Back to top

artificial-intelligence: Archive

Zacks Equity Research

SNOW Benefits From Expanding Partner Base: A Sign for More Upside?

Snowflake's expanding partner network, rising enterprise adoption, and AI-driven alliances signal steady growth momentum.

AMZNPositive Net Change GOOGLNegative Net Change SNOWNegative Net Change

Zacks Equity Research

Can Solid Processor Revenues Boost Intel's Q3 Earnings?

INTC's Q3 earnings may get a lift from solid Client Computing Group revenues and expanded chip collaborations with AWS.

INTCPositive Net Change QCOMNegative Net Change IDCCNegative Net Change MPWRPositive Net Change

Zacks Equity Research

Will Higher DataCenter Revenues Benefit Intel's Q3 Earnings?

INTC's Q3 results may get a lift from strong DataCenter and AI revenues powered by Gaudi 3 and Core Ultra 200V innovations.

INTCPositive Net Change QCOMNegative Net Change IDCCNegative Net Change MPWRPositive Net Change

Om Jaiswal

Can Prisma Access Browser Keep PANW Ahead in SASE Growth?

Palo Alto Networks' Prisma Access Browser is fueling rapid SASE growth, with soaring adoption and strong AI-era potential driving long-term momentum.

FTNTPositive Net Change PANWPositive Net Change ZSPositive Net Change

Amit Kr Ram

Will Opendoor's Agent Partnerships Strengthen Its Platform Model?

OPEN deepens agent partnerships to scale its platform model, aiming for higher-margin, capital-light growth and broader seller reach.

OPENNo Net Change CHGGNegative Net Change EVCMNegative Net Change EXODPositive Net Change

Shrabana Mukherjee

SOUN vs. CRNC: Which Voice AI Stock Is the Better Buy Right Now?

Is SOUN's multi-industry AI surge a smarter bet than CRNC's focused play on automotive voice tech?

CRNCPositive Net Change SOUNNegative Net Change

Nilanjan Choudhury

OKLO's Latest Deal Could Anchor the Next U.S. Fuel Boom

OKLO's new $2B partnership with newcleo and Blykalla could redefine U.S. nuclear fuel production and energy independence.

LBRTNegative Net Change VRTNegative Net Change OKLOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Innodata, Five9 and UiPath

Zacks spotlights three mid- and small-cap AI infrastructure standouts Innodata, Five9, and UiPath as top-ranked stocks poised to capitalize on booming demand for data engineering, automation, and intelligent cloud platforms in 2026.

PATHPositive Net Change INODPositive Net Change FIVNNegative Net Change

Andrew Rocco

Bull of the Day: Shopify (SHOP)

With its continued innovation, strategic partnerships, and consistent earnings outperformance, Shopfify remains at the forefront of the global e-commerce revolution.

AMDNegative Net Change SHOPNegative Net Change

Zacks Equity Research

Ubiquiti Focusing on Inventory Optimization to Fuel Growth Engine

Ubiquiti boosts growth through inventory optimization, R&D investment and community-driven innovation in networking technology.

QCOMNegative Net Change IDCCNegative Net Change ANETPositive Net Change UINegative Net Change

Vasundhara Sawalka

Microsoft Expands Security Offering: Is it the Next Revenue Pillar?

MSFT's security serves 1.5M customers, analyzing 100T signals daily with AI agents. Can automated threat detection become its next major revenue pillar?

MSFTNegative Net Change PANWPositive Net Change CRWDPositive Net Change

Zacks Equity Research

SHOP's Merchant Solutions Revenue Growth Picks Up: More Upside Ahead?

Shopify's Merchant Solutions revenues soared 37% in Q2 2025, fueled by booming GMV, rising Shop Pay use, and rapid B2B and offline commerce growth.

AMZNPositive Net Change EBAYPositive Net Change SHOPNegative Net Change

Anirudha Bhagat

Should You Buy Lam Research Stock Before Q1 Earnings Release?

AI-driven chip demand and rising DRAM spending are likely to help LRCX deliver another strong earnings beat in the first quarter of fiscal 2026.

KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Aparajita Dutta

The AI Gold Rush: Do Semiconductor ETFs Hold the Key Opportunities?

AI's explosive growth is powering semiconductor stocks. Could ETFs like SMH or SOXX be the stronger plays in this tech rally?

GOOGNegative Net Change AMZNPositive Net Change AMDNegative Net Change MSFTNegative Net Change NVDAPositive Net Change ASMLNegative Net Change AVGONegative Net Change TSMNegative Net Change SMHNegative Net Change SOXXNegative Net Change SOXQNegative Net Change METAPositive Net Change SHOCNegative Net Change

Nilanshi Mukherjee

DELL Gains Traction in Cloud Infrastructure: Can it Drive ISG Revenue?

Dell Technologies' AI-driven cloud infrastructure surge and expanding ISG portfolio are fueling strong revenue momentum amid fierce competition.

MSFTNegative Net Change DELLNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

SAP Gears Up to Report Q3 Earnings: Is a Beat in the Offing?

SAP's Q3 2025 results may get a lift from booming Cloud ERP demand, strong AI adoption and disciplined cost management.

SAPNegative Net Change EXPDPositive Net Change NXPINegative Net Change WABPositive Net Change

Aniruddha Ganguly

Buy, Sell or Hold Vertiv Stock? Key Tips Ahead of Q3 Earnings

VRT's expanding AI-driven portfolio and strategic acquisitions could boost Q3 results, though tariff-related transition costs and valuation remain hurdles.

ETNNegative Net Change NVDAPositive Net Change SBGSYNegative Net Change VRTNegative Net Change

Shreya Majumder

WDC Surges 250.9% in 6 Months: Is the Stock a Buy, Hold or Sell Now?

Western Digital's 251% surge underscores booming AI-fueled HDD demand, rising margins and a solid fiscal 2026 outlook.

NTAPNegative Net Change WDCNegative Net Change STXPositive Net Change PSTGNegative Net Change

Zacks Equity Research

MSI Advances AI Native Public Safety Solution: Will it Boost Prospects?

MSI expands its AI-powered Assist solution with new features to enhance transparency, accuracy and safety in public safety operations.

MSIPositive Net Change WDAYPositive Net Change COMMPositive Net Change UINegative Net Change

Nalak Das

Buy 3 Mid & Small-Cap AI Infrastructure Stocks to Enrich Gains in 2026

Mid and small-cap players INOD, FIVN and PATH are set to gain from booming AI infrastructure demand heading into 2026.

PATHPositive Net Change INODPositive Net Change FIVNNegative Net Change

Aniruddha Ganguly

Should Amphenol Stock Be in Your Portfolio Before Q3 Earnings?

APH's Q3 results are set to surge on AI infrastructure demand, defense spending and recent acquisitions, driving broad-based growth.

APHPositive Net Change TELNegative Net Change LFUSPositive Net Change COMMPositive Net Change

Kashvi Chandgothia

Will AI and Data-Heavy Workloads Fuel Backblaze's Next Growth Leg?

Backblaze bets on AI and rising data volumes to power its next growth leg amid shifting enterprise storage needs.

DBXPositive Net Change DDOGPositive Net Change BLZENegative Net Change