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artificial-intelligence: Archive
ARM Breaks Out Amid Leap from Licensing to In-House Silicon
by Andrew Rocco
By evolving from a pure-play licensor to an in-house silicon producer, ARM holdings is directly addressing the hardware bottlenecks of the agentic AI era.
AAPLPositive Net Change NVDAPositive Net Change ARMPositive Net Change TSMPositive Net Change METAPositive Net Change
artificial-intelligence
IonQ Stock Soars 60% So Far in April: Can NVIDIA Drive Further Gains?
by Urmimala Biswas
IONQ jumps 60% in April after NVIDIA's quantum-AI launch sparks a rebound. Strong growth and backlog support gains, but losses and macro risks linger.
NVDAPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change
artificial-intelligence tech-stocks
Is CLS Stock a Smart Investment Option Before Q1 Earnings Release?
by Aritra Chatterjee
CLS heads into Q1 earnings with rising estimates, AI demand tailwinds, and strong surprise history, though some segment softness and valuation remain in focus.
AMDPositive Net Change JBLPositive Net Change CLSNegative Net Change SANMPositive Net Change
artificial-intelligence communications earnings-preview tech-stocks
AMD's Gross Margin to Contract Sequentially: Is Growth Getting Harder?
by Zacks Equity Research
AMD flags a 200 bps Q1 margin drop as one-time gains fade, China revenues dip and seasonal weakness hits, raising pressure despite a solid growth outlook.
AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change
artificial-intelligence tech-stocks
Netflix's Engagement Momentum Builds: Is Growth Sustainable?
by Subhasish Mukherjee
NFLX's engagement hits a record in Q1, boosting retention, ads and pricing power as hits and new formats fuel growth despite intensifying competition.
NFLXPositive Net Change DISPositive Net Change WBDPositive Net Change
artificial-intelligence communications consumer-discretionary
Pegasystems Q1 Earnings Miss Estimates, Revenues Decline Y/Y
by Zacks Equity Research
PEGA's Q1 results benefit from Pega Cloud growth and rising ACV, highlighting a continued shift toward cloud demand.
GRMNPositive Net Change MPWRNegative Net Change PEGANegative Net Change NVTPositive Net Change
artificial-intelligence tech-stocks
META Rides on AI-Optimized Data Centers: What Lies Ahead for the Stock?
by Zacks Equity Research
Meta Platforms ramps up AI data center spending with massive capex plans, new Tulsa project, and key partnerships beyond ads.
AMZNPositive Net Change MSFTPositive Net Change METAPositive Net Change
artificial-intelligence tech-stocks
ALAB Rides on Strong Aries and Taurus Demand: A Sign for More Upside?
by Zacks Equity Research
Astera Labs benefits from surging Aries and Taurus demand, with AI-driven growth and new tech cycles hinting at more upside despite rising competition.
MRVLPositive Net Change CRDOPositive Net Change ALABPositive Net Change
artificial-intelligence tech-stocks
TEL Q2 Earnings Beat Estimates on Record Orders & Margin Gains
by Zacks Equity Research
TE Connectivity tops fiscal Q2 estimates as sales rose 14.5% and orders hit a record $5.3B; fiscal Q3 guidance calls for roughly $5B sales and $2.83 EPS.
GRMNPositive Net Change SNDKPositive Net Change GLWPositive Net Change TELNegative Net Change
artificial-intelligence earnings tech-stocks
Verizon to Report Q1 Earnings: How to Approach the Stock Now?
by Aritra Chatterjee
VZ gears up for Q1 earnings as Frontier deal, 5G push and fiber expansion set the stage, but rising competition clouds near-term upside.
TPositive Net Change VZNegative Net Change CHTRPositive Net Change TMUSNegative Net Change
artificial-intelligence communications tech-stocks telecom