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artificial-intelligence: Archive

Derek Lewis

AI Earnings: 3 Reports to Watch This Week

Given the recent volatility, this week's earnings releases from Super Micro Computer (SMCI), Advanced Micro Devices (AMD), and Arm Holdings (ARM) will undoubtedly be closely watched, particularly concerning the overall AI demand picture.

AMDNegative Net Change ARMNegative Net Change SMCINegative Net Change

Neena Mishra

Anthropic IPO, AI Trade and Prediction Markets

We discuss Anthropic???s IPO, AI valuations, and the rise of prediction markets.

GOOGNegative Net Change AMZNPositive Net Change LAZRNegative Net Change SPCXPositive Net Change DICENegative Net Change

Shaun Pruitt

Why Free Cash Flow Matters More Than Ever: 5 Tech Stocks to Watch

Free cash flow (FCF) is becoming one of the most important metrics for evaluating technology stocks heading into 2027.

AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change ADBEPositive Net Change AVGONegative Net Change AMZNPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Will UNH's Optum Insight Spending Translate Into Profit Growth?

UnitedHealth is scaling AI solutions across Optum Insight to boost efficiency, improve claims processing and drive long-term growth despite rising costs.

UNHNegative Net Change CNCNegative Net Change ELVNegative Net Change

Andrew Rocco

Amazon: AWS, AI Chips, & Retail Expansion Spur Growth

Amazon's dominant market presence across cloud computing, global e-commerce, and emerging AI infrastructure positions it as a resilient long-term growth driver.

AMZNPositive Net Change

Zacks Equity Research

Datadog Before Q3 Earnings: What's in the Cards for the Stock?

DDOG heads into Q3 earnings with revenue growth forecast at 28.9%, fueled by AI-driven demand and multiproduct adoption, even as a major customer cuts usage.

DDOGNegative Net Change ADINegative Net Change NVDANegative Net Change MCHPNegative Net Change

Zacks Equity Research

News Corporation Gears Up to Report Q1 Earnings: What's in Store?

NWSA's fiscal Q1 EPS is expected to climb 18.18% on 5.62% revenue growth, as Dow Jones and publishing gains meet housing-market pressures.

NWSAPositive Net Change APEIPositive Net Change ANGXNegative Net Change VSNTPositive Net Change

Zacks Equity Research

Cognex Gears Up to Report Q3 Earnings: What's in Store for the Stock?

CGNX Q3 earnings are likely to reflect double-digit revenue growth, fueled by AI infrastructure investments, automation demand, and semiconductor strength.

CGNXPositive Net Change CAMTNegative Net Change RVTYNegative Net Change XYZPositive Net Change

Aniruddha Ganguly

Should Shopify Stock Be in Your Portfolio Pre-Q3 Earnings?

SHOP's Q3 earnings outlook reflects strong GMV growth, rising payments adoption and AI momentum, but premium valuation and margin pressures raise concerns.

SHOPNegative Net Change AMZNPositive Net Change WIXNegative Net Change CMRCPositive Net Change

Aniruddha Ganguly

Buy, Sell or Hold AMD Stock? Key Tips Ahead of Q3 Earnings

AMD heads into Q3 earnings with strong AI demand, rising EPYC adoption and a 135.7% stock rally, but stiff competition and stretched valuation warrant caution.

AMDNegative Net Change INTCNegative Net Change NVDANegative Net Change AVGONegative Net Change