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artificial-intelligence: Archive

Rajshree Sipani

Mastercard's ASEAN AI Push: Can Trust Unlock Agentic Commerce?

MA accelerates AI payments in ASEAN, betting trust frameworks like tokenization and verifiable intent can unlock agentic commerce.

MANegative Net Change VNegative Net Change AFRMPositive Net Change

Aritra Chatterjee

Celestica Stock Rises 262.3% in the Past Year: How to Play the Stock

CLS rides on AI data center boom and AMD tie-ups to fuel growth, but heavy reliance on AI spending and macro risks raise questions after a massive stock surge.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Subhasish Mukherjee

Rubrik Slides 25% in 3 Months: Is Holding the Appropriate Move Now?

RBRK stock drops 25% in 3 months as margin pressure and rich valuation weigh despite strong ARR growth and rising AI-driven data security demand.

IBMNegative Net Change DELLNegative Net Change HPEPositive Net Change RBRKNegative Net Change

Zacks Equity Research

Can Reddit's International Expansion Drive More Upside in the Stock?

RDDT's international push fuels surging revenue, user growth, and ad gains, but rising competition and valuation concerns cloud the company's upside potential.

SNAPNegative Net Change PINSNegative Net Change RDDTNegative Net Change

Zacks Equity Research

Vertiv Benefits From Strong International Expansion: More Upside Ahead?

VRT rides on AI data center demand, posts 26% organic growth and $10.2B sales, expands Americas capacity, eyes 28% growth in 2026 despite competition.

SMCIPositive Net Change HPEPositive Net Change VRTPositive Net Change

Zacks Equity Research

Can Celestica's Robust AI Data Center Offerings Propel Its Shares?

CLS is powering AI data centers with high-speed networking, storage and computing solutions for faster, scalable and reliable performance.

AMDPositive Net Change NVDAPositive Net Change CLSPositive Net Change ANETPositive Net Change

Bryan Hayes

Key AI Infrastructure Stock Bucks Market's Downtrend in 2026

This stock is quietly delivering consistent outperformance, even when the broader technology landscape feels unsettled.

JBLPositive Net Change

Vasundhara Sawalka

Oracle's NetSuite Division in Focus: Will it Boost Revenue Growth?

ORCL's NetSuite posts steady Q3 growth, but slower expansion vs rivals raises questions about whether AI upgrades can boost its role in driving revenues.

MSFTPositive Net Change SAPNegative Net Change ORCLNegative Net Change

Shrabana Mukherjee

SoundHound Stock Plunges 43% in 3 Months: Buy the Dip or Wait Longer?

SOUN stock dips 18.5% in a month as AI volatility bites, even with 59% Q4 revenue growth and forward P/S 11.57X.

AMZNPositive Net Change AAPLNegative Net Change GOOGLPositive Net Change SOUNPositive Net Change