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artificial-intelligence: Archive
AI Buildout Fuels Record Results for These Companies
by Derek Lewis
Both Cisco Systems (CSCO) and NVIDIA (NVDA) delivered robust earnings releases this cycle, posting record results thanks to favorable trends stemming from the AI buildout.
CSCOPositive Net Change NVDANegative Net Change
artificial-intelligence tech-stocks
NVDA Gains 23.5% Since April, TSM Up 19.7%: What's Driving the Rally?
by Urmimala Biswas
NVDA and TSM have surged since April as AI chip demand, hyperscaler spending and advanced packaging shortages fuel growth.
AMDNegative Net Change NVDANegative Net Change TSMNegative Net Change
artificial-intelligence semiconductor tech-stocks
AXT vs. Coherent: Which Photonics Chip Supplier Is the Better Buy?
by Indrajit Bandyopadhyay
AXTI is gaining momentum in AI photonics as record backlog, rising indium phosphide demand and capacity growth fuel its early-cycle story.
COHRNegative Net Change AXTINegative Net Change
artificial-intelligence semiconductor
Memory Supercycle: Why MU & SNDK Are Set for a Grand Finale
by Andrew Rocco
With demand heavily outstripping supply, true market leaders like Micron and SanDisk are flashing the exact fundamental and technical signals that precede breathtaking climax moves.
QCOMPositive Net Change MUPositive Net Change NVDANegative Net Change SNDKPositive Net Change QQQPositive Net Change MSTRPositive Net Change
artificial-intelligence
Micron Hits a $1 Trillion Valuation: What's Next?
by Ethan Feller
As Micron Technology joins the trillion dollar market cap club, stocks such as Microchip Technology, Texas Instruments and ON Semiconductor may represent new opportunities.
TXNNegative Net Change MUPositive Net Change MCHPNegative Net Change ONNegative Net Change
artificial-intelligence semiconductor
VRT Benefits From Strong International Expansion: More Upside Ahead?
by Nilanshi Mukherjee
Vertiv's international growth and AI data center wins are fueling strong sales momentum, but rising competition from HPE and SMCI remains a challenge.
SMCIPositive Net Change HPEPositive Net Change VRTPositive Net Change
artificial-intelligence tech-stocks
Okta Gears Up to Report Q1 Earnings: What's in Store for the Stock?
by Zacks Equity Research
OKTA's fiscal first-quarter results are likely to benefit from AI security demand, rising RPO, and partner growth.
DELLPositive Net Change ADSKNegative Net Change OKTAPositive Net Change KCNegative Net Change
artificial-intelligence earnings tech-stocks
Strong Content & Advertising Aids Apple's Services: More Upside Ahead?
by Aniruddha Ganguly
AAPL's Services hit a record $30.98B in fiscal Q2'26 as TV+, sports and ads grow, with Apple Maps search ads coming later this year.
AMZNNegative Net Change AAPLNegative Net Change MSFTPositive Net Change
artificial-intelligence computers tech-stocks
DELL Gears Up to Report Q1 Earnings: Should You Buy the Stock?
by Aniruddha Ganguly
Dell Technologies heads into fiscal Q1 earnings with revenues seen near $35.5 billion, AI server demand surging, yet macro challenges and PC competition may pinch margins.
AAPLNegative Net Change DELLPositive Net Change SMCIPositive Net Change HPEPositive Net Change
artificial-intelligence tech-stocks
Here's Why Investors Should Stay Neutral on FIS Stock for Now
by Zacks Equity Research
Fidelity National is riding digital banking and AI momentum, but macro pressure, weak lending markets and a heavy debt load may keep investors cautious.
FISPositive Net Change DAVEPositive Net Change PRTHPositive Net Change SEZLNegative Net Change
artificial-intelligence blockchain business-services fin-tech finance payments