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artificial-intelligence: Archive
Deja Vu? AI Overspending Fears Renew
by Ethan Feller
AI Stocks are getting hammered on renewed overspending fears. Is this the start of the end?
PGNegative Net Change LLYNegative Net Change SBUXPositive Net Change HDPositive Net Change
artificial-intelligence
OKTA's Strong Backlog and AI Opportunity Drive Growth: What's Ahead?
by Zacks Equity Research
Okta's growing backlog and expanding AI identity opportunity boost visibility, with RPO reaching $4.72B and AI-driven demand gaining traction.
MSFTPositive Net Change OKTAPositive Net Change SAILPositive Net Change
artificial-intelligence tech-stocks
AMD Rides on Strong AI Infrastructure Growth: More Upside Ahead?
by Zacks Equity Research
AMD's Data Center revenues surge 57% to a record $5.8B as AI infrastructure demand boosts EPYC and Instinct adoption across cloud and enterprise markets.
AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change
artificial-intelligence tech-stocks
Can Verizon's Fiber Expansion Strategy Benefit From Rising AI Demand?
by Zacks Equity Research
VZ is expanding its fiber footprint following the Frontier acquisition, positioning itself to benefit from growing AI, cloud computing and data center connectivity demand.
TNegative Net Change VZNegative Net Change TMUSPositive Net Change
artificial-intelligence cloud-computing communications internet tech-stocks
Can Corning's Multibillion-Dollar AI Deal With Amazon Lift Its Shares?
by Zacks Equity Research
GLW inks a multibillion-dollar, long-term Amazon deal to supply optical fiber and connectivity for U.S. data centers while expanding its North Carolina production and creating jobs.
AMZNPositive Net Change CIENNegative Net Change APHPositive Net Change GLWPositive Net Change
artificial-intelligence cloud-computing communications tech-stocks
ANET Gains From Robust Liquidity: Will the Trend Persist?
by Zacks Equity Research
ANET's debt-free balance sheet, rising cash reserves and surging operating cash flow highlight strong liquidity as AI and cloud demand fuel growth.
ANETPositive Net Change
artificial-intelligence communications tech-stocks
Will Oracle's AI Infrastructure Momentum Drive Results in Q4?
by Zacks Equity Research
ORCL's AI deals, cloud growth targets and $553B backlog set up fiscal Q4, but heavy capex, debt and restructuring costs may pressure margins.
APHPositive Net Change MUPositive Net Change SNDKPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks
AMZN Intensifies AI Push With Latest Warehouse Robots: What's Ahead?
by Vasundhara Sawalka
Amazon ramps up AI robotics with new Proteus and DeepFleet, targeting faster fulfillment as billions in investments raise questions about near-term margins.
AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence retail robotics
SpaceX IPO: A Tesla-Like Opportunity or a $1.75 Trillion Trap?
by Rimmi Singhi
SpaceX nears an IPO at around $1.75T valuation, sparking a debate. Does it hold Tesla-like upside or are investors already paying for decades of success?
NVDAPositive Net Change TSLAPositive Net Change RKLBNegative Net Change
aerospace artificial-intelligence tech-stocks
Should You Buy, Sell or Hold Adobe Stock Before Q2 Earnings?
by Nilanshi Mukherjee
ADBE heads into Q2 earnings with AI-driven growth in Firefly and GenStudio, but faces rising GenAI competition and macroeconomic pressure.
MSFTPositive Net Change ADBENegative Net Change DKSPositive Net Change GOOGLPositive Net Change
artificial-intelligence earnings-outlook earnings-preview earnings-report tech-stocks