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artificial-intelligence: Archive

Zacks Equity Research

ANET Rides on Solid Momentum in Data Center Vertical: Will It Persist?

Arista gains ground in AI and cloud data centers with new enterprise solutions, but faces tough rivals like CSCO and HPE.

CSCONegative Net Change ANETNegative Net Change HPEPositive Net Change

Kevin Cook

Google Goes Windsurfing in the AI War for Talent

The "acqui-hire" strategy is on fire in this battle among tech titans seeking AI dominance and a Goliath just beat David

GOOGLNegative Net Change AAPLPositive Net Change MSFTNegative Net Change TSLANegative Net Change METANegative Net Change

Ahan Chakraborty

Can Recursion Pharmaceuticals' Strategic Deals Fuel Long-Term Growth?

RXRX is scaling its AI-driven drug discovery technology through billion-dollar pharma deals and strategic tech alliances.

SDGRPositive Net Change RLAYPositive Net Change RXRXPositive Net Change

Shrabana Mukherjee

Will IonQ Stock Rise on Capella Space Buyout and Quantum Ambitions?

Can IONQ turn its quantum Internet vision into reality with Capella, or will profitability delays test investors?

MSFTNegative Net Change IBMPositive Net Change IONQNegative Net Change RGTIPositive Net Change

Supriyo Bose

Should You Buy, Sell or Hold VZ Stock Ahead of Q2 Earnings?

VZ aims for a Q2 earnings beat with 5G advances and bundling, but soft margins and weak stock performance raise caution.

TNegative Net Change VZPositive Net Change TMUSNegative Net Change

Nalak Das

Is NVIDIA a Buy Amid Expectations of China Sales Resumption?

NVDA surges 4% as hopes rise for renewed China sales, signaling a major boost to its AI-driven revenues and EPS outlook.

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

Company News for Jul 16, 2025

Companies in The News Are: C,BLK,FBK,CRWV

CNegative Net Change BLKPositive Net Change FBKPositive Net Change CRWVNegative Net Change

Zacks Equity Research

Advanced AI Chip Demand Likely to Aid Taiwan Semiconductor's Q2 Sales

Surging demand for advanced AI chips is likely to have driven TSM's Q2 revenues, while rising operational costs may have weighed on earnings.

INTCPositive Net Change STMNegative Net Change MUNegative Net Change TSMNegative Net Change

Kashvi Chandgothia

Data Center Demand is Rising: Can it Fuel Further Upside to APH Stock?

Data center strength lifts Amphenol as its high-speed interconnects and thermal solutions anchor future growth.

APHNegative Net Change TELPositive Net Change COMMNegative Net Change

Subhasish Mukherjee

BILL's Platform-Led Momentum Builds: Can AI Initiatives Boost Growth?

BILL gains momentum as AI-powered financial tools drive platform adoption despite a sharp year-to-date share decline.

GPNPositive Net Change PYPLPositive Net Change BILLPositive Net Change

Kashvi Chandgothia

Can VRT's Strong Global Ties Drive Further Upside for the Stock?

Vertiv's AI-focused alliances drive growth across power, cooling and infrastructure in high-density deployments.

SMCINegative Net Change HPEPositive Net Change VRTNegative Net Change

Ansuiya Mohta

Top Beauty and Cosmetics Stocks That May Drive Long-Term Growth

EL, COTY and ULTA are tapping AI, e-commerce, and clean beauty to ride the next wave of long-term industry growth.

ULPositive Net Change JNJPositive Net Change ELPositive Net Change ULTAPositive Net Change COTYPositive Net Change

Benjamin Rains

Buy Woodward Stock for AI Data Center and Aerospace Upside

Woodward is an energy conversion and control solutions powerhouse, benefiting from soaring demand for power-hungry artificial intelligence data centers, increased aerospace spending, and beyond.

WWDNegative Net Change

Aritra Chatterjee

CLS vs. JBL: Which EMS Stock is a Better Investment Right Now?

As AI reshapes the EMS landscape, Jabil and Celestica take several initiatives to capitalize on the emerging market trend.

JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change

Akashlina Dewanjee

MDB vs. ORCL: Which Database Stock Deserves a Place in Your Portfolio?

MongoDB's AI-ready platform and accelerating enterprise adoption make it a compelling rival to Oracle's legacy-heavy growth.

ORCLNegative Net Change MDBNegative Net Change

Bryan Hayes

Markets Hit Record Highs, Banks Report Q2 Results: Stocks to Watch

Positive earnings results out of the gate bode well for the remainder of the season.

JPMNegative Net Change NVDANegative Net Change

Kaibalya Pravo Dey

Top Mobile Payments Stocks to Buy to Ride the Cashless Wave

Marqeta, Visa, Mastercard and Capital One are riding the mobile payments surge with bold tech moves and growing adoption.

MAPositive Net Change VPositive Net Change COFPositive Net Change MQPositive Net Change

Kashvi Chandgothia

Reddit Facing Challenges in Ad Market: Hold or Fold the Stock?

AI upgrades and user gains boost Reddit's platform, but stiff competition and high valuation weigh on the stock.

GOOGLNegative Net Change METANegative Net Change RDDTPositive Net Change

Supriyo Bose

IBM vs. Amazon: Which Cloud Infrastructure Stock Offers More Upside?

IBM shines with valuation and hybrid cloud gains, but AMZN's AI edge and steady growth may offer more upside.

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change NVDANegative Net Change

Sraddha Singha

Will Unisys' DWS Bookings be Able to Offset Discretionary Weakness?

UIS' booming DWS bookings and device-as-a-service deals aim to offset near-term softness from weak discretionary spend.

WITPositive Net Change UISPositive Net Change DXCPositive Net Change

Zacks Equity Research

Is Visa's AI Strategy the Key to Defending Its Payments Dominance?

V leans on AI to slash fraud, boost real-time decisions and reinforce its edge in the evolving digital payments space.

MAPositive Net Change VPositive Net Change PYPLPositive Net Change

Urmimala Biswas

3 Medical Info Systems Stocks to Buy Amid AI Boom and Tariff Risk

AI momentum and rising demand for digital care put Zacks Medical Info Systems industry stocks like VEEV, TXG and IMDX in focus despite new tariff headwinds.

VEEVPositive Net Change TXGPositive Net Change IMDXNegative Net Change

Subhasish Mukherjee

Pegasystems Bets on GenAI Momentum: Will AWS Partnership Pay Off?

PEGA leans into GenAI with AWS to revamp legacy systems, boost Blueprint adoption and speed up enterprise deals.

MSFTNegative Net Change NOWPositive Net Change PEGAPositive Net Change