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artificial-intelligence: Archive

Supriyo Bose

Do Rising Earnings Estimates Strengthen the Case for Qualcomm Stock?

QCOM's earnings estimates are rising on Snapdragon and auto strength, but China risks and margin pressure loom.

QCOMNegative Net Change AVGOPositive Net Change HPEPositive Net Change

Anirudha Bhagat

Micron Technology Soars 178% YTD: Should You Still Buy the Stock?

Strong financial performance, AI-driven momentum and low valuation multiples spark fresh interest in MU stock despite a YTD surge of 178%.

AMDNegative Net Change MUNegative Net Change NVDAPositive Net Change AVGOPositive Net Change

Shreya Majumder

TTD's Innovations This Quarter Set the Stage for Long-Term Growth

The Trade Desk unveils major Kokai upgrades, new data tools and AI-driven trading modes as it aims to accelerate growth into 2026.

TTDNegative Net Change MGNINegative Net Change TBLANo Net Change

Shrabana Mukherjee

SoundHound Stock Lost 23% in a Month: Bargain Opportunity or Red Flag?

SOUN stock tumbles 23% in a month despite 127% YTD revenue growth and a full-year outlook boost-what's next?

MSFTPositive Net Change LPSNPositive Net Change CRNCPositive Net Change SOUNPositive Net Change

Zacks Equity Research

Salesforce Shares Gain 2% on Q3 Earnings Beat and FY26 Guidance Raise

CRM shares climb after a Q3 earnings beat, 10% revenue growth and a raised FY26 outlook signal solid operating momentum.

CRMPositive Net Change OTEXPositive Net Change BLKBPositive Net Change PRONegative Net Change

Aritra Chatterjee

Corning Stock Rises 75.9% YTD: How to Play the Stock?

GLW's surge in Optical Communications and Specialty Materials, fueled by strength in AI data centers and consumer electronics, has powered a 75.9% stock rally this year.

APHPositive Net Change GLWPositive Net Change COMMNegative Net Change

Nilanjan Banerjee

Top Big Data Stocks Set to Accelerate the AI-Powered Future

Palantir, NVIDIA and Teradata lead as Big Data demand surges, with AI tools and infrastructure reshaping how industries handle information.

NVDAPositive Net Change TDCNegative Net Change PLTRPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights IYW, FTEC, AIQ, FDN, XT and BOTZ

AI-rich valuations spark caution, but strong Mag 7 earnings keep tech ETFs like IYW, FTEC, AIQ, FDN, XT and BOTZ in focus.

FDNNegative Net Change FTECPositive Net Change IYWPositive Net Change BOTZPositive Net Change XTPositive Net Change AIQNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Alphabet, Meta Platforms, Nvidia, Microsoft, Cisco and MongoDB

NVDA and peers gain focus as Zacks outlines five reasons the AI trade remains early, from liquidity tailwinds to rising software benefits.

MSFTPositive Net Change CSCONegative Net Change NVDAPositive Net Change GOOGLNegative Net Change MDBNegative Net Change METAPositive Net Change

Shaun Pruitt

Buy the Spike in Marvell Technology Stock After Q3 Earnings?

Marvell Technology (MRVL) is making headlines after exceeding its Q3 expectations on Tuesday evening and announcing the acquisition of private semiconductor startup Celestial AI.

MRVLNegative Net Change NVDAPositive Net Change AVGOPositive Net Change

Ethan Feller

Earnings Beat: Marvell Technology Acquires Celestial AI

Marvell Technology stock rallies on an earnings beat and news the of exciting acquisition of Celestial AI

NVDAPositive Net Change MRVLNegative Net Change AVGOPositive Net Change COHRPositive Net Change LITEPositive Net Change

Andrew Rocco

Bears Calling the AI Top Might Be Early - Very Early

While skeptics call for an AI bubble, the data suggests the opposite: we are only in the early innings. With supportive macro conditions, expanding real-world adoption, and valuations far from dot-com extremes, the AI trade still offers meaningful upside.

