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artificial-intelligence: Archive

Supriyo Bose

QCOM vs. AMD: Which Semiconductor Stock is the Smarter Buy in 2026?

Qualcomm edges out Advanced Micro as the better buy in 2026, thanks to strong valuation, AI growth, and diversified chip demand.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Kashvi Chandgothia

Can PC Refresh Cycle Drive Edge Segment Growth for SNDK Stock?

Windows 11 migration propels Sandisk's edge segment. Higher NAND content per PC and BiCS8 efficiency create sustained competitive positioning.

WDCPositive Net Change MUPositive Net Change SNDKPositive Net Change

Kashvi Chandgothia

MDB Trades Near 52-Week High: Should Investors Still Buy the Stock?

MongoDB trades near a 52-week hig, driven by accelerating Atlas adoption, AI workloads and steady enterprise growth supporting valuation.

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change MDBPositive Net Change

Supriyo Bose

IBM vs. MSFT: Which Cloud & AI Tech Giant is a Better Buy?

Microsoft's AI edge and stronger growth outlook give it an edge over IBM, despite the latter's stronger valuation and stock gains.

AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change

Aniruddha Ganguly

META Taps Nuclear Energy to Fuel AI Expansion: Buy or Hold the Stock?

Meta Platforms' nuclear energy deals aim to power AI growth, cut costs, and enhance ESG credentials amid surging infrastructure spend.

GOOGLNegative Net Change VSTPositive Net Change METANegative Net Change OKLOPositive Net Change

Amit Kr Ram

Serve Robotics at a Premium Valuation: Should Investors Stay Away?

Is it worth buying SERV at 45x forward sales as losses widen, dilution risks grow and shares sink despite rapid fleet expansion?

SERVPositive Net Change UBERNegative Net Change DASHNegative Net Change

Anirudha Bhagat

Will LRCX's China Revenue Drop Below 30% Hurt 2026 Growth Outlook?

Lam Research sees revenues from China falling below 30% in 2026 as export curbs ail, but AI-led demand outside China could help sustain growth.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Anirudha Bhagat

Q4 PC Shipments Rise 9.6%, Memory Shortage to Hurt Growth in 2026

PC market ends 2025 on a strong note, but shortages in key memory components could slow down PC shipments and push prices higher in 2026.

AAPLPositive Net Change HPQPositive Net Change DELLPositive Net Change LNVGYPositive Net Change

Urmimala Biswas

AI, Defense & Quantum Drive 2026 Investment: NVDA and 2 More to Lead

NVDA sits at the crossroads of AI, defense and sovereign tech spending, as geopolitical shifts push governments to lock in advanced computing power for 2026.

LMTPositive Net Change MSFTPositive Net Change IBMPositive Net Change NVDAPositive Net Change PLTRPositive Net Change