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artificial-intelligence: Archive

Derek Lewis

Meta Pops and Microsoft Drops: A Closer Look

META and MSFT had contrasting post-earnings reactions, with both continuing to invest heavily. But were Microsoft's results that bad?

AMZNNegative Net Change MSFTNegative Net Change METANegative Net Change

Subhasish Mukherjee

IREN Limited Gears Up for Q2 Earnings: What Lies Ahead for the Stock?

IREN's fiscal Q2 results are likely to reflect strong AI cloud-led revenue growth and GPU expansion, offset by heavy capex needs and valuation pressure.

CLSKPositive Net Change CIFRPositive Net Change IRENPositive Net Change WULFPositive Net Change

Zacks Equity Research

TTMI Gears Up to Report Q4 Earnings: Buy Now or Wait for Results?

TTMI's Q4 2025 outlook looks supported by AI-driven data center and defense demand, partly offset by a persistent slowdown in automotive markets.

AMDPositive Net Change MCHPNegative Net Change TTMINegative Net Change CRUSPositive Net Change

Supriyo Bose

Buy, Sell or Hold QCOM Stock? Key Tips Ahead of Q1 Earnings Release

QCOM eyes solid Q1 revenue on AI chip launches, but China tensions and sliding estimates cloud investor sentiment.

QCOMPositive Net Change AVGONegative Net Change HPEPositive Net Change

Aniruddha Ganguly

Lumentum's Q2 Earnings Loom: Should the Stock Be in Your Portfolio?

LITE eyes fiscal Q2 growth as AI demand fuels surging laser chip sales and strong momentum in cloud transceivers.

CIENPositive Net Change MRVLPositive Net Change COHRPositive Net Change LITENegative Net Change

Aniruddha Ganguly

META's AI-Push Drives Advertising Growth: More Upside Ahead?

Meta Platforms' AI-driven ad enhancements fuel double-digit revenue growth and higher engagement across platforms.

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Amit Kr Ram

Serve Robotics vs. Teradyne: Which Robotics Stock Is the Better Buy?

Is SERV the smarter robotics bet as urban autonomy scales, or does TER offer a steadier way to ride the automation wave?

TERPositive Net Change SERVPositive Net Change UBERNegative Net Change DASHNegative Net Change

Zacks Equity Research

Sandisk Q2 Earnings Beat Estimates, Revenues Increase Y/Y, Shares Rise

SNDK stock soars 22.19% after fiscal Q2 earnings and revenues crush estimates, fueled by datacenter and edge strength.

SNDKNegative Net Change MCHPNegative Net Change MKSIPositive Net Change AMKRNegative Net Change