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artificial-intelligence: Archive

Zacks Equity Research

Can Akamai's Cybersecurity Deal With Deutsche Telekom Fuel Its Shares?

AKAM partners with Deutsche Telekom Security to offer certified managed cybersecurity services, tackling rising API attacks in key sectors.

AKAMNegative Net Change SHOPNegative Net Change DBXNegative Net Change LYFTNegative Net Change

Zacks Equity Research

Will Check Point's Recent AI Advancements Help Steer the Competition?

CHKP rolls out an AI-driven exposure management strategy to close the remediation gap, automate responses and speed fixes as cyber threats intensify.

CSCOPositive Net Change CHKPNegative Net Change FTNTNegative Net Change PANWNegative Net Change

Zacks Equity Research

Can Oracle's FedRAMP Push Unlock Federal Cloud Opportunities?

ORCL's push toward FedRAMP Moderate for Primavera Cloud could open multi-year federal contracts and strengthen its role in regulated cloud markets.

AMZNNegative Net Change MSFTNegative Net Change CRMNegative Net Change ORCLNegative Net Change

Aniruddha Ganguly

AI Push Drives SHOP's Merchant Solutions Revenues: More Upside Ahead?

Shopify rides a 38% revenue surge in Merchant Solutions as AI tools and global expansion boost e-commerce momentum.

AMZNNegative Net Change WIXNegative Net Change SHOPNegative Net Change

Vasundhara Sawalka

Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results?

MSFT heads into fiscal Q2 with accelerating Azure and Copilot adoption, Ignite 2025 AI launches, and a premium valuation, testing whether results can impress.

MSFTNegative Net Change DELLNegative Net Change LNVGYPositive Net Change HPENegative Net Change

Aniruddha Ganguly

Buy, Sell or Hold ServiceNow Stock? Key Tips Ahead of Q4 Earnings

NOW eyes 19.5% Q4 subscription revenue growth, fueled by AI momentum, major partnerships and key acquisitions.

MSFTNegative Net Change NVDANegative Net Change FIGNegative Net Change NOWNegative Net Change

Aniruddha Ganguly

Meta Platforms Stock Before Q4 Earnings: To Buy or Not to Buy?

META leans on AI to boost ad growth ahead of Q4 results, but rising costs and Reality Labs losses weigh on its outlook.

AMZNNegative Net Change GOOGLNegative Net Change SNAPNegative Net Change METANegative Net Change

Aniruddha Ganguly

Buy Amphenol Stock Before Q4 Earnings Report? Here's What to Know

APH sees up to 65% EPS growth in Q4 2025, driven by AI demand, acquisitions and strength in key end markets.

APHPositive Net Change GLWPositive Net Change BDCPositive Net Change TELNegative Net Change

Zacks Equity Research

AI-Driven Foundry Demand Likely to Boost LRCX's Systems Revenues in Q2

Lam Research's AI-driven foundry demand is set to lift Systems revenues in Q2, with advanced etch and deposition tools gaining traction at chipmakers.

ADINegative Net Change APHPositive Net Change MUNegative Net Change LRCXNegative Net Change

Andrew Rocco

Bear of the Day: HubSpot (HUBS)

Despite its established position as a CRM leader for small-to-medium-sized businesses, HubSpot currently faces a challenging crossroads. With the emergence of powerful, AI-driven alternatives, HubSpot's margins are likely to be threatened.

PATHNegative Net Change PAYCNegative Net Change HUBSNegative Net Change TTDNegative Net Change DOCUNegative Net Change