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artificial-intelligence: Archive

Zacks Equity Research

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

VICR's Q2 earnings and revenues beat estimates as Advanced Products and royalty income surged.

VICRPositive Net Change APHNegative Net Change FTNTNegative Net Change BANDNegative Net Change

Andrew Rocco

Dell: AI Infrastructure Drives Massive Growth

Dell has successfully evolved from a traditional PC manufacturer to a hardware leader in the global AI buildout.

DELLNegative Net Change NVDANegative Net Change SMCIPositive Net Change NOWNegative Net Change GOOGLNegative Net Change PLTRNegative Net Change

Shrabana Mukherjee

Can SoundHound Disrupt Restaurant Automation in 2026 and Beyond?

SOUN's OASYS platform, restaurant traction and planned LivePerson deal could strengthen its role in AI-powered restaurant automation in 2026.

SOUNNegative Net Change PARPositive Net Change VYXNegative Net Change

Zacks Equity Research

TE Connectivity Q3 Earnings Beat Estimates, Revenues Increase Y/Y

TEL tops Q3 earnings and revenue estimates as record orders, Industrial strength, and upbeat Q4 guidance highlight accelerating demand.

TELNegative Net Change APHNegative Net Change AMKRNegative Net Change BANDNegative Net Change

Nilanshi Mukherjee

Astera Labs Rides on Strong Taurus Demand: More Upside Ahead?

ALAB rides on strong Taurus demand as AI infrastructure spending fuels growth, expands its connectivity portfolio and supports upbeat revenue guidance.

ALABNegative Net Change MRVLNegative Net Change CRDOPositive Net Change

Nilanshi Mukherjee

Vertiv's AI Data Center Footprint Grows: A Sign for More Upside?

VRT is expanding AI-ready data center cooling capacity and raising 2026 guidance as manufacturing investments and acquisitions fuel growth.

VRTPositive Net Change APHNegative Net Change SMCIPositive Net Change

Rajshree Sipani

Mastercard vs. Affirm: Which Fintech Stock Has More Room to Run?

AFRM's faster growth, lower valuation and higher analyst upside give it the edge over MA in the race to capitalize on digital payments.

MANegative Net Change AFRMNegative Net Change

Subhasish Mukherjee

AXT Eyes Co-Packaged Optics: Can It Become the Next Growth Driver?

AXTI is expanding InP capacity and advancing 6-inch wafers to target co-packaged optics opportunities expected to emerge from late 2027.

AXTINegative Net Change COHRPositive Net Change LITEPositive Net Change

Zacks Equity Research

Can ANET's New VeloCloud AI Security Solution Drive Enterprise Growth?

Arista Networks adds AI-driven ETM to VeloCloud SD-WAN, combining zero trust security and networking on one platform to simplify branch deployments.

ANETPositive Net Change CSCOPositive Net Change NVDANegative Net Change

Zacks Equity Research

Sanmina to Report Q3 Earnings: Can Healthy Revenues Drive Growth?

SANM is expected to post stronger fiscal Q3 results as AI-driven demand and production ramps lift revenues despite pricing and macro headwinds.

SANMPositive Net Change CLSNegative Net Change MPWRNegative Net Change SIMOPositive Net Change