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artificial-intelligence: Archive

Zacks Equity Research

Intel Rides on Strong Gross Margin Expansion: Will it Sustain?

INTC's Q3 2025 non-GAAP gross margin jumped to 40% on higher revenue, favorable product mix and cost optimization, as PC upgrade cycle and AI PC momentum lift results.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change

Aniruddha Ganguly

Broadcom's Semiconductor Growth Picks Up: A Sign of More Upside?

AVGO's AI chip momentum accelerates as XPU demand lifts Q4 AI revenue 74% to $6.5B and drives a swelling order backlog and 2026 outlook.

NVDANegative Net Change MRVLPositive Net Change AVGONegative Net Change

Aniruddha Ganguly

Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead?

CSCO's AI push lifts Q1 FY26 networking revenue 15% to $7.77B, with hyperscaler AI orders surging and a $3B FY26 target in sight.

CSCOPositive Net Change NVDANegative Net Change ANETPositive Net Change HPEPositive Net Change

Aniruddha Ganguly

Sandisk Stock Rides on Datacenter Growth: A Sign of More Upside?

SNDK is seeing datacenter revenue surge on strong Stargate SSD demand, rising hyperscaler interest and AI tailwinds into fiscal 2026.

DELLPositive Net Change MUNegative Net Change SNDKNegative Net Change

Aniruddha Ganguly

Lumentum Stock Rides on Strong AI Push: A Sign of More Upside?

AI-driven demand is fueling LITE's laser chips and optical transceivers, with over 60% of revenues tied to AI infrastructure and cloud growth.

CIENPositive Net Change MRVLPositive Net Change LITENegative Net Change

Aniruddha Ganguly

AI & Security Push Aids Google Cloud: What's Ahead for GOOGL Stock?

Alphabet is leaning on fast-growing Google Cloud, with a $155 billion backlog, as AI, security and capex fuel momentum.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Om Jaiswal

MRVL's Data Center Revenues Hit $1.5B: Can the Momentum Continue?

Marvell Technology's data center revenues surpass $1.5B on surging AI demand, turning the segment into its dominant growth engine.

NVDANegative Net Change MRVLPositive Net Change AVGONegative Net Change

Zacks Equity Research

Will Kodiak Collaboration Strengthen Verizon's Growth Prospects?

VZ teams up with Kodiak AI to bring 5G and IoT to autonomous trucks, enabling safer, smarter, and more connected freight operations.

TNegative Net Change VZNegative Net Change TMUSPositive Net Change KDKPositive Net Change