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artificial-intelligence: Archive

Supriyo Bose

ASTS vs. IBM: Which Connectivity Innovator is the Better Buy Today?

IBM's steady growth, improving estimates and lower valuation help it stand out as the stronger pick in this two-stock connectivity showdown.

TPositive Net Change MSFTNegative Net Change IBMPositive Net Change VZPositive Net Change ASTSPositive Net Change

Supriyo Bose

CLS vs. PINS: Which Stock Has More Upside Potential Now?

Celestica's surging growth, stronger valuation and outperforming stock price make it the more compelling pick over its digital rival.

AMZNPositive Net Change CLSNegative Net Change SANMPositive Net Change PINSPositive Net Change

Om Jaiswal

Are New AI Partnerships Powering CrowdStrike's Next Growth Wave?

CRWD's new AI partnerships with CoreWeave, EY, and NVIDIA boost its platform strategy and strengthen momentum across its expanding cybersecurity ecosystem.

PANWNegative Net Change OKTAPositive Net Change CRWDNegative Net Change

Om Jaiswal

CrowdStrike vs. Fortinet: Which Cybersecurity Stock Is the Better Buy?

CRWDs rapid ARR gains, expanding Falcon adoption and faster growth trajectory set it apart from FTNT in the cybersecurity race.

FTNTPositive Net Change CRWDNegative Net Change

Zacks Equity Research

SAP Deepens Ties With France's AI Ecosystem for Digital Sovereignty

SAP expands partnerships with Bleu, Capgemini and Mistral AI to advance secure, sovereign cloud and AI innovation across Europe.

TEFPositive Net Change SAPPositive Net Change SWXPositive Net Change AWRPositive Net Change

Shrabana Mukherjee

SoundHound vs. Veritone: Which AI Stock Has More Upside Right Now?

Can Veritone's leaner balance sheet and rising software revenue outpace SoundHound's premium-priced growth?

VERIPositive Net Change SOUNNegative Net Change

Anirudha Bhagat

Micron vs. Marvell: Which Chip Stock Is a Better Investment Bet?

MU's explosive AI-driven memory momentum and stronger valuation position the stock ahead of MRVL in today's chip race.

MUPositive Net Change MRVLPositive Net Change

Anirudha Bhagat

Salesforce vs. Oracle: Which Cloud Software Stock Has the Edge?

ORCL's surging cloud and AI momentum, backed by major contracts and bold growth targets, positions the stock ahead of CRM.

CRMPositive Net Change ORCLNegative Net Change

Kevin Cook

Bull of the Day: NVIDIA (NVDA)

Sentiment is way too skeptical and this is your last chance to buy the Jensen Juggernaut on sale

NVDANegative Net Change

Sheraz Mian

Mag 7 Earnings Outlook Improves: A Closer Look

Including Nvidia, the Mag 7 group's Q3 earnings increased +28.3% from the same period last year on +18.1% higher revenues. Notably, expectations for Q4 have been rising as of late.

NVDANegative Net Change TSLANegative Net Change GOOGLPositive Net Change METAPositive Net Change

Tirthankar Chakraborty

3 Reasons to Buy NVIDIA After Its Massive 62% Revenue Surge

NVIDIA's soaring data center demand, record Q3 results and upbeat Q4 outlook amplify the case for NVDA as AI momentum accelerates.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Will Applied Digital's Second Campus Unlock the Next Leg of Growth?

APLD's new Polaris Forge 2 campus targets gigawatt-scale AI infrastructure as rising demand meets development constraints.

EQIXPositive Net Change RIOTNegative Net Change APLDNegative Net Change

Zacks Equity Research

Is MongoDB's Expanding Partner Ecosystem a Sign of further Upside?

MDB's expanding AI partner ecosystem boosts visibility and adoption, signaling growing customer momentum and potential upside ahead.

AMZNPositive Net Change SNOWNegative Net Change MDBNegative Net Change

Kashvi Chandgothia

GitLab vs. Atlassian: Which DevOps Stock Should Investors Buy Now?

GTLB and TEAM reveal contrasting strengths as AI reshapes DevSecOps, highlighting how each platform tackles security, workflow and automation.

TEAMPositive Net Change GTLBNegative Net Change

Tracey Ryniec

3 AI Infrastructure Stocks on Sale Right Now

Have you been waiting for a pullback in the AI stocks? Now is your chance.

ETNPositive Net Change STRLPositive Net Change VRTPositive Net Change

Arghyadeep Bose

Can OppFi Manage Its Customers' Credit Quality as Originations Rise?

OPFI's rising originations lift revenues, while shifting credit metrics and a higher income outlook sharpen focus on loan quality.

DAVEPositive Net Change FUTUPositive Net Change OPFIPositive Net Change

Arghyadeep Bose

Is Docusign's Strategy to Transform Into IAM Yielding Results?

DOCU's pivot to an AI-driven IAM platform gains momentum as revenues, billings, retention and efficiency all strengthen during its business-model shift.

APPNPositive Net Change DOCUPositive Net Change STNEPositive Net Change

Vasundhara Sawalka

Should You Hold or Fold Alibaba Stock Ahead of Q2 Earnings?

BABA faces mounting headwinds ahead of Q2 FY2026 earnings. Investors should wait for a better entry point as deflation and competition pressure results.

AMZNPositive Net Change JDPositive Net Change BABANegative Net Change PDDPositive Net Change

Derek Lewis

NVIDIA Earnings: Good or Bad?

Fears of an AI bubble have cast a negative shadow over NVIDIA's incredible story, but its quarterly results highly reflect ground-level reality.

NVDANegative Net Change

Aniruddha Ganguly

AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?

AMD's soaring Data Center sales, fueled by EPYC processors and Instinct GPUs, highlight robust demand and strong growth expectations into late 2025.

AMZNPositive Net Change AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change

Aniruddha Ganguly

NOW Deepens Partnership With MSFT: Can it Drive Top-Line Growth?

ServiceNow deepens its Microsoft integrations, extending AI governance and workflow reach across Copilot, Foundry, GitHub, and Agent 365.

MSFTNegative Net Change CRMPositive Net Change NOWPositive Net Change TEAMPositive Net Change

Aniruddha Ganguly

Broadcom Unveils Quantum-Safe Switch: What's Ahead for the Stock?

AVGO launches 128G Fibre Channel platforms with quantum-safe security to boost performance for mission-critical and AI workloads.

CSCOPositive Net Change MRVLPositive Net Change AVGONegative Net Change

Om Jaiswal

Palo Alto Networks' SASE ARR Tops $1.3B: Can the Momentum Continue?

PANW's SASE ARR jumps 34% year over year, surpassing $1.3B, fueled by major wins and rising secure browser demand.

FTNTPositive Net Change PANWNegative Net Change ZSNegative Net Change

Aniruddha Ganguly

SemRush Buy to Aid Adobe's AI Expertise: What's Ahead for the Stock?

ADBE's $1.9B Semrush deal adds GEO and SEO tools to its AI-driven customer experience portfolio, aiming to boost ARR and customer brand visibility.

MSFTNegative Net Change ADBEPositive Net Change GOOGLPositive Net Change

Mark Vickery

Pre-markets Try Again, Begin Session in the Green

We were in a similar position yesterday, only to see the strong open to the stock market slide away into negative territory and stay there.

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