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artificial-intelligence: Archive

Derek Lewis

Bull of the Day: Cisco Systems (CSCO)

Cisco shares have been red-hot in 2026 on the back of favorable quarterly results that have revealed hot demand for its solutions for AI infrastructure.

CSCOPositive Net Change

Shaun Pruitt

Apple vs. Broadcom: Is Either Stock a Buy After Their $30 Billion Chip Partnership?

Apple and Broadcom have expanded their long-standing partnership with a multiyear agreement expected to exceed $30 billion.

AAPLNegative Net Change AVGONegative Net Change NVDAPositive Net Change

Derek Lewis

SK Hynix Debuts: A Quick Rundown

It's been quite a busy period for debuts over the past month or so, with the SpaceX IPO undoubtedly reflecting one of the biggest market events we've seen this year. And just recently, South Korean giant SK Hynix made its US debut.

NVDAPositive Net Change BABAPositive Net Change SPCXNegative Net Change

Tirthankar Chakraborty

Beyond Micron: 2 AI Infrastructure Stocks With Massive Upside Ahead

Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.

WDCPositive Net Change STXPositive Net Change MUNegative Net Change

Aniruddha Ganguly

Dynatrace Benefits From AI, Cloud and Telemetry Trends

DT rides AI, cloud and telemetry growth, but rising hosting costs test its ability to turn consumption into recurring revenue and profits.

DTNegative Net Change CSCOPositive Net Change ESTCNegative Net Change DDOGNegative Net Change

Aniruddha Ganguly

Is Dynatrace Stock a Buy Now or a Hold at Current Levels?

DT pairs 19% revenue growth and strong cash flow with a lower valuation, but margin risks and limited upside support a hold-or-wait view.

DTNegative Net Change CSCOPositive Net Change ESTCNegative Net Change DDOGNegative Net Change

David Bartosiak

The AI Sell-Off That Isn't About AI

When expectations get ahead of reality, stocks tend to sell off. But that doesn't mean that the story is over. Far from it. Dave Bartosiak will help you gain the discipline to navigate volatility and maximize the extraordinary potential of AI.

DTNegative Net Change CSCOPositive Net Change ESTCNegative Net Change DDOGNegative Net Change

Aniruddha Ganguly

Dynatrace Stock Outlook Hinges on ARR, AI and Platform Wins

DT pairs 18% ARR growth and rising platform consumption with larger deals, but cloud costs and competition temper the stock story.

DTNegative Net Change CSCOPositive Net Change ESTCNegative Net Change DDOGNegative Net Change

Shrabana Mukherjee

SoundHound Trends in Voice AI, OASYS and Rising Agentic Demand Today

SOUN's OASYS push and acquisitions expand its agentic AI reach, but losses, margin pressure and execution risks keep caution in focus.

SOUNNegative Net Change MSFTPositive Net Change IBMNegative Net Change NVDAPositive Net Change

Shrabana Mukherjee

Is SOUN Stock a Buy After Revenue Growth and Ongoing Losses in 2026?

SoundHound's 52% revenue growth and debt-free balance sheet support its AI story, but losses, cash burn and weak signals make it more watchlist than buy.

SOUNNegative Net Change NVDAPositive Net Change AINegative Net Change