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artificial-intelligence: Archive

Zacks Equity Research

DELL's Strong Partner Network Drives Up ISG Growth: What's Ahead?

Dell Technologies partner network powers record ISG revenue, surging AI server orders and backlog, with Q4 revenue outlook signaling strong growth.

CSCOPositive Net Change DELLNegative Net Change SMCINegative Net Change

Om Jaiswal

NVTS vs. ADI: Which Semiconductor Stock Should You Buy Right Now?

Analog Devices' AI-driven data center momentum and earnings visibility give it an edge over Navitas Semiconductor amid near-term revenue uncertainty.

ADINegative Net Change NVTSPositive Net Change

Zacks Equity Research

PRGS Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up

Progress Software tops Q4 earnings estimates as revenue jumps 18% year over year, ARR grows, and upbeat fiscal 2026 guidance sends shares up nearly 9% in pre-market.

CTSHNegative Net Change APHPositive Net Change AMEPositive Net Change PRGSNegative Net Change

Zacks Equity Research

Can Vertiv's International Expansion Drive More Upside in the Stock?

VRT's overseas momentum accelerates as AI demand lifts sales, expands backlog to $9.5B, and supports continued double-digit organic growth.

SMCINegative Net Change HPENegative Net Change VRTPositive Net Change

Om Jaiswal

Can PANW's Secure Browser Adoption Support Long-Term SASE Growth?

Palo Alto Networks' secure browser traction is accelerating as SASE ARR tops $1.3 billion, strengthening its long-term platform growth story.

FTNTNegative Net Change PANWNegative Net Change ZSNegative Net Change

Urmimala Biswas

3 Medical Info Systems Stocks to Gain From Digitization Despite Industry Woes

Medical Info Systems rides AI and telehealth tailwinds, lifting DOCS, TXG and OMCL, but cyber risks and industry underperformance keep optimism in check.

DOCSNegative Net Change OMCLNegative Net Change TXGNegative Net Change

Zacks Equity Research

Emerging Markets Show Strong Growth: Will AMZN Stock Benefit?

Amazon leans on emerging markets for growth as international revenues rise, profitability improves and logistics scale across India and Latin America.

AMZNNegative Net Change SENegative Net Change MELINegative Net Change

Zacks Equity Research

LinkedIn Growth Boosts Momentum: Can MSFT Stock Rally Higher?

As LinkedIn evolves beyond recruiting, Microsoft is unlocking new value from professional data and AI integration.

MSFTNegative Net Change ORCLNegative Net Change METANegative Net Change

Shrabana Mukherjee

SoundHound vs. Microsoft: Can the Small Voice AI Player Beat the Tech Giant?

SOUN's rapid voice-AI growth faces off against MSFT's scale and profits in a battle of speed versus dominance.

MSFTNegative Net Change SOUNNegative Net Change

Aritra Chatterjee

CLS Stock Before Q4 Earnings: A Smart Buy or Risky Investment?

CLS heads into Q4 earnings after rolling out AI-focused storage solution and 1.6TbE switches, but weakness in the ATS segment and a premium valuation raise caution.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change