JD.com's food delivery push is growing fast, but soaring marketing costs and widening losses raise questions about when margins can catch up.

JDPositive Net Change BABAPositive Net Change GRABPositive Net Change

Kashvi Chandgothia

Roku vs. Netflix: Which Streaming Platform Stock is a Better Buy Now?

ROKU and NFLX dominate streaming in different ways, with platform scale and content investment shaping their paths ahead.

NFLXPositive Net Change ROKUPositive Net Change

Zacks Equity Research

Is Pinterest's AI Strategy Creating Long-Term Value for Investors?

PINS leverages AI to boost content discovery, personalization, and ad performance, making ideas easier to find and shop.

SNAPPositive Net Change PINSPositive Net Change METANegative Net Change

Vasundhara Sawalka

MSFT vs. ORCL: Which Enterprise Cloud & AI Stock Has Better Upside?

Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which stock offers better upside.

MSFTNegative Net Change ORCLPositive Net Change

Nalak Das

3 Cloud Computing Stocks to Buy Before 2026 as Digital Demand Soars

AMZN, MSFT and GOOGL are gearing up for a potential 2026 cloud boom as AI-driven demand lifts cloud growth and spurs massive data center investment.

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Shreya Majumder

4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026

Cybersecurity demand is set to grow through 2026, and QLYS, FTNT, CRWD & PANW are the four stocks with strong demand signals and competitive moats.

FTNTPositive Net Change PANWPositive Net Change QLYSNegative Net Change CYBRPositive Net Change CRWDPositive Net Change

Anirudha Bhagat

4 Hardware Tech Stocks to Buy Ahead of the 2026 Gadget Boom

NVDA, MU, LRCX and APH are some of the hardware-focused stocks that are positioned to benefit from the growing demand for consumer electronics.

APHNegative Net Change MUNegative Net Change NVDAPositive Net Change LRCXPositive Net Change

Anirudha Bhagat

Can NVIDIA's Networking Business Power the Next Phase of Growth?

NVDA's fast-growing networking business gains traction as AI clusters expand, driving record revenue growth and boosting margins.

NVDAPositive Net Change AVGOPositive Net Change ANETPositive Net Change

Kevin Cook

Bull of the Day: Credo Technology (CRDO)

Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical

CRDONegative Net Change NVDAPositive Net Change ORCLPositive Net Change ARMNegative Net Change COHRPositive Net Change

Arghyadeep Bose

Dave vs. OppFi: Which Fintech Stock Is the Smarter Bet Right Now?

DAVE and OPFI post solid 2025 results, with strong revenue growth, improving credit metrics and repeated guidance hikes fueling investor interest.

DAVEPositive Net Change OPFINegative Net Change

Zacks Equity Research

Vertiv's AI-Powered Portfolio Gaining Traction: What's Ahead?

VRT's AI-focused portfolio is fueling rapid data center growth, lifting orders, backlog, and sales outlook as global AI adoption accelerates.

SMCIPositive Net Change HPEPositive Net Change VRTPositive Net Change