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artificial-intelligence: Archive

Derek Lewis

NVIDIA Earnings: Good or Bad?

Record Data Center sales and lofty spending forecasts from fellow Mag 7 members keep the NVIDIA story bright. But should investors worry about the share reaction?

NVDANegative Net Change METAPositive Net Change

John Blank

What is "AI" Cap-Ex Doing?

Beyond driving up GDP growth, what does this spending achieve?

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change

Vasundhara Sawalka

4 Stocks Trading Near 52-Week High With More Upside Potential

Stocks like SANM, ATRO, TSM and FLR are seeing price strength and have a high chance of carrying the momentum forward.

FLRNegative Net Change ATROPositive Net Change SANMPositive Net Change TSMNegative Net Change

Rajshree Sipani

UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?

UNH's scale and diversified model are likely to offer stronger upside than HUM as rising medical costs test managed care margins.

UNHPositive Net Change HUMPositive Net Change

Aniruddha Ganguly

Apple vs. Adobe: Which AI-Driven Tech Stock Has an Edge Now?

AAPL's AI push, fueled by its Google collaboration and Apple Intelligence rollout, could give it the edge over ADBE despite a richer valuation.

AAPLNegative Net Change ADBEPositive Net Change

Zacks Equity Research

Snowflake Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall

SNOW tops Q4 estimates with 30% revenue growth and strong customer gains, but shares slip despite upbeat 27% growth outlook.

AVGONegative Net Change ATNINegative Net Change SNOWPositive Net Change CRDONegative Net Change

Nilanshi Mukherjee

Snowflake vs. Samsara: Which Cloud Data Stock Has an Edge Now?

SNOW benefits from rising AI momentum and big deals, but IOT's expanding customer base and earnings strength give it the edge for now.

SNOWPositive Net Change IOTPositive Net Change

Zacks Equity Research

Warner Bros. Discovery Q4 Earnings Miss Estimates, Revenues Fall Y/Y

WBD posts Q4 loss, misses estimates as revenues drop 6% Y/Y, with linear TV and Studios sliding despite rising streaming subscribers.

WBDNegative Net Change SONOPositive Net Change CRIPositive Net Change ROKUPositive Net Change

Aniruddha Ganguly

META Taps AMD GPUs to Build AI Infra: What's Ahead for the Stock?

Meta Platforms deepens its AI push with AMD GPU deal, nuclear power pacts, and up to $135B in 2026 capex as it races to scale infrastructure and ad growth.

MSFTPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Aniruddha Ganguly

AI Push Provides a Boost to GOOGL's Cloud Business: More Upside Ahead?

Alphabet's booming Google Cloud revenues, soaring AI demand and $240B backlog signal rising cloud clout, even as Amazon and Microsoft loom large.

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change