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artificial-intelligence: Archive

Derek Lewis

AMZN, GOOGL, MSFT Earnings: Cloud Results to Drive Sentiment

A few of the big cloud players, namely Alphabet, Microsoft, and Amazon, are all reporting this week. Their cloud results will be a key driver behind sentiment post-earnings, with the market regularly looking for growth accelerations over recent years.

AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change

Aniruddha Ganguly

2 Internet Content Stocks to Buy From a Challenging Industry

The Zacks Internet - Content industry participants like OPRA and SMWB are benefiting from expanding mobile, digital and cloud-based offerings amid challenging global macroeconomic conditions.

OPRANegative Net Change SMWBPositive Net Change

Aniruddha Ganguly

NOW's AI-Driven Subscription Growth Accelerates: More Upside Ahead?

ServiceNow posts 22% subscription growth to $3.67 billion and lifts 2026 outlook as AI monetization and pricing shifts fuel larger deals and renewals.

CRMPositive Net Change NOWPositive Net Change TEAMNegative Net Change

Aniruddha Ganguly

Should You Buy, Sell or Hold Alphabet Stock Before Q1 Earnings?

GOOGL gears up for Q1'26 earnings as AI Mode and Gemini 3 boost Search engagement and Cloud demand, while valuation looks stretched.

AMZNNegative Net Change MSFTPositive Net Change BIDUNegative Net Change GOOGLPositive Net Change

Aniruddha Ganguly

Pre-Q3 Earnings: Is Sandisk Stock a Portfolio Must-Have?

SNDK sees fiscal Q3 revenues between $4.4B and $4.8B and $12-$14 non-GAAP EPS as AI-driven NAND demand tightens supply.

WDCNegative Net Change STXPositive Net Change MUPositive Net Change SNDKPositive Net Change

Aniruddha Ganguly

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

Apple expects 13%-16% sales growth in fiscal Q2 2026 and 48%-49% gross margin as iPhone and Services rise.

AAPLNegative Net Change HPQNegative Net Change DELLNegative Net Change GOOGLPositive Net Change

Aniruddha Ganguly

Buy, Sell or Hold Meta Platforms Stock? Key Tips Ahead of Q1 Earnings

META heads into Q1 results with ad revenues seen up 31%, but big AI spending, Reality Labs losses, and margin pressure could weigh on sentiment.

AMZNNegative Net Change GOOGLPositive Net Change SNAPPositive Net Change METAPositive Net Change

Zacks Equity Research

AEIS Set to Report Q1 Earnings: What's in the Cards for the Stock?

Advanced Energy's Q1 results are likely to benefit from strong semiconductor and AI demand, but supply constraints and cost pressures may test its momentum.

SNDKPositive Net Change EXTRNegative Net Change AEISNegative Net Change AEYEPositive Net Change

Zacks Equity Research

Should You Buy, Sell, or Hold KLA Stock Before Q3 Earnings?

KLAC Q3 earnings are likely to gain on the back of AI-driven demand and strong process control momentum amid export controls and tariffs.

SNDKPositive Net Change KLACNegative Net Change EXTRNegative Net Change AEYEPositive Net Change

Zacks Equity Research

Cognizant to Report Q1 Earnings: What's in Store for the Stock?

CTSH's Q1 performance is likely to have benefited from steady growth forecasts, strong bookings, and GenAI momentum amid macro pressures.

CTSHNegative Net Change SNDKPositive Net Change EXTRNegative Net Change AEYEPositive Net Change