MSFTPositive Net Change CSCONegative Net Change NVDAPositive Net Change GOOGLNegative Net Change MDBNegative Net Change METAPositive Net Change

Aritra Chatterjee

SANM Skyrockets 92.5% in a Year: Should You Buy the Stock?

SANM's 92.5% surge comes as strong demand, diverse markets and solid liquidity fuel momentum amid rising earnings estimates.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change

Sanghamitra Saha

AI Valuations Rich, But Strong Earnings a Plus: ETFs in Focus

AI stocks stay elevated as FOMO drives momentum, but strong earnings ease bubble worries. Here's why risks remain -- and the ETFs best positioned to benefit.

FDNNegative Net Change FTECPositive Net Change IYWPositive Net Change BOTZPositive Net Change XTPositive Net Change AIQNegative Net Change

Zacks Equity Research

Can AXP Keep Its ROE Shining While Expenses Climb the Ladder?

American Express navigates rising expenses with innovation and strong execution as it works to keep its standout ROE on track.

MANegative Net Change VNegative Net Change AXPPositive Net Change

Zacks Equity Research

CleanSpark Bets Big on AI Compute: Will Diversification Drive Upside?

CLSK accelerates its pivot into AI and HPC, leveraging vast power assets and new campuses to build a steadier, higher-margin digital infrastructure model.

MARAPositive Net Change CLSKPositive Net Change CIFRPositive Net Change

Aniruddha Ganguly

Amphenol Rises 90% in a Year: Should You Still Buy the Stock in 2026?

APH surges on strong order growth, expanding interconnect tech and a steady stream of acquisitions fueling broad market momentum.

APHPositive Net Change GLWPositive Net Change BDCPositive Net Change TELPositive Net Change

Nilanshi Mukherjee

ALAB Stock Soars 51% in the Past 6 Months: Should You Buy Now or Wait?

Astera Lab's sharp six-month rally, expanding AI-focused portfolio, and strong Q4 outlook fuel momentum despite rising competition and premium valuation.

MSFTPositive Net Change AVGOPositive Net Change CRDONegative Net Change ALABNegative Net Change

Bryan Hayes

Is Snowflake (SNOW) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

Snowflake shares have handily outperformed the market year-to-date with a nearly 70% return.

SNOWNegative Net Change

Shrabana Mukherjee

Can Opendoor's AI Home Assessments Drive Speed and Scale?

OPEN nearly doubles weekly home buys as 10-minute AI assessments reshape its speed, scale, and operating model.

ZNegative Net Change OPENPositive Net Change OPADPositive Net Change

Supriyo Bose

Intel Stock Surges on Apple Deal Buzz: Can INTC Sustain This Momentum?

INTC jumps 8.7% on buzz of a potential Apple chip deal, but margin pressure and fierce competition loom large.

INTCNegative Net Change AAPLNegative Net Change AMDNegative Net Change NVDAPositive Net Change

Om Jaiswal

NVT Rises 14% in 3 Months: Should You Buy the Stock Right Now?

nVent Electric jumps 14% in three months as booming data center and power utility demand lift sales, orders and guidance heading into 2026.

TELPositive Net Change ROGPositive Net Change OSISNegative Net Change NVTPositive Net Change

Nalak Das

3 Must-Buy Small-Cap AI-Centric Stocks With Enormous Short-Term Upside

INOD, CALX and FIVN ride surging AI infrastructure demand, with bullish growth forecasts and brokerage targets pointing to steep potential gains.

CALXPositive Net Change INODPositive Net Change FIVNNegative Net Change

Anirudha Bhagat

Micron's HBM-Driven DRAM Demand Rises: Can AI Keep Lifting the Growth?

MU rides on the surging HBM-fueled DRAM demand as AI workloads boost shipments, pricing strength and growth momentum into 2026.

INTCNegative Net Change MUNegative Net Change AVGOPositive Net Change