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artificial-intelligence: Archive

Andrew Rocco

Forget LLMs: Buy these 3 AI "Pick and Shovel" Plays Instead

During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks.

AMZNNegative Net Change MSPositive Net Change INTCNegative Net Change AMDPositive Net Change MSFTNegative Net Change IBMPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change ALABPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Derek Lewis

Apple & Google: A New AI Superteam?

Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology.

AAPLPositive Net Change GOOGLPositive Net Change

Tirthankar Chakraborty

Palantir Rallied 100%+ in 2025 - This AI Defense Stock Could Be Next

BigBear.ai looks set for outsized gains as Palantir's rich valuation and government reliance weigh on sentiment despite strong AIP-driven revenue growth.

PLTRPositive Net Change BBAIPositive Net Change

Zacks Equity Research

Is Mastercard's Open Finance Push Redefining Cash Flow Tools for SMEs?

MA is expanding beyond payments by backing Obol's AI cash flow tools in Australia, pushing deeper into SMEs' financial decisions.

MANegative Net Change VNegative Net Change AXPNegative Net Change

Zacks Equity Research

IBM's Edge AI Expansion With Datavault AI: Will it Boost Profits?

International Business Machines extended its collaboration with Datavault AI to deliver secure, ultra-low-latency enterprise AI at the edge with watsonx-powered zero-trust micro data centers.

AMZNNegative Net Change IBMPositive Net Change GOOGLPositive Net Change

Kashvi Chandgothia

Should you Buy, Sell or Hold Applied Digital Stock Post Q2 earnings?

APLD shares spike after Q2 revenues soar 250%, underscoring strong execution while leaving questions around valuation and losses.

EQIXNegative Net Change RIOTPositive Net Change APLDPositive Net Change CRWVPositive Net Change

Aritra Chatterjee

SANM vs. JBL: Which Electronics Manufacturing Stock is the Better Buy?

JBL and SANM are both riding AI and digital transformation tailwinds, but key differences in strategy and execution set them apart.

JBLPositive Net Change FLEXPositive Net Change SANMPositive Net Change

Zacks Equity Research

Reddit's Robust Portfolio Fuels Revenue Growth: What's the Path Ahead?

RDDT leans on a growing product lineup and AI-driven ad tools to boost engagement and revenue, though competition in digital advertising heats up.

SNAPNegative Net Change PINSNegative Net Change RDDTNegative Net Change

Nilanjan Choudhury

What META's 1.2 GW Deal Means for OKLO's Ohio Nuclear Build

META's prepayment deal boosts OKLO's 1.2 GW Ohio nuclear project, tying early funding to long-term data center power demand.

VSTPositive Net Change METANegative Net Change OKLONegative Net Change

Anirudha Bhagat

Taiwan Semiconductor to Report Q4 Earnings: How to Play the Stock?

TSM's Q4 revenues are likely to have benefited from AI-driven chip demand, while rising costs due to overseas expansions may have hurt profitability.

NVDAPositive Net Change MRVLNegative Net Change AVGOPositive Net Change TSMPositive Net Change

Shreya Majumder

What's Next for Seagate Stock After a 241.8% Stellar Run in a Year?

STX has surged nearly 242% in a year as AI-driven data growth, tight HDD supply and rising HAMR adoption fuel demand for high-capacity drives.

AMDPositive Net Change IBMPositive Net Change WDCPositive Net Change STXPositive Net Change

Sraddha Singha

Does the Kraft Group Partnership Signal Upside for BigBear.ai Stock?

Does BBAI's partnership with the Kraft Group point to a broader commercial growth runway beyond defense?

BAHPositive Net Change PLTRPositive Net Change BBAIPositive Net Change

Tirthankar Chakraborty

Micron vs. NVIDIA: One AI Chip Stock is Poised to Win Big in 2026

Micron surged past Nvidia last year as AI-driven HBM chip demand lifted revenue and profits. Can it keep the edge in 2026 as Nvidia scales Blackwell?

