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artificial-intelligence: Archive

Ethan Feller

AI Headlines Pile Up as Wall Street Navigates a Volatile Week

Anthropic releases its S-1, SpaceX borrows $60 billion and Meta initiates an equity offering all ahead of a Fed meeting and the busiest week of earnings season.

CVXNegative Net Change MANegative Net Change XOMPositive Net Change LLYPositive Net Change GOOGLNegative Net Change SPCXNegative Net Change METANegative Net Change IRENPositive Net Change NBISNegative Net Change CRWVPositive Net Change AMZNPositive Net Change MSFTPositive Net Change

Andrew Rocco

News Failure: Neocloud Stocks Defy Musk's Warning

While tighter debt markets and heavy Capex pose a real hurdle for pure-play Neoclouds, market history suggests the worst fears may already be priced in.

METANegative Net Change IRENPositive Net Change NBISNegative Net Change CRWVPositive Net Change

Nilanshi Mukherjee

RDDT Rides on Strong Demand in Ad Business: Can It Beat META and SNAP?

Reddit's ad revenues surge 64% in Q2 2026, fueled by AI-driven ad tools and user growth, but stiff competition from Meta Platforms and Snap poses challenges.

RDDTNegative Net Change SNAPNo Net Change METANegative Net Change

Nilanshi Mukherjee

TEL Gears Up to Report Q4 Earnings: What's in Store for the Stock?

TE Connectivity's Q4 results are likely to benefit from AI infrastructure demand, data center investments, and energy growth, despite automotive market headwinds.

TELPositive Net Change AMEPositive Net Change CAMTPositive Net Change AFRMNegative Net Change

Nilanshi Mukherjee

Vertiv to Report Q3 Earnings: Should You Buy, Sell, or Hold the Stock?

VRT's Q3 earnings are likely to benefit from strong AI infrastructure demand and margin expansion despite a premium valuation.

VRTPositive Net Change APHPositive Net Change AVGOPositive Net Change SMCINegative Net Change

Nilanshi Mukherjee

Advanced Energy vs. KLA: Which Semiconductor Stock Is a Better Buy?

AEIS and KLAC benefit from rising AI-driven semiconductor demand, but KLA's leadership in process control and packaging growth gives it an edge.

KLACPositive Net Change AEISPositive Net Change

Aniruddha Ganguly

ServiceNow Q3 Earnings Loom: Hold or Fold NOW Stock Ahead of Results?

NOW's Q3'26 earnings approach amid strong AI adoption, rising costs and stiff competition. Can its growth prospects justify the stock's premium valuation?

NOWNegative Net Change MSFTPositive Net Change CRMNegative Net Change ORCLNegative Net Change

Aniruddha Ganguly

FormFactor Stock Before Q3 Earnings: Smart Buy or Risky Move?

FORM's Q3 earnings outlook is buoyed by AI-driven demand and strong DRAM activity, but stretched valuation and capacity constraints raise concerns.

FORMPositive Net Change KLACPositive Net Change COHUPositive Net Change TERPositive Net Change

Aniruddha Ganguly

Should Amphenol Stock Be in Your Portfolio Pre-Q3 Earnings?

APH heads into Q3 earnings with strong AI infrastructure demand, CommScope synergies and defense growth, but premium valuation and network weakness pose risks.

APHPositive Net Change GLWPositive Net Change BDCNegative Net Change TELPositive Net Change

Shuvra Shankar Dey

PLTR vs. ACN: Which Leading Tech Stock Should You Consider?

Palantir's Ontology and AIP platforms support strong AI growth prospects, while Accenture expands enterprise AI through consulting and acquisitions.

ACNNegative Net Change PLTRPositive Net Change