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artificial-intelligence: Archive

Shrabana Mukherjee

Can BigBear.ai Ride the AI Defense Wave to Profitability?

BBAI rides on rising defense AI demand with a $385 million backlog, but deep losses and choppy revenues keep risk high.

BAHNegative Net Change PLTRPositive Net Change BBAINegative Net Change

Shrabana Mukherjee

SoundHound's Amelia 7.0 Launch: A Turning Point for Voice AI?

SOUN unveils Amelia 7.0, shifting from reactive assistants to autonomous voice AI agents amid soaring revenue growth.

MSFTNegative Net Change GOOGLPositive Net Change SOUNNegative Net Change

Anirudha Bhagat

Can Twilio's Cross-Sell Strategy Unlock Higher Profitability?

Twilio aims to boost profit through cross-selling, with large customers rising 37% in the first quarter.

RNGNegative Net Change TWLONegative Net Change BANDPositive Net Change

Benjamin Rains

2 Top Nuclear Stocks to Buy and Hold for AI Energy Growth

Exploring two established nuclear energy stocks--Constellation Energy and Cameco--to buy and hold for long-term growth as big tech and artificial intelligence go all-in on nuclear power.

MSFTNegative Net Change CEGNegative Net Change CCJPositive Net Change METANegative Net Change SMRNegative Net Change OKLOPositive Net Change

Zacks Equity Research

Stock Market News for Jun 13, 2025

U.S. stock markets closed higher on Thursday as market participants weighed the outcome of the U.S.-China trade talks.

NVDANegative Net Change AVGONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, D-Wave Quantum IonQ, QTUM and Lockheed Martin

NVDA's CEO sees a quantum leap ahead boosting optimism and momentum for Buy-rated stocks QBTS and IONQ.

LMTPositive Net Change NVDANegative Net Change QTUMNegative Net Change IONQPositive Net Change QBTSNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Taiwan Semiconductor and Vertiv

NVDA, TSM and VRT are powering the AI boom with strong growth and surprisingly reasonable valuations.

NVDANegative Net Change TSMNegative Net Change VRTNegative Net Change

Zacks Equity Research

Is Amazon Ads Set to Grow Even Bigger Through 2025 and Beyond?

AMZN's ad business is likely to grow bigger in the near term, boosted by AI tools and reach across 275 million U.S. ad-supported users.

AMZNNegative Net Change GOOGLPositive Net Change METANegative Net Change

Nilanshi Mukherjee

VRT vs. NVT: Which Data Center Infrastructure Stock Is the Better Buy?

Vertiv Holdings and nVent Electric are well-known players in the Data Center Infrastructure market. Let's find out which one is a better investment option.

NVTNegative Net Change VRTNegative Net Change

Aniruddha Ganguly

Pixel Gets New Features and Android 16: Should You Hold GOOGL Stock?

Alphabet is strengthening its competitive position in the search and cloud with the infusion of AI amid challenging macroeconomic conditions.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Can ServiceNow's Core Business Suite Launch Boost Subscriptions?

NOW's new Core Business Suite targets finance and supply chains as subscriptions climb 20% with strong enterprise adoption.

ORCLNegative Net Change NOWNegative Net Change PEGANegative Net Change

Aniruddha Ganguly

Cisco Expands AI Portfolio for Data Centers: Why the Stock is a Hold

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

CSCONegative Net Change NVDANegative Net Change EXTRPositive Net Change ANETPositive Net Change

Zacks Equity Research

Intel XEON 6 Gaining Solid Market Traction: Will the Uptrend Persist?

INTC gains traction with Xeon 6 in AI and high-performance computing, despite competition from AMD and Arm.

INTCNegative Net Change AMDNegative Net Change ARMPositive Net Change

Zacks Equity Research

Lam Research Bets Big on ALD and Dry EUV: Will This Pay Off?

LRCX focuses on ALD and dry EUV tech to drive chip performance gains, but rivals and macro risks pose key challenges.

KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

Agentforce in 4,000+ Deals: Can Salesforce Monetize the Momentum?

CRM's Agentforce hits $100M in ARR with more than 4,000 deals, but can it maintain momentum amid stiff AI competition?

MSFTNegative Net Change CRMNegative Net Change ORCLNegative Net Change

Supriyo Bose

Celestica Margin Pressure Likely to Continue on Macro Woes

CLS faces ongoing margin pressure despite AI-driven growth and U.S. policy relief for key data center hardware.

JBLPositive Net Change CLSNegative Net Change SANMPositive Net Change

Zacks Equity Research

Oracle Stock Jumps on Q4 Earnings Beat, Upbeat Cloud Forecast

ORCL's fiscal fourth-quarter results reflect strength in the cloud infrastructure segment and support for AI workloads.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLPositive Net Change

Harendra Ray

C3.ai vs. SoundHound: Which AI Stock Has More Upside Right Now?

The AI stock outpaces SOUN with federal wins, deeper partnerships and broad enterprise AI adoption.

AMZNNegative Net Change AAPLNegative Net Change AINegative Net Change GOOGLPositive Net Change SOUNNegative Net Change

Zacks Equity Research

FRSH Boosts Customer & Employee Service With Freddy Agentic AI Platform

Freshworks unveils Freddy Agentic AI, a platform that automates complex tasks across support teams - no coding needed.

ANETPositive Net Change FRSHPositive Net Change UINegative Net Change

Sraddha Singha

EMCOR vs. Quanta: Which U.S. Construction Stock is the Superior Buy?

EME offers steady growth and value at a discount, while PWR posts stronger EPS growth but trades at a premium. Which could be the better buy now?

PWRPositive Net Change EMEPositive Net Change

Ethan Feller

Are AI Stocks Overpriced? These 3 Leaders Look Cheap (NVDA, TSM, VRT)

Nvidia, Taiwan Semiconductor and Vertiv shares appear to be trading a very reasonable valuations, despite huge stock apprecaition

NVDANegative Net Change TSMNegative Net Change VRTNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, NVIDIA, Taiwan Semiconductor Manufacturing and Advanced Micro Devices

INTC jumps 10% as new CEO Lip-Bu Tan sparks optimism over AI chips and a potential foundry turnaround in 2025.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change TSMNegative Net Change

Benjamin Rains

Buy Soaring Nuclear Energy Stocks (SMR, OKLO) Now or Wait for a Dip?

Buy soaring nuclear energy stocks such as NuScale and Oklo right now, or wait for a pullback since they have already climbed over 100% in the past month alone?

SMRNegative Net Change OKLOPositive Net Change