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artificial-intelligence: Archive
NVIDIA Earnings Loom: What Do Estimates Say?
by Derek Lewis
NVIDIA headlines the reporting docket this week, whose report is likely the most highly-awaited of the Q4 cycle. But what do estimates say about the AI favorite?
NVDAPositive Net Change
artificial-intelligence earnings tech-stocks
Top Themes for 2026: AI, Defense, and Infrastructure
by Neena Mishra
BlackRock's Jay Jacobs discusses thematic investing ideas for 2026.
NVDAPositive Net Change TSMNegative Net Change IBITNegative Net Change ARTYNegative Net Change BAINegative Net Change
artificial-intelligence etfs stock-performance
3 AI Stocks Outpacing NVIDIA in 2026 - With More Upside Ahead
by Tirthankar Chakraborty
TSM, Micron and Supermicro are outpacing NVDA as AI-driven data center demand, chip shortages and margin gains power bold revenue and earnings forecasts.
MUNegative Net Change NVDAPositive Net Change TSMNegative Net Change SMCINegative Net Change
artificial-intelligence semiconductor tech-stocks
CPO is Moving From Hype to Backlog for LITE: More Upside Ahead?
by Aniruddha Ganguly
Lumentum sees CPO shift to contracted backlog, eyeing late-2027 scale-up as AI optics demand drives record revenue outlook.
WDCNegative Net Change STXNegative Net Change LSCCNegative Net Change LITEPositive Net Change
artificial-intelligence tech-stocks
Lumentum Rises 99% in a Month: Are the Shares Still a Buy?
by Aniruddha Ganguly
LITE shares have nearly doubled in a month as AI optics demand, OCS backlog and CPO orders fuel revenue growth and margin expansion.
CIENPositive Net Change MRVLNegative Net Change COHRPositive Net Change LITEPositive Net Change
artificial-intelligence tech-stocks
NVDA Q4 EPS Preview: 5 Reasons the AI King is Still a Buy
by Andrew Rocco
From the sold-out Blackwell ramp to the untapped potential of a China reopening, NVIDIA remains the king in a scorching-hot AI industry.
MSFTNegative Net Change NVDAPositive Net Change METANegative Net Change NBISPositive Net Change CRWVPositive Net Change
artificial-intelligence
Here's What Investors Must Expect Ahead of C3.ai's Q3 Earnings
by Zacks Equity Research
Will AI's Q3 results show stabilization or will widening losses and weaker revenues deepen concerns?
AINegative Net Change STNENegative Net Change SRADNegative Net Change CRDONegative Net Change
artificial-intelligence earnings tech-stocks
Nvidia Reports on the AI Boom: Global Week Ahead
by John Blank
Nvidia's (NVDA) earnings report is this week's centerpiece for markets, flanked by important data and politics in Europe, where both politicians and central bankers are jostling for top jobs.
BCSNegative Net Change NVDAPositive Net Change FDXNegative Net Change TKOMYNegative Net Change
artificial-intelligence earnings emerging-markets tech-stocks transportation
GTLB Benefits From Expanding Partner Base: A Sign for More Upside?
by Zacks Equity Research
GitLab's expanding enterprise base and AWS partnership fuel ARR growth, but stiff DevSecOps competition and stock slump remain a concern.
MSFTNegative Net Change TEAMNegative Net Change GTLBNegative Net Change
artificial-intelligence tech-stocks
OKLO's 1.2 GW META Agreement: Is it a Long Term Bet or Risk?
by Nilanjan Choudhury
OKLO's 1.2 GW AI power deal with META outlines a long-dated nuclear buildout, upfront funding support, and years of execution risk ahead.
CEGNegative Net Change CCJNegative Net Change METANegative Net Change OKLONegative Net Change
alt-energy artificial-intelligence energy nuclear-energy oil-energy