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artificial-intelligence: Archive
AI-Driven Demand for Advanced Chips Likely to Boost TSM's Q4 Revenues
by Zacks Equity Research
Taiwan Semiconductor's Q4 revenues are likely to reflect the benefits of surging demand for advanced AI chips, while rising costs may have hurt profitability.
MUPositive Net Change NVDANegative Net Change ASYSNegative Net Change TSMNegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
Bull of the Day: Sandisk (SNDK)
by Kevin Cook
Shares are up 680% since August because the NAND memory shortage nightmare is an SSD dream come true
SNDKPositive Net Change MUPositive Net Change NVDANegative Net Change
artificial-intelligence cloud-computing computers mobile semiconductor
Forget LLMs: Buy these 3 AI "Pick and Shovel" Plays Instead
by Andrew Rocco
During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks.
AMZNNegative Net Change MSNegative Net Change INTCNegative Net Change AMDNegative Net Change MSFTNegative Net Change IBMNegative Net Change NVDANegative Net Change GOOGLNegative Net Change ALABNegative Net Change NBISPositive Net Change CRWVPositive Net Change
artificial-intelligence cloud-computing datacenter
Apple & Google: A New AI Superteam?
by Derek Lewis
Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology.
AAPLNegative Net Change GOOGLNegative Net Change
artificial-intelligence tech-stocks
Palantir Rallied 100%+ in 2025 - This AI Defense Stock Could Be Next
by Tirthankar Chakraborty
BigBear.ai looks set for outsized gains as Palantir's rich valuation and government reliance weigh on sentiment despite strong AIP-driven revenue growth.
PLTRNegative Net Change BBAINegative Net Change
artificial-intelligence tech-stocks
Is Mastercard's Open Finance Push Redefining Cash Flow Tools for SMEs?
by Zacks Equity Research
MA is expanding beyond payments by backing Obol's AI cash flow tools in Australia, pushing deeper into SMEs' financial decisions.
MANegative Net Change VNegative Net Change AXPNegative Net Change
artificial-intelligence fin-tech finance payments
IBM's Edge AI Expansion With Datavault AI: Will it Boost Profits?
by Zacks Equity Research
International Business Machines extended its collaboration with Datavault AI to deliver secure, ultra-low-latency enterprise AI at the edge with watsonx-powered zero-trust micro data centers.
AMZNNegative Net Change IBMNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing computers tech-stocks
Should you Buy, Sell or Hold Applied Digital Stock Post Q2 earnings?
by Kashvi Chandgothia
APLD shares spike after Q2 revenues soar 250%, underscoring strong execution while leaving questions around valuation and losses.
EQIXPositive Net Change RIOTNegative Net Change APLDNegative Net Change CRWVPositive Net Change
artificial-intelligence cloud-computing fin-tech finance tech-stocks
SANM vs. JBL: Which Electronics Manufacturing Stock is the Better Buy?
by Aritra Chatterjee
JBL and SANM are both riding AI and digital transformation tailwinds, but key differences in strategy and execution set them apart.
JBLNegative Net Change FLEXNegative Net Change SANMNegative Net Change
artificial-intelligence communications tech-stocks
Reddit's Robust Portfolio Fuels Revenue Growth: What's the Path Ahead?
by Zacks Equity Research
RDDT leans on a growing product lineup and AI-driven ad tools to boost engagement and revenue, though competition in digital advertising heats up.
SNAPNegative Net Change PINSNegative Net Change RDDTNegative Net Change
artificial-intelligence tech-stocks