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artificial-intelligence: Archive

Zacks Equity Research

JBL Gains Traction in AI Infrastructure Space: Will This Fuel Revenue?

JBL is betting big on AI data centers, expanding full-stack infrastructure and targeting $12.1B in AI-related revenue by fiscal 2026.

JBLNegative Net Change FLEXNegative Net Change SANMNegative Net Change

Zacks Equity Research

Box Down 19% in a Year: Can a Strong Portfolio Help the Stock Recover?

BOX shares slump nearly 19% as rising costs pressure margins, but AI tools and top-tier partnerships offer support.

AMZNNegative Net Change ADIPositive Net Change KLACNegative Net Change BOXPositive Net Change

Kashvi Chandgothia

MDB vs. SNOW: Which Data Platform Stock is the Better Buy Now?

MongoDB holds an edge over Snowflake through architectural advantages for AI deployment. Strong Atlas contribution and partner ecosystem support growth.

SNOWNegative Net Change MDBNegative Net Change

Zacks Equity Research

Can IBM's Agentic AI Collaboration With e& Boost Its Global Lead?

International Business Machines teams up with e& to launch enterprise-grade agentic AI for compliance, policy, and risk, powered by watsonx Orchestrate.

MSFTPositive Net Change IBMNegative Net Change NVDANegative Net Change ORCLNegative Net Change

Aniruddha Ganguly

4 Top-Ranked Technology Stocks Set to Beat Q4 Earnings Expectations

Here, we have picked four technology stocks, SNDK, APH, ASML and GLW, which are likely to pull off earnings surprises this earnings season.

APHNegative Net Change SNDKNegative Net Change ASMLNegative Net Change GLWNegative Net Change

Om Jaiswal

Can Rising Data Center Power Demand Drive SMR's Long-Term Growth?

NuScale Power is positioning its small modular reactors to meet surging AI data center power demand, tying long-term growth to major U.S. nuclear projects.

CEGNegative Net Change SMRNegative Net Change OKLONegative Net Change

Aparajita Dutta

Beyond the Hype: Top ETFs to Buy as AI Shifts Into a Long-Term Growth Phase

AI is entering a long-term growth phase in 2026, with $527B in capex driving a broadening bull market in AI ETFs like AIQ.

AMZNNegative Net Change GSNegative Net Change AMDNegative Net Change MSFTPositive Net Change MUNegative Net Change NVDANegative Net Change AVGONegative Net Change TSMNegative Net Change GOOGLNegative Net Change AIQNegative Net Change METANegative Net Change CHATNegative Net Change ARTYNegative Net Change BAINegative Net Change

Anirudha Bhagat

AI-Driven Demand Fuels TSM's Growth: Will It Meet 2026 Revenue Target?

TSM's AI chip demand drove 35.9% revenue growth in 2025 and a 30% outlook for 2026 as 3nm and 5nm orders surge and global fabs expand.

INTCNegative Net Change TSMNegative Net Change GFSPositive Net Change

Anirudha Bhagat

Can Data Center SSD Demand Reignite Micron's NAND Revenue Growth?

MU's NAND rebound takes shape as AI-driven data center SSD demand lifts the segment's Q1 FY26 revenues by 22%.

STXNegative Net Change MUNegative Net Change SNDKNegative Net Change

Benjamin Rains

Best AI Stocks to Buy and Hold: Micron and Arista Networks

Let's dive into two of the best AI-boosted technology stocks to consider buying right now and holding for the long haul: Micron Technology, Inc. (MU) and Arista Networks, Inc. (ANET)

MUNegative Net Change NVDANegative Net Change TSMNegative Net Change ANETNegative Net Change