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artificial-intelligence: Archive

Tirthankar Chakraborty

1 AI & 1 Quantum Stock Beat NVIDIA in 2025, Promise More Gains Ahead

NVDA trailed two 2025 standouts as D-Wave and Palantir outpaced its gains, riding AI and quantum demand with momentum carrying into this year.

NVDANegative Net Change PLTRPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Vertiv Rallies 31% in a Year: Should You Buy the Stock?

VRT rides on accelerating AI infrastructure demand as its expanding portfolio and strategic partnerships strengthen its position in data center markets.

NVDANegative Net Change SMCINegative Net Change HPENegative Net Change VRTNegative Net Change

Subhasish Mukherjee

IREN's GPU Expansion Accelerates: Is Revenue Visibility Improving?

IREN's expanding GPU fleet, Microsoft AI Cloud contract and vertically integrated model are boosting revenue visibility as deployments ramp through 2026.

APLDPositive Net Change IRENPositive Net Change CRWVNegative Net Change

Aniruddha Ganguly

Inside APLD's AI pivot: How the 2026-2027 Lease Ramp Aid the Stock

Applied Digital is scaling high-performance compute hosting with $16B in long-term leases and 700 MW under construction.

EQIXPositive Net Change RIOTPositive Net Change APLDPositive Net Change CRWVNegative Net Change

Supriyo Bose

Qualcomm Witnesses Just 8.2% Growth in Past Year: Reason to Worry?

QCOM's 8.2% stock rise trails the industry, as margin pressure, China risks and fierce chip competition weigh on growth.

QCOMPositive Net Change AVGONegative Net Change HPENegative Net Change

Rimmi Singhi

Tesla EV Deliveries Slide in 2025: Time to Sell TSLA Stock?

TSLA deliveries decline for the second straight year in 2025 on lower incentives and increased competition.

TSLAPositive Net Change GOOGLPositive Net Change BYDDYNegative Net Change

Supriyo Bose

Jabil Rises 58% in a Year on Secular Growth Drivers: Worth Buying Now?

JBL surges 58% in a year, fueled by AI demand, end-market diversity and bullish 2026 earnings guidance.

INTCNegative Net Change JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

Aniruddha Ganguly

Lumentum Trades Near 52-Week High: Is the LITE Stock Still a Buy?

LITE has soared 326.9% in a year and trades near a 52-week high, powered by booming AI demand, record laser shipments, and bullish revenue growth.

CIENNegative Net Change MRVLPositive Net Change COHRNegative Net Change LITENegative Net Change

Aniruddha Ganguly

Will Strong Portfolio and Acquisitions Drive APH Stock's 2026 Rally?

Amphenol's 96% stock surge rides on acquisitions, booming datacom demand and growth across key end-markets.

APHPositive Net Change GLWNegative Net Change BDCNegative Net Change TELNegative Net Change

Zacks Equity Research

Does MercadoLibre's Expanding Credit Book Elevate Risk in 2026?

MELI enters 2026 with higher risks as rapid credit growth shifts fintech gains from payments to lending amid macro and funding pressures.

NUPositive Net Change SEPositive Net Change MELIPositive Net Change

Zacks Equity Research

Can Intel's Xeon 6900 Processors Drive Long-Term Growth?

INTC boosts server CPU leadership as Xeon 6900 powers SMCI's 6U SuperBlade, delivering up to 128 cores, faster DDR5, and built-in AI acceleration.

INTCNegative Net Change QCOMPositive Net Change AMDNegative Net Change SMCINegative Net Change

Aparajita Dutta

Renewable Energy & Battery Stocks to Buy Amid AI-Driven Power Boom

AI-driven power demand is accelerating renewables growth, putting clean energy stocks like CSIQ in focus amid expanding storage capacity worldwide.

