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artificial-intelligence: Archive

Andrew Rocco

Unpacking the High Stakes US-China AI Energy Race

Whoever wins the AI war between China and the US will dominate the world economy. While the US has a slim lead in AI, China has the edge when it comes to energy - and the US will need to play catch-up (and fast)

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Shrabana Mukherjee

Baidu Stock Trades 25% Below 52-Week High: Should You Buy the Dip?

Trading below highs, surging in AI: Is Baidu quietly turning the corner?

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Sheraz Mian

Tech Earnings Estimates Increase Again: What's Going On?

It's hard to tell at this stage how durable the reversal in the Tech sector's estimates will prove to be, but it still remains a favorable development. Will they keep increasing?

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Sheraz Mian

Tech Earnings Estimates Increase Again: What's Going On?

It's hard to tell at this stage how durable the reversal in the Tech sector's estimates will prove to be, but it still remains a favorable development. Will they keep increasing?

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Vasundhara Sawalka

Azure Aids MSFT's Q3 Beat: Should AI-Focused Investors Buy the Stock?

Microsoft's Q3 shines with Azure's 33% growth and AI leadership. Strong financials and strategic vision make MSFT stock a compelling buy for investors in 2025.

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Anirudha Bhagat

ASML vs. TSM: Which Semiconductor Stock is the Smarter Buy?

ASML Holding and Taiwan Semiconductor Manufacturing power the chip industry, but ASML's EUV monopoly and strong outlook give it the investment edge.

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Aritra Chatterjee

Intel Excels in Stringent AI Benchmark: Should You Buy the Stock?

Despite solid traction in the AI PC market and portfolio expansion, INTC's growth prospects are affected by stiff competition, high debt levels and geopolitical volatility.

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Zacks Equity Research

SERV Set to Report Q1 Earnings: What's in Store for the Stock?

Serve Robotics' first-quarter 2025 results are likely to reflect the improving utilization of its delivery robots.

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Zacks Equity Research

ON's Q1 Suffers From Weak Power Group Sales: Time to Fold the Stock?

ON Semiconductor's first-quarter 2025 results suffer from sluggish macroeconomic conditions that impact the Power Solutions Group.

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Vasundhara Sawalka

The Transformative Rise of Global Robotics: A 2025 Market Analysis

Robotics is poised for robust growth in 2025. Watch NVDA, ISRG, SERV and PATH for potential market dominance across healthcare, manufacturing and mobility sectors.

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Ethan Feller

AI Innovator Palantir Tumbles: Time to Buy the Stock?

After leading the market the last two years, Palantir Technologies stock is selling after good earnings. Is this an omen for what is to come?

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Zacks Equity Research

Microchip Set to Report Q4 Earnings: What's in Store for the Stock?

MCHP's fourth-quarter fiscal 2025 results are likely to reflect the negative impact of a weak demand environment and excessive inventory.

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Tirthankar Chakraborty

Can Palantir Stock be the Next NVIDIA, and Is It Worth Buying?

With Palantir raising outlook on continued AI demand, can it mimic NVIDIA's success?

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Anirudha Bhagat

TSM Stock Soars 20% in a Month: Time to Hold or Book Profits?

With Taiwan Semiconductor Manufacturing shares up nearly 20% over the past month, should investors take profits or hold as AI demand fuels long-term growth?

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Zacks Equity Research

Nova Set to Report Q1 Earnings: What's in Store for the Stock?

NVMI's first-quarter 2025 results benefit from strong demand for VeraFlex, Elipson, Metrion and dimensional stand-alone OCD solutions.

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Aniruddha Ganguly

Should You Buy, Sell or Hold Shopify Stock Before Q1 Earnings?

SHOP's first-quarter 2025 performance is expected to reflect benefits from the growing adoption of merchant-friendly solutions.

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Aniruddha Ganguly

NOW vs. ORCL: Which Digital Transformation Stock Has Greater Upside?

Digital Transformation is gaining adoption among enterprises courtesy of cloud computing and AI, benefiting both ServiceNow and Oracle. However, which is a better stock currently?

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Kevin Cook

Bull of the Day: Credo Technology (CRDO)

AI networking super-genius is on sale over concern on one big customer, while estimates still soar

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Derek Lewis

Earnings Season: 2 AI Reports to Watch This Week

Among the bunch on the reporting docket this week are two heavily involved in the artificial intelligence frenzy: Super Micro Computer and ARM Holdings. How have expectations evolved?

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Ethan Feller

The Standout Magnificent 7 Stock: Microsoft's Quiet Dominance

Though earnings from Magnificent 7 stocks was broadly strong, Microsoft stood out for several reasons

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Shrabana Mukherjee

SOUN Gears Up to Post Q1 Earnings: Buy, Sell or Hold the Stock?

With booming AI adoption and major enterprise wins, SoundHound's growth engine is revving. Should you buy the stock?

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Zacks Equity Research

Paycom to Report Q1 Earnings: What's in Store for the Stock?

PAYC's Q1 results are likely to reflect benefits from strength in clientele, automation and international expansion.

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Sheraz Mian

Earnings Remain Resilient, but Outlook Softens

Q1 earnings overall reflect resiliency, but estimates for full-year 2025 have come under increasing pressure in recent weeks.

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Zacks Equity Research

Amazon Q1 Earnings Beat Estimates, Stock Falls on Mixed Guidance

AMZN's Q1 results benefit from a solid momentum in North America and International segments, despite slow yet steady growth in AWS. The stock drops on mixed Q2 guidance.

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Anirudha Bhagat

Should You Hold NVIDIA Stock as Meta & Microsoft Double Down on AI?

Fresh AI investment commitments from Meta Platforms and Microsoft signal that NVIDIA's chips will remain in high demand as hyperscalers scale their AI platforms.

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