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artificial-intelligence: Archive

John Blank

"AI" Already Shifted the Manufacturing Landscape

Manufacturers operate inside interesting technical times.

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Tirthankar Chakraborty

Sandisk Rockets 4000% on AI Memory Boom: Buy, Hold, or Take Profits?

SNDK has surged since its 2025 spin-off as AI-driven memory demand, strong pricing and new contracts fuel rapid revenue growth.

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Rajshree Sipani

UnitedHealth vs. Molina: Which Managed Care Stock Is the Better Bet?

MOH's Medicaid focus, dual-eligible expansion and stronger share gains make it stand out against UNH in managed care.

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Aniruddha Ganguly

Cisco's Security Revenue Growth Set to Pick Up: What's Ahead?

CSCO is tying Security to the AI infrastructure cycle, using Splunk-driven observability and new AI-agent defenses to fuel medium-term growth.

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Aniruddha Ganguly

Apple Intelligence Drives Up iPhone & Mac Sales: More Upside Ahead?

AAPL is baking Apple Intelligence into iPhone 17, Macs and services, aiming to drive upgrades and revenue, even as AI rivals surge.

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Ethan Feller

Vishay (VSH) Stock Surges 185%, Can the Rally Continue?

Vishay Intertechnology stock is surging. Is this just the AI boom or is something else driving the rally?

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Aniruddha Ganguly

Broadcom's BCM68850 Boosts AVGO's Edge AI Push: More Upside Ahead?

AVGO's new BCM68850 pairs 50G fiber with Wi-Fi 8 and an on-chip NPU, turning home gateways into edge-AI nodes for next-gen consumer traffic.

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Zacks Equity Research

Everpure Q1 Earnings Beat on Strong AI-Led Storage Demand, Sales Jump Y/Y

P beats Q1 FY27 estimates as AI infrastructure demand, enterprise wins and subscription growth fueled a 35% revenue surge.

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Sraddha Singha

Is Construction Partners Gaining From America's Data Center Explosion?

ROAD gains from rising data center projects across the Sunbelt as AI-driven infrastructure demand boosts backlog and visibility.

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Vasundhara Sawalka

BABA vs. META: Which AI Data Center Giant Is the Better Bet?

Meta Platforms ramps up AI data center spending while maintaining profit growth, outpacing Alibaba's costly cloud push and margin pressure.

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