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artificial-intelligence: Archive

Andrew Rocco

Signal vs Noise: Your Path to Profitability

Most market 'news' is just noise that does nothing to help your investment returns, but savvy investors can tune into the signals that truly matter. Andrew Rocco will help you focus on the 'first principles' that cut through the distractions.

Urmimala Biswas

Why ASX and IONQ May Gain 15%+ in the Quantum-Semiconductor Space

ASE Technology and IonQ are gaining attention as quantum and semiconductor investments surge, with analysts projecting 15%+ upside potential.

ASMLPositive Net Change AMATPositive Net Change TSMNegative Net Change ASXPositive Net Change IONQPositive Net Change

Zacks Equity Research

HubSpot Beats Q1 Earnings Estimates on Multi-Hub Customer Growth

HubSpot beats Q1 estimates as AI monetization, enterprise traction and multi-hub adoption fueled strong revenue and profit growth.

ADIPositive Net Change WDAYNegative Net Change KEYSPositive Net Change HUBSNegative Net Change

Zacks Equity Research

Navitas Q1 Earnings & Revenues Beat Estimates on High-Power Growth

NVTS beats Q1 loss estimates as high-power markets surge, margins improve and Q2 guidance calls for more sequential revenue growth.

CSCOPositive Net Change AMATPositive Net Change KEYSPositive Net Change NVTSPositive Net Change

Zacks Equity Research

FSLY Q1 Earnings Beat Estimates on Security and Compute Growth

Fastly Q1 2026 swings to 13 cents non-GAAP EPS on 19.8% revenue growth as security and compute surged; lifts 2026 outlook.

CSCOPositive Net Change AMATPositive Net Change KEYSPositive Net Change FSLYPositive Net Change

Zacks Equity Research

MCHP Q4 Earnings Top Estimates, Broad-Based Demand Recovery Aids Sales

Microchip beats fiscal Q4 estimates as bookings surge, inventory drops and AI/data center demand grows; guides double-digit June-quarter sales.

CSCOPositive Net Change MCHPNegative Net Change AMATPositive Net Change KEYSPositive Net Change

Zacks Equity Research

CGNX Q1 Earnings Beat Estimates on Broad-Based Demand Strength

Cognex opens 2026 with a big beat, 24% revenue growth, new AI In-Sight systems, and a Q2 outlook calling for more automation and logistics strength.

CSCOPositive Net Change CGNXNegative Net Change AMATPositive Net Change KEYSPositive Net Change

Zacks Equity Research

DBX Q1 Earnings Beat Estimates, Revenues Rise on Strong Retention

Dropbox's Q1'26 EPS beat estimates as paying users rise unexpectedly; Dash in Dropbox shows repeat AI engagement, and revenue outlook moved higher.

CSCOPositive Net Change AMATPositive Net Change KEYSPositive Net Change DBXPositive Net Change

Zacks Equity Research

AAOI Q1 Loss Wider Than Expected on Higher Costs, Revenues Jump Y/Y

Applied Optoelectronics posts wider Q1 loss while revenues jump 51%, ships first 800G volumes to a hyperscale customer, and guides Q2 sales to $180M-$198M.

CSCOPositive Net Change AMATPositive Net Change AAOINegative Net Change KEYSPositive Net Change

Supriyo Bose

Jabil Rides on AI Infrastructure Focus: Reason to Bet on the Stock?

JBL ramps AI server, liquid-cooling and silicon photonics production, backing it with a $500M U.S. expansion to meet data-center demand.

INTCPositive Net Change JBLPositive Net Change FLEXPositive Net Change CLSNegative Net Change