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artificial-intelligence: Archive

Shrabana Mukherjee

SoundHound vs. BigBear.ai: Which AI Stock Is the Better Buy Now?

SOUN's faster growth, improving loss estimates and expanding OASYS footprint strengthen its upside case despite a richer valuation and integration risks.

BBAINegative Net Change SOUNNegative Net Change AINegative Net Change PLTRNegative Net Change

Subhasish Mukherjee

PENG vs. SNDK: Which AI Data Center Infrastructure Provider Is Better?

Penguin Solutions and Sandisk offer AI infrastructure exposure, but stronger earnings momentum and data-center growth bolster Sandisk's case.

SNDKNegative Net Change PENGNegative Net Change

Zacks Equity Research

CSCO's Security Growth Accelerates: Can It Outpace DDOG & CRWD?

Cisco Systems' integrated security and observability push is gaining traction as adoption grows, strengthening its position against Datadog and CrowdStrike.

CSCOPositive Net Change CRWDPositive Net Change DDOGPositive Net Change

Zacks Equity Research

APH's AI Connectivity Growth Accelerates: Can It Outpace TEL & MRVL?

Amphenol's record orders, margin expansion and AI data-center growth are boosting its position, as MRVL and TEL also post strong demand and profitability.

APHNegative Net Change MRVLNegative Net Change TELNegative Net Change

Nilanshi Mukherjee

Meta Platforms Boosts Ad Engagement With AI: More Upside Ahead?

META's AI investments are lifting ad engagement, clicks, and conversions as advertiser adoption grows across its platforms.

METANegative Net Change SNAPNegative Net Change RDDTNegative Net Change

Om Jaiswal

Will Rising AI Vulnerabilities Boost CrowdStrike's Exposure Business?

CRWD's exposure management business is gaining momentum as AI-driven vulnerabilities increase demand for real-time detection and prioritization.

CRWDPositive Net Change SPositive Net Change PANWPositive Net Change

Om Jaiswal

Can AI Security Demand Boost Cloudflare's Zero Trust & SASE Growth?

NET's AI-focused security strategy is creating new opportunities for Zero Trust and SASE growth as enterprises deploy AI agents.

NETPositive Net Change PANWPositive Net Change ZSPositive Net Change

Lavina Shahu

OUST vs. INVZ: Which LiDAR Manufacturer Is Worth Holding Onto Now?

Ouster's Rev8 adoption, smart infrastructure wins and strong revenue growth contrast with Innoviz's defense push and execution risks.

OUSTNegative Net Change INVZNegative Net Change

Moumita C. Chattopadhyay

IREN vs. Riot Platforms: Which Bitcoin-to-AI Stock Looks Stronger Now?

IREN and Riot take different paths from Bitcoin mining into AI, with cloud services, leases, power capacity and timing shaping their strategies.

RIOTNegative Net Change IRENNegative Net Change

Aniruddha Ganguly

AI Investment Accelerates: Top Stocks to Buy Right Now

Here, we have picked three AI stocks, NVDA, ALAB and DELL, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

AMZNNegative Net Change MSFTNegative Net Change DELLNegative Net Change NVDAPositive Net Change METANegative Net Change ALABNegative Net Change