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artificial-intelligence: Archive

Zacks Equity Research

Is Alibaba's "All Others" Revenues Becoming a Drag on Growth?

BABA's "All Others" unit's revenues decline 25% YoY in Q2 FY26, widening losses and dragging growth despite strength in core businesses.

AMZNNegative Net Change JDNegative Net Change BABANegative Net Change

Zacks Equity Research

Comcast Gears Up to Report Q4 Earnings: What's in the Cards?

CMCSA heads into its Q4 earnings with Content & Experiences gaining steam, even as broadband competition and pricing shifts pressure Connectivity results.

CMCSAPositive Net Change AMEPositive Net Change ALBPositive Net Change WWDPositive Net Change

Kashvi Chandgothia

3 Reasons to Hold FVRR Stock Despite a 34% Decline in 6 Months

FVRR's AI-driven matching, managed services and upmarket strategy are reshaping its marketplace and long-term growth profile.

AHEXYNegative Net Change UPWKNegative Net Change FVRRNegative Net Change DASHNegative Net Change

Subhasish Mukherjee

Is Oracle's Rising Cloud CapEx Driving Its Next Growth Phase?

ORCL is ramping cloud CapEx to $50B as AI and enterprise demand surge, betting GPU-rich data centers can unlock faster revenue growth.

AMZNNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Shrabana Mukherjee

Innodata vs. C3.ai: Which Underdog AI Stock Could Deliver Bigger Gains?

INOD and AI take different paths in AI, but only one shows rising profits, steady growth, and stronger near-term momentum.

AINegative Net Change INODNegative Net Change

Zacks Equity Research

KLA Benefits From Growing AI Infrastructure Demand: What's Ahead?

KLAC gains from rising AI infrastructure demand as advanced packaging and WFE growth strengthen its position in key semiconductor markets.

KLACNegative Net Change AMATNegative Net Change TERPositive Net Change

Zacks Equity Research

Sanmina Q1 Earnings Beat Estimates on Healthy Top-Line Growth

SANM posts strong Q1 FY26 as revenues jump 59%, earnings beat the consensus mark, cash flow improves, and outlook calls for $3.1-$3.4B in Q2 sales.

APHPositive Net Change AKAMNegative Net Change SANMPositive Net Change ANETNegative Net Change

Zacks Equity Research

Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings?

MSFT heads into Q2 earnings with Azure projecting 37% cc growth as AI partnerships, Ignite launches and new infrastructure fuel cloud momentum in Intelligent Cloud.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Shreya Majumder

Western Digital vs. Micron: Which Data Storage Stock Has More Upside?

Micron edges out Western Digital as AI-driven memory demand, tight supply and a cheaper valuation make MU the more attractive pick now.

WDCPositive Net Change MUNegative Net Change