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artificial-intelligence: Archive

Zacks Equity Research

ANET Gains From Robust Liquidity: Will the Trend Persist?

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

Zacks Equity Research

Will Oracle's AI Infrastructure Momentum Drive Results in Q4?

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

Vasundhara Sawalka

AMZN Intensifies AI Push With Latest Warehouse Robots: What's Ahead?

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

Rimmi Singhi

SpaceX IPO: A Tesla-Like Opportunity or a $1.75 Trillion Trap?

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

Nilanshi Mukherjee

Should You Buy, Sell or Hold Adobe Stock Before Q2 Earnings?

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

Aritra Chatterjee

Arista vs. Nokia: Which Networking Stock is the Better Buy Right Now?

ANET and NOK are pursuing AI networking opportunities, but their growth drivers, market exposure and financial profiles differ.

ERICNegative Net Change NOKNegative Net Change ANETPositive Net Change

Kashvi Chandgothia

3 Key Reasons Investors May Want to Avoid MercadoLibre Stock Right Now

MELI's growth story faces new challenges as operating margins decline, credit risks rise and valuation concerns persist.

AMZNPositive Net Change NUNegative Net Change SEPositive Net Change MELIPositive Net Change

Subhasish Mukherjee

Lumentum Stock Falls 15% in a Month: Is This Dip a Buying Opportunity?

LITE's 15% drop highlights AI expansion risks, but rising CPO demand, earnings growth and hyperscaler spending may support a rebound.

CIENNegative Net Change AVGOPositive Net Change COHRPositive Net Change LITENegative Net Change

Om Jaiswal

CrowdStrike Stock Rises 40% YTD: Time to Hold or Book Profits?

CRWD surges 40.3% YTD on strong Falcon Flex adoption, but slowing sales growth and a rich valuation are prompting a cautious outlook.

CHKPPositive Net Change QLYSNegative Net Change ZSPositive Net Change CRWDPositive Net Change

Om Jaiswal

Can IREN's 800MW Australia Campus Help Meet Rising APAC AI Demand?

IREN Limited is expanding into Australia with an 800MW data center campus designed to support growing AI infrastructure demand across Asia-Pacific.

APLDPositive Net Change IRENPositive Net Change WULFPositive Net Change