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computers: Archive
Lenovo Group Skyrockets 137% YTD: Time to Add the Stock?
by Tanuka De
Lenovo Group's 137% YTD surge, affordable valuation, AI server pipeline and growth projections make the stock a compelling portfolio addition.
LNVGYNegative Net Change HPQNegative Net Change DELLNegative Net Change
computers
Arm Holdings' Robust Licensing Business Drives AI-Fueled Growth
by Shuvra Shankar Dey
ARM posts another quarter of solid revenue growth, with rising licensing activity and a growing royalty base reflecting sustained demand for its chip architecture.
ARMNegative Net Change AMDNegative Net Change NVDANegative Net Change
computers internet tech-stocks
CRWV Shares Slip 24% in a Month: Buy the Dip or Stay on the Sidelines?
by Shreya Majumder
CoreWeave's 24% pullback has eased valuation concerns, but can explosive AI growth and a huge backlog outweigh rising competition and heavy spending?
CRWVNegative Net Change MSFTPositive Net Change NVDANegative Net Change METANegative Net Change NBISNegative Net Change
artificial-intelligence business-services cloud-computing computers software tech-stocks
Can Higher Memory Prices Extend Micron Technology's Profit Boom?
by Anirudha Bhagat
MU's memory pricing surge, AI-led demand and tighter supply fuel record profits, with margins projected to expand further in Q4.
MUNegative Net Change AMDNegative Net Change NVDANegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares?
by Anirudha Bhagat
MU still trades at a steep discount to the sector despite its 242.6% YTD rally, as AI memory demand, HBM strength and margins fuel growth.
MUNegative Net Change AMDNegative Net Change NVDANegative Net Change MRVLNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
PL Stock Lags Industry, Trades at Premium: What Should Investors Know?
by Tanuka De
Planet Labs' backlog growth and revenue outlook signal momentum, but premium valuation, losses and near-term earnings pressure warrant caution.
PLNegative Net Change RKLBPositive Net Change BKSYNegative Net Change
computers
Here's Why Investors Should Hold ADP Stock in Their Portfolios Now
by Zacks Equity Research
ADP's AI gains, margin expansion, dividends and liquidity support its outlook, even as PEO margin pressure, soft volumes and competition pose risks.
ADPPositive Net Change DDOGNegative Net Change BILLPositive Net Change
artificial-intelligence computers
Palantir's Surging Rule of 40 Highlights Excellent AI-Driven Execution
by Zacks Equity Research
PLTR's Rule of 40 has more than doubled in less than two years, fueled by accelerating revenue growth and expanding profitability.
PLTRPositive Net Change SNOWNegative Net Change MDBNegative Net Change
computers internet tech-stocks
ARM Stock Soars 118% in a Year: Is the Buying Opportunity Gone?
by Shuvra Shankar Dey
Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.
ARMNegative Net Change NVDANegative Net Change GOOGLNegative Net Change
computers electronics semiconductor tech-stocks
IBM Stock Lags Industry in the Past 3 Months: An Opportunity to Buy?
by Supriyo Bose
IBM lags its industry amid Anthropic's COBOL modernization threat, but hybrid cloud, AI demand and rising estimates may support growth.
IBMPositive Net Change AMZNPositive Net Change MSFTPositive Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks