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artificial-intelligence: Archive

Shaun Pruitt

Is Nvidia the Most Capital-Efficient Stock to Invest in?

Nvidia is firing on all cylinders in terms of capital allocation, with an extraordinarily high return on invested capital (ROIC).

NVDANegative Net Change

Derek Lewis

Micron & NVIDIA: The Kings of AI Stocks

Even if 2026 is filled with AI 'losers', Micron and NVIDIA's critical role in the buildout insulate them nicely from any sudden shocks, underpinned by visibly strong demand pictures.

MUNegative Net Change NVDANegative Net Change

Zacks Equity Research

SNOW Expands Cloud Infrastructure Reach: A Sign for More Upside?

Snowflake's revenue growth is driven by AI adoption, partnerships, and cloud expansion.

GOOGLNegative Net Change SNOWPositive Net Change MDBPositive Net Change

Aniruddha Ganguly

Adobe's Digital Media Revenues Gain Traction: What's the Path Ahead?

ADBE's AI-powered Acrobat and Express tools drove 11% Digital Media revenue growth and over 15% MAU gains in FY25.

MSFTNegative Net Change ADBEPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

TER's Memory Test Sales Hit $128M: Is the Growth Thesis Strengthening?

Teradyne reports $128M in memory test sales in the third quarter, up 110% sequentially, as AI-driven HBM and DRAM demand offset a weak memory market.

KLACPositive Net Change TERPositive Net Change ATEYYPositive Net Change

Aniruddha Ganguly

AMD Rides on Expanding Enterprise Partner Base: More Upside to Come?

Advanced Micro Devices targets a CAGR of 80% in AI revenues as Helios racks, Instinct GPUs and key global partnerships power data center growth.

AMDPositive Net Change NVDANegative Net Change AVGONegative Net Change

Shrabana Mukherjee

Can BigBear.ai's CargoSeer Acquisition Strengthen Its AI Moat?

BBAI deepens its AI edge with CargoSeer tech to boost cargo inspection and trade-risk analytics at global borders.

CGNXPositive Net Change PLTRPositive Net Change BBAINegative Net Change

Arghyadeep Bose

COHR vs. ARM: Which Tech Growth Stock Is the Better Buy Now?

Coherent vs. Arm Holdings frames an AI-driven growth contest, comparing margins, balance sheets and valuation to see which tech stock offers the better buy now.

ARMPositive Net Change COHRPositive Net Change

Zacks Equity Research

Fiverr's Marketplace Under Pressure: What's the Path Forward?

FVRR's core marketplace is losing buyers, but higher spend and fast-growing premium services may decide whether revenues can stabilize.

AHEXYPositive Net Change UPWKPositive Net Change FVRRPositive Net Change

Zacks Equity Research

Netflix Membership Momentum Builds: Is Growth Reaccelerating?

NFLX shows signs of steadier membership momentum as engagement improves, ad-supported plans gain traction, and its content lineup supports growth.

AMZNNegative Net Change NFLXPositive Net Change DISPositive Net Change