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artificial-intelligence: Archive

Urmimala Biswas

Quantum IPO Pipeline Reopens: 1 Pure Play and 2 Enablers Stand Out

IonQ stands out as quantum IPO momentum builds, with rising funding, government backing, and hybrid tech advances aiding long-term commercialization outlook.

HONNegative Net Change MUNegative Net Change NVDAPositive Net Change IONQPositive Net Change

Subhasish Mukherjee

Rubrik's Subscription Model Expands: Is Long-Term Growth Secured?

RBRK's surging ARR, rising subscription revenues and strong retention signal durable growth as its expanding platform drives higher customer spending.

CVLTPositive Net Change SNOWNegative Net Change RBRKNegative Net Change

Aritra Chatterjee

Are Rising Earnings Estimates a Solid Reason to Bet on HUBS Stock?

HUBS earnings estimates surge as AI push, customer growth, and strong cash flow fuel optimism. Can these tailwinds justify a long-term bet?

CRMNegative Net Change ORCLPositive Net Change HUBSNegative Net Change

Arghyadeep Bose

Coherent Soars 379% in a Year: Buy, Sell, or Hold the Stock?

The COHR stock surges 379% in a year, fueled by datacenter growth and strong forecasts, but premium valuation and no dividends may give investors pause.

WOLFNegative Net Change COHRPositive Net Change ONPositive Net Change

Zacks Equity Research

Can HubSpot's Complete Digital Marketing System Boost Its Profits?

HUBS' all-in-one platform blends AI and inbound marketing to help businesses attract, engage and retain customers seamlessly.

CRMNegative Net Change ADBENegative Net Change HUBSNegative Net Change

Supriyo Bose

Should You Invest in SIMO Stock on Rising Estimate Revisions?

Silicon Motion's earnings estimates are surging as new PCIe Gen5 SSD controllers and wider OEM partnerships lift growth hopes, while competition and geopolitics loom.

AMDPositive Net Change IBMNegative Net Change SIMONegative Net Change

Supriyo Bose

Can Vertically Integrated Manufacturing Stoke Growth for SANM?

Sanmina bets on vertically integrated, end-to-end manufacturing and 42Q connected factories, yet supply-chain delays and fierce rivals cloud the outlook.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change

Vasundhara Sawalka

MSFT Deepens AI Strategy With New Foundational Models: What's Ahead?

Microsoft deepens its AI push with three in-house models, boosting speed, voice realism and image generation as it ramps enterprise monetization.

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Om Jaiswal

IREN Limited Plunges 23% in 3 Months: Time to Hold or Fold the Stock?

IREN's 23% slide in the past three months reflects near-term mining weakness, but its AI cloud pivot and GPU expansion support a hold stance for now.

MSFTNegative Net Change APLDPositive Net Change IRENPositive Net Change WULFNegative Net Change

Om Jaiswal

Can IREN's 150K GPU Fleet Drive $3.7B AI Cloud ARR Target in 2026?

IREN is betting on 150,000 GPUs to reach $3.7B AI cloud ARR by 2026, with $2.3B already under contract and more customer talks underway.

APLDPositive Net Change IRENPositive Net Change WULFNegative Net Change