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artificial-intelligence: Archive

Tirthankar Chakraborty

Is ORCL a Buy Following 121% IaaS Growth in Q1 Earnings?

Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.

ORCLNegative Net Change AMZNPositive Net Change MSFTPositive Net Change

Neena Mishra

Are Value ETFs the New AI Trade?

Value ETFs are outperforming growth funds, but many hold surprising exposure to the AI boom.

AMZNPositive Net Change JPMPositive Net Change AAPLPositive Net Change MSFTPositive Net Change MUNegative Net Change BRK.BPositive Net Change VTVPositive Net Change IWDPositive Net Change VLUEPositive Net Change

Tracey Ryniec

Do You Have the Guts to Buy the AI Stocks Right Now?

The semiconductors, memory, and AI infrastructure stocks are on sale. Now is your chance.

SNDKNegative Net Change AVGOPositive Net Change BEPositive Net Change

Shreya Majumder

CIEN Falls 15.2% in a Week as AI Growth Faces Persistent Supply Risks

Ciena's 15.2% weekly slide contrasts with surging earnings and AI demand as supply, concentration and valuation risks put execution in focus.

CIENPositive Net Change CSCOPositive Net Change LITENegative Net Change

Shreya Majumder

Ciena's 2027 Growth Guide Raises the Stakes for AI Optical Demand

Ciena targets at least 30% fiscal 2027 revenue growth as AI networking demand builds, with backlog topping $10B expected despite supply constraints.

CIENPositive Net Change CSCOPositive Net Change LITENegative Net Change

Shreya Majumder

Is Ciena a Buy as 30% Growth Meets Its Premium Forward Valuation?

Ciena targets at least 30% fiscal 2027 revenue growth as AI demand rises, but its premium valuation, supply risks and cloud concentration raise the stakes.

CIENPositive Net Change CSCOPositive Net Change HPEPositive Net Change

Zacks Equity Research

BigBear.ai Stock Dives 29% in the Past 3 Months: Hold or Fold?

BBAI's AI demand and rising backlog offer growth potential, but persistent losses, modest growth and government-contract risks weigh on its outlook.

BBAIPositive Net Change AIPositive Net Change PSNNegative Net Change PLTRPositive Net Change

Supriyo Bose

AST SpaceMobile vs. Jabil: Which Connectivity Stock is a Better Buy?

JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.

JBLPositive Net Change ASTSNegative Net Change TPositive Net Change VZPositive Net Change SANMPositive Net Change

Zacks Equity Research

ADBE Q3 Earnings Beat Estimates, Revenues Rise on Subscription Growth

Adobe's Q3 fiscal 2026 earnings and revenues beat estimates as subscription growth and surging AI-first ARR powered results and lifted full-year targets.

ADBEPositive Net Change TERPositive Net Change COHRPositive Net Change MTSIPositive Net Change

Urmimala Biswas

AI Capex Creates New Investment Cycle: NVIDIA & 2 Other Stocks to Buy

AI capex is fueling a new infrastructure cycle, with NVIDIA, Arista Networks and Vertiv well-positioned across computing, networking and power.

NVDANegative Net Change ANETPositive Net Change VRTPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change