Back to top

artificial-intelligence: Archive

Nilanjan Choudhury

OKLO's Isotope Push Could Support Long-Term Growth Opportunity

OKLO's isotope strategy aims to fix fragile global supply by converting nuclear waste into high-value materials for medicine, industry and security.

BWXTNegative Net Change SHCPositive Net Change OKLOPositive Net Change

Supriyo Bose

Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?

Arista's 2026-27 EPS estimates jump as Arista 2.0 and cloud demand lift momentum, but depleting margins and costs keep risk in focus.

CSCONegative Net Change ANETPositive Net Change HPEPositive Net Change

Rimmi Singhi

Musk's Terafab Bet With Intel: Can it Challenge NVIDIA's AI Chip Lead?

Intel joins Musk's $25B Terafab push to build a massive AI chip hub. Could this bold move disrupt NVIDIA's dominance or face steep execution risks?

INTCPositive Net Change NVDAPositive Net Change TSLAPositive Net Change

Kashvi Chandgothia

Can APLD Navigate Rising Interest Costs Amid Rapid Expansion Plans?

Applied Digital ramps AI data centers, but surging debt and rising interest costs outpace cash flows, pressuring margins and flexibility.

DLRPositive Net Change APLDPositive Net Change CORZPositive Net Change

Kashvi Chandgothia

Can Disney's Experiences Segment Maintain Its Growth Momentum?

Disney's experiences segment's growth is fueled by expansions and cruises, but rising costs and softer visitation may limit near-term gains.

CMCSANegative Net Change DISNegative Net Change FUNPositive Net Change

Derek Lewis

Micron and Broadcom: 2 Critical AI Infrastructure Enablers

Interest in Micron and Broadcom remains red-hot on the back of their critical roles in the broader AI buildout. Bright growth outlooks led by favorable revisions keep them both as a Zacks Rank #1 (Strong Buy).

MUNegative Net Change AVGOPositive Net Change

Tirthankar Chakraborty

Broadcom Slips 9% - Why Smart Investors Should Buy the Dip Now

Broadcom's recent slump and bearish signal mask booming AI revenues, record sales, and strong margins. Could this dip be a prime long-term entry?

INTCPositive Net Change MUNegative Net Change AVGOPositive Net Change

Zacks Equity Research

SHOP Rides on Robust Merchant Solutions Revenues: More Upside Ahead?

Shopify rides on 35% Merchant Solutions growth and AI-driven commerce tools, but rising competition and rich valuation raise questions about further upside.

AMZNPositive Net Change WIXNegative Net Change SHOPNegative Net Change