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artificial-intelligence: Archive

Urmimala Biswas

October Market Outlook: 3 Sectors to Buy Based on Earnings Quality

Semiconductors, energy and utilities stand out in October as earnings momentum, AI infrastructure demand and balance-sheet strength shape investment outlook.

ETRPositive Net Change SMTCNegative Net Change TSMNegative Net Change DINOPositive Net Change NVDANegative Net Change

Rajshree Sipani

UnitedHealth vs. Humana: Which Healthcare Giant Has the Edge?

UNH's diversified healthcare platform, improving Medicare Advantage profitability and lower valuation give it an edge over HUM.

UNHPositive Net Change HUMPositive Net Change

Andrew Rocco

Fastly: Riding the Agentic AI Wave

As the AI landscape transitions toward autonomous agents, Fastly is uniquely positioned to capitalize.

GOOGLPositive Net Change FSLYPositive Net Change METANegative Net Change

Supriyo Bose

SPCX to Acquire 800 MHz Spectrum for Superior Network: Buy the Stock?

SpaceX's acquisition of Grain Management's 800 MHz spectrum could boost Starlink Mobile's coverage, strengthen its wireless ambitions and unlock growth opportunities.

SPCXPositive Net Change TNegative Net Change VZNegative Net Change

Shrabana Mukherjee

Can BigBear.ai Build Stronger Growth Heading Into 2027?

BBAI eyes stronger growth in 2027, fueled by defense AI demand, rising backlog and acquisitions. However, widening losses and competition pose challenges.

BBAINegative Net Change AIPositive Net Change PLTRPositive Net Change

Derek Lewis

3 Top-Ranked Stocks Breaking Records on AI-Related Demand

Micron, NVIDIA, and Hewlett Packard Enterprise have all continued to post robust quarterly results, with bullish earnings estimate revisions helping keep the near-term momentum picture intact.

MUNegative Net Change NVDANegative Net Change HPEPositive Net Change

Anirudha Bhagat

TD SYNNEX Surges 78% YTD: Is the SNX Stock Still Worth Buying?

SNX's 78% YTD rally, surging AI infrastructure demand, robust earnings growth and discounted valuation make the stock an attractive buy. Read on to learn why.

SNXPositive Net Change GNegative Net Change CDWPositive Net Change TLSPositive Net Change

Nilanshi Mukherjee

ALAB Expands PCIe Portfolio With Aries 7: Can it Beat MRVL & CRDO?

Astera Labs expands its PCIe portfolio with Aries 7, strengthening its AI connectivity push against Marvell and Credo amid surging demand and stiff competition.

ALABNegative Net Change MRVLPositive Net Change CRDOPositive Net Change

Nalak Das

Buy Cisco Systems as Leader of the AI Cloud Networking Space for 2027

CSCO's AI networking strength, rising hyperscaler orders and solid fiscal 2027 outlook highlight its growth potential in the AI cloud.

CSCOPositive Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Can IBM's Partnership With SAP for ERP Modernization Lift Its Shares?

International Business Machines launches Ready for SAP Solutions to help midsize and fast-growing businesses modernize ERP systems, boost productivity and streamline operations with AI-powered consulting.

IBMPositive Net Change AMZNPositive Net Change MSFTPositive Net Change SAPPositive Net Change