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artificial-intelligence: Archive

Shrabana Mukherjee

SoundHound vs. Microsoft: Can the Small Voice AI Player Beat the Tech Giant?

SOUN's rapid voice-AI growth faces off against MSFT's scale and profits in a battle of speed versus dominance.

MSFTPositive Net Change SOUNPositive Net Change

Aritra Chatterjee

CLS Stock Before Q4 Earnings: A Smart Buy or Risky Investment?

CLS heads into Q4 earnings after rolling out AI-focused storage solution and 1.6TbE switches, but weakness in the ATS segment and a premium valuation raise caution.

JBLNegative Net Change FLEXNegative Net Change CLSPositive Net Change

Shrabana Mukherjee

BigBear.ai vs. Palantir: Which Defense AI Stock Is the Smarter Investment?

Is PLTR's profitable scale a safer defense AI bet, or does BBAI's high-risk play offer greater upside potential?

PLTRNegative Net Change BBAINegative Net Change

Supriyo Bose

IBM Q4 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?

IBM gears up for Q4 earnings with AI and cloud momentum, but premium valuation and stiff competition weigh on the outlook.

MSFTPositive Net Change IBMPositive Net Change CSCONegative Net Change ORCLPositive Net Change SPGIPositive Net Change

Supriyo Bose

Is Corning Stock a Smart Buy Ahead of Q4 Earnings Release?

GLW rides strong demand in AI, solar and specialty materials ahead of its Q4 earnings, with a surprise likely in store.

ADTNNegative Net Change CIENNegative Net Change GLWNegative Net Change

Anirudha Bhagat

NVIDIA's Spectrum-X Adoption Rises: Will It Boost Networking Revenues?

NVDA's Spectrum-X gains traction as AI data centers scale, with networking revenues jumping 162% in Q3 and adoption spreading across cloud giants.

NVDANegative Net Change AVGONegative Net Change ANETPositive Net Change

Shreya Majumder

Strong Kokai Adoption Fuels TTD's Revenue Pipeline & Growth Prospects

Trade Desk's Kokai AI platform hits 85% default adoption, delivering big gains in CPA, reach and CTR that could reshape revenue and margins.

TTDPositive Net Change MGNIPositive Net Change TBLANo Net Change

Bryan Hayes

Bull of the Day: Baidu (BIDU)

Founded in 2000 as a search engine company, Baidu has evolved into a comprehensive AI powerhouse.

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Andrew Rocco

Software Stocks: From Market Leaders to AI Victims

After a decade of growth and soaring stock prices, the software industry is being disrupted by artificial intelligence.

PATHPositive Net Change PAYCPositive Net Change SHOPPositive Net Change TTDPositive Net Change IGVPositive Net Change DOCUPositive Net Change

Shaun Pruitt

Will Intel Stock Keep Soaring as Q4 Earnings Approach?

Analyst upgrades and bullish commentary have piled up ahead of Intel's Q4 results on Thursday, January 22, pushing its stock to a two-year high of $50 a share.

INTCNegative Net Change AAPLNegative Net Change NVDANegative Net Change TSMNegative Net Change SFTBYNegative Net Change