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artificial-intelligence: Archive
Can IREN's Rising AI Cloud Revenues Offset Bitcoin Mining Weakness?
by Om Jaiswal
IREN is betting on AI cloud growth to offset weaker Bitcoin mining revenues as GPU demand and contracted capacity expand.
APLDNegative Net Change IRENNegative Net Change WULFPositive Net Change
artificial-intelligence cryptocurrency finance
APLD vs. MSFT: Which AI Hosting and Hyperscale Stock Has More Upside?
by Kashvi Chandgothia
Applied Digital's AI hosting expansion and Microsoft Azure's hyperscale AI buildout reflect rising demand for large-scale compute infrastructure.
MSFTNegative Net Change APLDNegative Net Change
artificial-intelligence tech-stocks
Invest in These 5 Big Data Behemoths to Gain From Wall Street Rally
by Nalak Das
CSCO, CRM, PLTR, NET and DDOG are riding AI and big data demand as Wall Street's rally boosts interest in analytics and cloud platforms.
CRMNegative Net Change CSCONegative Net Change NETPositive Net Change DDOGPositive Net Change PLTRPositive Net Change
artificial-intelligence tech-stocks
Can Proliferating WaveLogic 6 Adoption Fuel Ciena's Top Line?
by Shreya Majumder
CIEN's WL6e powers 1 Tb/s submarine transmission in Southeast Asia as AI-driven network demand fuels customer growth and expansion.
NOKNegative Net Change CIENPositive Net Change ANETNegative Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets internet tech-stocks
Salesforce Bets on Agentic AI: Will It Lift Subscription Growth?
by Anirudha Bhagat
CRM's Agentforce hits nearly $800M ARR and more than 29,000 deals as an agentic AI push aims to reignite subscription growth.
MSFTNegative Net Change CRMNegative Net Change NOWNegative Net Change
artificial-intelligence computers saas tech-stocks
Lam Research vs. Applied Materials: Which AI Chip Stock Has the Edge?
by Anirudha Bhagat
AMAT's AIx software, diversified tools and cheaper valuation give it an edge over LRCX as AI chip spending accelerates.
LRCXNegative Net Change AMATNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Is Navitas Finally Building a Path Toward Operating Breakeven?
by Rimmi Singhi
Navitas' AI infrastructure is scaling fast, lifting revenues and margins, but operating breakeven is likely to require quarterly sales in the high-$30 million range.
IFNNYNegative Net Change ONNegative Net Change NVTSNegative Net Change
artificial-intelligence semiconductor tech-stocks
Beyond NVIDIA: The Next Phase of the AI Investment Boom
by Neena Mishra
We discuss AI infrastructure, quantum computing, and modern warfare ETFs.
GOOGNegative Net Change AMZNNegative Net Change MSFTNegative Net Change PWRNegative Net Change NVDANegative Net Change QTUMNegative Net Change METANegative Net Change GEVNegative Net Change AIPONegative Net Change JEDINegative Net Change
artificial-intelligence etfs
Profitable Picks: Why NVIDIA & Micron Stand Out
by Tirthankar Chakraborty
NVDA and Micron stand out for their strong net income ratios and upside potential amid market swings as investors seek profitable stocks.
MUPositive Net Change NVDANegative Net Change
artificial-intelligence semiconductor tech-stocks
Retail Returns, Momo Retreats, NVIDIA Looms
by Andrew Rocco
The structural market uptrend remains intact as NVIDIA earnings loom.
NVDANegative Net Change QQQNegative Net Change SPHBNegative Net Change
artificial-intelligence earnings investing