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artificial-intelligence: Archive

Aniruddha Ganguly

Lumentum's Q2 Earnings Loom: Should the Stock Be in Your Portfolio?

LITE eyes fiscal Q2 growth as AI demand fuels surging laser chip sales and strong momentum in cloud transceivers.

CIENPositive Net Change MRVLNegative Net Change COHRPositive Net Change LITEPositive Net Change

Aniruddha Ganguly

META's AI-Push Drives Advertising Growth: More Upside Ahead?

Meta Platforms' AI-driven ad enhancements fuel double-digit revenue growth and higher engagement across platforms.

AMZNPositive Net Change GOOGLPositive Net Change METANegative Net Change

Amit Kr Ram

Serve Robotics vs. Teradyne: Which Robotics Stock Is the Better Buy?

Is SERV the smarter robotics bet as urban autonomy scales, or does TER offer a steadier way to ride the automation wave?

TERPositive Net Change SERVNegative Net Change UBERPositive Net Change DASHPositive Net Change

Zacks Equity Research

Sandisk Q2 Earnings Beat Estimates, Revenues Increase Y/Y, Shares Rise

SNDK stock soars 22.19% after fiscal Q2 earnings and revenues crush estimates, fueled by datacenter and edge strength.

SNDKPositive Net Change MCHPPositive Net Change MKSINegative Net Change AMKRNegative Net Change

Zacks Equity Research

Apple Q1 Earnings Beat Estimates, iPhone Drives Top-Line Growth

AAPL tops fiscal Q1 estimates with 16% product sales growth, strong China demand and expanded margins across segments.

AAPLPositive Net Change MCHPPositive Net Change MKSINegative Net Change AMKRNegative Net Change

Shreya Majumder

STX's HDDs vs. PSTG's Flash Bet: Which Storage Play is Better?

Seagate's HDD strength and Pure Storage's flash innovation highlight starkly different bets in the booming $984B data storage market.

STXPositive Net Change PSTGPositive Net Change

Zacks Equity Research

Western Digital Q2 Earnings Beat, Top Line Jumps Y/Y on AI Demand Boom

WDC beats Q2 FY26 earnings and revenue as data center demand and high-capacity HDD adoption surge, with margins expanding and upbeat Q3 guidance.

BMIPositive Net Change WDCPositive Net Change STXPositive Net Change SAPPositive Net Change

Om Jaiswal

Can Charlotte AI Boost CrowdStrike's Next-Gen SIEM Momentum?

CRWD is boosting Next-Gen SIEM with Charlotte AI, driving record ARR wins and helping customers replace legacy SIEM platforms.

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