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artificial-intelligence: Archive

Nikita Kataruka

Will AI Become BAC's Next Major Efficiency & Growth Lever?

Bank of America is scaling AI across its workforce, targeting productivity gains, lower servicing costs and new infrastructure-driven revenue opportunities.

BACPositive Net Change WFCPositive Net Change JPMPositive Net Change

Andrew Rocco

Meta's Muse Era: Why Arm and AMD Will Soar

By powering the data center CPUs and local edge processing required for agentic workflows, Arm Holdings and AMD are positioned to capture immense value.

AAPLPositive Net Change AMDPositive Net Change NVDAPositive Net Change ARMPositive Net Change METAPositive Net Change

Kaibalya Pravo Dey

AEHR at 18.59X Sales: Market Loves Its AI Story, But is Love Blind?

Aehr Test Systems' 363% 2026 surge and 18.59X sales multiple reflect AI optimism, but customer concentration and execution risks leave little room for error.

AEHRPositive Net Change COHUPositive Net Change TERPositive Net Change

Zacks Equity Research

Can Pinterest's Latest Visual Search Ads Boost Its Market Position?

PINS' Visual Search Ads connect commercial intent with visual discovery, giving brands new ways to reach shoppers closer to purchase.

PINSPositive Net Change SNAPPositive Net Change METAPositive Net Change

Zacks Equity Research

Can AT&T's New Technology Offerings With Dallas Cowboys Lift Shares?

T extends its Cowboys partnership with new AI, connectivity and immersive tech upgrades designed to enhance fan experiences at AT&T Stadium.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Zacks Equity Research

NOW Rides on Strong Workflow Demand: Can It Outpace CRM & MSFT?

ServiceNow benefits from broad workflow demand, cross-selling and AI partnerships that are fueling growth as competition with CRM and MSFT intensifies.

NOWPositive Net Change MSFTNegative Net Change CRMPositive Net Change

Vasundhara Sawalka

Microsoft vs Alibaba: Which Cloud AI Stock Is Better Positioned?

MSFT and BABA are ramping up AI cloud spending as demand outpaces supply, but their growth, margins and stock performance diverge.

MSFTNegative Net Change BABAPositive Net Change

Supriyo Bose

KLIC Up 93.6% in a Year: Should Investors Bet on the Stock Now?

Kulicke & Soffa's 93.6% one-year surge is backed by AI demand, advanced packaging growth, robust earnings & rising estimates, with TCB adding another catalyst.

KLICPositive Net Change VECOPositive Net Change ACLSPositive Net Change

Moumita C. Chattopadhyay

INTU's Big Bets Keep Scaling: Can These Become Its Main Growth Engine?

Intuit's Big Bets now drive about 30% of revenues, growing above 30% as AI helps scale tax, money and mid-market businesses.

INTUNegative Net Change PAYXNegative Net Change HRBPositive Net Change

Zacks Equity Research

DELL Rides on Growing AI Clientele: Can the Stock Outpace SMCI & CSCO?

Dell Technologies' AI customer base tops 6,500 as enterprise, sovereign and Neocloud demand fuels record orders and a $95B backlog amid tough competition.

DELLPositive Net Change CSCOPositive Net Change SMCIPositive Net Change