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artificial-intelligence: Archive

Aniruddha Ganguly

Amphenol Rises 17% Year to Date: Buy, Sell or Hold the Stock?

APH's AI data center demand, acquisitions and diversified end-markets support growth, but debt, supply pressures and stretched valuation add risk.

APHNegative Net Change GLWPositive Net Change BDCNegative Net Change TELNegative Net Change

Aniruddha Ganguly

META's Muse Image to Boost User Engagement: Will it Boost Ad Sales?

Meta Platforms' Muse Image brings AI image creation to Meta AI, Instagram and WhatsApp, supporting engagement and advertiser tools across its apps.

METANegative Net Change AMZNNegative Net Change GOOGLNegative Net Change

Rajshree Sipani

UNH's $1.5B AI Push: Can It Deliver More Than Cost Savings?

UnitedHealth plans to invest nearly $1.5B in AI for 2026, expanding automation, digital tools and software platforms to drive growth beyond traditional cost savings.

UNHPositive Net Change HUMPositive Net Change CNCPositive Net Change

Aniruddha Ganguly

onsemi's Divestitures Strengthen Fab Right Strategy: Here's How

ON's Fab Right divestitures aim to cut costs, lift efficiency and support higher-margin growth in AI data centers, automotive and industrial markets.

ONPositive Net Change TXNPositive Net Change NVTSNegative Net Change

Andrew Rocco

Marvell: The Next Trillion Dollar AI Stock

While NVIDIA provides the AI brains, Marvell provides the essential nervous system. The entire AI ecosystem fundamentally requires Marvell's specialized connectivity and custom architecture to function.

AMZNNegative Net Change NVDAPositive Net Change MRVLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Vertiv Expands in Malaysia to Boost AI Infrastructure: What's Ahead?

VRT's Johor facility aims to boost AI infrastructure capacity as demand rises, though competition and its premium valuation remain in focus.

VRTPositive Net Change APHNegative Net Change SMCIPositive Net Change

Zacks Equity Research

Cognizant Strengthens AI Portfolio Through Google Cloud Partnership

Cognizant Technology Solutions deepens its Google Cloud partnership to accelerate enterprise AI adoption, even as soft demand, competition, and margin pressure weigh on performance.

CTSHNegative Net Change GOOGLNegative Net Change SNOWNegative Net Change CRWDNegative Net Change

Zacks Equity Research

Can IBM's Enterprise Infrastructure Portfolio Expansion Aid Growth?

IBM expands z17 and LinuxONE 5 with compact systems, AI acceleration and stronger security, giving enterprises flexible options to optimize data centers.

IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Aritra Chatterjee

Nokia vs. Viavi: Which AI Networking Stock is the Better Buy?

NOK and VIAV are expanding AI networking capabilities through optical infrastructure and testing solutions. See how their growth drivers compare.

NOKNegative Net Change VIAVNegative Net Change ERICPositive Net Change ANETPositive Net Change

Om Jaiswal

Can 800V AI Power Systems Fuel Navitas' Next Growth Phase?

NVTS is targeting 800V AI power systems with new GaN and SiC products, expanding its AI infrastructure growth opportunity.

NVTSNegative Net Change STMPositive Net Change ONPositive Net Change