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artificial-intelligence: Archive

Anirudha Bhagat

ICHR Stock Outlook Hinges on AI Demand and Margin Expansion Now

Ichor's AI-driven etch and deposition exposure is strengthening demand, while proprietary content and lower-cost production could lift margins.

ICHRPositive Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

Vicor Q2 Earnings Call Highlights AI Power and Fab Push

VICR's Q2 beat, AI power demand and licensing gains support higher 2026 revenue expectations and plans for a second chip fab.

VICRPositive Net Change

Bryan Hayes

Optical Stocks: The AI Trade's Wildest Ride Snaps Back

The AI-optics theme is as durable as any in the market.

GLWNegative Net Change LITENegative Net Change

Mark Vickery

Pre-Markets Down After Solid Tuesday Session

It's been a rough month of trading, particularly for the tech-heavy Nasdaq, which is down around -6%.

IBMNegative Net Change MCONegative Net Change NTRSNegative Net Change TSLANegative Net Change GOOGLPositive Net Change GEVNegative Net Change

Nalak Das

Buy 3 Top-Ranked AI Giants on the Dip Amid Short-Term Price Upside

AI stock volatility has created discounts from 52-week highs. SNDK, WDC and CIEN stand out with strong growth drivers and upside potential.

CIENNegative Net Change WDCPositive Net Change SNDKPositive Net Change

Nilanjan Choudhury

OKLO Lands Key Nuclear Initiative: What Investors Should Know

OKLO's selection for a $200 million nuclear initiative tied to AI data centers boosted shares and highlighted demand for reliable power.

OKLOPositive Net Change XENegative Net Change SMRNegative Net Change

Shreya Majumder

NetApp's Enterprise AI Bet: Can DataPelago Buyout Accelerate Growth?

NTAP expands its AI infrastructure portfolio with DataPelago, bringing GPU-accelerated processing to storage and aiming to boost enterprise AI efficiency.

NTAPPositive Net Change TDCNegative Net Change HPEPositive Net Change

Zacks Equity Research

Capital One's Q2 Earnings Beat on Higher Revenues, Lower Provisions

COF's Q2 earnings beat estimates as higher revenues, NII growth and lower provisions offset rising expenses and weaker deposits.

COFNegative Net Change ALLYPositive Net Change NAVINegative Net Change