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artificial-intelligence: Archive

Supriyo Bose

Celestica Rides on Organic Growth: Reason to Buy the Stock Now?

CLS' AI-driven cloud and networking demand is powering solid organic growth. Can the momentum keep going?

JBLPositive Net Change FLEXNegative Net Change CLSPositive Net Change

Indrajit Bandyopadhyay

AXT's Order Backlog Surge & Capacity Push Fuel Growth Expectations

AXTI's backlog tops $100M as AI-driven indium phosphide demand surges, with capacity set to double in 2026 and again in 2027.

AMATPositive Net Change ASXPositive Net Change AXTIPositive Net Change

Indrajit Bandyopadhyay

Can AI Demand Become a Meaningful Growth Engine for Vishay Stock?

VSH sees AI revenues rising well above 2025 levels as demand grows for power, networking and optical products across AI infrastructure.

LSCCPositive Net Change DIODPositive Net Change VSHPositive Net Change

Subhasish Mukherjee

Key Reasons to Buy Atlassian Stock Despite 37% YTD Decline

TEAM's 37% YTD drop may offer a buying opportunity as enterprise demand, AI-driven Rovo adoption and backlog growth support long-term growth.

ADSKNegative Net Change TEAMNegative Net Change MDBNegative Net Change GTLBNegative Net Change

Arijit Sarkar

Keysight vs. Sanmina: Which Electronics Stock Is a Better Buy Now?

KEYS is boosting its revenues on AI data center testing demand, while SANM leans on AI server builds and ZT Systems integration amid trade uncertainty.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change KEYSPositive Net Change

Aniruddha Ganguly

OSIS Gains From Robust Demand, Faces Margin and Timing Headwinds

OSI Systems faces a Mexico program step-down, but a record $1.9B backlog and improving cash collections could reshape the next few quarters.

OSISNegative Net Change TDYPositive Net Change LDOSPositive Net Change LHXNegative Net Change

Zacks Equity Research

CIEN Q2 Earnings Beat on AI-Led Networking Demand, FY26 View Elevated

Ciena posts record Q2 revenues and a 290% earnings surge as AI-driven network demand, cloud growth and optical networking adoption accelerated.

CIENPositive Net Change GLWPositive Net Change NTGRPositive Net Change VIAVPositive Net Change

Yashwardhan Jain

Are Humanoid Robots the Next Trillion-Dollar AI Theme? ETFs in Focus

As the focus shifts from digital intelligence to physical intelligence, physical AI may be the next multi-trillion-dollar opportunity. These ETFs offer a way in.

ROBOPositive Net Change BOTZNegative Net Change BOTTNegative Net Change KOIDNegative Net Change HUMNPositive Net Change

Nalak Das

Buy These 5 Growth Stocks in June Amid Massive AI Infrastructure Boost

MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.

DELLPositive Net Change STXPositive Net Change MUNegative Net Change SNDKPositive Net Change FIXPositive Net Change