JKSPositive Net Change FSLRNegative Net Change CSIQNegative Net Change VWDRYPositive Net Change

Shrabana Mukherjee

How SoundHound's Hybrid AI Model Beats Pure LLM Players

SOUN's hybrid AI model blends speed, accuracy, and cost control-outpacing LLM-only rivals in real-world deployments.

VERIPositive Net Change CRNCNegative Net Change SOUNPositive Net Change

Shrabana Mukherjee

Is BigBear.ai's Debt Reduction a Turning Point for Valuation?

BBAI slashes $125M in convertible debt, easing financial strain and potentially resetting its valuation outlook.

AIPositive Net Change PLTRPositive Net Change BBAIPositive Net Change

Sraddha Singha

Is Comfort Systems Redefining Construction With Robots and AI?

Is FIX redefining construction by using automation, analytics and AI-driven workflows to lift margins and productivity?

PWRNegative Net Change EMEPositive Net Change FIXPositive Net Change

Anirudha Bhagat

Will NVDA's Blackwell Platform Support Its Data Center Revenue Growth?

NVIDIA's Blackwell architecture boosts data center sales as GB300 systems ship at scale to power complex AI workloads.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Anirudha Bhagat

NVIDIA Soars 39% in 2025: Will the Stock Carry Momentum in 2026?

NVDA rises 38.8% in 2025 as AI-led data center demand drives revenues, earnings and cash flow, supporting a case to stay invested.

QCOMPositive Net Change TXNNegative Net Change STMPositive Net Change NVDANegative Net Change

Tirthankar Chakraborty

3 AI Stocks Poised to Surge on the January Effect

NVDA and other AI stocks could benefit from the January Effect as easing trade tensions, booming AI demand and strong outlooks fuel momentum.

MUNegative Net Change NVDANegative Net Change PLTRPositive Net Change

Zacks Equity Research

NOW Expands Portfolio on Acquisitions: What's Ahead for the Stock?

ServiceNow expands its AI-driven security footprint with Veza and a $7.75B Armis deal, targeting rising enterprise risks.

CRMPositive Net Change NOWPositive Net Change TEAMNegative Net Change

Amit Kr Ram

Can Serve Robotics Expand Sidewalk Autonomy at Urban Scale in 2026?

SERV ramps up autonomous delivery, expanding cities, boosting reliability and deploying more than 2,000 robots as it eyes broader urban sidewalk scale in 2026.

SERVPositive Net Change UBERNegative Net Change DASHPositive Net Change

Zacks Equity Research

Can Atlas Momentum Sustain MDB's Subscription Growth Trend in 2026?

MDB's Atlas is positioned to sustain subscription growth as enterprises scale cloud databases and move AI workloads into production.

ORCLNegative Net Change SNOWPositive Net Change MDBPositive Net Change

Aniruddha Ganguly

CSCO's Security Revenues Decline: Can Strong Portfolio Revive Growth?

Cisco's Security sales dip 2% as cloud shifts and legacy product declines weigh, but next-gen offerings show promise.

CSCONegative Net Change FTNTPositive Net Change OKTAPositive Net Change

Zacks Equity Research

How SK Telecom is Turning AI Into National Infrastructure for Korea?

SKM unveils A.X K1, a 519B-parameter "Teacher Model," positioning it as national AI infrastructure and expanding Korea's hyperscale AI ambitions.

ERICPositive Net Change SKMPositive Net Change CLFDPositive Net Change UINegative Net Change

Supriyo Bose

IBM Gains 33% in a Year: Is it Worth Investing in the Stock Now?

IBM jumps 33% in a year, fueled by hybrid cloud, AI, and quantum tech???does its growth justify a buy now?

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change CSCONegative Net Change

Sraddha Singha

Will Chegg's AI Upgrades Fix the Collapse in Its Legacy Traffic?

Can CHGG's AI upgrades stabilize cash flows as legacy traffic collapses and it pivots beyond academics?

CHGGNegative Net Change DUOLPositive Net Change UDMYNegative Net Change