MUPositive Net Change NVDAPositive Net Change

Andrew Rocco

Why History Says We Could See the Nasdaq Double

Stocks have staged a remarkable rally since the Liberation Day lows, and Andrew Rocco believes the bull market still has plenty of room to run. Discover how the 1999 internet boom can help you capitalize on this powerful trend in 2026 and beyond.

MUPositive Net Change NVDAPositive Net Change

Rajshree Sipani

Visa's Tokenization Push Is Becoming More Than a Security Play

V's tokenization push is evolving beyond security, boosting transaction efficiency, AI-driven insights and seamless payments across devices.

MANegative Net Change VNegative Net Change AXPNegative Net Change

Zacks Equity Research

SNOW's Robust Portfolio Fuels Revenue Growth: What's the Path Ahead?

Snowflake's expanding AI portfolio and deepened cloud partnerships are driving strong revenue growth as it pushes to stay central in enterprise AI.

AMZNNegative Net Change ORCLPositive Net Change SNOWPositive Net Change

Yashwardhan Jain

ETFs to Consider Amid Geopolitical Woes and Higher US Military Budget

Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.

LMTPositive Net Change NOCPositive Net Change SHLDPositive Net Change XLIPositive Net Change HACKPositive Net Change ITAPositive Net Change PPAPositive Net Change FTECPositive Net Change CIBRPositive Net Change IYWPositive Net Change BOTZPositive Net Change AIQPositive Net Change UFOPositive Net Change ROKTPositive Net Change BUGPositive Net Change RTXPositive Net Change ARKXPositive Net Change MADEPositive Net Change EUADPositive Net Change

Zacks Equity Research

Can Qualcomm's Snapdragon Ride Flex for Hyundai Work Wonders?

QCOM partners with Hyundai Mobis to co-develop SDVs and ADAS, leveraging Snapdragon Ride Flex for smarter, more efficient vehicles.

QCOMNegative Net Change NVDAPositive Net Change NXPINegative Net Change

Nilanshi Mukherjee

Teradyne Stock Gains 58% in a Year: Should You Hold or Fold the Stock?

TER stock is up nearly 58% in a year as AI-driven demand lifts semiconductor test and robotics, but premium valuation and competition cloud the outlook.

COHUPositive Net Change TERPositive Net Change ATEYYPositive Net Change ABBNYPositive Net Change

Shrabana Mukherjee

Owlet's Data Flywheel Grows: Can AI Boost Lifetime Value?

OWLT's growing data flywheel and AI plans aim to deepen engagement, boost subscriptions, and extend customer value.

MASINegative Net Change DXCMPositive Net Change OWLTNegative Net Change

Shrabana Mukherjee

Will Demand for Agentic AI Evaluation Boost Innodata's 2026 Growth?

INOD's early lead in agentic AI evaluation may fuel 2026 growth as enterprises demand safer, scalable AI systems.

ACNPositive Net Change CTSHNegative Net Change INODNegative Net Change

Nalak Das

2 Top-Ranked AI-Powered Tech Giants to Enhance Your Portfolio Returns

APH and ADI stand out in the AI boom, supported by the massive growth of cloud computing and data centers.

ADINegative Net Change APHPositive Net Change

Zacks Equity Research

MSFT's Office 365 Subscription Growth Picks Up: Sign of More Upside?

Microsoft shares gain as Office 365 subscriptions accelerate, with commercial and consumer growth, higher-tier uptake, and AI tools boosting revenue per user.

AAPLPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change

Aniruddha Ganguly

4 Top-Ranked Tech Stocks to Buy as Semiconductor Rally Continues

Semiconductor sales hit a record in November, with NVDA, MU, CRDO and ASYS set to gain from booming AI demand.

MUPositive Net Change NVDAPositive Net Change ASYSNegative Net Change CRDOPositive Net Change

Vasundhara Sawalka

Will Accelerating AWS Revenue Growth Drive AMZN Stock's 2026 Rally?

Amazon's AWS posts its fastest growth since 2022 as AI demand surges, with a $200 billion backlog and heavy investment fueling 2026 optimism.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLPositive Net Change