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computers: Archive
Top Stock Reports for Meta Platforms, Marvell & Amphenol
by Mark Vickery
Marvell's AI infrastructure gains, custom silicon growth and networking momentum point to a higher multi-year outlook.
APHPositive Net Change CHRWPositive Net Change MRVLPositive Net Change EVRNegative Net Change SDNegative Net Change VGPositive Net Change BKTIPositive Net Change METAPositive Net Change
communications computers oil-energy semiconductor
Are Value ETFs the New AI Trade?
by Neena Mishra
Value ETFs are outperforming growth funds, but many hold surprising exposure to the AI boom.
AMZNPositive Net Change JPMPositive Net Change AAPLPositive Net Change MSFTPositive Net Change MUNegative Net Change BRK.BPositive Net Change VTVPositive Net Change IWDPositive Net Change VLUEPositive Net Change
artificial-intelligence computers etfs
Is Ciena a Buy as 30% Growth Meets Its Premium Forward Valuation?
by Shreya Majumder
Ciena targets at least 30% fiscal 2027 revenue growth as AI demand rises, but its premium valuation, supply risks and cloud concentration raise the stakes.
CIENPositive Net Change CSCOPositive Net Change HPEPositive Net Change
artificial-intelligence business-services cloud-computing communications computers earnings-report earnings-trend tech-stocks top-ranked trending-stocks valuation
AI Capex Creates New Investment Cycle: NVIDIA & 2 Other Stocks to Buy
by Urmimala Biswas
AI capex is fueling a new infrastructure cycle, with NVIDIA, Arista Networks and Vertiv well-positioned across computing, networking and power.
NVDANegative Net Change ANETPositive Net Change VRTPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
CoreWeave Doubles Down on Physical AI: Can CRWV Capture More Demand?
by Zacks Equity Research
CRWV is targeting physical AI with field engineering that helps industrial teams build, validate and deploy AI across workflows.
CRWVNegative Net Change MSFTPositive Net Change NBISNegative Net Change
artificial-intelligence business-services cloud-computing computers emerging-markets robotics tech-stocks
BR Stock Rises 16.1% in 3 Months: Here's What You Should Know
by Zacks Equity Research
Broadridge's recurring revenue growth, expanding margins and strong cash flow support its fiscal 2027 growth outlook and higher shareholder returns.
BRNegative Net Change ADIPositive Net Change AMATPositive Net Change
computers tech-stocks
Can IBM's Latest Innovation Hub Advance Quantum Computing Ecosystem?
by Zacks Equity Research
International Business Machines is expanding its quantum footprint with a new ETH Zurich hub, bringing advanced computing to Swiss researchers and businesses.
IBMPositive Net Change LMTNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence automation computers tech-stocks
Adobe Q3 Earnings Call Centers on Agentic AI and Freemium
by Zacks Equity Research
Adobe is betting on agentic AI and freemium growth, prioritizing user adoption as AI-first ARR surges and management raises its fiscal 2026 outlook.
ADBEPositive Net Change
computers earnings software
Oracle Q1 Earnings Call Centers on AI Capacity and Raised Outlook
by Zacks Equity Research
ORCL has raised its fiscal 2027 revenue outlook to at least $90 billion as AI capacity, RPO conversion and cloud infrastructure execution drive growth.
ORCLNegative Net Change
computers earnings tech-stocks
Will Counter-UAS Demand Sustain Ondas' Momentum Into 2027?
by Zacks Equity Research
ONDS sees strong global Counter-UAS demand as Sentrycs posts about 298% pro forma Q2 growth and IonStrike moves toward volume orders in second-half 2026.
ONDSNegative Net Change DPROPositive Net Change UMACNegative Net Change
computers tech-stocks