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artificial-intelligence: Archive

Zacks Equity Research

ALAB Benefits From Strong UALink Growth: Will the Momentum Continue?

Astera Labs gains traction as hyperscalers test UALink for AI scale-up, setting the stage for new revenue starting in 2026.

MRVLNegative Net Change AVGONegative Net Change ALABNegative Net Change

Zacks Equity Research

VRT's Robust Portfolio Fuels Revenue Growth: More Upside Ahead?

Vertiv's broad data center portfolio and focus on innovation are driving growth momentum, despite competition heating up across the industry.

SMCINegative Net Change APLDNegative Net Change VRTNegative Net Change

Aritra Chatterjee

CLS vs. GLW: Which Tech Hardware Stock is the Better Buy Now?

Rapid AI adoption is fueling demand for networking and connectivity hardware. CLS and GLW each offer a distinct growth story.

APHNegative Net Change GLWNegative Net Change CLSNegative Net Change

Shrabana Mukherjee

Is BigBear.ai Building a FedRAMP-First GenAI Advantage?

BBAI bets big on secure GenAI with its $250M Ask Sage buy, aiming to leapfrog rivals stuck in FedRAMP certification limbo.

AINegative Net Change PLTRNegative Net Change BBAINegative Net Change

Zacks Equity Research

From Human to AI-Led Transactions: FIS Expands Banks' Capabilities

Fidelity National rolls out an industry-first agentic commerce offering, giving banks tools to manage secure AI-led transactions at scale.

FISNegative Net Change DAVEPositive Net Change MMSNegative Net Change GCTNegative Net Change

Subhasish Mukherjee

Does Grid Reliability Pose a Threat to Hut 8's Power Strategy?

HUT's power-first strategy hinges on grid reliability as its 8-GW pipeline faces transmission limits, utility coordination and rising AI power demand.

HUTNegative Net Change BITFNegative Net Change WULFNegative Net Change

Zacks Equity Research

APLD Strengthens Power and Cooling Stack: A Sign of More Upside?

APLD invests in advanced cooling and dedicated power to ease AI data center constraints as hosting revenues rise and capacity ramps.

APLDNegative Net Change NVTNegative Net Change VRTNegative Net Change

Kashvi Chandgothia

SNDK Hits a 52-Week High: 3 Reasons Why the Stock is Worth Buying Now

Sandisk hits 52-week high as AI infrastructure boom drives demand. BiCS8 technology and expanding hyperscaler partnerships position SNDK for sustained growth ahead.

WDCPositive Net Change STXPositive Net Change MUPositive Net Change SNDKPositive Net Change

Subhasish Mukherjee

Is Alibaba's Cash Flow Pressure Making Its Growth Strategy Riskier?

BABA's cash flow is under strain as AI, cloud and quick commerce spending outpace monetization, widening the gap between revenue growth and cash generation.

JDNegative Net Change BABANegative Net Change PDDNegative Net Change

Zacks Equity Research

Amazon's AWS Margin Expansion Accelerates: More Upside for the Stock?

AMZN's AWS posts a 34.6% Q3 operating margin, 20% revenue growth and a $200 billion backlog, pointing to accelerating profitability and sustained cloud momentum.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change