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artificial-intelligence: Archive

Aritra Chatterjee

MPWR Gains From AI Infrastructure Spending: Is the Rally Sustainable?

Monolithic Power rides booming AI infrastructure demand as record revenue growth in data centers and optical networking fuels investor optimism.

INTCNegative Net Change CLSPositive Net Change MPWRNegative Net Change

Anirudha Bhagat

Will Micron's Gross Margin Expand Further With Higher Memory Pricing?

MU's non-GAAP gross margin hits a record 74.9% in Q2'26 as DRAM/NAND prices and AI demand surge. Rising memory prices may help it attain Q3 guidance of 81%.

AMDNegative Net Change MUPositive Net Change NVDANegative Net Change

Nalak Das

5 AI Stocks to Buy as Markets Defy "Sell in May and Go Away" Adage

AI-driven tech gains are lifting markets in May as CIEN, LITE, TER, MCHP and TXN ride strong demand trends.

TXNNegative Net Change CIENPositive Net Change MCHPNegative Net Change TERNegative Net Change LITENegative Net Change

Nilanjan Choudhury

Is NuScale a Safer Nuclear Stock Than Pre-Revenue OKLO?

OKLO vs. SMR: One is pre-revenue with a big AI-nuclear vision, the other has NRC approvals - so which stock looks safer now?

SMRPositive Net Change OKLONegative Net Change

Zacks Equity Research

CRM Q1 Earnings Call Turns on AI and H2 Growth

Salesforce's Q1 fiscal 2027 call spotlights Agentforce, Slack and "Headless 360" as it lifts revenue guidance and defends a stronger second half.

CRMPositive Net Change

Neena Mishra

Quantum Computing: The Next AI Boom?

Quantum stocks are rising; here are some ETFs to consider.

GOOGNegative Net Change AMZNNegative Net Change MSFTPositive Net Change IBMPositive Net Change NVDANegative Net Change QTUMPositive Net Change GFSNegative Net Change RGTINegative Net Change QBTSPositive Net Change CHPXPositive Net Change WQTMNegative Net Change

Zacks Equity Research

Can Strong Demand for AI-Optimized Servers Drive DELL's Q1 Earnings?

Dell Technologies heads into fiscal first quarter earnings with ISG seen surging 100%+ on $13B AI server revenue, while CSG inches up amid PC rivalry.

AAPLNegative Net Change HPQPositive Net Change DELLPositive Net Change LNVGYPositive Net Change

Aniruddha Ganguly

AMD's Data Center Growth Rides on EPYC Demand: More Upside Ahead?

AMD's data center revenue surged 57% to $5.78B as EPYC and Instinct ramp; Helios/MI platforms fuel big AI ambitions amid fierce rivals.

AMDNegative Net Change NVDANegative Net Change AVGOPositive Net Change

Aniruddha Ganguly

GOOGL's Innovative Ad Format to Boost Search Growth: What's Ahead?

Alphabet is testing Gemini-powered Search ads like Conversational Discovery and Highlighted Answers, adding AI explainers and contextual recommendations.

MSFTPositive Net Change BIDUPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Here's Why Investors Should Stay Neutral on WU Stock for Now

Western Union gains from digital growth and new partnerships, but retail pressure, high debt and weak ROIC keep investors cautious for now.

WUPositive Net Change DAVEPositive Net Change PRTHPositive Net Change SEZLNegative Net Change