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artificial-intelligence: Archive

Zacks Equity Research

CommScope Tops Q3 Earnings Estimates on Solid Top-Line Improvement

COMM posts more than 50% revenue growth in Q3 2025, topping earnings estimates with solid demand across all segments.

AKAMPositive Net Change COMMNegative Net Change ANETPositive Net Change PINSNegative Net Change

Nalak Das

GOOGL, MSFT and META Reiterate Enormous Spending in AI Infrastructure

GOOGL, MSFT and META ramp up multibillion-dollar AI infrastructure spending as cloud and data center demand accelerates.

MSFTNegative Net Change GOOGLNegative Net Change METANegative Net Change

Anirudha Bhagat

4 Software Stocks Poised to Outshine Expectations This Earnings Season

Let us examine some software stocks, such as CRWV, BILL, AFRM and U, which are poised to surpass earnings estimates this season.

BILLPositive Net Change UNegative Net Change AFRMPositive Net Change CRWVNegative Net Change

Ethan Feller

Amazon Earnings Preview: On the Verge of a Breakout?

Though Amazon stock has lagged the Magnificent 7, it may be on the verge of a major bull run

AMZNNegative Net Change TSLANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Will Strong AWS Performance Improve Amazon's Q3 Results?

AMZN's third-quarter results are expected to reflect steady gains from AWS momentum, driven by growing AI capabilities through Amazon Bedrock.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Arghyadeep Bose

FUTU vs. NU: Which Fintech Stock Has More Growth Potential Right Now?

Futu Holdings' AI-fueled expansion and Nu Holdings' surging customer base set up a fintech faceoff, each vying for growth in distinct markets.

NUNegative Net Change FUTUNegative Net Change

Zacks Equity Research

Charter Communications to Report Q3 Earnings: What's in the Cards?

CHTR's mobile and streaming strategies could boost Q3, though broadband weakness may impact performance.

CHTRNegative Net Change CVEPositive Net Change NVTNegative Net Change RDDTPositive Net Change

Aniruddha Ganguly

WULF Expands HPC Footprint With Fluidstack Pact: What's Ahead?

TeraWulf's new JV with Fluidstack boosts its HPC reach to 510 MW, improving long-term revenue visibility and prospects.

APLDNegative Net Change IRENNegative Net Change WULFNegative Net Change

Kashvi Chandgothia

Backblaze vs. Snowflake: Which Cloud Data Stock Is the Better Buy?

As BLZE pivots to enterprise storage, SNOW's scale and AI focus cement its lead in the booming cloud data market.

SNOWNegative Net Change BLZENegative Net Change

Aniruddha Ganguly

Applied Digital vs. IREN: Which AI Data Center Stock Has an Edge?

APLD's AI-optimized data centers, powered by its CoreWeave deal, give it an edge over IREN Limited's bitcoin-exposed growth story.

NVDANegative Net Change APLDNegative Net Change IRENNegative Net Change CRWVNegative Net Change

Aniruddha Ganguly

CRCL vs. WULF: Which Crypto-Infrastructure Stock Has an Edge Now?

Circle's expanding USDC network and narrowing losses position it ahead of TeraWulf, which faces rising costs and bitcoin-linked volatility.

WULFNegative Net Change CRCLNegative Net Change

Aritra Chatterjee

ANET Rides on Strong Operating Margin Expansion: Will it Persist?

ANET posts record $1B operating income and higher margins, fueled by AI networking demand and efficient supply chain gains.

CSCONegative Net Change ANETPositive Net Change HPENegative Net Change

Aritra Chatterjee

CLS Gains Traction in the AI Data Center Market: Will it Persist?

CLS surges as its AI data center business becomes the company's fastest-growing segment, fueled by soaring demand for high-performance compute infrastructure.

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

Moumita C. Chattopadhyay

Can StoneCo's MSMB Momentum Keep Driving Its Growth Story?

STNE's sharpened MSMB strategy powers profit and ROE growth as it doubles down on payments, banking and credit in Brazil.

STNENegative Net Change MELINegative Net Change PAGSNegative Net Change

Zacks Equity Research

Markets Await Fed's Decision on Interest Rate Cut

Markets Await Fed's Decision on Interest Rate Cut

BANegative Net Change MSFTNegative Net Change CATNegative Net Change VZPositive Net Change SBUXPositive Net Change NVDANegative Net Change NOWNegative Net Change GOOGLNegative Net Change METANegative Net Change

Supriyo Bose

Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?

ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.

CSCONegative Net Change ANETPositive Net Change HPENegative Net Change

Anirudha Bhagat

Can Lam Research Sustain $5B-Plus Revenue Streak on Foundry Strength?

LRCX posts its third straight quarter of $5B-plus revenues, fueled by surging foundry demand and advanced chipmaking tool sales.

KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Nalak Das

Buy 5 AI Laggards of 2025 to Tap Astonishing Growth Potential

FIVN, TASK, WDAY, GTLB, BILL trail 2025's AI rally, yet each shows improving earnings momentum and solid growth potential.

WDAYNegative Net Change FIVNNegative Net Change BILLPositive Net Change TASKPositive Net Change GTLBNegative Net Change

Shaun Pruitt

2 Intriguing Stocks to Watch After Exceeding Quarterly Expectations: AGYS, W

Agilysys (AGYS) and Wayfair (W) stock soared over +20% on Tuesday after impressively exceeding their quarterly expectations and offering positive guidance.

AGYSNegative Net Change WPositive Net Change UPSPositive Net Change PYPLNegative Net Change

Mark Vickery

New Record Closing Highs Ahead of Fed Cut, Mag 7 Earnings

Companies reporting earnings Wednesday include Alphabet, Meta, Microsoft, Boeing, Chipotle and Starbucks.

BANegative Net Change AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change VNegative Net Change SBUXPositive Net Change CMGNegative Net Change NVDANegative Net Change BRK.BPositive Net Change ORCLNegative Net Change AVGONegative Net Change TSLANegative Net Change MDLZPositive Net Change BKNGPositive Net Change METANegative Net Change

Shaun Pruitt

Buy the Mag 7 Laggards as Earnings Approach?: AMZN, AAPL

Set to release their quarterly reports after-market hours on Thursday, October 30, Amazon and Apple stock have been the laggards of the Mag 7 this year.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLANegative Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

How Will Services, Mac and iPad Fare in Apple's Q4 Earnings?

AAPL's fiscal Q4 results are set to shine on strong Services and Mac growth, even as iPad sales face a modest decline.

AAPLNegative Net Change NFLXNegative Net Change DELLNegative Net Change DISNegative Net Change

Aniruddha Ganguly

ServiceNow vs. Figma: Which Enterprise Software Stock Leads Now?

NOW's AI-powered workflows, strong partnerships and steady growth give it an edge over FIG's newer design tools.

FIGNegative Net Change NOWNegative Net Change

Aniruddha Ganguly

Alphabet vs. Snap: Which Digital Advertising Stock Has an Edge?

GOOGL's AI-powered Search and YouTube dominance fuel growth, while SNAP battles user retention and mounting competition risks.

GOOGLNegative Net Change SNAPNegative Net Change

Vasundhara Sawalka

Amazon Set to Report Q3 Earnings: Should Investors Buy the Stock?

AMZN's AWS growth, AI innovations, and e-commerce momentum position steady Q3 2025. Diversified revenue streams support buying ahead of earnings.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change